Proper
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Invoices

First-class Proper invoice records, finance views, and owner/admin actions.

Owner/Admin Invoice Functionality

Finance

Proper invoices are the accounts receivable record used by /app/finance/invoices. Stripe IDs are linked for reconciliation, while Stripe remains source of truth for money movement.

What owners/admins can do

  • View invoice list with status, date range, and customer/invoice-number search.
  • Open invoice detail pages with line items, totals, balance due, and Stripe references.
  • Create and update one-off invoices (tenant-scoped).
  • Mark pay-later invoices paid offline (cash/check/ACH/other) from invoice detail.

Status and sync behavior

  • Invoice status syncs from Stripe webhooks for paid, failed, refunded, and disputed events.
  • Invoice numbers are generated server-side and unique per company.
  • Managers can read invoices but cannot create or update financial fields.
  • Workforce users cannot access finance invoice endpoints.

Where to use it