Journey · paid Invoice
Keep the existing Invoices list. Its row menu opens Record adjustment. There is no additional service list.
Review this state → · Clean viewClient adjustments
18 October 2026 · Minimal UI review · fictional data
One entry. One form. Two outcomes.
Open a paid Invoice → Record adjustment → enter the agreed amount → choose Money returned or Keep as credit. A service link is optional, including services that already happened.
- Record an adjustment: use the existing … popover in the current Invoice table, or open the Invoice from its number. Choose an amount, optional service, date and reason. Save and open the dated record.
- After a completed service: select the completed boat tour and record €200 for service quality. Its status stays Completed.
- Keep and use credit: choose Keep as credit. Open the contact and next Invoice. Apply €150 from €200 credit; €50 remains available. The Invoice shows the amount and reference in Payment, with a small history disclosure.
- Correct a mistake: remove an application to restore credit, or void an unused/mistaken record. History remains visible.
The Invoice list uses the real Odia table and dropdown components. Opening … keeps the row fixed. No new Journey Revenue cards, duplicate services list or Analytics view. Existing Include / Exclude choices stay unchanged. Mapping adjustments into margins and Analytics comes after UI agreement.
Start with Invoice menu →Completed-service adjustment →Keep as credit →Apply credit →Unchanged Revenue panel →
Application buttons continue the example. Review selectors load independent scenarios and reset their fictional records. Reload also resets. No money moves and no app data is saved.
All 73 scenarios and edge cases
01 · Start here
Invoice · Record adjustment
Add one compact Client adjustments section with one Record adjustment action and dated records.
Review this state → · Clean view02 · Record adjustment
Record a partial refund
A short form records a refund already made outside Odia. Contact and currency come from this Invoice.
Review this state → · Clean viewRecord a full refund
Use the full remaining amount with one click. The date and reason remain explicit.
Review this state → · Clean viewSaving adjustment
Keep controls disabled while the adjustment saves.
Review this state → · Clean viewSave failed · retry
Keep entered values and show an inline error with the same Save action available for retry.
Review this state → · Clean viewRefund recorded on Invoice
Show the dated refund beside original payment history. Preserve the original Invoice and receipt.
Review this state → · Clean viewRefund record & history
Open the record to read its amount, source, reason and author.
Review this state → · Clean view03 · Create & track credit
Create a credit note
Switch to credit in the same form. The preview shows how much Alex will have available.
Review this state → · Clean viewCredit created on Invoice
Show the credit note on its source Invoice with a direct route to the contact.
Review this state → · Clean viewContact · available credit
Show available Client credit in the existing contact Overview, with access to each note and its history.
Review this state → · Clean viewContact · multiple credit notes
Show available Client credit in the existing contact Overview, with access to each note and its history.
Review this state → · Clean viewContact · no credit yet
Show available Client credit in the existing contact Overview, with access to each note and its history.
Review this state → · Clean viewCredit note · available
Show issued, used and available values, with the source Invoice and reason.
Review this state → · Clean viewCredit note · partly used
Show a €400 application and the €200 remaining from the same €600 note.
Review this state → · Clean viewCredit note · fully used
Keep the note in history after its full amount has been applied.
Review this state → · Clean view04 · Use credit
New Invoice · credit available
Offer available credit in the right rail of the current Invoice editor. Applying it is an explicit choice.
Review this state → · Clean viewApply the available credit
Show the credit source and prefill the smaller of available credit and amount due.
Review this state → · Clean viewChoose a credit note
Choose which available note to apply. Each note keeps its own remaining amount.
Review this state → · Clean viewApply part of the credit
Change the amount to €400 and preview both the Invoice balance and remaining credit.
Review this state → · Clean viewApplying · immediate feedback
Show Applying credit… and keep the dialog open until success.
Review this state → · Clean viewInvoice · credit applied
Show Invoice total, credit applied and amount to pay separately.
Review this state → · Clean viewInvoice · fully covered by credit
A €400 Invoice is settled by €400 credit and leaves €200 available.
Review this state → · Clean view05 · Correct & recover
Remove a credit application
Confirm that removing the application restores credit and increases the Invoice balance.
Review this state → · Clean viewCredit returned to the contact
Show the restored €600 credit and the Invoice balance returning to €3,000.
Review this state → · Clean viewCancel the receiving Invoice
Confirm cancellation and return applied credit to the contact.
Review this state → · Clean viewCanceled Invoice · credit restored
Keep the canceled Invoice and its reversed credit application in history.
Review this state → · Clean viewCredit save failed · retry
Keep the proposed amount and explain that nothing was applied.
Review this state → · Clean viewCredit changed before save
Show the €200 now available after another user applied €400 elsewhere. Require the user to review the new amount.
Review this state → · Clean viewDifferent currency
Show that this EUR credit cannot be applied to a USD Invoice.
