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BILLING, INVOICES & TIERS

Invoices, System Tiers & Procurement

Guidelines for partner group billing, resource tiers limits, and 2-phase procurement approval workflows.

Partner Lab Group Invoicing

Collect and bill booking expenses across associated labs.

1

Billable Partners Summary

Retrieve summaries of unbilled expenses (calculated_cost > 0) from completed bookings for partner labs.

2

Waivers & Previews

Preview group invoices, waive specific items (with explanation), and add custom charges before final issuance.

3

Fraud Disputes

If you detect irregular billing, mark the invoice dispute_status as REPORTED for system administration intervention.

4

Báo cáo gian lận & Tranh chấp (Fraud Disputes)

Khi phát hiện hóa đơn không hợp lệ, người mua hoặc Lab Admin có thể đánh dấu tranh chấp (REPORTED). Ban quản trị hệ thống sẽ can thiệp để xử phạt và hoàn trả điểm.


Shadow Billing & System Tiers

Enforcing resource quotas for labs and individual users.

1

Lab-scoped vs User-scoped limits

Limits like storage, signature count, and AI features are shared via Lab-scoped tiers. Email preferences remain User-scoped.

2

Expiration alerts and Auto-downgrade

Scheduled daily tasks downgrade expired plans to default Free tier and dispatch FCM push alerts to owners.


Procurement Requests Flow

Requesting and stocking chemicals or equipment.

1

Two-phase Approvals

Members request items under Project Scope. The Project Head reviews it (PENDING_PROJECT -> PENDING), and the Lab Admin approves it (PENDING -> APPROVED).

2

Auto-stocking Consumables

Once purchased, approved items automatically sync and stock into the lab's Consumables inventory database.