Invoicing & trash, in plain English

Bill clients in coins at /business/invoices — 100 🪙 = exactly $1.00. Draft a memorandum, send it, mark it paid when the guarded checkout settles.

These are NOT tax invoices — internal coin accounting only. Marking one paid moves no coins by itself. Ghost (👻) has no monetary value and can never settle an invoice.

What exists today

Org-scoped memoranda: every invoice belongs to one org and never crosses orgs.
Lifecycle: draft → sent → paid, or void. Overdue dates are flagged; sent-but-unpaid totals roll up.
Line items: label, quantity, and coin unit price per line; totals show coins with the USD equivalent.
Exports: CSV download and a printable view for the books.
Company + contact pickers tie an invoice to CRM records.

Planned: directory, PDF, trash

The remastery blueprint adds three upgrades. Status: planned — none of these exist yet:

Client directory: managed client companies with billing addresses and VAT IDs.
Vector PDF export: one-click client-ready downloadable PDF per invoice.
30-day trash lifecycle: deleting an invoice stamps it with a deleted-at time, parks it in a Trash tab with an auto-purge countdown, and offers 1-click restore before the 30 days run out.

Data shapes (planned schema)

Table	What it holds
invoice_clients	user_id, name, email, address, phone, vat_number.
invoices	user_id, client_id, invoice_number, issue_date, due_date, currency, tax_rate, subtotal, tax_amount, total_amount, status (draft \| sent \| paid \| overdue \| cancelled), sender company fields, deleted_at (trash), timestamps.
invoice_line_items	invoice_id, description, quantity, unit_rate, total, position.

Invoices and clients are yours only (planned per-user RLS); line items follow their invoice.

Worked example: memorandum to paid

Draft the memorandum. Open /business/invoices, create an invoice for the org, and add line items with label, quantity, and coin unit price. Totals show coins with the dollar equivalent at 100 to 1.
Tie it to the CRM. Use the company and contact pickers so the memorandum points at real CRM records. An invoice without a company link is harder to reconcile at month end.
Send it and watch the rollup. Move draft to sent. Sent-but-unpaid totals roll up per org, and overdue dates flag automatically once the due date passes.
Settle through guarded checkout, then mark paid. Marking paid records the outcome; it moves no coins by itself. Ghost balances never settle anything, since Ghost carries no monetary value.
Void instead of deleting. A mistaken memorandum is voided in place today, preserving the audit trail. The planned trash tab will later offer soft-delete with 1-click restore inside 30 days. The technical suite documents that lifecycle in the invoicing suite.

Void today versus trash planned

Action	Status	What happens
Void	Live today	Cancels the memorandum in place; the row stays for audit.
CSV download	Live today	Exports rows for the books alongside the printable view.
Client directory	Planned	Managed companies with billing addresses and VAT IDs.
Vector PDF	Planned	One-click client-ready PDF rendered from the database row.
30-day trash	Planned	Soft-delete stamp, Trash tab countdown, restore, auto-purge.

Troubleshooting

Totals look wrong: check each line item quantity against its coin unit price, then confirm the dollar equivalent divides by 100. A misplaced decimal in quantity is the usual cause.
Invoice missing from the list: confirm the org switcher points at the owning org. Memoranda never cross orgs, so the wrong org shows an empty list by design.
Cannot restore a deleted invoice: hard removal has no restore path today. Void preserves the row; treat delete as permanent until the planned trash tab ships with its 30-day window.
Client asks for a PDF now: send the printable view or CSV export. One-click vector PDF is planned, and the business suite guide covers what exports exist today.

FAQ

Is void the same as delete? Today void cancels an invoice in place. Trash (soft-delete + restore + auto-purge) is the planned replacement for hard removal.
Can I send a PDF to a client today? Use the printable view or CSV for now — one-click PDF is planned.
Full terms? /terms. Business overview: /docs/business.
Do invoices move coins? No. Memoranda record intent; only the guarded checkout settles value. Marking paid without settlement misstates the books.
How does the 75/25 split apply? Coin-denominated totals split 75 percent provider credits to 25 percent platform on the receipt. The gross on the memorandum never changes; see the axiom sheet for the rule.
Where do tracked hours fit? Time entries convert into draft line items in one click. The time tracking guide shows the clock that feeds this page.

Next: Time tracking · Chat · Open invoices · All docs

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