--- id: CAP-COM-ORD-006 title: Invoice a sale through Accounting feature: FEAT-COM-ORD-02 product_area: commerce module: orders revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - CAP-COM-BIL-001 - CAP-COM-BIL-004 - CAP-COM-BIL-005 - CAP-COM-BIL-011 - CAP-COM-BIL-022 source_sha: services-commerce: c8b66a98e2490617aec38ba5c8165dd9bd0a8f9b react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A1' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D6' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D9' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D11' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D12' - 'services-commerce:docs/milestones/plans/COMM-M1-plan.md#A20' purpose: The sale reaches Accounting with amounts and explanations that can support payment and later corrections. outcomes: - Pay-now billing begins with a pro forma and terms billing begins with a real invoice. - Invoice amounts reconcile with the order and explain their discounts. concepts: - CON-COM-ORD-002 actors: - ACT-COM-014 - ACT-COM-018 surfaces: - api - job preconditions: [] postconditions: [] permissions: - key: commerce.orders.create where_checked: api scope: tenant - key: commerce.orders.tender where_checked: api scope: tenant rules: - id: BR-CAP-COM-ORD-006-01 proved_by: [ATS-COM-ORD-001-20, ATS-COM-ORD-005-17, ATS-COM-ORD-005-19, ATS-COM-ORD-006-01, ATS-COM-ORD-006-16, ATS-COM-ORD-007-19, ATS-COM-ORD-008-12, ATS-COM-ORD-010-12, ATS-COM-ORD-015-15, TST-COM-ORD-075] statement: >- Commerce saves the order before requesting its issued Accounting invoice, using a stable billing key for retries, with a pro forma for pay-now sales and a real invoice for terms sales. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#billed the order at placement: billed, placed, one pro forma sale invoice linked under the first bill key, the line carrying its invoice line origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A1' - id: BR-CAP-COM-ORD-006-02 proved_by: [ATS-COM-ORD-006-02, ATS-COM-ORD-006-13, TST-COM-ORD-128] statement: An invoice that remains draft after an issue request blocks payment on the order. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/unit/billing/issue-before-tender.spec.js#answers an issue Accounting answers still a draft as a refusal, invoice_not_issued, so the order is blocked and not tendered origin: none - id: BR-CAP-COM-ORD-006-03 proved_by: [ATS-COM-ORD-006-03, TST-COM-ORD-075, TST-COM-ORD-095] statement: >- Unanswered billing remains pending for a same-key sweep retry, and an order unbilled for more than an hour raises an operational exception without charging a payment. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/integration/services/orders/financial-sweeps.integration.spec.js#escalates an order placed over an hour ago whose billing gets no answer, placed_without_invoice, and counts the attempt origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A1' - id: BR-CAP-COM-ORD-006-04 proved_by: [ATS-COM-ORD-006-04, TST-COM-ORD-126] statement: >- Unbuildable or configuration-refused invoices block billing and raise an exception, with the sweep able to retry after staff correct the configuration. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/unit/billing/invoice-request.spec.js#refuses an order discount its lines do not carry, 409 unallocated_order_discount, with both figures origin: none - id: BR-CAP-COM-ORD-006-05 proved_by: [ATS-COM-ORD-006-05, TST-COM-ORD-126] statement: >- Invoice discount explanations list promotion display names in application order followed by any order-discount share, omit internal codes and mark truncated long explanations. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/unit/billing/invoice-request.spec.js#joins the promotions' names in sequence order, then the order-discount share origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D12' - id: BR-CAP-COM-ORD-006-06 proved_by: [ATS-COM-ORD-006-06, ATS-COM-ORD-006-15, TST-COM-ORD-080, TST-COM-ORD-126] statement: >- An order discount is allocated proportionally across item prices without negative lines, with tax on each net amount so a later line credit uses that line’s discounted value and tax. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/e2e/order-discount-tax.e2e.spec.js#shares the $30.00 over the lines as $17.14, $8.57 and $4.29, the nets $82.86, $41.43 and $20.71 origin: 'services-commerce:docs/milestones/plans/COMM-M1-plan.md#A20' examples: positive: >- A thirty-dollar discount over values of one hundred, fifty and twenty-five dollars allocates seventeen dollars fourteen cents, eight dollars fifty-seven cents and four dollars twenty-nine cents. negative: Billing does not represent the discount as a negative item line. - id: BR-CAP-COM-ORD-006-07 proved_by: [ATS-COM-ORD-006-07, TST-COM-ORD-073, TST-COM-ORD-077] statement: >- Application and product-price adjustments become the invoiced unit price, rounded half away from zero and explained by a rounding adjustment when needed, preserving quantity, price and discount arithmetic. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/e2e/application-adjustments.e2e.spec.js#rounds the unit price half away from zero to $96.67 and keeps the line at $290.01 origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D11' - id: BR-CAP-COM-ORD-006-08 proved_by: [ATS-COM-ORD-006-08, TST-COM-ORD-019] statement: >- Billing requires invoice and order totals to reconcile to the minor unit; a changed Accounting tax amount updates the order once and refuses the first payment attempt with both amounts. kind: invariant enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/accounting-tax.e2e.spec.js#refuses the first tender 409 invoice_tax_mismatch, naming both figures, the new total and the shipped line as the cause origin: none - id: BR-CAP-COM-ORD-006-09 proved_by: [ATS-COM-ORD-006-09, TST-COM-ORD-145] statement: >- Billing accepts terms orders, orders requiring no payment and zero-total pay-now orders; other pay-now and deposit orders still require payment. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/unit/tender/tender-rules.spec.js#accepts a terms order, a no-tender order and a zero-total pay-now order; a pay-now and a deposit order wait for their tender origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A1' - id: BR-CAP-COM-ORD-006-10 proved_by: [ATS-COM-ORD-006-10, TST-COM-ORD-075] statement: >- Console orders accepted on terms can open the default paid-in-full delivery condition before payment, while an explicit pay-first product policy and portal terms orders continue to wait. