SyncOS
Telecom operations command center

Create Invoice

Create an invoice shell for a customer without creating cash, payment, payroll, tax, bank, ACH, card payout, or accounting export records.

Operator form

Create Invoice

Create an internal invoice record for review.

After save: the invoice opens in detail view so finance can add items, submit review, approve, and mark sent when external/manual sending occurs.

Customer and invoice context should be completed before invoice review. Required backend fields are enforced on submit.

Form boundaryCreate Invoice does not email the customer, collect payment, create cash, apply payment, post accounting entries, or move money.
Backend validation enforces tenant scope, customer/project/settlement validation, tenant-unique invoice numbers, and event/audit/system_action behavior.

Invoice setup

Use customer, settlement, project, date, and terms to establish the internal receivable workflow record.

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