Invoices
Survanta creates exactly one draft Invoice with every OrderSubscription. The invoice becomes Unpaid when the submitted order is approved and Paid only when the full payment is verified and the order is applied.
Viewing Your Invoices
Tenant Admins can view all invoices associated with their organization by navigating to the Billing section of the dashboard:
- Log in to your Survanta dashboard.
- Open
/Tenant/Invoices. - A list of all invoices for your organization is displayed, sorted by date.
- Click on any invoice to view its full details.
Invoice Contents
Each invoice includes the following information:
| Field | Description |
|---|---|
| Invoice Number | Unique identifier for the invoice |
| Order | Exactly one owning commercial order |
| Currency | Currency of all immutable financial values; totals are not converted |
| Amounts | Subtotal, one current discount amount, tax amount, and Total = Subtotal - DiscountAmount + TaxAmount |
| Status | Draft, Unpaid, Paid, Cancelled, or Overdue |
| Dates | Optional issue, due, and paid timestamps |
| Items | Immutable description, quantity, unit-price, and line-total snapshots |
| Payment | At most one full-amount payment record; partial payments are unsupported |
Opening invoice details
The current tenant controller exposes invoice details, but no dedicated invoice-PDF download route:
- Open
/Tenant/Invoices. - Filter by invoice status if needed.
- Open
/Tenant/Invoices/{orderId}using the owning order identifier. - Review the invoice totals, line snapshots, dates, and payment state on that page.
Payment Process
The current operational workflow supports manual cash settlement and cash-payment proof review; an online method is modeled but no online gateway workflow is exposed:
- A draft invoice is created with the order.
- Approval issues it as Unpaid and sets its due date to 14 days after approval.
- A Platform Admin can record the full cash payment directly, or the customer can upload proof at
/Tenant/Orders/{id}/prooffor verification. - Verification creates or updates the invoice's single full-amount
PaymentRecordand changes the invoice to Paid. - The same transaction applies the order's subscription entitlements.
If you are unsure about payment methods or banking details, contact your Platform Admin directly or submit a billing request from your dashboard.
Invoice Status Explanations
- Draft: the owning order is still Draft or Submitted.
- Unpaid: the order was approved and the invoice was issued.
- Paid: the single full payment was verified and the order applied.
- Cancelled: the order/invoice was cancelled or rejected before application.
- Overdue: a supported invoice state for an issued invoice past due. A due date alone does not change the stored status unless a workflow performs that transition.