Journey · paid Invoice
Keep the current Journey header, tabs and Financials lenses. Open the paid Invoice from the Invoices lens.
Review this state → · High-resolution PNGRefunds & client credit
A complete product review of the proposed record-only MVP.
Start with the three main flows
- Record a refund: open the paid Invoice → Refund or credit → enter an amount → Record refund → inspect the record and Financials.
- Create credit: open the same form → Create credit note → inspect credit on Alex’s contact → open the note.
- Use credit: open the returning traveler’s Invoice → Apply credit → use all or part → inspect the remaining credit and amount to pay.
The screen selector loads an independent example. Buttons inside the app continue the current example and keep its values. Reset restores the starting Journey. Saving is simulated locally. No production data, payment, email or accounting system is connected.
01 · Start here
Invoice · new entry point
Add a compact Refunds & credit section below Payment. One entry action opens the shared form.
Review this state → · High-resolution PNG02 · Record a refund
Record a partial refund
A short form records a refund already made outside Odia. Contact and currency come from this Invoice.
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Record a full refund
Use the full remaining amount with one click. The date and reason remain explicit.
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Saving · immediate feedback
Keep the dialog open and disable duplicate submission while Saving refund… is visible.
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Save failed · retry
Keep entered values and show an inline error with the same Save action available for retry.
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Refund recorded on Invoice
Show the dated refund beside original payment history. Preserve the original Invoice and receipt.
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Refund record & history
Open the record to read its amount, source, reason and author.
Review this state → · High-resolution PNG03 · Create & track credit
Create a credit note
Switch to credit in the same form. The preview shows how much Alex will have available.
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Credit created on Invoice
Show the credit note on its source Invoice with a direct route to the contact.
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Contact · available credit
Add a Credit notes tab to the existing contact header, metrics and tab set.
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Contact · multiple credit notes
Keep each note and its remaining balance visible while showing the contact total.
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Contact · no credit yet
Explain that credit is created from an existing paid Invoice. Offer that route.
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Credit note · available
Show issued, used and available values, with the source Invoice and reason.
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Credit note · partly used
Show a €400 application and the €200 remaining from the same €600 note.
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Credit note · fully used
Keep the note in history after its full amount has been applied.
Review this state → · High-resolution PNG04 · Use credit
New Invoice · credit available
Offer available credit in the right rail of the current Invoice editor. Applying it is an explicit choice.
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Apply the available credit
Show the credit source and prefill the smaller of available credit and amount due.
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Choose a credit note
Choose which available note to apply. Each note keeps its own remaining amount.
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Apply part of the credit
Change the amount to €400 and preview both the Invoice balance and remaining credit.
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Applying · immediate feedback
Show Applying credit… and keep the dialog open until success.
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Invoice · credit applied
Show Invoice total, credit applied and amount to pay separately.
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Invoice · fully covered by credit
A €400 Invoice is settled by €400 credit and leaves €200 available.
Review this state → · High-resolution PNG05 · Correct & recover
Remove a credit application
Confirm that removing the application restores credit and increases the Invoice balance.
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Credit returned to the contact
Show the restored €600 credit and the Invoice balance returning to €3,000.
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Cancel the receiving Invoice
Confirm cancellation and return applied credit to the contact.
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Canceled Invoice · credit restored
Keep the canceled Invoice and its reversed credit application in history.
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Credit save failed · retry
Keep the proposed amount and explain that nothing was applied.
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Credit changed before save
Show the €200 now available after another user applied €400 elsewhere. Require the user to review the new amount.
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Different currency
Show that this EUR credit cannot be applied to a USD Invoice.
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Different contact
An Invoice billed to Jamie does not offer Alex’s credit.
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Void an unused credit note
Confirm a recorded mistake. Voiding removes unused credit and reverses its original Journey adjustment.
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Voided credit note
Keep the voided note visible with zero available credit and its history.
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Used credit · protected from void
Explain that linked Invoice applications must be removed first. Link to the receiving Invoice.
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Correct a refund record
Void an incorrectly recorded refund. This changes the Odia record only.
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Refund record voided
Preserve the record while removing its amount from refund totals and the Journey adjustment.
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Financial access · read only
Allow viewing the record while making the permission needed for changes explicit.
Review this state → · High-resolution PNG06 · Financial impact
Journey · after a €600 refund
Show the refund separately below original sales. Retain supplier costs and existing commission amounts.
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Full refund · retained costs
Show zero net sales and the resulting loss while Supplier costs and commission remain.
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Analytics · refund tracking
Add a Refunds & credit view inside Financial Analytics, with dated records, reasons and export.
Review this state → · High-resolution PNGReview scope: paid client Invoices, same contact and currency, recorded refunds, credit creation and partial use, corrections and reporting. Formal tax-document layouts, accounting sync, currency conversion, supplier refunds, automatic policies and commission decisions are outside this review. Source inventory and state matrix are included with the artifact.