Review this state → · Clean viewDifferent contact
An Invoice billed to Jamie does not offer Alex’s credit.
Review this state → · Clean viewVoid an unused credit note
Correct the tracking record and remove its unused available credit. Keep its history.
Review this state → · Clean viewVoided credit note
Keep the voided note visible with zero available credit and its history.
Review this state → · Clean viewUsed credit · protected from void
Explain that linked Invoice applications must be removed first. Link to the receiving Invoice.
Review this state → · Clean viewCorrect a refund record
Void an incorrectly recorded refund. This changes the Odia record only.
Review this state → · Clean viewRefund record voided
Keep the record in history and remove it from the active recorded adjustment balance.
Review this state → · Clean viewFinancial access · read only
Allow viewing the record while making the permission needed for changes explicit.
Review this state → · Clean view06 · Existing screens
Journey · existing Revenue panel
Keep Revenue and its current service controls unchanged. The adjustment is recorded on the source Invoice.
Review this state → · Clean viewJourney · financial mapping deferred
A full refund is recorded on the Invoice. This prototype does not yet apply it to Journey metrics.
Review this state → · Clean viewInvoice · adjustment history
Review the dated records on the source Invoice. No new Analytics view is proposed in this UI phase.
Review this state → · Clean view07 · Canceled services
Canceled service · included
Keep the existing Include / Exclude selector. Use the Invoices lens to record an adjustment.
Review this state → · Clean viewCanceled service · excluded
Keep the existing Exclude choice. Switch to Invoices to record the agreed amount.
Review this state → · Clean viewRefund a canceled service
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewKeep a service cancellation as credit
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewExcluded service · record adjustment
Record the agreed amount without restoring or otherwise changing the current financial treatment.
Review this state → · Clean viewPrior refund · remaining amount
After a €600 adjustment against a €900 service, limit the next refund or credit to €300.
Review this state → · Clean viewInvoice · linked refund
Show the linked refund in Client adjustments on its source Invoice.
Review this state → · Clean viewInvoice · linked credit
Show the linked credit on the source Invoice, with access to available contact credit.
Review this state → · Clean viewInvoice · full service refund
Show the full billed service amount as a recorded refund without changing service status or existing controls.
Review this state → · Clean viewJourney · existing treatment control
Existing Include / Exclude remains unchanged and editable. Financial integration is a later design decision.
Review this state → · Clean viewJourney · after record correction
Voiding a record does not change the existing financial treatment.
Review this state → · Clean viewInvoice · no service selected
Keep the adjustment on the source Invoice without inventing a service allocation.
Review this state → · Clean viewNo eligible paid Invoice
Keep the source visible and explain why recording is unavailable until a paid client Invoice is identified.
Review this state → · Clean viewService adjustment · save failed
Record the agreed amount without changing the existing Include / Exclude choice. A failed save retains all inputs.
Review this state → · Clean viewBilled amount differs from current price
Block the ambiguous adjustment and route back to the source Invoice for reconciliation.
Review this state → · Clean view08 · Delivered & goodwill
Completed service · goodwill entry
Keep the existing Invoices list. Its row menu opens Record adjustment. There is no additional service list.
Review this state → · Clean viewService · partial refund
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewService · goodwill credit
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewCompleted service · saving adjustment
Save the same adjustment record while preserving service status.
Review this state → · Clean viewCompleted refund · retry
Keep the service, amount, date and reason after a simulated save failure.
Review this state → · Clean viewService refund · status preserved
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewService credit · status preserved
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewCompleted service · prior adjustment
Show the previous €200 refund and cap any further refund or credit at €700.
Review this state → · Clean viewCompleted service · full refund
Use one Client adjustment form and show its dated outcome on the source Invoice. Service status and existing financial controls stay unchanged.
Review this state → · Clean viewCompleted refund · record detail
Show the linked service, current status, status when recorded and the complaint reason.
Review this state → · Clean viewGoodwill credit · record detail
Show the same completed-service provenance on the contact credit note.
Review this state → · Clean viewGoodwill credit · used on next Invoice
Apply €150 from the €200 credit to a €3,000 Invoice. Show €2,850 to pay and €50 credit remaining.
Review this state → · Clean viewCompleted refund · correction
Void the mistaken record, keep its history and leave the service Completed.
Review this state → · Clean viewGoodwill credit · correction
Void an unused mistaken credit note, preserve history and keep the service Completed.
Review this state → · Clean viewInvoice · adjustment history
Review the dated records on the source Invoice. No new Analytics view is proposed in this UI phase.
Review this state → · Clean viewCompleted service · payment required
Explain that completion alone does not establish an eligible paid source Invoice.
Review this state → · Clean viewCompleted service · changed billed amount
Block recording against a selling price already changed from the saved billed value.
Review this state → · Clean viewConfirmed service · agreed adjustment
Select the confirmed hotel service and record an agreed €200 adjustment without canceling it.
Review this state → · Clean view