> ## Documentation Index
> Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

```mermaid theme={null}
flowchart TD
    A[Navigate to Invoices] --> B[View invoice list]
    B --> C[Filter/search invoices]
    C --> D[Click invoice]
    D --> E[View invoice details]
    E --> F[Download PDF]
```

## Detailed Steps

<Steps>
  <Step title="Access Invoices">
    Member navigates to invoices:

    * Profile → Billing / Invoices
    * Dashboard → Payment widget
    * Email receipt → "View Invoice" link
  </Step>

  <Step title="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]                                                 │
    │                                                             │
    └─────────────────────────────────────────────────────────────┘
    ```
  </Step>

  <Step title="Filter Invoices">
    Filter options:

    | Filter | Options                                     |
    | ------ | ------------------------------------------- |
    | Year   | 2025, 2024, 2023, All                       |
    | Type   | Membership, Events, Courses, Resources, All |
    | Status | Paid, Pending, Refunded                     |
  </Step>

  <Step title="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             │
    │ john@email.com               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]                       │
    │                                                             │
    └─────────────────────────────────────────────────────────────┘
    ```
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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`](/entities/integration/payment-transaction)
* [`User Membership`](/entities/core/user-membership)
* [`Event Ticket`](/entities/core/event-ticket)

## Related Journeys

* [UJ-M-003](/member/journeys/choose-membership-plan)
* [UJ-M-008](/member/journeys/purchase-event-ticket)
* [UJ-M-029](/member/journeys/export-data)

## 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
