Invoice Lifecycle
Invoices represent what the customer owes. They should remain readable, auditable, and aligned with Bukku.
How to Review an Invoice
- Go to Finance, then Invoices.
- Search by invoice number, customer name, or customer email.
- Open the invoice detail page.
- Review the header for invoice number, status, customer, and balance.
- Check line items, discounts, SST, payments, allocations, and remarks.
- Open Preview Invoice to review the customer-facing invoice.
Primary Model
The primary model is one invoice with multiple payments.
This applies to:
- Deposit plus installment
- Manual payment collection
- Partial payment
- Payment retry after failure
- Membership renewal payment
Older transactions may still have multiple invoices and multiple payments. Finance screens should support those records while making the one-invoice flow the default.
Invoice Status
| Status | Meaning |
|---|---|
| Draft | Invoice is prepared but not finalized |
| Unpaid | No payment has been allocated |
| Partial Paid | Some payment has been allocated |
| Paid | Invoice balance is fully settled |
| Void | Invoice should no longer be collected |
Statuses should use color icon plus label.
Invoice Details
Invoice detail views should include:
- Invoice number
- Status
- Customer name, email, phone, and address
- Company name, address, email, phone, and tax numbers
- Line items
- Discounts
- SST
- Payments
- Allocations
- Remarks
- Audit trail
- Preview and PDF download actions
Remarks
Remarks are finance notes that require traceability. A remark should include:
- Remark text
- Added by
- Timestamp
- Related invoice
Use "Remarks" instead of "Notes" in finance-facing invoice screens.