Invoice Register - Overview

Invoice Register is the primary workspace for creating, reviewing, maintaining, and submitting sales invoices in Trade Control.

It brings together invoice enquiry, invoice creation, editing, document generation, and submission in a single module.

What Invoice Register is for

Use Invoice Register when you want to:

review invoices within a financial period
search and filter invoice activity
work in the correct namespace context
create new invoices
edit existing invoices
review invoice line items and values
generate invoice documents
submit invoices to customers
track invoice status throughout its lifecycle

The Register is the main operational view.

How Invoice Register is organised

Invoice Register is both period-aware and namespace-aware.

That means:

invoice activity is always viewed within a selected financial period
results can be narrowed to a specific namespace where required
invoice information can be viewed at header, line, or cash-code level
invoice creation, maintenance, and submission are available from a single workspace

On desktop, Invoice Register uses a split workspace layout with navigation and filters on the left and the selected workspace on the right.

On mobile, it uses a single-column detail flow with back navigation between views.

Guide index

Use the pages below by task.

Data Grid — review invoice activity, apply filters, inspect invoice details, and navigate invoice records
Raise — create invoices and build invoice content from draft entries
Edit — maintain invoice headers and line items throughout the invoice lifecycle
Submission — generate invoice documents and deliver invoices to customers
Reference — look up statuses, terminology, and invoice lifecycle concepts

Core ideas

Register-first

Invoice Register is designed around the Register view so that invoice activity can be reviewed before changes are made.

The Register acts as the centre of day-to-day invoice management.

Multiple views of the same data

Invoice activity can be viewed from different perspectives.

Depending on the task, you can review:

invoice headers
invoice line items
cash-code activity

Each view presents the same underlying information in a form appropriate to the task being performed.

Namespace-aware

Where Subjects participate in more than one business path, Invoice Register uses the selected namespace context to keep invoice activity aligned to the correct part of the organisation.

Lifecycle-based working

Invoices move through a lifecycle rather than a single editing session.

Typical stages include:

creation
review
editing
document generation
submission

Invoice Register keeps these activities together within one module.

Typical workflow

A common working pattern is:

open Invoice Register
select the required period
apply namespace or cash-code filters if required
review invoice activity in the Register
open an invoice for enquiry or editing
generate invoice documents when ready
submit the invoice to the customer