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Customer invoices

Owned by Fred Kanyesigye (Unlicensed)
Last updated: Jul 19, 2022 by Kabanda David (Unlicensed)
1 min read

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.

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