Invoices Billing

module: invoices-billing
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Billing": null
  "Terms": null
  "Tracking": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Invoice Number,Client,Project,Issue Date,Payment Terms (Days),Due Date,Currency,Time Entries,Subtotal,Discount,Tax Rate %,Tax Amount,Withholding Tax,Total,Payments,Amount Paid,Balance,Days Overdue,Aging,Payment Status,Status,Sent Date,Prepared By,Approved By,Notes,Invoice ID
INV-1041,Northwind Traders,Website Redesign,2026-08-15,30,2026-09-14,INR,"TIME-2026-011, TIME-2026-012",118000.00,4720.00,18,21240.00,20000.00,134520.00,PAY-2210,120000.00,14520.00,12,0-30 days,Part Paid,Issued,2026-08-15,Ananya Rao,Vikram Singh,"Follow-up sent in February; the client queried the retainer line, not the hours.",

CREATE TABLE invoices_billing (
  invoice_number VARCHAR(255),
  client VARCHAR(255),
  project VARCHAR(255),
  issue_date DATE NOT NULL,
  payment_terms_days NUMERIC NOT NULL,
  due_date DATE NOT NULL,
  currency VARCHAR(255),
  time_entries VARCHAR(255),  -- relation -> target record
  subtotal NUMERIC(14,2) NOT NULL,
  discount NUMERIC(14,2) NOT NULL,
  tax_rate_pct NUMERIC NOT NULL,
  tax_amount NUMERIC(14,2) NOT NULL,
  withholding_tax NUMERIC(14,2) NOT NULL,
  total NUMERIC(14,2) NOT NULL,
  payments VARCHAR(255),  -- relation -> target record
  amount_paid NUMERIC(14,2) NOT NULL,
  balance NUMERIC(14,2) NOT NULL,
  days_overdue NUMERIC NOT NULL,
  aging VARCHAR(255),
  payment_status VARCHAR(100) NOT NULL,
  status VARCHAR(100) NOT NULL,
  sent_date DATE NOT NULL,
  prepared_by VARCHAR(255),
  approved_by VARCHAR(255),
  notes TEXT,
  invoice_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_invoices_billing_status ON invoices_billing (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Invoices & Billing",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Invoice Number": { "type": "string" },
      "Client": { "type": "string" },
      "Project": { "type": "string" },
      "Issue Date": { "type": "string", "format": "date" },
      "Payment Terms (Days)": { "type": "number" },
      "Due Date": { "type": "string", "format": "date" },
      "Currency": { "type": "string" },
      "Time Entries": { "type": "string" },
      "Subtotal": { "type": "number" },
      "Discount": { "type": "number" },
      "Tax Rate %": { "type": "number" },
      "Tax Amount": { "type": "number" },
      "Withholding Tax": { "type": "number" },
      "Total": { "type": "number" },
      "Payments": { "type": "string" },
      "Amount Paid": { "type": "number" },
      "Balance": { "type": "number" },
      "Days Overdue": { "type": "number" },
      "Aging": { "type": "string" },
      "Payment Status": { "type": "string" },
      "Status": { "type": "string" },
      "Sent Date": { "type": "string", "format": "date" },
      "Prepared By": { "type": "string" },
      "Approved By": { "type": "string" },
      "Notes": { "type": "string" },
      "Invoice ID": { "type": "integer" }
  },
  "required": [
      "Issue Date",
      "Payment Terms (Days)",
      "Due Date",
      "Subtotal",
      "Discount",
      "Tax Rate %",
      "Tax Amount",
      "Withholding Tax",
      "Total",
      "Amount Paid",
      "Balance",
      "Days Overdue",
      "Payment Status",
      "Status",
      "Sent Date"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Invoice Number | Title | Use as the database title |
| Client | Text | Leave as Text |
| Project | Text | Leave as Text |
| Issue Date | Date | Convert to Date |
| Payment Terms (Days) | Number | Convert to Number |
| Due Date | Date | Convert to Date |
| Currency | Text | Leave as Text |
| Time Entries | Relation (link to the target database) | Convert to Relation, link to the target database |
| Subtotal | Number (format: currency) | Convert to Number, set format to Currency |
| Discount | Number (format: currency) | Convert to Number, set format to Currency |
| Tax Rate % | Number | Convert to Number |
| Tax Amount | Number (format: currency) | Convert to Number, set format to Currency |
| Withholding Tax | Number (format: currency) | Convert to Number, set format to Currency |
| Total | Number (format: currency) | Convert to Number, set format to Currency |
| Payments | Relation (link to the target database) | Convert to Relation, link to the target database |
| Amount Paid | Number (format: currency) | Convert to Number, set format to Currency |
| Balance | Number (format: currency) | Convert to Number, set format to Currency |
| Days Overdue | Number | Convert to Number |
| Aging | Text | Leave as Text |
| Payment Status | Select (add options after import) | Convert to Select, add options: "Draft", "Sent", "Part Paid", "Paid", "Overdue", "Cancelled" |
| Status | Select (add options after import) | Convert to Select, add options: "Draft", "Issued", "Sent", "Part Paid", "Paid", "Void" |
| Sent Date | Date | Convert to Date |
| Prepared By | Text | Leave as Text |
| Approved By | Text | Leave as Text |
| Notes | Text | Leave as Text |
| Invoice ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |