Difference between revisions of "Pay Invoice with balance deduction"

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When an invoice for a user is generated, and the user pays it, we need to check it as completed. When we do this, the user's balance is increased by the value of invoice.
=Description=


* When an Invoice for a Postpaid User is generated, and the user pays it, we need manually to check it as completed. After this is done, the User's Balance is increased by the value of Invoice.


Let's see our user's balance (SETTINGS - Users):
'''NOTE''' that User Balance was decreasing by every Call or/and every applied Service and so on.
<br><br>
* When an Invoice for a Prepaid User is generated, it is marked as already paid and do not affect User Balance.
<br><br>


=Usage=
Let's see our user's balance (SETTINGS –> Users):
<br><br>
[[Image:i1.png]]
[[Image:i1.png]]
 
<br><br>
 
Then in invoices (SETTINGS –> Accounting –> Invoices), we see an invoice for this User:
Then in invoices (SETTINGS - Accounting - Invoices), we see an invoice for this user:
<br><br>
 
[[Image:i2.png]]
[[Image:i2.png]]
 
<br><br>
 
Click '''Details''' to see the invoice details. Check '''Create payment for completed invoice''' and click the red cross icon above to mark the invoice as completed and paid:
Click '''Details''' to see the invoice details. Check '''Create payment for completed invoice''' and click the red cross icon above to mark the invoice as completed and paid:
 
<br><br>
[[Image:i3.png]]
[[Image:i3.png]]
 
<br><br>
 
You will see the invoice as paid:
You will see the invoice as paid:
 
<br><br>
[[Image:i4.png]]
[[Image:i4.png]]
 
<br><br>
 
In user details, we see that the user's balance has increased:
In user details, we see that the user's balance has decreased:
<br><br>
 
[[Image:i5.png]]
[[Image:i5.png]]
 
<br><br>
 
... and in Payments (SETTINGS –> Accounting –> Payments), we see that payment for invoice is created:
... and in Payments (SETTINGS - Accounting - Payments), we see that payment for invoice is created:
<br><br>
 
[[Image:i6.png]]
[[Image:i6.png]]
<br><br>
'''NOTE that if you want to revert all changes for Postpaid User, it is enough to click the green check mark in Invoice details. The user balance will be decreased, payment deleted, and the invoice marked as not processed. Prepaid User Balance will not be affected. '''
<br><br>
=See also=


 
* [[Invoices]]
----
 
Note: if you want to revert all changes, it is enough to click the green check mark in Invoice details. The user balance will be decreased, payment deleted, and the invoice marked as not processed.

Latest revision as of 11:52, 17 July 2013

Description

  • When an Invoice for a Postpaid User is generated, and the user pays it, we need manually to check it as completed. After this is done, the User's Balance is increased by the value of Invoice.

NOTE that User Balance was decreasing by every Call or/and every applied Service and so on.

  • When an Invoice for a Prepaid User is generated, it is marked as already paid and do not affect User Balance.



Usage

Let's see our user's balance (SETTINGS –> Users):

I1.png

Then in invoices (SETTINGS –> Accounting –> Invoices), we see an invoice for this User:

I2.png

Click Details to see the invoice details. Check Create payment for completed invoice and click the red cross icon above to mark the invoice as completed and paid:

I3.png

You will see the invoice as paid:

I4.png

In user details, we see that the user's balance has increased:

I5.png

... and in Payments (SETTINGS –> Accounting –> Payments), we see that payment for invoice is created:

I6.png

NOTE that if you want to revert all changes for Postpaid User, it is enough to click the green check mark in Invoice details. The user balance will be decreased, payment deleted, and the invoice marked as not processed. Prepaid User Balance will not be affected.

See also