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This action can only be performed by
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the following roles:
- Finance Manager
- System Process Manager
- Call Center Supervisor
- Accountants
- Customer service manager
- Account Assistants
Under Accounting>Customer invoices, one can access all the registered customer invoices and is able to perform a number of actions as needed.
- Register Payment: This should be done when payment is received from the Customer and should change the invoice status to Paid. It also generated Sales Receipt and the invoice is deemed closed.
- Refund Invoice: When extra payment is received than expected, the Customer is refunded and the refund should be recorded.
- Cancel Invoice: An invoice can be canceled when no sale is made.
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Customer invoices may be in Draft, Open or Paid status. It's important to analyze and check the ones still in open and draft to be reviewed and changed to Paid.
