Unit Test Protocol (Prime Billing)
Acceptance checklist for Prime Billing — “does this app work?”. Business-level UAT lives in UAT & ISP Processes.
How to use
Run against staging with a test company, account, and a few contracts.
Mark each row pass / fail; note the contract / invoice used.
Agree with the customer which rows block go-live.
Checklist
# | Check | Pass when | Blocks go-live? |
|---|---|---|---|
1 | Company & account | A company with account, template, and tax exists | Yes |
2 | Product / tariff | A product/tariff can be created with a billing cycle | Yes |
3 | Item on contract | Product assigned as an item with valid dates | Yes |
4 | Settlement run | Run produces per-customer invoices | Yes |
5 | SEPA export | Settlement produces a valid SEPA XML | Yes |
6 | Payment gateway | Card / ACH charge succeeds for a test contract | If in scope |
7 | Invoice template | Invoice PDF renders with correct company header/footer | Yes |
8 | Cost center scheduling | Yearly item charged in the configured month | Recommended |
9 | Number ranges | Invoice / document numbers follow the configured range | Recommended |
10 | Phone / CDR billing | CDRs import and appear as charges | If OS VoIP in scope |
11 | Customer invoice view | Customer sees / downloads invoice & CDR in Customer Control | If in scope |
12 | Overdue handoff | Unpaid invoice is visible to Prime Overdue | If in scope |
Sign-off
Role | Name | Date | Result |
|---|---|---|---|
Billing / finance |
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Care |
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Delivery |
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