Step-by-Step Guide — Follow each step exactly as written. All values are provided — do not improvise.

TC-BIL-004: Invoice Editing & Modification

Module: Billing & Invoicing - Invoice Editing

Primary Login: admin@rcme.membervu.com / Admin123! (ADMIN role)

Prerequisite: At least one ISSUED invoice exists. One PAID and one VOIDED invoice exist (from TC-BIL-003).

URLs for this test:
Frontend: https://stg-rcme.membervu.com
Backend API: https://stg-api.membervu.com
MailHog: https://stg-webmail.membervu.com

Test A: Edit ISSUED Invoice - Modify Line Items & Amount

Purpose: Verify an admin can edit line items on an ISSUED (unpaid) invoice.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Open browser, go to: `https://stg-rcme.membervu.com/login`	Login page loads.	`https://stg-rcme.membervu.com/login`
2	Login as: `admin@rcme.membervu.com` / `Admin123!`	Admin dashboard displayed.	Email: `admin@rcme.membervu.com` Pass: `Admin123!`
3	Navigate to "Admin" > "Billing" > "Invoices". Create a new invoice for editing tests: - Member: Maria Cruz - Line item 1: `Annual Dues 2026` / `15000` - Line item 2: `Late Fee` / `500` - Due date: 30 days from today - Save	Invoice created. Status: ISSUED. Total: PHP 15,500.00. Note the invoice number.	Total: PHP 15,500.00
4	Click on the newly created invoice. Click the "Edit Invoice" button (or pencil icon).	Invoice edit form loads with all current values pre-populated: - Member: Maria Cruz - Line item 1: Annual Dues 2026 / 15000 - Line item 2: Late Fee / 500 - Due date displayed	-
5	Change the first line item amount from `15000` to `10000` (simulating an Associate Member rate).	Amount field updates to 10000. Running total recalculates to PHP 10,500.00.	New amount: `10000` New total: PHP 10,500.00
6	Change the first line item description from `Annual Dues 2026` to `Annual Dues 2026 (Associate Rate)`.	Description field updates.	Description: `Annual Dues 2026 (Associate Rate)`
7	Click "Save" (or "Update Invoice").	Success message: "Invoice updated successfully" or similar. Invoice detail reflects the changes.	-
8	Verify the updated invoice detail page.	Line item 1: Annual Dues 2026 (Associate Rate) — PHP 10,000.00 Line item 2: Late Fee — PHP 500.00 Total: PHP 10,500.00 Status still: ISSUED	Total: PHP 10,500.00

PASS if: Line item description and amount successfully updated. Total recalculated to PHP 10,500.00. Status remains ISSUED.

Test B: Add Line Item to Existing Invoice

Purpose: Verify adding a new line item to an existing ISSUED invoice.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	On the invoice from Test A (PHP 10,500.00), click "Edit Invoice".	Edit form loads with 2 existing line items.	-
2	Click "Add Line Item". Description: `Event Registration - Annual Gala` Amount: `2500`	Third line item added. Running total: PHP 13,000.00 (10,000 + 500 + 2,500).	Description: `Event Registration - Annual Gala` Amount: `2500`
3	Click "Save".	Invoice updated. Now shows 3 line items.	-
4	Verify the detail page.	3 line items displayed: 1. Annual Dues 2026 (Associate Rate) — PHP 10,000.00 2. Late Fee — PHP 500.00 3. Event Registration - Annual Gala — PHP 2,500.00 Total: PHP 13,000.00	Total: PHP 13,000.00

PASS if: New line item added successfully. Total recalculated to PHP 13,000.00.

Test C: Remove Line Item from Existing Invoice

Purpose: Verify removing a line item from an existing ISSUED invoice.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	On the invoice from Test B (PHP 13,000.00, 3 items), click "Edit Invoice".	Edit form loads with 3 line items.	-
2	Find the "Late Fee" line item (PHP 500.00). Click the remove/delete button (X icon or trash icon) next to it.	Line item removed from the form. Running total recalculates to PHP 12,500.00 (10,000 + 2,500).	Remove: Late Fee (PHP 500)
3	Click "Save".	Invoice updated. Now shows 2 line items.	-
4	Verify the detail page.	2 line items displayed: 1. Annual Dues 2026 (Associate Rate) — PHP 10,000.00 2. Event Registration - Annual Gala — PHP 2,500.00 Total: PHP 12,500.00 "Late Fee" line item is gone.	Total: PHP 12,500.00

PASS if: Line item removed successfully. Total recalculated to PHP 12,500.00. Removed item no longer appears.

Test D: Change Due Date on Existing Invoice

Purpose: Verify the due date can be modified on an ISSUED invoice.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	On the invoice from Test C, click "Edit Invoice".	Edit form loads. Note the current due date.	-
2	Change the Due Date to 60 days from today (extend the deadline).	Date picker accepts the new date.	New due date: 60 days from today
3	Click "Save".	Invoice updated. Success message displayed.	-
4	Verify the invoice detail page.	Due date now shows the new date (60 days from today). All other fields unchanged.	-

PASS if: Due date updated successfully. Other invoice data unchanged.

