Context
Balance lines are credit/debit lines accumulated during various processes that are necessary for generating an invoice.
Once created, these lines are visible in the current customer’s balance with a “Due” status.
There is also a detailed view of the balance called the “Balance History” that shows all past and present lines.
Diagram
Current Customer’s Balance and Balance History before Invoicing
The current customer’s balance is filled through various automatic and/or ad hoc actions such as subscription renewal or adding a debit line for a training session.
The lines are created with a “Due” status. These are the lines that will be considered and processed during the invoicing process.
Current Customer’s Balance and Balance History after Invoicing
ProAbono’s automated invoicing process handles all the lines in the customer’s balance, adding up the total debit and credit amounts to generate an associated invoice. The customer’s balance is then completely settled and becomes empty after the invoicing step.
The lines present in the current customer’s balance have disappeared and are now in a “Invoiced” state in the balance history.