Finance
This section documents finance operations for invoices, payments, allocations, Bukku sync, SST, payment gateway charges, company finance profile, and finance reporting.
What This Covers
- Finance Overview
- Invoice Lifecycle
- Payments and Allocation
- Installment and Deposit Flows
- Bukku Sync
- SST and Payment Gateway Charges
- Company Finance Profile
- Invoice Preview and Resend
- Finance Reporting
- Finance Checklist
Operating Principles
- The primary billing model is one invoice with multiple payments.
- Older records may still use multiple invoices and multiple payments, so allocation views must support both.
- Payments should be traceable from checkout, manual entry, gateway transaction, allocation, invoice, and Bukku sync.
- SST and payment gateway settings must be captured at the time of transaction for audit purposes.
- Students should not see internal gateway fees unless the fee is configured to be borne by the user.
- Finance-sensitive actions should always show toast feedback and keep an audit trail.
Common Finance Records
| Record | Purpose |
|---|---|
| Invoice | Amount owed by a customer for selected products or services |
| Payment | Money received through gateway, bank, terminal, cash, or manual entry |
| Allocation | Link between payment amount and invoice balance |
| Gateway Charge | Fee charged by the payment provider |
| Bukku Sync Job | Accounting sync request and status |
| Company Finance Profile | Company details used in invoice templates |