Invoice Creation

Overview

The invoice creation system provides a comprehensive workflow for generating invoices with client selection, product line items, payment terms, and automatic calculations. The system supports multiple payment methods and real-time totals calculation.

Invoice Database Structure

Invoices are stored across two related tables:

Main Invoice Table

simple_invoice.sql

CREATE TABLE IF NOT EXISTS `facturas` (
  `id_factura` int(11) NOT NULL AUTO_INCREMENT,
  `numero_factura` int(11) NOT NULL,
  `fecha_factura` datetime NOT NULL,
  `id_cliente` int(11) NOT NULL,
  `id_vendedor` int(11) NOT NULL,
  `condiciones` varchar(30) NOT NULL,
  `total_venta` varchar(20) NOT NULL,
  `estado_factura` tinyint(1) NOT NULL,
  PRIMARY KEY (`id_factura`),
  UNIQUE KEY `numero_cotizacion` (`numero_factura`)
) ENGINE=MyISAM DEFAULT CHARSET=utf8;

Invoice Detail Table

simple_invoice.sql

CREATE TABLE IF NOT EXISTS `detalle_factura` (
  `id_detalle` int(11) NOT NULL AUTO_INCREMENT,
  `numero_factura` int(11) NOT NULL,
  `id_producto` int(11) NOT NULL,
  `cantidad` int(11) NOT NULL,
  `precio_venta` double NOT NULL,
  PRIMARY KEY (`id_detalle`)
) ENGINE=MyISAM DEFAULT CHARSET=utf8;

New Invoice Interface

The new invoice page (nueva_factura.php) provides the complete invoice creation interface:

nueva_factura.php

<div class="panel panel-info">
    <div class="panel-heading">
        <h4><i class='glyphicon glyphicon-edit'></i> Nueva Factura</h4>
    </div>
    <div class="panel-body">
        <form class="form-horizontal" role="form" id="datos_factura">
            <!-- Invoice form fields -->
        </form>
    </div>
</div>

Client Selection with Autocomplete

Clients are selected using jQuery UI autocomplete functionality:

nueva_factura.php

<div class="form-group row">
    <label for="nombre_cliente" class="col-md-1 control-label">Cliente</label>
    <div class="col-md-3">
        <input type="text" class="form-control input-sm" id="nombre_cliente" 
               placeholder="Selecciona un cliente" required>
        <input id="id_cliente" type='hidden'>
    </div>
    <label for="tel1" class="col-md-1 control-label">Teléfono</label>
    <div class="col-md-2">
        <input type="text" class="form-control input-sm" id="tel1" 
               placeholder="Teléfono" readonly>
    </div>
    <label for="mail" class="col-md-1 control-label">Email</label>
    <div class="col-md-3">
        <input type="text" class="form-control input-sm" id="mail" 
               placeholder="Email" readonly>
    </div>
</div>

Autocomplete Implementation

nueva_factura.php

$("#nombre_cliente").autocomplete({
    source: "./ajax/autocomplete/clientes.php",
    minLength: 2,
    select: function(event, ui) {
        event.preventDefault();
        $('#id_cliente').val(ui.item.id_cliente);
        $('#nombre_cliente').val(ui.item.nombre_cliente);
        $('#tel1').val(ui.item.telefono_cliente);
        $('#mail').val(ui.item.email_cliente);
    }
});

Autocomplete activates after typing 2 characters and automatically populates the client’s phone and email fields.

Keyboard Event Handling

The system clears hidden fields when the client name is modified:

nueva_factura.php

$("#nombre_cliente").on("keydown", function(event) {
    if (event.keyCode == $.ui.keyCode.LEFT || 
        event.keyCode == $.ui.keyCode.RIGHT || 
        event.keyCode == $.ui.keyCode.UP || 
        event.keyCode == $.ui.keyCode.DOWN || 
        event.keyCode == $.ui.keyCode.DELETE || 
        event.keyCode == $.ui.keyCode.BACKSPACE) {
        $("#id_cliente").val("");
        $("#tel1").val("");
        $("#mail").val("");
    }
    
    if (event.keyCode == $.ui.keyCode.DELETE) {
        $("#nombre_cliente").val("");
        $("#id_cliente").val("");
        $("#tel1").val("");
        $("#mail").val("");
    }
});

Vendor and Date Selection

The invoice includes vendor and date information:

nueva_factura.php

<div class="form-group row">
    <label for="empresa" class="col-md-1 control-label">Vendedor</label>
    <div class="col-md-3">
        <select class="form-control input-sm" id="id_vendedor">
            <?php
            $sql_vendedor = mysqli_query($con, "SELECT * FROM users ORDER BY lastname");
            while ($rw = mysqli_fetch_array($sql_vendedor)) {
                $id_vendedor = $rw["user_id"];
                $nombre_vendedor = $rw["firstname"] . " " . $rw["lastname"];
                $selected = ($id_vendedor == $_SESSION['user_id']) ? "selected" : "";
                ?>
                <option value="<?php echo $id_vendedor?>" <?php echo $selected;?>>
                    <?php echo $nombre_vendedor?>
                </option>
            <?php } ?>
        </select>
    </div>
    <label for="tel2" class="col-md-1 control-label">Fecha</label>
    <div class="col-md-2">
        <input type="text" class="form-control input-sm" id="fecha" 
               value="<?php echo date('d/m/Y');?>" readonly>
    </div>
</div>

The vendor defaults to the currently logged-in user, and the date is automatically set to today.

