Finance Reporting
Finance reports should help the team understand cash collected, outstanding balances, tax, fees, and sync health.
Reporting Fields
Reports should include:
- Invoice number
- Customer name and lowercase email
- Product or program
- Batch number
- Invoice amount
- Discount amount
- SST amount
- Gateway charge amount
- Amount paid
- Outstanding amount
- Upcoming payment amount
- Payment method
- Invoice status
- Payment status
- Bukku sync status
Outstanding Payments
Student management and finance views should highlight payment risk:
| Risk | Meaning |
|---|---|
| 1 missed payment | Early attention required |
| 2 missed payments | Higher collection priority |
| 3 or more missed payments | Strong risk flag and possible suspension review |
Sorting
Invoice lists should sort newest first by default.
Use custom compact search and remove unnecessary show/hide filter controls where the screen is operational rather than exploratory.