UJ-M-031: View and Download Invoices

Member accesses and downloads their payment invoices

Journey Overview

Attribute	Value
Journey ID	UJ-M-031
Actor	Member
Goal	Access and download invoices for payments made
Trigger	Member needs invoice for records, tax, or reimbursement
Outcome	Member downloads invoice PDF(s)

Preconditions

• Member has made payments on the platform
• Invoices have been generated

Journey Flow

Detailed Steps

1. Access Invoices

   Member navigates to invoices:

   • Profile → Billing / Invoices
   • Dashboard → Payment widget
   • Email receipt → “View Invoice” link
2. View Invoice List

   Invoice listing page:

   ┌─────────────────────────────────────────────────────────────┐
   │ My Invoices                                                 │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │ Filter: [All Years ▼] [All Types ▼]                        │
   │                                                             │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ INV-2025-0089                          March 15, 2025   │ │
   │ │ Annual Conference 2025 - Member Ticket                  │ │
   │ │ $174.24                                 ✅ Paid         │ │
   │ │ [View] [Download PDF]                                   │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ INV-2025-0045                          Feb 1, 2025      │ │
   │ │ Professional Membership - Annual                         │ │
   │ │ $485.00                                 ✅ Paid         │ │
   │ │ [View] [Download PDF]                                   │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ INV-2024-0234                          Dec 15, 2024     │ │
   │ │ Leadership Course                                       │ │
   │ │ $159.00                                 ✅ Paid         │ │
   │ │ [View] [Download PDF]                                   │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ [Load More]                                                 │
   │                                                             │
   └─────────────────────────────────────────────────────────────┘
   
3. Filter Invoices

   Filter options:

   Filter	Options
   Year	2025, 2024, 2023, All
   Type	Membership, Events, Courses, Resources, All
   Status	Paid, Pending, Refunded

4. View Invoice Details

   Click “View” to see full invoice:

   ┌─────────────────────────────────────────────────────────────┐
   │                        INVOICE                              │
   │                                                             │
   │ [Organization Logo]                                         │
   │                                                             │
   │ Invoice Number: INV-2025-0089                               │
   │ Date: March 15, 2025                                        │
   │ Status: PAID                                                │
   │                                                             │
   │ ─────────────────────────────────────────────────────────── │
   │                                                             │
   │ Bill To:                      From:                         │
   │ John Smith                    Organization Name             │
   │ [e-mail]               123 Business St                │
   │ ABC Corporation              Sydney NSW 2000                │
   │                              ABN: 12 345 678 901            │
   │                                                             │
   │ ─────────────────────────────────────────────────────────── │
   │                                                             │
   │ Description                              Amount             │
   │ ─────────────────────────────────────────────────────────── │
   │ Annual Conference 2025                                      │
   │ Member Ticket x 2                        $198.00            │
   │                                                             │
   │ Discount (SUMMER20)                      -$39.60            │
   │                                                             │
   │ ─────────────────────────────────────────────────────────── │
   │ Subtotal                                 $158.40            │
   │ GST (10%)                                 $15.84            │
   │ ─────────────────────────────────────────────────────────── │
   │ TOTAL                                    $174.24            │
   │ ─────────────────────────────────────────────────────────── │
   │                                                             │
   │ Payment Method: Visa •••• 4242                              │
   │ Payment Date: March 15, 2025                                │
   │ Transaction ID: pi_3abc123xyz                               │
   │                                                             │
   │ [Download PDF]  [Print]  [Email Copy]                       │
   │                                                             │
   └─────────────────────────────────────────────────────────────┘
   
5. Download PDF

   Download options:

   Single Invoice:

   • Click “Download PDF” on any invoice
   • PDF downloaded immediately

   Bulk Download:

   • Select multiple invoices
   • Download as ZIP

   Email Copy:

   • Resend invoice to email
   • Option to send to different email

Invoice Contents

Section	Details
Header	Logo, Invoice #, Date, Status
Addresses	Bill To (member), From (organization)
Line Items	Description, quantity, unit price, amount
Discounts	Promo codes, member discounts
Totals	Subtotal, tax, total
Payment	Method, date, transaction ID
Footer	Terms, contact info

Invoice Statuses

Status	Description
Draft	Not yet finalized
Pending	Awaiting payment
Paid	Payment received
Overdue	Past due date
Refunded	Full refund issued
Partially Refunded	Partial refund issued
Void	Cancelled invoice

Related Entities

• Payment Transaction
• User Membership
• Event Ticket

Related Journeys

• UJ-M-003
• UJ-M-008
• UJ-M-029

Acceptance Criteria

Frontend

• Invoice list with pagination
• Filter by year and type
• Invoice detail view
• PDF download button
• Print functionality
• Email copy option
• Bulk download (optional)
• Mobile-responsive design

Backend

• GET /api/member/invoices - List invoices
• GET /api/member/invoices/{id} - Invoice details
• GET /api/member/invoices/{id}/pdf - Download PDF
• POST /api/member/invoices/{id}/email - Resend email
• PDF generation with proper formatting

Permissions

• Members can only access their own invoices

Business Rules

• Invoices generated on payment success
• Tax calculation based on location
• Organization details on invoice
• Invoice numbers sequential

Error Handling

• Invoice not found message
• PDF generation failure handling
• Empty state for no invoices