Payment Conditions

Simple Invoice supports four payment methods:

nueva_factura.php

<label for="email" class="col-md-1 control-label">Pago</label>
<div class="col-md-3">
    <select class='form-control input-sm' id="condiciones">
        <option value="1">Efectivo</option>
        <option value="2">Cheque</option>
        <option value="3">Transferencia bancaria</option>
        <option value="4">Crédito</option>
    </select>
</div>

The payment conditions are stored as integers and displayed appropriately in PDFs:

pdf/documentos/res/factura_html.php

<?php 
if ($condiciones == 1) { echo "Efectivo"; }
elseif ($condiciones == 2) { echo "Cheque"; }
elseif ($condiciones == 3) { echo "Transferencia bancaria"; }
elseif ($condiciones == 4) { echo "Crédito"; }
?>

Action Buttons

The invoice form provides several action buttons:

nueva_factura.php

<div class="col-md-12">
    <div class="pull-right">
        <button type="button" class="btn btn-default" data-toggle="modal" data-target="#nuevoProducto">
            <span class="glyphicon glyphicon-plus"></span> Nuevo producto
        </button>
        <button type="button" class="btn btn-default" data-toggle="modal" data-target="#nuevoCliente">
            <span class="glyphicon glyphicon-user"></span> Nuevo cliente
        </button>
        <button type="button" class="btn btn-default" data-toggle="modal" data-target="#myModal">
            <span class="glyphicon glyphicon-search"></span> Agregar productos
        </button>
        <button type="submit" class="btn btn-default">
            <span class="glyphicon glyphicon-print"></span> Imprimir
        </button>
    </div>
</div>

Product Line Items

Products are added to the invoice and stored temporarily in the tmp table:

ajax/agregar_facturacion.php

$session_id = session_id();

if (!empty($id) and !empty($cantidad) and !empty($precio_venta)) {
    $insert_tmp = mysqli_query($con, 
        "INSERT INTO tmp (id_producto, cantidad_tmp, precio_tmp, session_id) 
         VALUES ('$id', '$cantidad', '$precio_venta', '$session_id')");
}

Removing Line Items

ajax/agregar_facturacion.php

if (isset($_GET['id'])) {
    $id_tmp = intval($_GET['id']);
    $delete = mysqli_query($con, "DELETE FROM tmp WHERE id_tmp='" . $id_tmp . "'");
}

Calculation Logic

The system automatically calculates subtotal, tax, and total:

Line Item Totals

ajax/agregar_facturacion.php

$sumador_total = 0;
$sql = mysqli_query($con, 
    "SELECT * FROM products, tmp 
     WHERE products.id_producto = tmp.id_producto 
     AND tmp.session_id = '" . $session_id . "'");

while ($row = mysqli_fetch_array($sql)) {
    $cantidad = $row['cantidad_tmp'];
    $precio_venta = $row['precio_tmp'];
    
    // Format and clean price
    $precio_venta_f = number_format($precio_venta, 2);
    $precio_venta_r = str_replace(",", "", $precio_venta_f);
    
    // Calculate line total
    $precio_total = $precio_venta_r * $cantidad;
    $precio_total_f = number_format($precio_total, 2);
    $precio_total_r = str_replace(",", "", $precio_total_f);
    
    // Add to running total
    $sumador_total += $precio_total_r;
}

Tax and Final Total

ajax/agregar_facturacion.php

// Get tax rate from company profile
$impuesto = get_row('perfil', 'impuesto', 'id_perfil', 1);

// Calculate subtotal
$subtotal = number_format($sumador_total, 2, '.', '');

// Calculate tax
$total_iva = ($subtotal * $impuesto) / 100;
$total_iva = number_format($total_iva, 2, '.', '');

// Calculate final total
$total_factura = $subtotal + $total_iva;

Display Totals

ajax/agregar_facturacion.php

echo '<tr>';
echo '<td class="text-right" colspan=4>SUBTOTAL ' . $simbolo_moneda . '</td>';
echo '<td class="text-right">' . number_format($subtotal, 2) . '</td>';
echo '<td></td>';
echo '</tr>';

echo '<tr>';
echo '<td class="text-right" colspan=4>IVA (' . $impuesto . ')% ' . $simbolo_moneda . '</td>';
echo '<td class="text-right">' . number_format($total_iva, 2) . '</td>';
echo '<td></td>';
echo '</tr>';

echo '<tr>';
echo '<td class="text-right" colspan=4>TOTAL ' . $simbolo_moneda . '</td>';
echo '<td class="text-right">' . number_format($total_factura, 2) . '</td>';
echo '<td></td>';
echo '</tr>';

Tax rates are configured in the company profile settings and apply automatically to all invoices.

