Test Cases: Invoice Actions

Module: Billing & Invoicing - Invoice Actions

Backend Endpoints:

POST /api/billing/invoices/:id/mark-paid
POST /api/billing/admin/invoices/:id/void
POST /api/billing/invoices/:id/send
GET /api/billing/invoices/:id/pdf

Frontend Page: frontend/pwa-app/src/pages/AdminInvoicesPage.tsx

Prerequisites

User logged in with ADMIN or FINANCE_MANAGER role.
Test invoices exist in various statuses.
Email service configured and operational.

Test Data

Invoice	Status	Member	Action to Test
RCME-DUES-0002	PENDING	Antonio Dela Cruz	Mark as Paid, Void, Send
RCME-DUES-0003	OVERDUE	Antonio Dela Cruz	Mark as Paid, Void, Send Reminder
RCME-DUES-0001	PAID	Maria Cruz	Download PDF only

Test Cases

TC-BIL-033: Mark Invoice as Paid

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Navigate to invoice RCME-DUES-0002 (PENDING).	Invoice detail page displayed.
3	Click "Mark as Paid" button.	Payment modal/form opens.
4	Select payment method: Bank Transfer.	Method selected.
5	Enter payment reference: BDO-987654321.	Reference entered.
6	Enter payment date: Today.	Date populated.
7	Click "Confirm Payment".	API `POST /api/billing/invoices/:id/mark-paid` called.
8	Verify API response.	Status `200 OK`. Invoice status updated.
9	Verify invoice status.	Status changed to "PAID".
10	Verify payment record created.	Payment entry visible in payment history.

TC-BIL-034: Mark Invoice as Paid - Partial Payment

Step	Action	Expected Result
1	Open invoice with total PHP 15,000 (PENDING).	Invoice displayed.
2	Click "Mark as Paid".	Payment form opens.
3	Enter amount: PHP 5,000 (less than total).	Partial amount entered.
4	Confirm payment.	Payment recorded.
5	Verify invoice status.	Status changed to "PARTIALLY_PAID".
6	Verify balance.	Balance due: PHP 10,000 displayed.

TC-BIL-035: Mark Already Paid Invoice

Step	Action	Expected Result
1	Open RCME-DUES-0001 (PAID status).	Invoice displayed.
2	Look for "Mark as Paid" button.	Button not visible or disabled.
3	Attempt via direct API call.	Status `400 Bad Request` - "Invoice already paid".

TC-BIL-036: Void Invoice

Step	Action	Expected Result
1	Login as ADMIN or FINANCE_MANAGER.	-
2	Open invoice RCME-DUES-0002 (PENDING).	Invoice detail displayed.
3	Click "Void Invoice" button.	Confirmation modal opens.
4	Enter void reason: "Duplicate invoice created in error".	Reason entered.
5	Confirm void action.	API `POST /api/billing/admin/invoices/:id/void` called.
6	Verify API response.	Status `200 OK`.
7	Verify invoice status.	Status changed to "VOIDED".
8	Verify void reason recorded.	Reason visible in invoice details.
9	Verify audit log.	Void action logged with user and timestamp.

TC-BIL-037: Void Invoice - Validation (Already Paid)

Step	Action	Expected Result
1	Open RCME-DUES-0001 (PAID status).	Invoice displayed.
2	Attempt to void invoice.	Error: "Cannot void paid invoice" or action blocked.
3	Verify via API.	Status `400 Bad Request` - business rule violation.

TC-BIL-038: Void Invoice Without Reason

Step	Action	Expected Result
1	Click "Void Invoice".	Modal opens.
2	Leave reason field empty.	-
3	Click confirm.	Validation error: "Void reason is required".

TC-BIL-039: Send Invoice via Email

Step	Action	Expected Result
1	Open invoice RCME-DUES-0002 (PENDING).	Invoice displayed.
2	Click "Send Invoice" or email icon.	Confirmation dialog appears.
3	Verify recipient email displayed.	Shows: expired@demo.membervu.com
4	Click "Send".	API `POST /api/billing/invoices/:id/send` called.
5	Verify success message.	"Invoice sent successfully" displayed.
6	Verify email sent.	Check email log or member's inbox.
7	Verify email content.	Contains invoice details, amount, due date, payment link.

