FFA

Description

As a user
I want to be able to cancel a clearing invoice that need to be voided or have been overbilled
 

Acceptance Criteria:

1. Cancel Invoice :
   • The system must provide an option to cancel a clearing invoice from the invoice page screen.
   • Only authorized users (such as managers) should be able to perform the cancellation action.
2. Confirmation Prompt:
   • When selecting "Cancel invoice," for clearing a confirmation prompt must appear to ensure the user understands that:
     • This action is irreversible.
     • A new invoice receipt will need to be issued after cancellation.
   • The prompt should include a field for entering a reason for the cancellation, which must be mandatory.
3. Cancellation Status Update:
   • Once confirmed, the invoice status will be updated to “Cancelled” in the system.
4. Audit Trail:
   • The system should keep a detailed log of the cancellation event, including:
     • User who cancelled the payment.
     • Time and date of cancellation.
     • Reason for cancellation.
   • This information should be available for review in the system audit logs.
5. Impact on Related Transactions:
   • If the cancelled invoice is linked to payment, the system should automatically update the status of that payment reference to reflect the payment cancellation.
   • The system should prompt users to take further action, such as initiating a refund, if necessary. E.g. If a credit note is issued, a refund request should be automatically generated and sent to the accounting department for further processing.
6. Notifications:
   • After cancellation, notifications should be sent to relevant stakeholders (e.g., the finance team, client) to inform them of the invoice cancellation and if any refund request is needed.