System Changes After Adding a Payment

When a payment is added to an invoice, the system updates all relevant financial tracking modules to reflect the real-time status.

🧾 Invoice Summary Update

Example:
Invoice Total: ₹6,000
Payment Added: ₹3,000

🔹 Financial Summary Fields Updated

🔄 Invoice Status

• If full amount is paid, the status changes to PAID .
• If only partial payment is made, the status shows PARTIAL.
• If previous partial payments were made, and now the remaining balance is paid, the status updates to PAID automatically.
• If no payments recieved default status of invoice will be UNPAID

📦 Billed Items Summary Update

🔹 Billed Items Financial Breakdown

Internally, each billed item receives a proportional share of the payment to update its own paid/unpaid status.

📁 Project Statement Update

The associated project’s financial statement is updated with the following changes:

• New payment record added with:
  • Invoice Number
  • Received Date
  • Payment Mode & Reference Number
  • Paid Amount
• Financial Totals Updated:
  • Total Invoiced (sum of all invoice totals for this project)
  • Total Received (sum of all payments made under this project)
  • Outstanding Amount (Total Invoiced – Total Received)
• Status:
  • Fully Paid, Partially Paid, or Unpaid
• Transaction is appended in chronological order in statement history.

👤 Client Statement Update

Similar to the project statement but across all projects for that client.

• All fields from project statement are included.
• Financial Aggregates:
  • Combined Invoice Total across all projects
  • Total Received Payments
  • Outstanding Dues
• Payment record is listed under the corresponding invoice row.
• Tracks which project the invoice and payment belong to.

✅ Summary of Automatic Changes