FFA

Description

As a customer,
I want to request a refund in the form of a credit note,
So that I can use the refunded amount .

Screen: Accounting> Debit/Credit Note

Screen: Accounting > Request For Refund

Acceptance Criteria:

• To request for a refund, the Agent should navigate to the Credit note screen and create a credit note. Upon selecting the invoice the following field will be populated (invoice reference, invoice total amount) ,credit note amount should be inserted by the Agent.
• Upon creating(saving) the credit note request, the system should display a toast message.
• Once the credit note has been created, the supervisor should approved/ reject , the system should generate a credit note invoice for the approved amount.

List of Request for Refund Screen Development

• Develop a new screen to display all the lists of Request for Refunds.
  • The screen should have the following search filters( CRN reference, Client name,Date range).
• the List of refund table should have the following columns: Refund Reference, Invoice Reference, Currency, Amount paid, Refund Date, Download).
• Add a button create Refund .

Refund Screen Development

• Develop a new Refund Screen under Accounting module. The screen should have the following search filters( Refund reference, Date range).

• The tables should have the following columns: Credit note reference, File Reference, Bill to client, credit note date, Currency, Total amount credited, Total amount left.

• Select the credit note to make the refund request.

• Only full amount refund are processed.

• User should be allowed to do single refund

  To be noted: No partial refunds are catered.

To be discussed :

• Once the credit note has been created, the supervisor should approved/ reject , the system should generate a credit note invoice for the approved amount.