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  1. Blesta Core
  2. CORE-1764

Add company/client group setting to allow separate invoice per service

    Details

    • Type: Improvement
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 3.6.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      Some users prefer to have some of their client's services on separate invoices. This is helpful in cases where users are reselling services and users can not pay for the invoice as a whole. So to avoid suspending services that have been paid for with a partial payment it is more helpful to simply split each of these services off into their own invoice.

      Add a setting under [Company] > [Billing/Payment] > [Invoice and Charge Options] as well as under Add/Edit Client Group:

      • Invoice Services Together (tooltip: Creates a single invoice for services that renew on the same day for a client. Unchecking will create a separate invoice for each service.)

      This option will be checked by default to maintain the current behavior. Unchecking the option will then allow for the new behavior of not invoicing services together, and instead generate a separate invoice for each service.

      Note All addons for a particular service will still be listed on the same invoice. This task only aims to create one invoice per parent service.

        Issue Links

          Activity

          cody Cody Phillips (Inactive) created issue -
          cody Cody Phillips (Inactive) made changes -
          Field Original Value New Value
          Story Points 3
          cody Cody Phillips (Inactive) made changes -
          Sprint 3.6.0 Sprint 1 [ 15 ]
          cody Cody Phillips (Inactive) made changes -
          Rank Ranked higher
          cody Cody Phillips (Inactive) made changes -
          Rank Ranked lower
          cody Cody Phillips (Inactive) made changes -
          Fix Version/s 3.6.0 [ 10600 ]
          cody Cody Phillips (Inactive) made changes -
          Description Some users prefer to have some of their client's services on separate invoices. This is helpful in cases where users are reselling services and users can not pay for the invoice as a whole. So to avoid suspending services that have been paid for with a partial payment it is more helpful to simply split each of these services off into their own invoice.

          Add a setting under*\[Company\] > \[Billing/Payment\] > \[Invoice and Charge Options\]* as well as under *Add/Edit Client Group*:

          - Invoice Services Together (tooltip: Creates a single invoice for services that renew on the same day for each client.)

          This option will be *checked by default* to maintain the current behavior. Unchecking the option will then allow for the new behavior of *not* invoicing services together, and instead generate a separate invoice for each service.

          *Note* All addons for a particular service will still be listed on the same invoice. This task only aims to create one invoice per parent service.
          Some users prefer to have some of their client's services on separate invoices. This is helpful in cases where users are reselling services and users can not pay for the invoice as a whole. So to avoid suspending services that have been paid for with a partial payment it is more helpful to simply split each of these services off into their own invoice.

          Add a setting under *\[Company\] > \[Billing/Payment\] > \[Invoice and Charge Options\]* as well as under *Add/Edit Client Group*:

          - Invoice Services Together (tooltip: Creates a single invoice for services that renew on the same day for each client.)

          This option will be *checked by default* to maintain the current behavior. Unchecking the option will then allow for the new behavior of *not* invoicing services together, and instead generate a separate invoice for each service.

          *Note* All addons for a particular service will still be listed on the same invoice. This task only aims to create one invoice per parent service.
          cody Cody Phillips (Inactive) made changes -
          Description Some users prefer to have some of their client's services on separate invoices. This is helpful in cases where users are reselling services and users can not pay for the invoice as a whole. So to avoid suspending services that have been paid for with a partial payment it is more helpful to simply split each of these services off into their own invoice.

          Add a setting under *\[Company\] > \[Billing/Payment\] > \[Invoice and Charge Options\]* as well as under *Add/Edit Client Group*:

          - Invoice Services Together (tooltip: Creates a single invoice for services that renew on the same day for each client.)

          This option will be *checked by default* to maintain the current behavior. Unchecking the option will then allow for the new behavior of *not* invoicing services together, and instead generate a separate invoice for each service.

          *Note* All addons for a particular service will still be listed on the same invoice. This task only aims to create one invoice per parent service.
          Some users prefer to have some of their client's services on separate invoices. This is helpful in cases where users are reselling services and users can not pay for the invoice as a whole. So to avoid suspending services that have been paid for with a partial payment it is more helpful to simply split each of these services off into their own invoice.

          Add a setting under *\[Company\] > \[Billing/Payment\] > \[Invoice and Charge Options\]* as well as under *Add/Edit Client Group*:

          - Invoice Services Together (tooltip: Creates a single invoice for services that renew on the same day for a client. Unchecking will create a separate invoice for each service.)

          This option will be *checked by default* to maintain the current behavior. Unchecking the option will then allow for the new behavior of *not* invoicing services together, and instead generate a separate invoice for each service.

          *Note* All addons for a particular service will still be listed on the same invoice. This task only aims to create one invoice per parent service.
          cody Cody Phillips (Inactive) made changes -
          Status Open [ 1 ] Resolved [ 5 ]
          Resolution Fixed [ 1 ]
          tyson Tyson Phillips (Inactive) made changes -
          Link This issue testing discovered CORE-1818 [ CORE-1818 ]
          tyson Tyson Phillips (Inactive) made changes -
          Status Resolved [ 5 ] Closed [ 6 ]

            People

            • Assignee:
              cody Cody Phillips (Inactive)
              Reporter:
              cody Cody Phillips (Inactive)
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                28/Sep/15

                Agile