Understand core invoice creation rules

Know how the accounting service finds clients and avoids unsupported writes.

What this guide covers

Know how the accounting service finds clients and avoids unsupported writes. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Exact step-by-step process

1. Open Admin Area → Courier & Logistics → Jobs → Open job → Create Invoice.
2. Review the source record and choose the supported action.
3. Save or submit once, then reopen the record and verify the result.

Fields, choices and supported possibilities

This action uses the values already stored on the selected source record. Review that record before continuing.

Code-backed validations and workflow rules

• The service finds a core client by linked customer/company/email and can create/update client and contact.
• Only fields existing in the destination core tables are used.
• The customer can be assigned to the configured client group.
• Invoice creation can reuse an existing linked invoice unless forced.

Expected result and verification

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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