Member PortalJourneys
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
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
- Access Invoices
Member navigates to invoices:
- Profile → Billing / Invoices
- Dashboard → Payment widget
- Email receipt → "View Invoice" link
- 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] │ │ │ └─────────────────────────────────────────────────────────────┘ - Filter Invoices
Filter options:
Filter Options Year 2025, 2024, 2023, All Type Membership, Events, Courses, Resources, All Status Paid, Pending, Refunded - 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] │ │ │ └─────────────────────────────────────────────────────────────┘ - 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
Related Journeys
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