Editing Invoices

Existing invoices can be edited via editar_factura.php:

editar_factura.php

if (isset($_GET['id_factura'])) {
    $id_factura = intval($_GET['id_factura']);
    $campos = "clientes.id_cliente, clientes.nombre_cliente, clientes.telefono_cliente, 
               clientes.email_cliente, facturas.id_vendedor, facturas.fecha_factura, 
               facturas.condiciones, facturas.estado_factura, facturas.numero_factura";
    
    $sql_factura = mysqli_query($con, 
        "SELECT $campos FROM facturas, clientes 
         WHERE facturas.id_cliente = clientes.id_cliente 
         AND id_factura = '" . $id_factura . "'");
    
    $count = mysqli_num_rows($sql_factura);
    
    if ($count == 1) {
        $rw_factura = mysqli_fetch_array($sql_factura);
        $id_cliente = $rw_factura['id_cliente'];
        $nombre_cliente = $rw_factura['nombre_cliente'];
        $telefono_cliente = $rw_factura['telefono_cliente'];
        $email_cliente = $rw_factura['email_cliente'];
        $id_vendedor_db = $rw_factura['id_vendedor'];
        $fecha_factura = date("d/m/Y", strtotime($rw_factura['fecha_factura']));
        $condiciones = $rw_factura['condiciones'];
        $estado_factura = $rw_factura['estado_factura'];
        $numero_factura = $rw_factura['numero_factura'];
        
        $_SESSION['id_factura'] = $id_factura;
        $_SESSION['numero_factura'] = $numero_factura;
    }
}

Invoice Status

Invoices can be marked as paid or pending:

editar_factura.php

<select class='form-control input-sm' id="estado_factura" name="estado_factura">
    <option value="1" <?php if ($estado_factura == 1) { echo "selected"; } ?>>Pagado</option>
    <option value="2" <?php if ($estado_factura == 2) { echo "selected"; } ?>>Pendiente</option>
</select>

Invoice Workflow

Start New Invoice

Navigate to “Nueva Factura” from the main menu

Select Client

Type client name (minimum 2 characters) and select from autocomplete suggestions

Configure Invoice

Select vendor, verify date, and choose payment method

Add Products

Click “Agregar productos” to search and add line items to the invoice

Review Totals

Verify subtotal, tax, and total calculations

Generate Invoice

Click “Imprimir” to generate the PDF and save the invoice to the database

Key Features

Client Autocomplete

Fast client selection with real-time search

Multiple Payment Methods

Efectivo, Cheque, Transferencia, Crédito

Automatic Calculations

Real-time subtotal, tax, and total calculation

Session-based Items

Products stored in session until invoice is finalized

Invoice Editing

Modify existing invoices and update status

Vendor Selection

Assign invoices to specific sales representatives

nueva_factura.php - New invoice creation interface
editar_factura.php - Edit existing invoice
ajax/agregar_facturacion.php - Add products to invoice
ajax/autocomplete/clientes.php - Client autocomplete search
modal/buscar_productos.php - Product search modal
js/nueva_factura.js - New invoice client-side logic
js/editar_factura.js - Edit invoice client-side logic
js/VentanaCentrada.js - Popup window helper

Products added to an invoice are stored in the tmp table with your session ID. Clearing your browser session before finalizing the invoice will lose these items.

Get Started

Core Features

Configuration

Deployment

Overview

Invoice Database Structure

Main Invoice Table

Invoice Detail Table

New Invoice Interface

Client Selection with Autocomplete

Autocomplete Implementation

Keyboard Event Handling

Vendor and Date Selection

Payment Conditions

Action Buttons

Product Line Items

Removing Line Items

Calculation Logic

Line Item Totals

Tax and Final Total

Display Totals

Editing Invoices

Invoice Status

Invoice Workflow

Key Features

Client Autocomplete

Multiple Payment Methods

Automatic Calculations

Session-based Items

Invoice Editing

Vendor Selection

Build docs developers (and LLMs) love

Get Started

Core Features

Configuration

Deployment

​Overview

​Invoice Database Structure

​Main Invoice Table

​Invoice Detail Table

​New Invoice Interface

​Client Selection with Autocomplete

​Autocomplete Implementation

​Keyboard Event Handling

​Vendor and Date Selection

​Payment Conditions

​Action Buttons

​Product Line Items

​Removing Line Items

​Calculation Logic

​Line Item Totals

​Tax and Final Total

​Display Totals

​Editing Invoices

​Invoice Status

​Invoice Workflow

​Key Features

Client Autocomplete

Multiple Payment Methods

Automatic Calculations

Session-based Items

Invoice Editing

Vendor Selection

​Related Files

Build docs developers (and LLMs) love

Overview

Invoice Database Structure

Main Invoice Table

Invoice Detail Table

New Invoice Interface

Client Selection with Autocomplete

Autocomplete Implementation

Keyboard Event Handling

Vendor and Date Selection

Payment Conditions

Action Buttons

Product Line Items

Removing Line Items

Calculation Logic

Line Item Totals

Tax and Final Total

Display Totals

Editing Invoices

Invoice Status

Invoice Workflow

Key Features

Related Files