Invoices

Your InvoiceShelf books, inside Officer — invoices, estimates, customers and payments, with the credentials held server-side.

What you get

• Invoices — list, filter by status, open one and see its lines
• Estimates — the same, before they become invoices
• Customers and their history
• Payments recorded against invoices
• Multiple companies — add several sets of books and switch between them

Requirements

A running InvoiceShelf instance Officer can reach, and credentials for it.

Setup

Install the plugin, open /invoices, and add an account: a label, the URL, and the credentials. They are encrypted at rest and never sent to the browser. Mark one active.

The plugin does not install or supervise InvoiceShelf. Point it at one you already run.

Permissions

One permission, invoices, grantable per role like any other app permission.

Notes

• The plugin is named invoices, not invoiceshelf — named for what it shows rather than the daemon behind it, which is what keeps the URL /invoices. See PLUGIN.md.