Invoices
Invoice lifecycle, line items, sequential numbering, tax calculation, and per-property billing.
Invoices
NextRoute generates invoices for your customers based on completed services. Invoices support per-property line items, configurable tax rates, and sequential numbering.
Invoice Fields
| Field | Description |
|---|---|
invoice_number | Sequential number (e.g., INV-1001, INV-1002) |
customer_id | The billed customer |
status | Current lifecycle status |
subtotal_cents | Sum of all line items before tax |
tax_cents | Calculated tax amount |
total_cents | subtotal_cents + tax_cents |
due_date | Payment due date (based on payment terms) |
sent_at | When the invoice was emailed to the customer |
paid_at | When payment was recorded |
Invoice Lifecycle
draft → sent → paid
→ overdue
→ void| Status | Description |
|---|---|
draft | Invoice created but not yet sent to the customer |
sent | Emailed to the customer; awaiting payment |
paid | Payment received and recorded |
overdue | Past the due date with no payment |
void | Canceled — excluded from financial reports |
Invoice Numbering
Invoice numbers are sequential per tenant, starting from INV-1001. The tenant's next_invoice_number counter auto-increments with each invoice created. Numbers are zero-padded to 4 digits (e.g., INV-0042, INV-1234).
Line Items
Each invoice contains one or more line items that break down the charges:
| Field | Description |
|---|---|
description | What the charge is for |
service_plan_id | Linked plan (optional) |
property_id | Linked property (for multi-property customers) |
quantity | Number of service occurrences |
unit_price_cents | Price per occurrence |
total_cents | quantity × unit_price_cents |
Per-Property Line Items
For customers with multiple properties, each property gets its own line item:
Invoice INV-1042 for "Acme Property Management"
├── Line: 123 Main St — Weekly Bin Cleaning × 4 $140.00
├── Line: 456 Oak Ave — Weekly Bin Cleaning × 4 $140.00
├── Line: 456 Oak Ave — Additional bin × 4 $40.00
└── Line: 789 Elm Dr — Biweekly Bin Cleaning × 2 $70.00
Subtotal: $390.00
Tax (8%): $31.20
Total: $421.20Per-Bin Pricing
If a property has more than one bin and the plan includes additional_bin_price_cents, an extra line item is added:
- Description: "Additional bin" (or similar)
- Quantity: number of services in the period
- Unit price:
additional_bin_price_cents - Total: quantity times unit price
Tax Calculation
Tax is calculated using the following priority:
- Plan-level tax rate — if the service plan has a
tax_rateset, it is used - Tenant default tax rate — falls back to
tenant.default_tax_rate - Zero — if neither is set
Tax is applied to the subtotal:
tax_cents = subtotal_cents × (tax_rate / 100)Viewing & Printing Invoices
Invoices can be viewed as a printable HTML page with your business branding (logo, name, address). The print view includes:
- Your business information and logo
- Customer billing details
- Line item table with quantities and pricing
- Subtotal, tax, and total
- Payment history (if any payments recorded)
- Status badge (Paid, Sent, Overdue, etc.)
Click Print / Save as PDF to generate a PDF from the browser.
Related
- Auto-Billing — automatic monthly invoice generation
- Missed-Service Credits — credits for skipped services
- Billing & Payments Settings — tax rates, payment terms, Stripe