Invoice Flow App is a client billing and account management application that centralizes account records, client profiles, and itemized invoice calculations on Joget DX 8 and Joget DX 9.

Finance teams and account managers manually calculate line items, discounts, and sales tax in spreadsheets before copying data into invoice documents. Manual calculations lead to incorrect total values, lost client contact details, and mismatched billing records across accounts. Disconnected invoicing processes make tracking account ownership and historical client billing history difficult for operations teams.

Key Features

• Tracks company account profiles with uploaded corporate logos, owner contact emails, addresses, and phone numbers.
• Maintains searchable client directories linked directly to parent company account records.
• Calculates line-item total prices, subtotals, sales tax percentages, and final invoice values dynamically within the billing form interface.
• Displays itemized invoice preview screens with product descriptions, unit prices, quantities, and discount percentages.
• Exports completed billing records into formatted A4 PDF documents using a one-click export action.
• Provides an integrated information page accessible from the main navigation bar to guide users through application features and setup steps.

Frequently Asked Questions

How does Invoice Flow App calculate line items and final invoice totals?

Invoice Flow App multiplies unit prices by quantities, applies line-item discount percentages, calculates the subtotal, and adds the specified sales tax percentage to generate the total invoice value automatically.

Can users download PDF versions of invoices from Invoice Flow App?

Invoice Flow App includes a dedicated export action button on the invoice view screen that generates and downloads an A4 formatted PDF document containing complete account and itemized billing data.

Which Joget DX platform versions support Invoice Flow App?

Invoice Flow App runs on Joget DX 8 and DX 9, On-Premise as well as Cloud environments across Enterprise editions.

Important Note:

Please refer to the info page in the app to learn how to use the app.