Invoice

The Invoice menu is used to track invoices created from the sales order flow, inspect customer/product/status details, send invoice data to B1, manage invoice cancellation requests, reopen a sales order from an existing invoice, and view today's sales summary for the current user and the whole branch.

In this system, invoices are not the main entry point for creating sales. The primary sales entry point is Sales Order. The invoice menu is the review, B1 handoff, cancellation, and summary surface after the order/invoice/payment flow has started.

Open workflow Open sales summary notes Open permissions

App Entry Points

App	Entry point	Main files
Mobile	`Home` -> `InvoiceList` -> `InvoiceDetail`	`invoiceListScreen`, `invoiceDetailScreen`
POS Terminal	`invoice` menu in split home	`HomeScreen/index.tsx`, `ListPane.tsx`, `InvoicePanels.tsx`

Both apps use the same service boundary:

Job	Endpoint / service
Load invoice list	`GET /invoices` via `getInvoices(...)`
Load pending B1 list	`GET /invoices?toB1=0` via `getInvoicesPendingB1(...)`
Load invoice detail	`GET /invoices/{invoiceId}?includeLot=true`
Send to B1	`POST /payment/to-b1` with an array of `invoiceId` values
Retry payment/incoming send	`POST /payment/{invoiceId}/retry`
Sales summary	`GET /invoices/summary`
Approve cancel request	`POST /invoices/{invoiceId}/approve`
Reject cancel request	`POST /invoices/{invoiceId}/reject`
Request invoice cancellation	`POST /invoices/{invoiceId}/cancel`

Main Workflow

Invoice List

The main list loads through getInvoices(...) with the selected branch context:

branchId from selected branch
whGrpCode from selected warehouse group
page, pageLimit, search
base filters: shippingType, invoiceStatus, toB1, inStock, withOutCN, dateFrom, dateTo
sorted DESC by invoiceId

List behavior:

search covers invoice number, customer, or sales order number
tabs are All and Pending B1
rows are deduped by invoiceId or invoiceStorageId
tapping a row in normal mode opens invoice detail
tapping a row in manual payment mode selects or deselects the invoice for sending

Invoice Detail

Detail loads GET /invoices/{invoiceId}?includeLot=true and renders:

invoice number, customer, sales order number, invoice owner, and invoice date
invoice summary through InvoiceSummarySection
product item lines and item count
shipping invoices attached to the order, with retry buttons for shipping/incoming when retry is available
Open sales order from invoice when the user can create sales orders

Opening a sales order from an invoice passes these values into order detail:

{
  duplicateInvoiceId,
  duplicateInvoiceNo,
  duplicateDocumentMove,
  duplicateVehicleRelease,
}

Main branches can open the duplicated order draft directly. Non-main branches must first choose vehicleRelease and documentMove in the duplicate configuration modal.

Send To B1

B1 sending can run from a per-row action or from multi-select manual payment mode. The API call is POST /payment/to-b1.

Before sending, the app checks:

Guard	Detail
Has `invoiceId`	Uses `invoiceId` or fallback `invoiceStorageId`
Has `refKey`	Missing `refKey` blocks sending
`toB1 = 0`	Already-sent invoices show a disabled action
`orderStatus = CONFIRMED`	Unpaid/unconfirmed sales orders show an error
No pending cancellation request	`canceledNote` without `rejectCanceledAt` blocks sending
Invoice date	Normal users can send only today's/yesterday's invoices; dept `3` bypasses the date guard

Sales Summary Button

The Sales Summary button is available in the invoice header:

App	Button location
Mobile	header menu item named `สรุปยอดขาย`
POS Terminal	`bar-chart-2` icon beside the `Invoice` menu header in `ListPane`

When pressed, the app calls /invoices/summary twice for the current day:

The modal groups BFP and NFF and then renders a total block:

Value	Calculation
Invoice count	`invCount`
Sales amount	`amountTotal`
point/coupon discount	`discount`
credit note discount	`useCreditNote`
net remaining	`amountTotal - discount - useCreditNote`
total weight	`weightTotal`
COD transaction count	`codCount`
COD fee total	`codTotal`

For each company and for the grand total, the modal renders the COD metrics as ค่าธรรมเนียม COD : codCount @ codTotal. These are additional summary values; the net remaining calculation remains amountTotal - discount - useCreditNote and does not subtract codTotal.

