tayyibs
commented
9 years ago As per the discussion in our Product development meeting, we will start initially with AR Billing in the accounting module. Listed below are the high level requirements for a minimum viable billing solution. The document has been uploaded to dropbox as well.
Billing system high level requirements:
1.) To allow the business to perform itemized billing to customers. Which will in turn record amounts receivable from customers. Billing page should allow users: • To select a customer, billing date, due date, invoice number, header level description. • To add billing lines with the following information: Item/service, line description, amount, quantity, unit price.
2.) To allow users to record payments received (cash receipts) from customers against items/services. The cash receipts page should allow the user to record payments received against an existing invoice as well as to create a cash receipt for a new transaction which will in turn generate the billing transaction behind the scene and apply the payment against it.
3.) To allow users to administer billable items/services i.e. add, edit, remove billable items and services in the system.
We will start of with AR Billing. Tayyib will update this ticket with details.