Wholesale & Commercial DistributionOptional Module

B2B Invoices

1. Overview & Purpose

What are B2B Invoices?

B2B Invoices governs commercial trade billing and Accounts Receivable management. It matches delivered merchandise from Delivery Orders, computes applicable value-added taxes, establishes payment deadlines, and registers ledger receivable entries.

Menu Location:Sales > Invoices

2. When to Use B2B Invoices

Proof-of-Delivery Backed Commercial Billing

Merchandise has been delivered and signed for on physical Delivery Order #DO-001; billing department issues the official commercial bill.

Recommended Action:Generate a B2B Invoice referencing the verified Delivery Order; the system pulls delivered quantities and locked SO prices to ensure zero billing variance.

Consolidated Multi-Delivery Periodic Billing (Weekly / Monthly)

An enterprise corporate client receives 4 deliveries per week and mandates a single consolidated billing statement at week end.

Recommended Action:Attach multiple verified Delivery Orders to a single consolidated B2B Invoice, combining item lines while itemizing original delivery slip numbers.

Commercial Payment Terms (NET30/60) & AR Aging Analysis

Credit control monitors customer payment commitments and aging buckets (Current, 1-30 Days, 31-60 Days Overdue).

Recommended Action:Set dueDate based on customer contracted payment terms (e.g. NET30); the invoice feeds the Accounts Receivable ledger and triggers automated payment reminders.

Tax Invoice (e-Faktur) Compliance & Revenue Recognition

Accounting must recognize sales revenue and record output value-added tax liability for corporate tax filing upon commercial dispatch.

Recommended Action:Click Submit & Post on the invoice; the ERP posts double-entry journal entries (Debiting Accounts Receivable and Crediting Sales Revenue and VAT Output Payable).

Multi-Currency Wholesale Export Billing (USD / SGD)

Invoicing overseas corporate clients in foreign currency with automated currency conversion at prevailing bank exchange rates.

Recommended Action:Select foreign currency billing; the system computes base currency ledger equivalents while displaying foreign invoice values on commercial PDF invoices.

3. Data Dictionary & Fields

Schema structure for the sales_invoices commercial Accounts Receivable table:

Field / Column	Input Type	Requirement	Description & Operational Guide
invoiceNumber	STRING(50)	Required	System-generated unique commercial invoice number (e.g. INV-20260522-001).
customerId	BIGINT (FK)	Required	Reference to customers table identifying billed client.
branchId	BIGINT (FK)	Required	Operating branch holding the trade receivable claim.
invoiceDate	DATE	Required	Official billing date from which credit aging begins.
dueDate	DATE	Required	Contractual payment deadline before invoice is flagged overdue.
subtotalAmount	DECIMAL(18,6)	Required	Pre-tax sum of all delivered items billed on invoice.
taxAmount	DECIMAL(18,6)	Required	Calculated value-added tax credited to tax liabilities.
grandTotal	DECIMAL(18,6)	Required	Total monetary receivable booked to Accounts Receivable.
status	ENUM	Required	State: DRAFT, SUBMITTED, APPROVED, POSTED, REVERSED, CANCELLED.

4. Interface Preview

B2B Invoices console showing billing records, payment term due dates, tax amounts, and Accounts Receivable statuses.

inventories-web

Menu Location:Route: /admin/sales/invoices

Screen Preview: B2B Sales Invoices Console Interface

Visual interface illustration and control layout for menu Route: /admin/sales/invoices

1Add Commercial Invoice2Delivery Order Matcher3Payment Terms & Aging4Post to Accounts Receivable

B2B Invoices ledger displaying customer names, invoice numbers, payment due dates, and accounting posting triggers.

5. Generating B2B Invoices

Open Invoices Directory

Navigate to Sales > Invoices from primary sidebar navigation.

Select Delivery Orders

Click Add Invoice, pick Customer, and select delivered Delivery Orders.

Configure Taxes & Terms

Verify line pricing, tax rates, and check payment term days.

Add Shipping Fees

Input freight or delivery charges if billed to the customer.

Submit & Post to AR

Click Submit & Post to create trade receivable journal in Accounting.

6. Payment Due Dates & AR Aging

Print Tax Invoices

Print official commercial invoice and e-Faktur tax documents for customer dispatch.

Monitor AR Aging

Track outstanding payment status in Accounts Receivable dashboard.

7. Posting & Reversal Controls

Settled Invoice Inviolability

If customer incoming payments or credit notes are already allocated to this invoice, they must be unlinked or voided before the invoice can be reversed.

Invoice Reversal Rules

Invoices with applied customer payments must have payment receipts unlinked first.

Posted invoices generate reversal journals to maintain double-entry accounting integrity.

8. Cross-Module Impact

Target Subsystem	Relational & Transactional Effect
General Ledger Accounting	Debits Accounts Receivable asset and credits Sales Revenue & Tax Payable accounts.
Customer Payments & AR	Populates open invoices available for incoming bank transfer payment allocation.
Sales Credit Notes	Allows partial or full receivable write-downs via attached credit notes.

Operational Best Practices

Always attach Delivery Order signed delivery notes when sending invoices to institutional buyers.
Review aging reports weekly to send automated payment reminders before invoices pass due dates.