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#opens the gate of the console order when it is billed: the invoice is unpaid and the line is no longer waiting origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D6' - id: BR-CAP-COM-ORD-006-11 proved_by: [ATS-COM-ORD-006-11, ATS-COM-ORD-006-14, TST-COM-ORD-104] statement: Billing attaches each Accounting invoice-line reference to its order line for later money reads. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#answers the line whole with its purchase, the invoice line id billing wrote, and the provenance of its price origin: none - id: BR-CAP-COM-ORD-006-12 proved_by: [ATS-COM-ORD-006-12, TST-COM-ORD-077] statement: >- The order fee becomes an undiscounted invoice line on its configured fee product using the pricing description. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/e2e/extension-line-adjustments.e2e.spec.js#requests the invoice with the fee as a line of the product, undiscounted origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#D9' scenarios: - id: SC-CAP-COM-ORD-006-01 given: The documented pay-now example totals two hundred thirteen dollars. when: Staff place it for billing. then: Accounting receives an issued pro forma for that amount while the order still awaits payment. provenance: documented source: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#3. How it works for the user' edge_cases: - id: SC-CAP-COM-ORD-006-02 given: Billing cannot find an open batch for the applicable policy. when: 'Attempt billing, configure the batch and allow retry processing.' then: Billing first blocks with an exception and later proceeds when the missing configuration is available. provenance: unknown source: FND-COM-ORD-032 constraints: [] depends_on: - CAP-COM-ORD-005 related: - CAP-COM-ORD-007 - CAP-COM-ORD-010 - CAP-COM-ORD-014 journeys: - JNY-COM-ORD-001 - JNY-COM-ORD-002 open_questions: [] evidence: - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M1-plan.md#A20' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#3. How it works for the user' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#A1' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D11' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D12' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D6' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D9' - >- Examined reference: services-commerce:modules/checkout/tests/e2e/accounting-tax.e2e.spec.js#refuses the first tender 409 invoice_tax_mismatch, naming both figures, the new total and the shipped line as the cause - >- Examined reference: services-commerce:modules/orders/tests/e2e/application-adjustments.e2e.spec.js#rounds the unit price half away from zero to $96.67 and keeps the line at $290.01 - >- Examined reference: services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#billed the order at placement: billed, placed, one pro forma sale invoice linked under the first bill key, the line carrying its invoice line - >- Examined reference: services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#opens the gate of the console order when it is billed: the invoice is unpaid and the line is no longer waiting - >- Examined reference: services-commerce:modules/orders/tests/e2e/extension-line-adjustments.e2e.spec.js#requests the invoice with the fee as a line of the product, undiscounted - >- Examined reference: services-commerce:modules/orders/tests/e2e/order-discount-tax.e2e.spec.js#shares the $30.00 over the lines as $17.14, $8.57 and $4.29, the nets $82.86, $41.43 and $20.71 - >- Examined reference: services-commerce:modules/orders/tests/integration/services/orders/financial-sweeps.integration.spec.js#escalates an order placed over an hour ago whose billing gets no answer, placed_without_invoice, and counts the attempt - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#answers the line whole with its purchase, the invoice line id billing wrote, and the provenance of its price - >- Examined reference: services-commerce:modules/orders/tests/unit/billing/invoice-request.spec.js#joins the promotions' names in sequence order, then the order-discount share - >- Examined reference: services-commerce:modules/orders/tests/unit/billing/invoice-request.spec.js#refuses an order discount its lines do not carry, 409 unallocated_order_discount, with both figures - >- Examined reference: services-commerce:modules/orders/tests/unit/billing/issue-before-tender.spec.js#answers an issue Accounting answers still a draft as a refusal, invoice_not_issued, so the order is blocked and not tendered - >- Examined reference: services-commerce:modules/orders/tests/unit/tender/tender-rules.spec.js#accepts a terms order, a no-tender order and a zero-total pay-now order; a pay-now and a deposit order wait for their tender controls: [TC-IAM-006, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-CRY-001, TC-CRY-004, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-AVL-004, TC-MON-001, TC-MON-002, TC-MON-004, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-004, TC-PI-005, TC-PRV-001, TC-PRV-002] exercised_by: [FAS-COM-ORD-02-01, FAS-COM-ORD-02-02, FAS-COM-ORD-02-03, FAS-COM-ORD-02-05, FAS-COM-ORD-06-03] suites: [TST-COM-ORD-019, TST-COM-ORD-073, TST-COM-ORD-075, TST-COM-ORD-077, TST-COM-ORD-080, TST-COM-ORD-095, TST-COM-ORD-104, TST-COM-ORD-126, TST-COM-ORD-128, TST-COM-ORD-145] --- # Invoice a sale through Accounting ## Purpose The sale reaches Accounting with amounts and explanations that can support payment and later corrections. Billing progress remains visible when an external answer is delayed. ## How It Works After placement, Commerce prepares the invoice request for Accounting. The request carries item prices, discount explanations and separately billable charges. Commerce issues the invoice before allowing a payment to proceed. An unavailable response leaves billing work to retry, while a configuration refusal needs correction. Staff can distinguish pending billing from blocked billing on the order. Completed billing links the Accounting records that later financial work reads. ## Relationships Placement supplies the frozen sale, payment relies on an issued invoice, and order inspection exposes Accounting links and financial progress.