Finance Operations

Invoice Builder

Import referral CSVs, validate invoiceable rows, and generate PDFs with crypto settlement traceability.

Company Details

Printed as the letterhead on every invoice. Stored only in this browser — never uploaded, never in the codebase.

CSV Import

Primary workflow for validating rows and generating invoice PDFs.

Complete rows only Fiat or held crypto CSV up to 5MB

Loaded

invoice rows

Ready

generatable rows

Held

no bank transfer

Needs Review

pending / processing

Drop CSV here or browse

The imported file is validated before any PDFs are generated.

Upload a CSV file to validate invoice rows and statuses.


No data loaded Upload a CSV file to see preview

Rows with valid references are enabled. Status is preserved on the generated PDF.

Manual Entry

Secondary workflow for one-off invoices that should not go through the CSV queue.

Quick actions

Invoice Details

Invoice Number

Invoice Reference

Invoice Date

Due Date

Partner Details

Referral Partner

Financials

Settlement Guidance

Leave bank transfer empty when funds are intentionally held on exchange for a later sale.

Cryptocurrency

Withdraw Amount

Received in Exchange

Bank Transfer (EUR)

Description

Bank settlement is populated. The invoice will summarize both the referral crypto amount and the fiat transfer.

Traceability

Referral Withdraw TXID

Exchange Name

Exchange Top-Up TXID

Invoice Builder

Company Details

CSV Import

Column Mapping

Portfolio Summary

Manual Entry