Invoice balance after payments · Otherworld Labs · printed

Otherworld·Labs Billing

What is still owed on this invoice after the payments you have had, and the date it falls due

An invoice is two tallies that meet in one figure. The priced lines are the work: a quantity and a rate each, footed to a total with the flat charges added and the credits taken off. The payments received are the money already in, logged with whatever dates you hold for them, and they come off that total. What is left is the balance still owed, and the date it falls due is the invoice date plus the interval you set, counted in calendar days. This page tells eight things apart, because a balance can be in five states and three further conditions can sit beside whichever one of them applies. Every quantity, every rate, every charge, every credit, every payment, every date and the interval is yours: the page supplies none of them, proposes none of them, and computes no tax of any kind.

What this page does: from the lines, the flat charges, the credits and the payments you type, it works out each line amount, the invoice total, the payments received, the balance still owed and the due date, and prints the arithmetic beside every figure. What it does not do: it computes no tax of any kind - no sales tax, no VAT, no GST, no withholding and no deduction - and it holds no rate, no charge and no interval of its own. It says nothing about what an invoice achieves in law, nothing about late fees, interest or penalties, nothing about what anybody owes outside the arithmetic of the figures and dates you typed, and nothing about what to charge. It asks for no bank account, no card and no routing number, and nothing you type leaves your browser.

The walkthrough is on. Each part says what its figures are and where you find them. Turn it off at the top once you know your way around. The invoice in the blanks is a shape and not an example: six line blocks, one flat charge, one credit and two payment rows are on screen, and every figure, every date and the interval are empty, because every one of them is yours and none is this page's to offer.

This invoice is still being filled in, so no amount yet prints for the priced lines added, for what the invoice comes to, for what is still owed on it, or for the date it falls due.

Lines with a quantity and no rate: 0.

Lines with a rate and no quantity: 0.

Lines this page can price, with both figures on them: 0.

Lines on this invoice6 lines
Lines with a quantity and a rate on them0 lines
What this invoice comes tostill being filled in
Payments received, added upnothing received yet
Payments counted in0
Still owed on this invoicestill being filled in
The date it falls duestill being filled in
Where this invoice standsThis invoice is still being filled in.
A

The invoice, its date and the interval you set

Two fields, both of them yours. The invoice date is the day you raised it. The interval is the number of whole calendar days you and your client settled on, and it ships empty: this page proposes no interval, prints no usual one, and works out no due date until you type a number into it.

The invoice date
The day you raised the invoice, as it is written on the invoice itself. Leave it empty and the due date waits for it; nothing else on the page needs it except the report that puts a payment date and the invoice date in order.
The interval, in calendar days
Whole calendar days, counted straight through weekends and holidays, because that is the only counting this page can do without knowing where you are. Nought is a real answer and means the invoice falls due on the day it was raised.
The interval you set whole calendar days; the page proposes none
B

The lines you are billing for

One thing you are charging for is one line, up to twenty of them: a description in your own words, how many, and the rate for one. The line amount is the two multiplied, and the lines added are the foot this page subtracts the payments from. A line that carries one of the two figures and not the other is a line still being filled in, and while any line is in that state this page prints no total of any kind.

The description
Whatever your own record of the job calls it, in your own words. The page keeps it as text, prints it back at the head of that line's working, and computes nothing from it. A line left without one is printed with its own number instead.
How many
Hours, days, units, metres, words: the count off your own timesheet or your own delivery note. It takes hundredths, so half an hour and a third of a day both fit. Nought is a real answer and prices that line at nothing.
The rate for one
The price you yourself named with your own client for one of whatever the quantity counts. There is no figure here to start you off, in this field or anywhere on this page, because what to charge is not something this page knows or will ever offer a view on.
How many lines
The count you type is also what decides how many lines this page reads: set it back to three after filling eight and the last five are put away, their figures stay in the fields where you typed them, and nothing in them is priced, footed or counted while the count says three. Set it to eight again and they come back as you left them.
Lines on this invoice one to twenty
Invoice line 1
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
Invoice line 2
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
Invoice line 3
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
Invoice line 4
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
Invoice line 5
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
Invoice line 6
How many hours, days, units, metres - whatever you counted
The rate for one of them the price you set; the page offers none
C

Flat charges, and the credits you allowed

A flat charge is a thing that is not priced per unit: a delivery, a call-out, a rush fee you set. A credit is a reduction you have yourself allowed, typed as an amount. Neither is ever a percentage here and neither is worked out here: a credit of a tenth of the job is a figure you work out and type as money. Six of each, and no more; nought of each is a real answer.

Flat charges on this invoice nought to six
Flat charge 1
The amount a flat figure you set, never a percentage
Credits on this invoice nought to six
Credit 1
The amount a flat figure you set, never a percentage
D

The payments you have already had

One payment received is one row: the date it arrived, if you hold it, and the amount. Twelve rows, and no more. A row with an amount in it is counted into the payments received whether or not it carries a date, because the balance is arithmetic on the amounts.

