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Billing, Payments & Accounting

Full-stack financial management from Point of Sale (POS) to General Ledger.

UC-FIN-002: Invoicing & Checkout

Purpose: Process payments and manage cash flow.

Property Value
Actor Front Desk / Checkout Staff
Trigger Appointment Completion
Priority P0

Capabilities Breakdown:

1. Multi-Mode POS (UC 41.1)

  • Split Payments: "Pay $50 via Cash, $50 via Card".

  • Wallet Redemption: "Use $20 from Loyalty Balance".

  • Hardware Integration: Trigger card terminal (Square/Stripe) automatically.

2. Refund Logic (UC 41.5)

  • Full Refund: Reverses transaction to original payment method.

  • Partial Refund: "Refund $10 for Product Return only".

  • Credit Note: Issue Store Credit instead of cash refund.

3. Subscription Billing (UC 41.8)

  • Recurring: Auto-charge stored card on 1st of month (e.g., Gym Membership).

  • Dunning: Retry failed payments x3 times -> Suspend membership.

Main Success Scenario:

  1. Checkout for "Haircut + Shampoo ($80)".
  2. User selects "Redeem Wallet ($10)".
  3. Balance to Pay: $70.
  4. User selects "Split: $20 Cash, $50 Card".
  5. System records invoice INV-2023-999 with status PAID.

Acceptance Criteria:

  1. [ ] Wallet balance updates atomically (locking).
  2. [ ] Refunds processed via gateway API < 3s.
  3. [ ] Invoice PDF emailed to customer instantly.