FadenDocumentation
Demo PLEN

IP rights and evidence

IP Box

Work entries for your IP rights and review of invoice income: link an invoice to an IP right and its evidence.

Address in the app: /entrepreneurs/:entrepreneurId/ip-entries

The IP Box window collects evidence of work on IP rights and shows suggestions created automatically from invoices.

A work entry has a title, a date, an optional IP right, and links and files. Changes do not recalculate existing reports: regenerate the report afterwards.

What the window looks like

/entrepreneurs/:entrepreneurId/ip-entries
The IP Box window: add an entry, invoice suggestions and the entry list.

Parts of the window

  1. Add an entry

    The Add IP Box entry button opens a form for work done without an invoice or before it exists.

  2. Invoice suggestions

    The card is built from imported or added invoices. The header shows how many items await review; greyed rows are waiting for you.

  3. Suggestion filters

    They filter the table by review status, year and text. Text searches the invoice number, customer and description.

  4. Income table

    Each row is an invoice with period, customer, amount and IP Box status. The last column has Set up IP Box (or Edit IP details, Change to IP Box) and Not covered by IP Box.

  5. Entry card

    It shows the title, date, IP right, description and comment, with links and files below. You can add a link, attach a file or delete the entry with Delete.

/entrepreneurs/:entrepreneurId/ip-entries
The new entry form, without an invoice.

Parts of the window

  1. Entry form

    Fields: IP right (or Uncategorized), work date, title, description, comment, plus a link and commit hashes. Only the title is required.

/entrepreneurs/:entrepreneurId/ip-entries
IP details open under an invoice row.

Parts of the window

  1. Invoice IP details

    Pick an existing work entry or create a new one, the IP right, income kind and Qualifying share %. The description from this form appears in the report.

Try it live

The demo runs in your browser on fictional data. Changes are kept only in this browser (localStorage).

How to

  1. Review income from an invoice

    In the Automatic suggestions from invoices table click Set up IP Box on the invoice row. Choose the IP right, income kind, share and description, then Save and link to invoice.

  2. Mark an invoice as not IP Box

    Click Not covered by IP Box on the row and confirm with Confirm Non-IP income. The invoice's IP right assignments are removed; the work evidence stays.

  3. Add an entry without an invoice

    Click Add IP Box entry, fill in the form (the title is required) and choose Register entry. You can link the entry to an invoice later: Set up IP Box on the invoice row, field Work entry to link.

  4. Add evidence to an entry

    On the entry card type a URL or commit hash and click Add link, or use Attach file.

Good to know

  • By default the table shows only items with the status Awaiting review / evidence. Change Review status to see all income.

Limitations

  • An invoice with several IP splits shows only the Edit invoice splits link here; edit the splits in the Invoices window.
  • Read-only accounts see the suggestions, filters and entries, without the edit, add and delete buttons.

See also