Invoice Management

Overview

The Invoice module is the core of Zal Ultra's billing system. Invoices are automatically generated during subscriber activation and can also be created manually. Each invoice tracks billing details, payment status, and links to the subscriber's account.

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Invoice Types

Type	ID	Description
Activation	1	Generated during subscriber activation/renewal
Manual	2	Created manually by admin/staff
Migration	3	Generated during package migration

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Invoice Status

Status	ID	Description
Paid	1	Fully paid invoice
Unpaid	2	No payment received
Cancelled	3	Invoice cancelled
Partial	4	Partially paid
Pending	5	Awaiting processing
Due	6	Payment overdue
Reversed	7	Invoice has been reversed

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All Invoices

The Invoice list provides a comprehensive view of all billing transactions.

Invoice List Columns

Column	Description
ID	Unique invoice identifier
Trx ID	Transaction reference number
Subscriber	Customer name and ID
Package	Service package name
Amount	Total billing amount
Status	Payment status
Created	Invoice creation date
Expiry	Service expiration date

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Add Invoice

To add a manual invoice:

1. Go to Accounting → Sales/Invoice
2. Click "Add Invoice" from the Actions dropdown
3. Fill in the required details
4. Click Submit

Invoice Attributes

Field	Required	Description
Subscriber	Yes	Select the subscriber for this invoice
Title	Yes	Descriptive title for the transaction
Amount	Yes	Billing amount

Note

Manual invoices do not activate subscribers or change their expiration dates. Use the Activation feature for service renewals.

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Invoice Data Structure

Billing Fields

Field	Description
billing_total_amount	Total amount charged
billing_package_amount	Base package price
billing_extra_fee_amount	Additional fees (VAT, etc.)
billing_discount_amount	Discount applied
billing_extra_service_amount	Extra services total

Status Fields

Field	Description
invoice_status	Current payment status
activation_status	1 = Activated (prevents cancellation)
generated_source	1 = Manual, 2 = Auto-renew, 3 = API

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View Invoice

Click on the Trx ID to view complete invoice details including:

• Subscriber information
• Package details
• Billing breakdown
• Payment history
• Extra fees itemization

Invoice Actions

Action	Description
Download PDF	Save invoice as PDF file
Send Email	Email invoice to subscriber
Print	Print invoice directly
Reverse	Undo invoice (see Invoice Reversal)

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Print Invoice

Print invoices for physical records or customer receipts:

1. Open the invoice
2. Click the Print button
3. Select your printer
4. Click Print

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Automatic Invoice Generation

Invoices are automatically created during:

1. Subscriber Activation

Activation Request
  ↓
Pre-activation Calculation
  ├── Package Price
  ├── Extra Fees
  ├── Discounts
  └── Pro-rated Amount (if custom expiry)
  ↓
Invoice Created
  ↓
Payment Processed
  ↓
RADIUS Activated

2. Auto-Renewal

Subscriber Expiration Check
  ↓
Auto-renew Enabled?
  ├── YES → Check Balance
  │         ├── Sufficient → Generate Invoice → Activate
  │         └── Insufficient → Skip/Notify
  └── NO → Expire Subscriber

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Invoice Filtering

Filter Options

Filter	Description
Search	Find by ID, subscriber, or amount
Date Range	Filter by creation date
Status	Show specific status only
Package	Filter by package type
Salesperson	Filter by who created

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Export Options

Excel Export

1. Apply desired filters
2. Click Excel Export
3. Download .xlsx file

CSV Export

1. Apply desired filters
2. Click CSV Export
3. Download .csv file

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Related Features

• Billing Overview - Understanding the billing system
• Payments - Payment processing
• Ledger - Transaction history
• Invoice Reversal - Undoing invoices

Small Print

If you need a small print, click on the Small Print button.

Mass Delete

The Mass Delete feature allows you to delete multiple invoices, payments, or records at once, saving time and effort. Use this option carefully, as deleted items cannot be recovered.

Note: Starts and ends with a comma, Numbers separate points clearly.

Mass Status

The Mass Invoice Status feature allows you to update the status of multiple invoices at once. You can select the Invoice Status (e.g., Cancle) and apply it to one or more Selected Invoice IDs example ,1,2,3, making bulk management of invoices faster and more efficient.

Note: Starts and ends with a comma, Numbers separate points clearly.

Invoice Reports – Filters & Export (Excel / CSV)

Use the filters below to refine invoice reports before exporting:

Search – Quickly locate specific invoices.

Date Range – Select a period to view relevant entries.

Profile Type – Filter by customer or account category.

Select an Option – Apply additional parameters.

Along With Subscribers (On/Off) – Include subscriber-related details.

Invoice Status – Choose the status of invoices (Paid, Pending, Overdue).

Action By (Username) – Filter by the user who performed the transaction.

After applying filters, export the report in Excel (.xlsx) or CSV (.csv) format for analysis, sharing, or offline record-keeping.

Excel

CSV

Filter