Invoicing — ar
Actors
| Actor | Does | Sees | Permissions |
|---|---|---|---|
| Biller | drafts and issues invoices | every invoice | ar:invoice:* |
| Approver | approves voids | every invoice | ar:invoice:void |
Stories
Workflows
Process: invoicing v1
invoice
States: draft, in_approval, issued, void, cancelled Terminal: issued, void, cancelled
| Key | From | To | Who | Gate / requires | Effect | Timer | Approval |
|---|---|---|---|---|---|---|---|
| draft_invoice | none | draft | biller | a draft with no number | |||
| submit_invoice | draft | in_approval | biller | at least one line | |||
| approve_invoice | in_approval | issued, draft | approver | total over 5,000 EUR | numbered, frozen, posted | yes | |
| cancel_draft | draft | cancelled | biller | no number used | |||
| void_invoice | issued | void | approver | no allocations; requires a reason | reversing journal | yes |
dunning
States: open, reminded, escalated Terminal: escalated
| Key | From | To | Who | Gate / requires | Effect | Timer |
|---|---|---|---|---|---|---|
| send_reminder | open | reminded | system | overdue | reminder mailed | P7D after due date |
| escalate | reminded | escalated | biller | still unpaid | credit hold considered | P14D |