Invoicing & Billing Hub

Sales invoices, purchase bills and auto invoice processing in one consolidated screen.

Overview

Invoicing & Billing Hub consolidates the customer- and vendor-facing billing workflows — creating sales invoices, recording purchase bills, and automating invoice capture — behind one entry point. It is one of the five hubs reachable from Finance Hub and is only shown in the sidebar when Hub view mode is active.

Of its three sub-screens, only Sales Invoices is live today; Purchase Bills and Auto-Invoice Processing are reserved navigation entries for functionality that has not shipped yet.

What's Included

Sub-screen	Status	Description
Sales Invoices	Live	The Invoice Form — create, send and track customer invoices.
Purchase Bills	Coming Soon	Recording and tracking vendor bills.
Auto Invoice Processing	Coming Soon	Automated extraction (OCR) of invoice data from uploaded documents.

How It Works

Open Invoicing & Billing Hub from Finance Hub or the sidebar

Pick Sales Invoices, Purchase Bills, or Auto Invoice Processing

Its content renders in place — no full page navigation

The Sales Invoices sub-screen is live and reuses the same Invoice Form component as the standalone Invoice Manager screen in Grid View — creating, sending and tracking a customer invoice here behaves identically and updates the same Accounts Receivable ledger. See Invoice Manager for full details on invoice creation, statuses, payments, and overdue reminders, since the underlying screen is identical.

Purchase Bills and Auto-Invoice Processing are not yet live

These two sub-screens exist as navigation entries inside the hub but render only a placeholder today — there is no equivalent Grid View screen for either, so vendor bill entry and automated invoice/OCR capture are not yet available anywhere in TotalApp.

Hub View vs. Grid View

Same data, different navigation

Invoicing & Billing Hub only appears in the sidebar in Hub view mode. In Grid view mode, the same live functionality is reachable directly through the standalone Invoice Manager entry. See Finance Hub for the full Hub View vs. Grid View explanation, which applies identically here.

Frequently Asked Questions

Is an invoice I create in Sales Invoices here the same as one created in the standalone Invoice Manager screen?

Yes. Sales Invoices inside the hub renders the exact same Invoice Form component used by the standalone Invoice Manager screen in Grid View — there is only one invoice record and one Accounts Receivable ledger, regardless of which navigation path you used to create it.

What happens if I click Purchase Bills or Auto Invoice Processing?

You’ll see a placeholder screen with a “Soon” badge. Neither vendor bill recording nor automated invoice/OCR capture has shipped yet, so there is no functional screen behind these entries in any view mode.

Can I record a vendor bill anywhere in TotalApp today?

Not through a dedicated Purchase Bills screen — that functionality has not shipped. Vendor-side obligations are currently tracked through the Accounts Payable ledger in Commercial Accounts Hub (or the standalone Accounts Payable screen in Grid View), which records what is owed even though there is no bill-capture form yet.

Once Auto Invoice Processing ships, will it feed directly into Sales Invoices or Accounts Payable?

That depends on the document type being processed — a captured customer invoice would relate to the Sales Invoices/Accounts Receivable side, while a captured vendor bill would relate to the future Purchase Bills/Accounts Payable side. The feature has not shipped yet, so this routing is not yet implemented.