Details
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Type:
Story
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: 4.0.0-b1
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Fix Version/s: 5.2.0-b1
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Component/s: Client Interface, Staff Interface
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Labels:None
Description
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance.
Staff
- Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set.
Clients
- Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. Clients should be able to select
how many cycles to renewwhich pricing term to use for renewal and we should show them the date they would be covered through by renewing in advance based on what they enter.
We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion.
There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid.
There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however.
Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/
Issue Links
- is duplicated by
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CORE-2977
Allow clients to renew services early
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- Closed
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1. |
Manual client service renewal company setting |  |
Closed | Abdy Franco |
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2. |
Renew in advance - Staff interface | |
Closed | Abdy Franco |
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3. |
Renew in advance - Client interface | |
Closed | Abdy Franco |
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4. |
Renew in advance - Cron task updates | |
Closed | Abdy Franco |
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Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Attachment | capture-for-jira-screenshot-20160119-101618-832.png [ 11451 ] |
Paul Phillips
made changes -
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost). This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Paul Phillips
made changes -
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Paul Phillips
made changes -
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Paul Phillips
made changes -
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked lower |
Paul Phillips
made changes -
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *clients* - Clients can renew, but not bulk renew services individually. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. It may be sufficient to allow clients to renew their service for a single cycle. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *Clients* - Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. Clients should be able to select how many cycles to renew and we should show them the date they would be covered through by renewing in advance based on what they enter. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Paul Phillips
made changes -
| Rank | Ranked higher |
| Rank | Ranked higher |
| Fix Version/s | 5.2.0-b1 [ 11709 ] | |
| Fix Version/s | Short Term [ 10800 ] |
| Issue Type | New Feature [ 2 ] | Story [ 7 ] |
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *Clients* - Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. Clients should be able to select how many cycles to renew and we should show them the date they would be covered through by renewing in advance based on what they enter. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *Clients* - Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. -Clients should be able to select how many cycles to renew and- we should show them the date they would be covered through by renewing in advance based on what they enter. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
| Description |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *Clients* - Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. -Clients should be able to select how many cycles to renew and- we should show them the date they would be covered through by renewing in advance based on what they enter. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
Clients often ask to renew services in advance but there's no way for them to do so without Staff handling it manually (by changing the renew date, and manually creating an invoice for the cost).
This task will allow clients and staff to generate service renewal invoices in advance. *Staff* - Staff can bulk-renew services. Add a new item to the drop down for services on the client profile page called "Invoice Renewal". When selected, an option called "Number of Cycles" will appear and default to 1. This will generate 1 invoice per-service, regardless of the # of cycles set. *Clients* - Clients can renew services individually, but not bulk renew. Add a new button under Actions when a client manages their service called "Renew Now". This button should open a modal box with more details allowing the client to confirm the action. Confirming the action will generate an invoice and take the client directly to the payment page. Clients should be able to select -how many cycles to renew- which pricing term to use for renewal and we should show them the date they would be covered through by renewing in advance based on what they enter. We do not want to immediately suspend services from unpaid invoices as a result of renewing in advance. I'm not sure what the best solution to this is but it could be to set the due date of the invoice to the services new renew date. This will require further discussion. There is an Invoices and Charge Options setting called "Queue Service Changes Until Paid", which prevents module calls until the invoice is paid. This should be considered for this task, such that a module call is not made to remotely renew a service if it has not been paid. There should be a company / client group setting to enable this feature, enabled by default. It will always be available to staff however. Feature request originally made here - http://www.blesta.com/forums/index.php?/topic/3534-forcibly-generate-services-next-invoice/ |
| Story Points | 8 |
| Sprint | 5.2.0 Sprint 2 [ 135 ] |
| Rank | Ranked lower |
| Assignee | Abdy Franco [ abdy ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 1 hour, 31 minutes [ 5460 ] | |
| Worklog Id | 15083 [ 15083 ] |
| Time Spent | 1 hour, 31 minutes [ 5460 ] | 1 day, 1 hour, 30 minutes [ 34200 ] |
| Worklog Id | 15086 [ 15086 ] |
| Time Spent | 1 day, 1 hour, 30 minutes [ 34200 ] | 1 day, 2 hours, 44 minutes [ 38640 ] |
| Worklog Id | 15099 [ 15099 ] |
| Time Spent | 1 day, 2 hours, 44 minutes [ 38640 ] | 1 day, 4 hours, 17 minutes [ 44220 ] |
| Worklog Id | 15100 [ 15100 ] |
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Time Spent | 1 day, 4 hours, 17 minutes [ 44220 ] | 1 day, 5 hours, 54 minutes [ 50040 ] |
| Worklog Id | 15121 [ 15121 ] |
| Sprint | 5.2.0 Sprint 2 [ 135 ] | 5.2.0 Sprint 3 [ 140 ] |
| Rank | Ranked higher |
| Time Spent | 1 day, 5 hours, 54 minutes [ 50040 ] | 1 day, 6 hours, 40 minutes [ 52800 ] |
| Worklog Id | 15167 [ 15167 ] |
| Time Spent | 1 day, 6 hours, 40 minutes [ 52800 ] | 2 days, 1 hour, 7 minutes [ 61620 ] |
| Worklog Id | 15169 [ 15169 ] |
| Status | In Review [ 5 ] | Closed [ 6 ] |