Details
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Type: Improvement
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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: 3.6.0
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Fix Version/s: 4.5.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Allow invoice fields to be changed on edit even when a partial payment is applied to the invoice.
All fields on an invoice should be editable except those that affect price.
The following fields cannot be changed on edit when a partial payment is applied:
- Invoice line item quantity
- Invoice line item amount
- Invoice line item tax
- Invoice currency
- Adding a new line item
- Removing an existing line item
It's sometimes necessary to change the bill or due date of an invoice without changing anything else. For example, a customer wants more time to pay the remaining balance on an invoice and you don't want to use the delay suspension option because you want other services to be suspended or don't want them to receive anymore late notices.
It may make sense, when editing an invoice, to ajax-save the bill/due date automatically (and indicate that it was saved next to the field).
This is somewhat related to CORE-8 which allows the editing of public/private notes when partial payments are applied.
Ultimately it may make sense to combine these tasks and allow anything to be updated that does not affect the price of the invoice. More discussion may be necessary.
See original request at http://www.blesta.com/forums/index.php?/topic/6301-change-invoice-has-a-partial-payment/
Issue Links
- relates to
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CORE-8 Add ability to edit invoices to only edit public/private notes.
- Closed
Activity
Field | Original Value | New Value |
---|---|---|
Component/s | Staff Interface [ 10000 ] |
Description |
It's sometimes necessary to change the bill or due date of an invoice without changing anything else. For example, a customer wants more time to pay an invoice and you don't want to use the delay suspension option because you want other services to be suspended or don't want them to receive anymore late notices.
It may make sense, when editing an invoice, to ajax-save the bill/due date automatically (and indicate that it was saved next to the field). This is somewhat related to Ultimately it may make sense to combine these tasks and allow anything to be updated that does not affect the price of the invoice. More discussion may be necessary. See original request at http://www.blesta.com/forums/index.php?/topic/6301-change-invoice-has-a-partial-payment/ |
It's sometimes necessary to change the bill or due date of an invoice without changing anything else. For example, a customer wants more time to pay the remaining balance on an invoice and you don't want to use the delay suspension option because you want other services to be suspended or don't want them to receive anymore late notices.
It may make sense, when editing an invoice, to ajax-save the bill/due date automatically (and indicate that it was saved next to the field). This is somewhat related to Ultimately it may make sense to combine these tasks and allow anything to be updated that does not affect the price of the invoice. More discussion may be necessary. See original request at http://www.blesta.com/forums/index.php?/topic/6301-change-invoice-has-a-partial-payment/ |
Story Points | 5 |
Sprint | 4.4.0 Sprint 1 [ 64 ] |
Rank | Ranked lower |
Sprint | 4.4.0 Sprint 1 [ 64 ] | 4.5.0 Sprint 1 [ 66 ] |
Rank | Ranked higher |
Sprint | 4.5.0 Sprint 1 [ 66 ] | 4.5.0 Sprint 2 [ 67 ] |
Rank | Ranked lower |
Rank | Ranked lower |
Assignee | Jonathan Reissmueller [ jonathan ] |
Status | Open [ 1 ] | In Progress [ 3 ] |
Sprint | 4.5.0 Sprint 2 [ 67 ] | 4.5.0 Sprint 2, 4.5.0 Sprint 3 [ 67, 74 ] |
Rank | Ranked higher |
Remaining Estimate | 0 minutes [ 0 ] | |
Time Spent | 1 hour, 53 minutes [ 6780 ] | |
Worklog Id | 11706 [ 11706 ] |
Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Time Spent | 1 hour, 53 minutes [ 6780 ] | 2 hours, 8 minutes [ 7680 ] |
Worklog Id | 11724 [ 11724 ] |
Summary | Allow bill and due dates of invoices to be changed that have partial payments | Allow invoice fields to be changed that have partial payments |
Description |
It's sometimes necessary to change the bill or due date of an invoice without changing anything else. For example, a customer wants more time to pay the remaining balance on an invoice and you don't want to use the delay suspension option because you want other services to be suspended or don't want them to receive anymore late notices.
It may make sense, when editing an invoice, to ajax-save the bill/due date automatically (and indicate that it was saved next to the field). This is somewhat related to Ultimately it may make sense to combine these tasks and allow anything to be updated that does not affect the price of the invoice. More discussion may be necessary. See original request at http://www.blesta.com/forums/index.php?/topic/6301-change-invoice-has-a-partial-payment/ |
Allow invoice fields to be changed on edit even when a partial payment is applied to the invoice.
All fields on an invoice should be editable except those that affect price. The following fields cannot be changed on edit when a partial payment is applied: * Invoice line item quantity * Invoice line item amount * Invoice line item tax * Invoice currency * Adding a new line item * Removing an existing line item ---- It's sometimes necessary to change the bill or due date of an invoice without changing anything else. For example, a customer wants more time to pay the remaining balance on an invoice and you don't want to use the delay suspension option because you want other services to be suspended or don't want them to receive anymore late notices. It may make sense, when editing an invoice, to ajax-save the bill/due date automatically (and indicate that it was saved next to the field). This is somewhat related to Ultimately it may make sense to combine these tasks and allow anything to be updated that does not affect the price of the invoice. More discussion may be necessary. See original request at http://www.blesta.com/forums/index.php?/topic/6301-change-invoice-has-a-partial-payment/ |
Status | In Review [ 5 ] | Closed [ 6 ] |
Resolution | Fixed [ 1 ] | |
Status | Closed [ 6 ] | Reopened [ 4 ] |
Fix Version/s | 4.5.0-b1 [ 11108 ] | |
Fix Version/s | Short Term [ 10800 ] |
Status | Reopened [ 4 ] | Closed [ 6 ] |
Resolution | Fixed [ 1 ] |