Module Customers Invoices: Difference between revisions

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Module Customers Invoices (view source)

Revision as of 12:41, 5 November 2009

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{{ExamplesCaseEn
|name=UCIN01: Reception of a deposit then final invoice
|situation=Reception of a deposit then final invoice
|actions=I entered a deposit invoice with the amount received. I convert this invoice into a future reduction. Later, I receive the entire invoice. I add the reduction, this reduce the rest to pay. I send the entire bill generated indicating that a deposit has been received.
}}


'''UCIN01: Reception of a deposit then finale invoice'''
{{ExamplesCaseEn
|name=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.
}}


I entered a bill deposit the amount received class I paid and I send or not. I converted this bill in future reduction. Later, I cause the entire bill. I enclose the Reduta the deposit in full invoice which reduces the rest to pay. I send the entire bill generated indicating that a deposit has been received.
{{ExamplesCaseEn
|name=UCIN03: Billing and higher payment received
|situation=I created an invoice. I get a payment exceeds the amount claimed.
|actions=I enter the amount received. I closed the bill to the state pays. I have created one of the overpayment.
}}


{{ExamplesCaseEn
|name=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.
|actions=one before I have on this bill. This credit can be converted to reduce the next bill or refunded money.
}}


'''UCIN02: Billing and payment in full'''
{{ExamplesCaseEn
|name=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.
|actions=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.
}}


'''Situation:''' I created an invoice. I receive full payment.
{{ExamplesCaseEn
|name=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.
|actions=I received before the payment of the value received. I file the bills paid and partly because the information "Lack is a discount.
}}


'''Actions:''' I take all the payment on the invoice. The balance goes to 0. I can sort the invoices paid.
{{ExamplesCaseEn
|name=UCIN07: billing and payment, partial or no return and then wait and product defect or error correction 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.
|actions=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 fill the bill in the state Paid.
}}


{{ExamplesCaseEn
|name=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 fill the bill in the state Paid partial information and the reason bad payer.
}}


'''UCIN03: Billing and higher payment received'''
{{ExamplesCaseEn
|name=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.
}}


'''Situation:''' I created an invoice. I get a payment exceeds the amount claimed.
{{ExamplesCaseEn
|name=UCIN10a: 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.
|actions=I fill 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.
}}


'''Corrective action:''' I enter the amount received. I closed the bill to the state pays. I have created one of the overpayment.
{{ExamplesCaseEn
|name=UCIN10b: 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.
|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.
}}


 
{{ExamplesCaseEn
'''UCIN04: Billing and payment in full and returned product'''
|name=UCIN10c: Error on the client spelling detected after payment
 
|situation=I created an invoice to the client X. I validated it. I add payments and set the bills paid. I realized that the invoice has been created with the wrong spelling and the client asks me about the credit note (for old name X and an invoice for new name Y).
'''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.
|actions=I create a credit note with all the lines in reverse. I transform it into reduction. The credit note is now "used" for customer X. I edit the customer record to correct X into Y. I create the new bill on the new client Y including all lines. I valid. I include the credit note. The balance then goes to 0 (none of). I can classify the new invoice paid without recourse to other regulations (the customer has already paid).
 
}}
'''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.
 
Actions: I received before the payment of the value received. I file the bills paid and partly because the information "Lack is a discount.
 
 
'''UCIN07: billing and payment, partial or no return and then wait and product defect or error correction 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.
 
 
'''UCIN10a: 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 fill 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.
 
 
'''UCIN10b: 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.
 
 
'''UCIN10c: Error on the client spelling detected after payment'''
 
'''Situation:''' I created an invoice to the client X. I validated it. I add payments and set the bills paid. I realized that the invoice has been created with the wrong spelling and the client asks me about the credit note (for old name X and an invoice for new name Y).
 
'''Corrective actions:''' I create a credit note with all the lines in reverse. I transform it into reduction. The credit note is now "used" for customer X. I edit the customer record to correct X into Y. I create the new bill on the new client Y including all lines. I valid. I include the credit note. The balance then goes to 0 (none of). I can classify the new invoice paid without recourse to other regulations (the customer has already paid).


= Pre-defined invoices =
= Pre-defined invoices =
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