Customer invoices

This action can only be performed by 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.

Analyzing Customer Invoices in HPA:

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.