Payments received so far nought to twelve

Only hold one total paid to date? If your record is a monthly bank summary and not a dated list of each separate payment, type that total as one payment row's amount and leave its date blank. The balance is arithmetic on the amounts alone and this page reads no date to work it out, so a blank date changes no figure: the row is counted into the payments received and into the count of payments counted in exactly as a dated row is, its date cell says that no date was typed, and it is the only row left out of the report that puts a payment date and the invoice date in order, which needs two typed dates to do.
Payment 1
The amount received off your own bank record or remittance
Payment 2
The amount received off your own bank record or remittance
E

What this invoice comes to

The priced lines, one row each, footed; then the flat charges added and the credits taken off. Every figure is worked from the figures printed beside it, so nothing here is a shortened version of a longer number kept out of sight.

The line, as you described itHow manyThe rate for oneThe line amountHow it was worked
Invoice line 1———nothing typed on this line yet
Invoice line 2———nothing typed on this line yet
Invoice line 3———nothing typed on this line yet
Invoice line 4———nothing typed on this line yet
Invoice line 5———nothing typed on this line yet
Invoice line 6———nothing typed on this line yet
The priced lines addedstill being filled in
The flat charges addedno amount typed yet
The credits addedno amount typed yet
What this invoice comes tostill being filled in
7The priced lines addedwaiting for a quantity and a rate on some line—
8The flat charges addedno flat charge carries an amount yet—
9The credits addedno credit carries an amount yet—
10What this invoice comes towaiting for a quantity and a rate on some line—

Where an invoice usually carries a tax row, this page carries none. It computes no sales tax, no VAT, no GST, no withholding and no deduction; it holds no rate for any of them; and it says nothing about what is taxable, at what rate, or in what place. If the invoice you are sending needs a tax line, the figure for it is not on this page, and the workbook sold at the foot has no cell for it either.

This arithmetic, written out for anything reading the page instead of looking at it: api.json beside this page carries every input, every output, the rounding, the identities, the state this page ships in with two worked invoices beside it, and a list of what the calculation deliberately leaves alone.

F

The payments counted in

The second tally: one row for each payment with an amount in it, footed. A row with no readable date keeps its place and says so where its date would be.

The paymentThe amount received
No payment carries an amount yet—
Payments received, added up—
Payments counted in0
G

Still owed, and the date it falls due

The one figure the two tallies meet in, and the date. The balance is printed with its own sign and is never floored at nothing: an overpayment prints as the overpayment it is, and a credit that swallows a whole invoice prints a negative total.

The balance still owed on this invoicestill being filled in
11The payments counted in, addedno payment row carries an amount yet—
12What the invoice comes to, less what has come inwaiting for a quantity and a rate on some line—
The date this invoice falls duestill being filled in
13The invoice date, plus the interval you typed, in calendar dayswaiting for a quantity and a rate on some line—
H

The working, line by line

One pair of figures multiplied, once for each line this page reads. A line still being filled in says which of its two figures is missing instead of printing an amount.

1Invoice line 1: how many times the rate for onenothing typed on this line yet—
2Invoice line 2: how many times the rate for onenothing typed on this line yet—
3Invoice line 3: how many times the rate for onenothing typed on this line yet—
4Invoice line 4: how many times the rate for onenothing typed on this line yet—
5Invoice line 5: how many times the rate for onenothing typed on this line yet—
6Invoice line 6: how many times the rate for onenothing typed on this line yet—
I

Words that come up

Line
One thing you are charging for, priced as a quantity times a rate for one. Two different rates are two lines, because a line carries one rate.
Line amount
The quantity on a line multiplied by that line's rate, kept to the cent. The printed column adds up to the printed foot, because each line is rounded where it is defined and the foot is the sum of the rounded lines.
Flat charge
An amount on the invoice that is not priced per unit: a delivery, a call-out, a rush fee. You set it and you type it.
Credit
A reduction you have yourself allowed, typed as a flat amount and never as a percentage. This page works no percentage of anything.
Invoice total
The priced lines added, with the flat charges added and the credits taken off. It can fall under nothing when the credits come to more than the lines and the charges together, and this page prints it there rather than flooring it.
Payments received
The amounts in the payment rows that carry an amount, added. A row with no date is counted exactly as a dated row is.
Balance still owed
The invoice total less the payments received, with its own sign. Positive means money is still to come; under nothing means more has come in than the invoice comes to.
Due date
The invoice date plus the interval you typed, counted in whole calendar days straight through weekends and holidays. It is not a working-day count and this page knows no holidays.
Overpayment
What is left when the payments received come to more than the invoice total. It is printed as a balance under nothing and is never clamped to nothing.
The figures print with it. Nothing is sent anywhere and nothing is saved except whether the walkthrough is on.

The invoice sheet the next part payment goes into

This page foots one invoice and forgets it. What it cannot keep is the thing both sides read from when the figures are questioned: the copy that went to the person who pays, with the dated log of what has come in against it growing underneath, and the next invoice after that one on a row of its own.

Two files, for one price:

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The kit is two files, for one price, yours to keep. No account, no subscription.

An invoice chased for money a customer already paid is a phone call you cannot take back. This page settles one invoice. What you keep is a book of invoices and part payments across customers, with your own rules about what counts as settled, so send those columns and the figures you need out, and a workbook is built around that book of invoices. Nothing to pay to ask.