Admin Reference
Finance Route Reference
Understand overview, receivables, workspace billing, and the limits of customer-facing finance documentation.
Before you start
- Finance is enabled for the workspace and you need invoice or billing detail.
Expected outcome
You can work receivables and billing deliberately and understand which finance sub-surfaces are customer-facing versus platform-only.
What this route is for
Finance is the office billing desk for receivables, invoice detail, workspace billing, and linked quote or work-order financial context.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | finance |
| Visibility | Customer-facing when finance capability is enabled. |
| Capability notes | This public reference stays focused on customer-facing receivables and billing workflows. |
| Direct inbound | Shell nav, quote finance buttons, work-order finance buttons, organization billing links, and account-level finance handoffs from CRM. |
Main sections, dialogs, and controls
| Surface | What it does |
|---|---|
overview | KPI and attention view for financial pressure. |
receivables | Invoice queue with account-focused review. |
workspace-billing | Workspace subscription, seat, and billing-portal actions. |
| Dialog layer | Create invoice, open invoice detail, and workspace billing flows. |
Key actions
- Review receivable pressure and invoice state.
- Create invoices manually.
- Open invoice detail.
- Jump from invoices back to CRM account, quote, or work-order context.
- Open workspace billing controls and billing portal actions.
Filters and URL state
| State group | Params |
|---|---|
| Section and entities | section, organizationId, accountId, invoiceId, userId |
| Invoice filtering | status, source, dueWindow, creditHold, poRequired |
| Linked context | quoteId, workOrderId, compose |
- Finance is filter-heavy and context-heavy rather than free-text-search-heavy.
- The same route can reopen account-level or invoice-level finance slices directly.
Outputs and side effects
- Creates and updates invoice workflows.
- Opens billing-portal or workspace billing actions.
- Changes receivable state that later appears in account, quote, and work-order context.
Inbound links
- Shell
Financenavigation when enabled. - CRM account finance links.
- Quote detail finance button.
- Work-order detail finance button.
- Organization team-billing and billing links.
Outbound links
- CRM account finance view
- Quote detail context
- Work-order detail context
- Billing portal or checkout actions
Indirect handoffs
- Finance is where commercial and operational work starts to become receivable pressure.
- Data quality in CRM, Quotes, and Work Orders affects how useful invoice review is here.
- Workspace billing choices influence seat and AI-usage availability elsewhere, but public docs stop short of platform-only controls.
Troubleshooting
| Symptom | What to check |
|---|---|
| Invoice detail opens without the expected customer context | Re-check accountId, quoteId, or workOrderId in the hash state. |
| Workspace billing feels mixed with receivables | Confirm which section is active before troubleshooting the wrong sub-surface. |
| A quote or work order is not visible from Finance | Confirm the original record is linked to the finance account and the relevant id param is present. |
| Credit-related items appear confusing | Use the customer-facing receivables and workspace billing sections first; platform-owned credit controls are outside this public workflow. |