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Module Customers Invoices: Difference between revisions
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→Use case examples
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= Use case examples = | = Use case examples = | ||
== Deposits == | |||
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCIN01: Reception of a deposit then final invoice | |name=UCIN01: Reception of a deposit then final invoice | ||
|situation=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. | |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. | ||
}} | }} | ||
== Billing and payments == | |||
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCIN02: Billing and payment in full | |name=UCIN02: Billing and payment in full | ||
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|situation=I created an invoice. After a long wait, after payment is received and not abandon all hope. | |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. | |actions=I file the bill in the state Abandoned and informs the reason bad payer. | ||
}} | |||
== Solving billing errors == | |||
{{ExamplesCaseEn | |||
|name=UCIN00 Error on the content of an invoice detected after validation. | |||
|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). | |||
|actions=I close the invoice to abandoned with comment 'Other' (not necessary as this will be done automatically by next step). I create a new invoice by choosing replacement invoice and by selecting the invoice to replace. | |||
}} | }} | ||
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|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 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). | ||
|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). | |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 = | ||