TC-BIL-040: Send Payment Reminder

Step	Action	Expected Result
1	Open RCME-DUES-0003 (OVERDUE).	Invoice displayed.
2	Click "Send Reminder".	Confirmation dialog appears.
3	Confirm send.	Reminder email sent.
4	Verify email.	Contains "OVERDUE" emphasis, amount owed, payment link.
5	Verify reminder count.	Reminder count incremented in invoice record.

TC-BIL-041: Download Invoice PDF

Step	Action	Expected Result
1	Open any invoice.	Invoice displayed.
2	Click "Download PDF" or PDF icon.	API `GET /api/billing/invoices/:id/pdf` called.
3	Verify download initiated.	PDF file downloads to browser.
4	Open downloaded PDF.	PDF contains complete invoice information.
5	Verify PDF content.	Organization logo, invoice details, line items, total, payment instructions.

TC-BIL-042: Download PDF - Non-Existent Invoice

Step	Action	Expected Result
1	Request PDF for non-existent invoice ID.	Error response.
2	Verify API response.	Status `404 Not Found`.

TC-BIL-043: Invoice Actions - Permission Denied (Member Role)

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER).	Member dashboard displayed.
2	View own invoice RCME-DUES-0005.	Invoice displayed.
3	Verify available actions.	Only "Pay Now" and "Download PDF" visible.
4	Verify "Void" not available.	No void button visible.
5	Verify "Mark as Paid" not available.	No mark paid button visible.
6	Attempt direct API void call.	Status `403 Forbidden`.

TC-BIL-044: Bulk Actions - Send Multiple Invoices

Step	Action	Expected Result
1	Login as ADMIN, go to invoice list.	Invoice list displayed.
2	Select checkbox for multiple pending invoices.	Multiple rows selected.
3	Click "Bulk Send" action.	Confirmation dialog for bulk send.
4	Confirm.	All selected invoices sent via email.
5	Verify success.	Success message with count of sent invoices.

TC-BIL-045: Recompute Invoice Statuses

Step	Action	Expected Result
1	Login as ADMIN.	-
2	Navigate to billing settings or invoice management.	-
3	Find "Recompute Statuses" action.	Button/link available.
4	Execute recompute.	API `POST /api/billing/admin/invoices/recompute-statuses` called.
5	Verify results.	Invoices past due date changed from PENDING to OVERDUE.

API Test Cases

TC-BIL-API-010: POST /api/billing/invoices/:id/mark-paid

Request:

{ "amount": 15000, "paymentMethod": "BANK_TRANSFER", "reference": "BDO-987654321", "paidDate": "2024-01-27"

}

Expected Response: 200 OK

{
  "invoice": {
    "id": "...",
    "status": "PAID",
    "paidAt": "2024-01-27T00:00:00Z"
  },
  "payment": {
    "id": "PAY-2024-XXXX",
    "amount": 15000,
    "method": "BANK_TRANSFER",
    "reference": "BDO-987654321"
  }
}

TC-BIL-API-011: POST /api/billing/admin/invoices/:id/void

Request:

{
  "reason": "Duplicate invoice created in error"
}

Expected Response: 200 OK

{
  "invoice": {
    "id": "...",
    "status": "VOIDED",
    "voidedAt": "timestamp",
    "voidReason": "Duplicate invoice created in error"
  }
}

TC-BIL-API-012: POST /api/billing/invoices/:id/send

Expected Response: 200 OK

{
  "success": true,
  "message": "Invoice sent to expired@demo.membervu.com"
}

TC-BIL-API-013: GET /api/billing/invoices/:id/pdf

Expected Response: 200 OK

Content-Type: application/pdf

Body: Binary PDF data