Manual Payment Status Mode

This mode opens from the same header menu area as the sales summary:

Mobile label: ปรับสถานะการชำระเงินด้วยตนเอง
Terminal icon: check-square; once active, it changes to x for cancelling the mode
the list switches to the Pending B1 tab
normal users are limited to today/yesterday and their own userCode
dept 3 sees every user and bypasses the manual-mode date guard
users select multiple invoices and press ส่งข้อมูล
selected invoices must not be canceled, must have refKey, and their order must be CONFIRMED

Cancellation Requests

This menu is not always the origin of invoice cancellation requests, but it is where pending requests on invoices are managed.

Cancellation handling:

actions appear only when the invoice has canceledNote and no rejectCanceledAt
invoiceStatus = CANCELED cannot be processed again
approving calls approveCancelInvoice(invoiceId)
rejecting calls rejectCancelInvoice(invoiceId)
the current invoice list refreshes after the action

Permissions And Guards

Area	Condition
See Invoice menu	`MENU_INVOICE.has(deptCode)` or admin/full non-main warehouse access
menu dept codes	`-2, 1, 2, 3, 4, 7, 8, 9, 13, 16, 20, 21, 22, 23, 27, 29`
Send one invoice to B1	invoice owner, dept `3`, or override user `012265`, `999999`
Send older than today/yesterday	dept `3` only
Manage cancel request	invoice owner or override user `012265`, `999999`
Open sales order from invoice	must pass `canCreateSalesOrder`
main `canCreateSalesOrder` dept codes	admin, full non-main warehouse access, or dept `-2, 1, 2, 4, 7, 8, 9, 13, 16, 21, 29`

Important: “can see the menu” and “can perform an action” are separate gates. For example, dept 20 can see the Invoice menu and some Home shortcuts, but Open sales order from invoice still uses the detail-screen canCreateSalesOrder gate.

Mobile vs POS Terminal

Topic	Mobile	POS Terminal
UI shape	stack screen: list -> detail	split pane: menu, list, detail
sales summary button	header menu item	icon beside invoice menu title
invoice detail	`InvoiceDetailScreen`	`InvoicePanels` detail panel
manual payment mode	bottom rail with `ยกเลิก` / `ส่งข้อมูล`	header action plus list-pane actions
duplicate order	navigate to `OrderDetail`	create/open order detail in split panel with progress
summary modal	`InvoiceSummaryModal` component	`InvoiceSummaryModal` in `InvoicePanels.tsx`

Developer Handoff Map

Job	Mobile	POS Terminal
invoice list	`apps/mobile/src/screens/invoiceStack/invoiceListScreen/index.tsx`	`apps/pos-terminal/src/screens/HomeScreen/index.tsx`, `ListPane.tsx`
invoice detail	`apps/mobile/src/screens/invoiceStack/invoiceDetailScreen/index.tsx`	`apps/pos-terminal/src/screens/HomeScreen/InvoicePanels.tsx`
invoice service	`apps/mobile/src/services/invoices.ts`	`apps/pos-terminal/src/services/invoices.ts`, `splitMenuData.ts`
summary modal	`apps/mobile/src/components/InvoiceSummaryModal/index.tsx`	`InvoicePanels.tsx`
Home menu permission	`apps/mobile/src/screens/homeScreen/index.tsx`	`apps/pos-terminal/src/screens/HomeScreen/config.ts`
open order from invoice permission	`apps/mobile/src/utils/salesOrders.ts`	`canCreateSalesOrder(...)` in Terminal config

App Entry Points​

Main Workflow​

Invoice List​

Invoice Detail​

Send To B1​

Sales Summary Button​

Manual Payment Status Mode​

Cancellation Requests​

Permissions And Guards​

Mobile vs POS Terminal​

Developer Handoff Map​

Related Docs​