docs(handbook): the invoices-and-bills procedure, whole (P4b S4.5)

Step 1 now covers the issue: preview first (nothing written, the DRAFT PDF,
an abandoned preview uses no number), confirm only after the human has
seen it, the filed issued copy that a later look never replaces,
quantities and prices, the PO, and the snapshot of the customer at issue.
Step 6 is the CPA's list: agings tied to 1200 and 2000, sequential numbers
with voids visible, bills on their real accounts with the vendor's number
and no duplicate, card payments identified for 1099-NEC, deposits as
liabilities, light governance by decision.

A {documents_v2} placeholder (handbook::section_with, the server's
documents_v2 feature test) says "your books have not declared documents_v2
yet" before the owner's upgrade and what is on after it; no other section
changes. Parity, testing (with the For-P12 paragraph) and mcp-interface
notes for S4.5.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
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swaitsandClaude Fable 5.1 committed 2026-10-29 12:55:10 -06:00
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@@ -2254,7 +2254,14 @@ snapshots; see plan 8.2 S4.
back as a handed file (`pdf`: run its download): re-created from the
books as of the day, each standing payment on its own line with its
date, method and reference, stamped PAID (with the day), PARTIALLY
PAID, PAST DUE or VOID (P4b S3); refused for a bill.
PAID, PAST DUE or VOID (P4b S3); refused for a bill. The page prints
the invoice's own number, terms (an early discount reads in them), the customer's PO,
each line's quantity beside its price, the customer as at issue
(contact, billing address, phone, email, a Ship-to block), the
company's email, website, ways to pay (a QR code for a method with a
link) and footer; it says "Re-created on" the `as_of` day, never the
day it was printed, and the filed issued copy is never replaced by it
(P4b S4.5).
- `books.control_check { as_of? }` → `{ as_of, agrees, accounts: [{ role,
code, name, balance, documents_total, unattached: [{ entry_id, line,
date, amount }], difference, attention: [{ kind, id, status, total,