Finance & Invoicing

Finance Portal Overview

HubNest CRM includes a complete Finance module that allows tenants to issue invoices, track expenses, reconcile transactions via Stripe or Razorpay, and manage payroll disbursements.

---

Invoicing Lifecycle

Invoices transition through the states illustrated below:

stateDiagram-v2
    [*] --> Draft : Create Invoice
    Draft --> Sent : Send to Client
    Sent --> Paid : Payment Succeeded
    Sent --> Overdue : Due Date Passed
    Overdue --> Paid : Delayed Payment
    Sent --> Cancelled : Void Invoice
    Overdue --> Cancelled : Void Invoice

Invoice States Detail

• Draft: The invoice is newly created, editable, and has not yet been logged to the tax registry.
• Sent: A secure PDF copy has been emailed to the customer with an active payment checkout link.
• Paid: Payment confirmation received from the gateway, updating the MRR/ARR analytics dashboards.
• Overdue: The invoice has passed its due date without payment. Automated reminder emails are dispatched daily.
• Cancelled: Voided invoice. It cannot be paid, and its balance is removed from accounts receivable calculations.

---

payment Gateway Integrations

We support automated invoice reconciliation via Stripe and Razorpay integrations.

1. Stripe Checkout Flow

When a customer clicks the payment link on an invoice:

1. HubNest calls Stripe to create a Checkout Session:

const session = await stripe.checkout.sessions.create({
  payment_method_types: ['card'],
  line_items: [{
    price_data: {
      currency: 'usd',
      product_data: { name: `Invoice #${invoice.number}` },
      unit_amount: invoice.total * 100, // in cents
    },
    quantity: 1,
  }],
  mode: 'payment',
  success_url: `https://crm.hubnest.com/finance/payments/success?session_id={CHECKOUT_SESSION_ID}`,
  cancel_url: `https://crm.hubnest.com/finance/payments/cancel`,
});

2. The user is redirected to Stripe's secure checkout portal.
3. Upon payment completion, Stripe fires a checkout.session.completed event to the HubNest webhook server, which automatically updates the invoice state to Paid.

2. Razorpay Checkout Flow

For domestic transactions, Razorpay offers UPI, Netbanking, and wallet systems. Checkout signatures are validated at the backend:

const crypto = require('crypto');
const expectedSignature = crypto
  .createHmac('sha256', process.env.RAZORPAY_KEY_SECRET)
  .update(`${razorpay_order_id}|${razorpay_payment_id}`)
  .digest('hex');

if (expectedSignature === razorpay_signature) {
  // Update invoice status to paid...
}

---

Invoice Creation Shortcuts

You can trigger the invoice creator modal automatically on load by appending query actions:

/finance/invoices?action=add

Use this parameter in links from Client Profile screens to save clicks.