Module Customers Invoices: Difference between revisions

UCIN00: Error on the content of the corrected invoice by invoice replacement

Situation: I created an invoice. I valid. I realize the error on the contents (amount, description) after validation (see use case UCIN10 on error on client).

Corrective actions: I file the bill dropped to the ground 'Other' (not compulsory for operation with automatic next step). I created a new bill by choosing replacement bill and invoice by selecting the bill as substituted.

UCIN01: Reception of a deposit then finale invoice

UCIN02: Billing and payment in full

Situation : I created an invoice. I receive full payment.

Actions: I take all the payment on the invoice. The balance goes to 0. I can sort the invoices paid.

UCIN03: Billing and higher payment received

Situation: I created an invoice. I get a payment exceeds the amount claimed.

Corrective action: I enter the amount received. I closed the bill to the state pays. I have created one of the overpayment.

UCIN04: Billing and payment in full and returned product

Situation: I created an invoice. I receive full payment. I entered and the balance becomes 0. I closed the bill to the state pays. Later, I received a return of product due to legal withdrawal.

Corrective action: one before I have on this bill. This credit can be converted to reduce the next bill or refunded money.

UCIN05: Billing and payment in full and on product error detected

Situation : I created an invoice. I receive full payment. I entered and the balance becomes 0. I closed the bill to the state pays. Later, I discovered an error in product.

Corrective action: one before I have on this bill that contains the product error. I have to convert this reduction. I create a new invoice with the correct product. I'm joining in to have this new bill. Eventually if I use the stock, I corrected the stock in hand.

UCIN06: Billing and payment for partial advance (discount)

Situation : I created an invoice. I receive a payment of the invoice amount less a discount granted for early payment.

UCIN07: billing and payment, partial or no return and then wait and product defect or error correction infine tolerable

Situation : I created an invoice. If I get a partial payment, I know. I get a return of some products (Revocation of client) or not getting more pennies missing. Optionally, the client waits for a credit pay the late bill.

Action: I submitted a credit on the bill. I send the credit. Then I have to convert this reduction to the customer. I know eventually the result of payments received. Eventually I include having the list of payments invoice (otherwise it will be included in another bill). I file the bill in the state Paid.

UCIN08: Billing and partial payment for deadbeat

Situation : I created an invoice. I get a partial payment, I know. After a long wait, after payment is received and abandon all hope.

Actions: I file the bill in the state Paid partial information and the reason bad payer.

UCIN09: Billing and received no payment for deadbeat

Situation : I created an invoice. After a long wait, after payment is received and not abandon all hope.

Actions: I file the bill in the state Abandoned and informs the reason bad payer.

UCIN10: Error detected on the client after validation but before payment

Situation : I created an invoice. I valid. I realized that the invoice has been created on the wrong client.

Corrective actions: I file the bill dropped to the ground 'Other' and I fill the ground "before failure on bad customer". I created a new bill on the right customer.

UCIN10: Error on the client (or invoice before 2 times) detected after sending invoice but before payment

Situation : I created an invoice. I validate and send the client. I realized that the invoice has been created on the wrong customer or invoice in duplicate with another already sent.

Corrective actions: I create a credit invoice that has not yet paid the amount exact opposite. I have to convert the discount. The invoice is found to have "treated", I can send it to the customer if I wish. I returned on the card bill in error and I apply the discount after having. On the becomes zero and I Paid in full Class (payoff of 0). That the client has not received or the original invoice, the latter was canceled and closed by the credit. I reprocessed the invoice to the right customer.

UCIN10: Standard wording on customer input detected after payment

Situation : I created an invoice to the client X. I read valid. I seized the payments. I file the bills paid. I realized that the invoice has been created on the wrong client and a client asks me about the contrefacture 'X old name and a new name on the new Y.

Corrective actions: I create a credit invoice in error with all the lines in reverse. I have transformed into reduction. The invoice is found to have "treated". I edit the customer record to correct the wording by Y. X client I create the new bill on the new client Y including all lines. I valid. J'inclut payment After having. The balance then goes to 0 (none of). I can classify the bill paid without recourse to other regulations (the customer has already paid).