Invoices

What this page describes is the mechanism. The specific kinds — document types, fields, statuses — are defined for your organization; yours may differ. See the entity system.

An invoice in CityScreen Deals is an ordinary document record of a type the administrator usually names "invoice", with whatever fields and templates the administrator has defined for it.

What the platform provides

The platform provides the mechanism; the administrator provides the shape. An invoice document type is configured like any other document type — with custom fields for dates, amounts, references, and any other data the organization needs.

Tax and VAT amounts are custom fields defined by the administrator. They are computed with expressions configured in the entity type system or filled in from outside CityScreen Deals.

Sequential invoice numbers are kept in a field the administrator defines, filled in manually or computed with an expression or a business process.

Line items

Invoice line items are implemented through the platform’s nested entity mechanism — a repeatable sub-record attached to the parent document type. The administrator defines a nested entity type (for example, "invoice item") with whatever fields each line needs (description, quantity, unit price, amount, and so on) and links it to the invoice document type.

The same mechanism is used for repeatable sub-records on any entity type. See nested entities for how it works.

Status tracking

If your organization tracks invoice statuses (draft, approved, sent, paid, canceled), those statuses are stored in a custom field defined by the administrator. Transitions between statuses are typically driven by a business process — see process automation.

Invoice status values you may encounter — such as references to specific accounting systems or e-invoicing providers — reflect your organization’s configuration. Statuses, transition rules, and integrations differ between organizations.

Cancellation

Whether an invoice can be canceled depends on its current status. The system may block cancellation for invoices that have reached certain statuses — typically those that have been submitted to an external system (an e-invoicing provider or an accounting system) where reversal is no longer possible.

The specific rules depend on your organization’s configuration and integrations.

e-Invoicing

If your organization uses an e-invoicing integration (for example, for Malaysian LHDN compliance), invoice documents are submitted to the external provider through that integration.

See ClearTax / LHDN for details on the e-invoicing workflow.

An approved invoice can also be posted into an accounting ledger. See Unit4 CODA Financials.

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