# 6. Funding Invoices

User Type: **CSR**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 6. Funding Invoices

### 6.1 Funding Invoice List
**What it does:** Lists all funding invoices raised to the CSR: invoice number, program, amount, due date, and status (draft, issued, paid, overdue).

**Sub-features:**
- Invoice list with number, program, amount, due date, status
- Invoice detail view with line items
- Download invoice PDF
- Filter by status and period
- Overdue invoice indicators
- Funding Invoice List available on web and mobile
- funding invoice list event logging (viewed)
- Audit logging of funding invoice list

**CSR User Journey:**
1. CSR navigates to Funding Invoice List.
2. CSR reviews the funding invoice list details shown.
3. CSR performs the primary action for funding invoice list.
4. CSR confirms the result matches the documented behavior.
5. CSR opens Profile → "Activity" and confirms the events are recorded.

**Rules & Edge Cases:**
- Invoice list with number, program, amount, due date, status.
- Invoice detail view with line items.
- Download invoice PDF.
- Filter by status and period.
- Overdue invoice indicators.

### 6.2 Payment History
**What it does:** Shows the CSR's payment history: payments made, dates, methods, references, and receipts, reconciled against invoices.

**Sub-features:**
- Payment list with date, amount, method, reference
- Payment receipts download
- Payment-to-invoice reconciliation
- Filter by period and program
- Payment summary totals
- Payment History available on web and mobile
- payment history event logging (viewed)
- Audit logging of payment history

**CSR User Journey:**
1. CSR navigates to Payment History.
2. CSR reviews the payment history details shown.
3. CSR performs the primary action for payment history.
4. CSR confirms the result matches the documented behavior.
5. CSR opens Profile → "Activity" and confirms the events are recorded.

**Rules & Edge Cases:**
- Payment list with date, amount, method, reference.
- Payment receipts download.
- Payment-to-invoice reconciliation.
- Filter by period and program.
- Payment summary totals.