Test E: Add and Edit Invoice Notes

Purpose: Verify notes (internal and customer-facing) can be added and edited.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	On the invoice from Test D, click "Edit Invoice".	Edit form loads.	-
2	Find the Internal Note field. Type: `Extended due date per member request. Follow up in 30 days.`	Note text accepted.	`Extended due date per member request. Follow up in 30 days.`
3	If there is a separate Customer Note (or "Note to Member") field, type: `Your due date has been extended. Please remit payment by the new due date.`	Customer note text accepted.	`Your due date has been extended. Please remit payment by the new due date.`
4	Click "Save".	Invoice updated with notes.	-
5	View the invoice detail page as admin.	Internal note visible to admin: `Extended due date per member request. Follow up in 30 days.`	-
6	Log out. Login as `testmember@rcme.membervu.com` / `Member123!`. Navigate to this invoice.	Customer note visible to member (if implemented). Internal note is NOT visible to member.	-

SKIP — If separate internal/customer note fields are not implemented, test with the single notes field available and note the behavior in your report.

PASS if: Notes saved and visible on detail page. Internal notes hidden from member view (if separate note types exist).

Test F: Cannot Edit PAID Invoice

Purpose: Verify a PAID invoice cannot be edited.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Log out and login as admin. Navigate to "Admin" > "Billing" > "Invoices". Filter by status "PAID". Click on a PAID invoice.	Invoice detail page loads. Status: PAID.	Filter: PAID
2	Look for an "Edit Invoice" button.	Edit button is disabled, hidden, or absent. PAID invoices cannot be modified.	-
3	If an edit URL pattern is known (e.g., `/admin/invoices/{id}/edit`), try navigating directly.	Access denied, redirect to detail page, or error message. Edit form does NOT load for PAID invoices.	-

PASS if: PAID invoice cannot be edited through the UI or direct URL navigation.

Test G: Cannot Edit VOIDED Invoice

Purpose: Verify a VOIDED invoice cannot be edited.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to "Admin" > "Billing" > "Invoices". Filter by status "VOIDED". Click on a VOIDED invoice.	Invoice detail page loads. Status: VOIDED.	Filter: VOIDED
2	Look for an "Edit Invoice" button.	Edit button is disabled, hidden, or absent. VOIDED invoices cannot be modified.	-
3	If an edit URL pattern is known, try navigating directly.	Access denied, redirect, or error. Edit form does NOT load for VOIDED invoices.	-

PASS if: VOIDED invoice cannot be edited through the UI or direct URL navigation.

Test H: Duplicate Invoice (Copy to Create New)

Purpose: Verify an existing invoice can be duplicated to create a new one.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to an existing ISSUED invoice. Look for a "Duplicate", "Copy", or "Clone" button.	Button is available on the detail page or in an actions dropdown.	-
2	Click the "Duplicate" button.	A new invoice creation form opens pre-filled with the same member and line items as the original. The invoice number is NEW (not the same as the original).	-
3	Verify the pre-filled data matches the original invoice line items and amounts.	Member, line item descriptions, and amounts match the original. Due date may default to today + 30 days.	-
4	Click "Create Invoice" to save the duplicate.	New invoice created with a new invoice number. Status: ISSUED.	-
5	Verify both invoices exist in the list: the original and the duplicate.	Two separate invoices with different invoice numbers but same line items/amounts.	-

SKIP — If the Duplicate/Clone feature is not implemented, skip this test and note it in your report.

PASS if: Duplicate creates a new invoice with identical line items but a new invoice number.

Test I: Verify Audit Trail for Modifications

Purpose: Verify that invoice modifications are tracked in an audit trail or activity log.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Open the invoice that was modified in Tests A-E. Look for an "Activity Log", "History", or "Audit Trail" section on the detail page.	An audit trail section exists showing modification history.	-
2	Verify the audit trail entries.	Should show entries for: - Invoice created (date, by admin) - Line item amount changed (15000 → 10000) - Line item added (Event Registration) - Line item removed (Late Fee) - Due date changed - Notes updated	-
3	Verify each entry shows: timestamp, user who made the change, and what changed.	Entries include who, when, and what for each modification.	-

SKIP — If audit trail/activity log is not implemented on the invoice detail page, skip this test and note it in your report.

PASS if: Audit trail shows all modifications with timestamps and user information.

CLEANUP

After completing all tests in this file:

Note the invoice numbers modified during this test.
If the invoices are no longer needed for subsequent tests, void them:
Open each invoice > Void Invoice > Reason: Test cleanup - TC-BIL-004 > Confirm.
If a duplicate was created in Test H, void it as well.
Record all changes in your test report.