Skip to main content

Finance Checklist

Use this checklist before closing finance records or changing finance settings.

Invoice Checklist​

  • Customer details are correct.
  • Email is lowercase.
  • Address is present.
  • Invoice number aligns with Bukku after sync.
  • Line items use the correct selected prices.
  • Discounts are reflected correctly.
  • SST is shown where applicable.
  • Payment records are visible.
  • Remarks and audit trail are complete.

Payment Checklist​

  • Payment method label is readable.
  • Amount is correct.
  • Payment date is correct.
  • Reference number is captured.
  • Payment is allocated correctly.
  • Allocation does not exceed unallocated balance.
  • Bukku payment sync succeeds.

Settings Checklist​

  • SST rate is correct.
  • SST before or after discount setting is correct.
  • Gateway charge rate is correct.
  • Gateway bearer is correct.
  • Warning is shown before finance setting changes.
  • Settings are captured into new invoice and payment records.

Email Checklist​

  • Email sending is enabled when resend is needed.
  • SMTP or SES provider is configured.
  • Invoice template is selected.
  • Email job is queued through the backend process.