Show invoice number on main work order view

Objective

  • Show the invoice number on the main work order screen so users can reference it while working the job—without opening Integrations → QuickBooks or drilling into invoice detail.

Background

  • Demo feedback: finance and ops users lose context when multitasking; extra clicks to find DocNumber slow cash-deposit matching and note-taking in QuickBooks.
  • The inspection model already stores invoiceNumber (attik-backend/src/models/inspectionSchema.ts); the QuickBooks integration panel reads it when expanded (attik-frontend/src/app/tools/inspections/[id]/components/integrations/Quickbooks.tsx).
  • In the Monday kickoff, the team noted a possible implementation shortcut: if the existing payment number already surfaced in the charges table is sufficient, that may be much easier than joining to the invoice table for the exact invoice number. Product should confirm whether the requirement is the true QuickBooks invoice number or a nearby reference that solves the workflow.

Scope

Frontend (attik-frontend)

  • Primary shell / summary areas such as WorkorderPage.tsx, headers or summary cards adjacent to BookingDetailsBox—surface inspection.invoiceNumber where it fits existing layout patterns.
  • Keep Integrations / QuickBooks as the deep link for full invoice sync detail; this task is display on the main view only.

Backend (attik-backend)

  • No schema change expected if invoiceNumber is already populated; confirm any API used by the work order includes the field (standard inspection payloads).

References

  • attik-backend/src/models/inspectionSchema.ts (invoiceNumber)
  • attik-frontend/src/app/tools/inspections/[id]/components/integrations/Quickbooks.tsx

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Upvoters
Status

Completed

Board
🏠

Main App

Date

30 days ago

Author

Linear

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