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Invoice Reporting & Team Management

Invoice Pages & Fields

Two main invoice views track your collections:

1. Incoming Invoice (Payee View): Shows invoices you've received from merchants. Columns include ID, Invoice No, Created Date, Sender, Currency, Amount, Total in USDT, Paid in USDT, Balance in USDT, Due Date, and Status.

2. Outgoing Invoice (Merchant View): Shows invoices you've sent to clients. Columns include ID, Invoice No, Issue Date, Recipient, Project, Currency, Amount, Total in USDT, Paid in USDT, Balance in USDT, Due Date, and Status.

Reporting & Insights

Generate Incoming and Outgoing reports to track all invoices. Reports are filterable by date, customer, project, and status. CSV export supports reconciliation and accounting.

Team Management

Teams can manage multiple Projects (business units or client collections). Each Project is bound to a Group Wallet to keep funds segregated. Team members with Merchant privileges can create and manage invoices within their assigned projects.

Group Wallet Binding

Every Project must be bound to a Group Wallet. The system creates LOW/MED/HIGH addresses within that Group. Multiple Projects can share the same Group Wallet, and you can reassign Projects (as long as all prior invoices are completed first).

Partial Payments

A single invoice can be paid in multiple transactions across different blockchains. Track the paid vs. outstanding balance in real-time.

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