Finances
Commercial finance documents — receivables, payables, invoices, bills, payments, and payment terms. Cash book and ledger live in treasury and accounting.
| Name | Description |
|---|---|
| Supplier bill freight matches | A link between a supplier bill line and an actual or adjustment freight charge. |
| Supplier bill matches | A match of the quantity of a supplier bill line to a receipt. |
| Supplier bill line items | A line of a supplier bill or credit note. |
| Bills | A supplier invoice awaiting payment, kept as an open item on the supplier payable account. |
| Supplier bill taxes | The tax base, rate, and amount on one supplier bill line. |
| Invoice line billing plan contributions | The quantity that one sales order billing milestone contributes to one customer invoice line. |
| Customer invoice line items | A line of a customer invoice or credit note. |
| Customer invoice payment options | The payment currency, payment method, and optional treasury account printed on a customer invoice. |
| Invoices | A customer invoice kept as an open item on the customer receivable account. |
| Customer invoice taxes | The tax base, rate, and amount on one customer invoice line. |
| Loan installments | A scheduled payment of principal and interest on a term loan. |
| Payables | The balance that one company owes to one supplier in one currency. |
| Payment applications | The part of a payment applied to one open customer invoice or supplier bill. |
| Payment application taxes | A tax amount recognized or reversed when a payment application is processed on a cash basis. |
| Payments | Money received from a customer or paid to a supplier, applied against documents and treasury accounts. |
| Payment terms | A rule that sets the due date of a customer invoice or a supplier bill. |
| Receivables | The balance that one customer owes to one company in one currency. |
Features
Product capabilities people author or read — notes, files, tags, audit history, options, tasks, saved list views, outbound webhooks, print and notification template overrides, and company PDF appearance. Not `shared/utils/features`, slot `features.*`, or system bodies in `shared/templates`.
FiscalMX
Mexico fiscal document tables for the fiscalmx jurisdiction engine.