Difference between revisions of "Pay Invoice with balance deduction"

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When invoice for user is generated, and user pays for it, we need to check it as completed. When we do this - users' balance is increased by the value of invoice.
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.




Let's see our users' balance (SETTINGS - Users):
Let's see our user's balance (SETTINGS - Users):


[[Image:i1.png]]
[[Image:i1.png]]




Then in invoices (SETTINGS - Accounting - Invoices) we see invoice for this user:
Then in invoices (SETTINGS - Accounting - Invoices), we see an invoice for this user:


[[Image:i2.png]]
[[Image:i2.png]]




Press on '''Details''' and will see invoice details, now(!) check '''Create payment for completed invoice''' and click on the red cross icon above to mark this 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:


[[Image:i3.png]]
[[Image:i3.png]]




You will see this invoice as paid:
You will see the invoice as paid:


[[Image:i4.png]]
[[Image:i4.png]]




In user details we will see that users' balance is decreased:
In user details, we see that the user's balance has decreased:


[[Image:i5.png]]
[[Image:i5.png]]




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


[[Image:i6.png]]
[[Image:i6.png]]
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Note: if you want to revert all changes - it is enough to press green check mark in Invoice details. User balance will be decreased, payment deleted, and invoice marked as not processed.
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.

Revision as of 02:46, 23 May 2010

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.


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 decreased:

I5.png


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

I6.png


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.

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