Invoices & Documents

Status: Implemented / controlled release

What it does

Creates invoice/document records plus uploaded/generated files and source-linked print output.

Benefits

• transaction-linked documents
• invoice/evidence support
• central file handling

Typical usage

1. Create from authorized source
2. Generate/upload
3. Deliver where configured
4. Retain source/tenant linkage

Roles

Staff, Manager, Owner

API families

• /api/v1/invoices/*
• /api/v1/public/uploads/*
• /api/v1/documents/*

Endpoint presence does not automatically make an endpoint a Partner API. See API → API Overview.

Configuration

• Tenant identity
• Document type
• Storage driver
• Email delivery

Current limitations / release notes

Private identity material must not become public merely because it is in object storage.

Related modules

Finance, CRM, Postmark, Storage