Finance workflow

Invoice lifecycle

1. A finance manager creates a draft manually or from an Approved/Accepted quote.
2. Draft items, terms, links, discount, and VAT remain editable.
3. A finance approver approves a positive-value draft.
4. A finance manager marks the approved invoice Sent.
5. Payments are recorded, then separately Confirmed or Rejected by an approver.
6. Confirmed payments move the invoice to Partially Paid or Paid. An unpaid balance past its due date is Overdue.

Customer-ready invoice creation from any other quote status is blocked. Cancellation and archival statuses exist in the data model but this foundation does not expose destructive lifecycle controls.

Installments

Schedules belong to an invoice. A recorded payment may be allocated to one row. Only a confirmed allocated payment updates that row's paid and balance values. Approvers may waive or cancel a row.