Invoices Module - Dashboard Laravel

Overview

The Invoices module provides comprehensive billing and payment management. Track invoice statuses, monitor due dates, and manage payment collections with integrated client and sales data.

Payment Tracking

Monitor invoice statuses: Paid, Pending, and Overdue

Due Date Management

Automatic tracking of emission and due dates

Client Integration

Link invoices to client records and sales transactions

Financial Reports

Monthly revenue tracking and payment analytics

Factura Model

The Factura model manages all invoice operations:

app/Models/Factura.php

<?php

namespace App\Models;

use Illuminate\Database\Eloquent\Factories\HasFactory;
use Illuminate\Database\Eloquent\Model;

class Factura extends Model
{
    use HasFactory;

    protected $fillable = [
        'numero_factura',
        'cliente_id',
        'venta_id',
        'concepto',
        'monto',
        'fecha_emision',
        'fecha_vencimiento',
        'estado',
    ];

    protected $casts = [
        'fecha_emision'     => 'date',
        'fecha_vencimiento' => 'date',
    ];

    public function cliente()
    {
        return $this->belongsTo(Cliente::class);
    }

    public function venta()
    {
        return $this->belongsTo(Venta::class);
    }
}

Model Relationships

Cliente Relationship
Venta Relationship

Each invoice belongs to a client (belongsTo):

public function cliente()
{
    return $this->belongsTo(Cliente::class);
}

Usage Example:

$factura = Factura::find(1);
$cliente = $factura->cliente;
echo $cliente->nombre . ' ' . $cliente->apellido;

Each invoice can belong to a sale (belongsTo, nullable):

public function venta()
{
    return $this->belongsTo(Venta::class);
}

Usage Example:

$factura = Factura::find(1);
if ($factura->venta) {
    echo $factura->venta->numero_orden;
}

The venta_id is nullable, allowing for invoices not tied to specific sales.

Date Casting

The model automatically casts date fields to Carbon instances:

protected $casts = [
    'fecha_emision'     => 'date',
    'fecha_vencimiento' => 'date',
];

This allows easy date manipulation:

$factura = Factura::find(1);

// Access as Carbon instance
echo $factura->fecha_emision->format('d/m/Y');
echo $factura->fecha_vencimiento->diffForHumans();

// Check if overdue
$is_overdue = $factura->fecha_vencimiento->isPast() && $factura->estado !== 'pagada';

Database Schema

The facturas table structure from the migration:

database/migrations/2026_03_03_191710_create_facturas_table.php

Schema::create('facturas', function (Blueprint $table) {
    $table->id();
    $table->string('numero_factura')->unique();
    $table->foreignId('cliente_id')->constrained('clientes')->onDelete('cascade');
    $table->foreignId('venta_id')->nullable()->constrained('ventas')->onDelete('set null');
    $table->string('concepto');
    $table->decimal('monto', 10, 2);
    $table->date('fecha_emision');
    $table->date('fecha_vencimiento');
    $table->enum('estado', ['pagada', 'pendiente', 'vencida'])->default('pendiente');
    $table->timestamps();
});

Table Fields

Field	Type	Constraints	Description
`id`	bigint	Primary key	Unique invoice identifier
`numero_factura`	string	Unique	Invoice number (e.g., FAC-2024-001)
`cliente_id`	foreignId	Required	Reference to clients table
`venta_id`	foreignId	Nullable	Optional reference to sales table
`concepto`	string	Required	Invoice description/concept
`monto`	decimal(10,2)	Required	Invoice amount
`fecha_emision`	date	Required	Emission/issue date
`fecha_vencimiento`	date	Required	Due date
`estado`	enum	Default: ‘pendiente’	Payment status
`timestamps`	timestamps	Auto	created_at, updated_at

Foreign Key Constraints

Cascade Deletion: When a client is deleted, all their invoices are automatically removed.Set Null: When a sale is deleted, the venta_id in related invoices is set to null, preserving the invoice record.

Payment Statuses

Pagada
Pendiente
Vencida

Paid InvoicesInvoices that have been fully paid by the client.

Factura::where('estado', 'pagada')->get();

Dashboard Metrics:

Count: 186 invoices
Total: $42,300

Pending InvoicesInvoices awaiting payment that are not yet overdue. This is the default status.

Factura::where('estado', 'pendiente')->get();

Dashboard Metrics:

Count: 34 invoices
Total: $8,900 pending

Overdue InvoicesInvoices that have passed their due date without payment.

Factura::where('estado', 'vencida')->get();

Dashboard Metrics:

Count: 12 invoices
Total: $3,200 overdue

Overdue invoices require immediate attention for collection.

