The job of this console
Confirm lines and links, move status along the allowed path, and produce the PDF the customer sees. Do not edit Employee masters from here.
HRMS · Invoice Details
Invoice Details
Deep view of one invoice — line items, totals, linked employees, status transitions, PDF via document layout.
Single invoice view with line items, linked employees, and document export.
One invoice
Lines, people, status, PDF
Invoice details is the deep view of one invoice — line items, totals, linked employees, status transitions, and PDF via document layout.
Finance → Platform invoices → details
Route
/hrms/invoice/details/:invoiceId
Finance Manager · Admin
Seat at the table
The same finance operators who own the list. Recipients get the PDF, not this screen.
The working rhythm
Open from the list, review lines, adjust what the engine allows, transition status, generate PDF, return.
Moments that bring you here
A disputed line. A missing employee link. Customer asking for the PDF. Before recognition or credit-note flows.
ⓘ
Detail of the list entity
This is not a separate invoice store. Status still follows the platform invoice workflow.
Overview
Opened from Invoices list or direct URL /hrms/invoice/details/:invoiceId. Also available under document layout /document/invoice/details/:invoiceId for PDF-focused view.
Screen layout
Hero: Invoice number, status badge, account, FY, dates, total amount.
Tabs/sections: Line items table, linked employees, notes, activity.
Actions: Edit (when permitted), status transition, share/PDF.
Header & filters
No list filters on detail page. Status may be changed via action buttons when role permits (Draft → Pending → Approved → Paid → Closed).
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
◆ Emerald Luxury UI theme · chart data refreshes when filters change
Detail view — no summary strip. Line item totals roll up to header amount; linked employees show who is billable on this invoice.
Main content & actions
Edit line items, add/remove rows, link employees, export PDF via document route for client delivery.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Invoice headerClient, period, status, totals, and reference numbers.
- ✓Line items tableBillable lines with quantity, rate, amount.
- ✓PDF preview / downloadGenerate printable invoice document.
- ✓Status transitionsDraft → sent → paid workflows (role dependent).
- ✓Related timesheet linkTrace lines back to logged hours where configured.
Before you start
✅
Ready to send checklist
PO on header · lines match approved timesheets · PDF preview current · client billing contact verified.
⚠️
After mark sent
Line edits lock — use void + reissue for corrections.
Who uses this screen
Finance and billing staff editing invoice line items, generating PDFs, and progressing status from draft to paid. Account managers review before client send.
ℹ️
Single invoice workspace
Open from Invoices register row click — this is where line-level edits, PDF preview, and status changes happen.
Key concepts
Invoice header
Client, billing period, status badge, total amount, tax fields, and external reference numbers.
Line items table
Quantity, rate, amount per row — billable from timesheet or manual adjustment lines.
PDF generation
Preview and download printable invoice for client AP submission.
Status transitions
Draft → sent → paid workflow with audit trail on each change.
Related timesheet link
Trace individual lines back to employee/project hours where traceability is enabled.
Permissions
| Role | Access on this screen |
|---|---|
| Finance / billing | Full edit on lines, PDF, status, and void. |
| Account manager | Edit drafts for owned accounts; cannot mark paid without finance. |
| Project manager | Read-only line view for reconciliation. |
| Auditor (read-only) | View sent/paid history without edit. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Header fields | Client, period, PO ref, status. | Some fields lock after Sent. |
| Add line item | Manual row with qty/rate. | Alternative to timesheet pool pull. |
| Edit line | Adjust qty, rate, description. | Audit logged per change. |
| Remove line | Delete draft lines only. | Sent invoices may restrict deletion. |
| PDF preview | Inline render before download. | Refresh after line edits. |
| Status buttons | Mark sent, mark paid, void. | Role-gated. |
| Timesheet trace | Link icon on billable lines. | Opens source hour entries. |
Common mistakes
⚠️
Editing sent invoices
Client-facing documents should be voided and reissued — direct edit after send breaks audit compliance.
⚠️
Missing PO on header
Add PO from Sales module before PDF send — retroactive AP rejection is costly.
⚠️
Not refreshing PDF after edits
Stale PDF attached to email — always preview after line changes.
FAQ
Can I pull additional timesheet hours?
Re-sync or add-from-pool actions on draft — unavailable after mark sent.
What taxes are supported?
Tax fields follow org finance config — consult admin for rate tables.
How do clients receive invoices?
Out-of-band email with PDF — Tracopus generates document; delivery may be manual or integrated.
Can I duplicate an invoice?
Copy-as-draft varies by deployment — otherwise create new with same client/period.
Workflows
- Open invoice from list.
- Review line items and totals.
- Transition status when approved.
- Share PDF via document layout link.
Tips & best practices
Tip: Document layout strips app chrome — ideal for client-facing PDF links.
More guidance
💡
Remember
Client, billing period, status badge, total amount, tax fields, and external reference numbers.
ℹ️
Can I pull additional timesheet hours?
Re-sync or add-from-pool actions on draft — unavailable after mark sent.