Finance Overview
Finance owns invoice accuracy, payment recording, payment allocation, accounting sync, tax settings, gateway settings, and finance reporting.
Core Responsibilities
| Responsibility | Details |
|---|---|
| Invoice management | Review invoice status, customer details, line items, remarks, payments, and previews |
| Payment ledger | Record manual payments, sync gateway payments, allocate payments, and review unallocated balances |
| Bukku sync | Sync invoices and payments to Bukku and handle sync failures |
| Tax settings | Manage SST rate and whether SST applies before or after discount |
| Gateway settings | Manage gateway charge rate and whether business or user bears the fee |
| Company profile | Maintain company information shown on invoices |
| Reporting | Track collections, outstanding balances, taxes, gateway charges, and sync status |
Default Finance Flow
- Product or manual enrollment creates an invoice.
- Payment is collected through gateway or recorded manually.
- Payment is allocated to the invoice.
- Invoice balance updates.
- Invoice and payment records sync to Bukku.
- Student access or renewal takes effect when payment rules are satisfied.
Finance Visibility
Finance views should show:
- Customer name and lowercase email
- Invoice number aligned with Bukku where synced
- Payment method using readable labels
- Invoice status using color icon plus label
- SST amount and treatment
- Gateway charge amount and bearer
- Allocation status
- Bukku sync status