Invoice View Features

The invoice interface (facturas.blade.php) provides:

Dashboard Cards

Paid

186 invoices $42,300 total

Pending

34 invoices $8,900 pending

Overdue

12 invoices $3,200 in arrears

Total Issued

232 invoices This month

Analytics Charts

Monthly Revenue Chart

Stacked bar chart showing paid vs pending amounts by month

Green bars: Paid invoices
Yellow bars: Pending invoices

Invoice Status Chart

Doughnut chart displaying status distribution:

Paid: 186 (80%)
Pending: 34 (15%)
Overdue: 12 (5%)

Invoice Management Table

The main invoice table displays:

Invoice number (FAC-2024-XXX)
Client name
Invoice concept/description
Amount (formatted currency)
Emission date
Due date
Status badge (color-coded)
Action buttons (View, Download PDF)

The interface includes search functionality and status filtering for efficient invoice management.

Usage Examples

Creating a New Invoice

use App\Models\Factura;
use Carbon\Carbon;

$factura = Factura::create([
    'numero_factura' => 'FAC-2024-006',
    'cliente_id' => 1,
    'venta_id' => 5,
    'concepto' => 'Laptop Pro x1',
    'monto' => 1500.00,
    'fecha_emision' => Carbon::now(),
    'fecha_vencimiento' => Carbon::now()->addDays(15),
    'estado' => 'pendiente'
]);

// Get all invoices with client and sale data
$facturas = Factura::with(['cliente', 'venta'])->get();

foreach ($facturas as $factura) {
    echo $factura->numero_factura;
    echo $factura->cliente->nombre;
    if ($factura->venta) {
        echo $factura->venta->numero_orden;
    }
}

Marking Invoice as Paid

$factura = Factura::find(1);
$factura->estado = 'pagada';
$factura->save();

Finding Overdue Invoices

use Carbon\Carbon;

// Automatically mark overdue invoices
$overdue = Factura::where('estado', 'pendiente')
    ->where('fecha_vencimiento', '<', Carbon::now())
    ->update(['estado' => 'vencida']);

Client Invoice Summary

$cliente_id = 1;

$total_pagadas = Factura::where('cliente_id', $cliente_id)
    ->where('estado', 'pagada')
    ->sum('monto');

$total_pendiente = Factura::where('cliente_id', $cliente_id)
    ->whereIn('estado', ['pendiente', 'vencida'])
    ->sum('monto');

Monthly Revenue Report

use Carbon\Carbon;

$mes_actual = Carbon::now()->month;

$ingresos = Factura::whereMonth('fecha_emision', $mes_actual)
    ->where('estado', 'pagada')
    ->sum('monto');

$pendiente = Factura::whereMonth('fecha_emision', $mes_actual)
    ->where('estado', 'pendiente')
    ->sum('monto');

Invoices Due This Week

use Carbon\Carbon;

$facturas_vencer = Factura::where('estado', 'pendiente')
    ->whereBetween('fecha_vencimiento', [
        Carbon::now(),
        Carbon::now()->addWeek()
    ])
    ->with('cliente')
    ->get();

Key Features

Unique Invoice Numbers

Each invoice has a unique identifier (FAC-2024-XXX)

Client Integration

Direct relationship with client records

Optional Sales Link

Nullable foreign key to sales table

Decimal Precision

Amounts stored with 2 decimal precision

Date Casting

Automatic Carbon instance conversion for dates

Three Payment States

Paid, Pending, and Overdue status tracking

Cascade Deletion

Auto-delete when client is removed

Set Null on Sale Delete

Preserve invoice when sale is deleted

Timestamp Tracking

Automatic created_at and updated_at timestamps

Best Practices

Automatic Status Updates: Consider implementing a scheduled task to automatically update pending invoices to ‘vencida’ when they pass their due date.Payment Reminders: Send automated reminders to clients with pending invoices approaching their due date.PDF Generation: Integrate PDF generation for downloadable invoice documents.

Get Started

Core Features

Business Modules

Configuration

​Overview

Payment Tracking

Due Date Management

Client Integration

Financial Reports

​Factura Model

​Model Relationships

​Date Casting

​Database Schema

​Table Fields

​Foreign Key Constraints

​Payment Statuses

​Invoice View Features

​Dashboard Cards

Paid

Pending

Overdue

Total Issued

​Analytics Charts

Monthly Revenue Chart

Invoice Status Chart

​Invoice Management Table

​Usage Examples

​Creating a New Invoice

​Querying Invoices with Related Data

​Marking Invoice as Paid

​Finding Overdue Invoices

​Client Invoice Summary

​Monthly Revenue Report

​Invoices Due This Week

​Key Features

Unique Invoice Numbers

Client Integration

Optional Sales Link

Decimal Precision

Date Casting

Three Payment States

Cascade Deletion

Set Null on Sale Delete

Timestamp Tracking

​Best Practices

Build docs developers (and LLMs) love

Overview

Factura Model

Model Relationships

Date Casting

Database Schema

Table Fields

Foreign Key Constraints

Payment Statuses

Invoice View Features

Dashboard Cards

Analytics Charts

Invoice Management Table

Usage Examples

Creating a New Invoice

Querying Invoices with Related Data

Marking Invoice as Paid

Finding Overdue Invoices

Client Invoice Summary

Monthly Revenue Report

Invoices Due This Week

Key Features

Best Practices