Uploaded image for project: 'Blesta Core'
  1. Blesta Core
  2. CORE-2157

Allow invoice fields to be changed that have partial payments

    Details

    • Type: Improvement
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 3.6.0
    • Fix Version/s: 4.5.0-b1
    • Component/s: Staff Interface
    • 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

          Activity

          admin Paul Phillips created issue -
          admin Paul Phillips made changes -
          Field Original Value New Value
          Component/s Staff Interface [ 10000 ]
          admin Paul Phillips made changes -
          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 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/
          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/
          tyson Tyson Phillips (Inactive) made changes -
          Link This issue relates to CORE-8 [ CORE-8 ]
          tyson Tyson Phillips (Inactive) made changes -
          Story Points 5
          tyson Tyson Phillips (Inactive) made changes -
          Sprint 4.4.0 Sprint 1 [ 64 ]
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked lower
          tyson Tyson Phillips (Inactive) made changes -
          Sprint 4.4.0 Sprint 1 [ 64 ] 4.5.0 Sprint 1 [ 66 ]
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked higher
          tyson Tyson Phillips (Inactive) made changes -
          Sprint 4.5.0 Sprint 1 [ 66 ] 4.5.0 Sprint 2 [ 67 ]
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked lower
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked lower
          jonathan Jonathan Reissmueller made changes -
          Assignee Jonathan Reissmueller [ jonathan ]
          Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
          Status Open [ 1 ] In Progress [ 3 ]
          tyson Tyson Phillips (Inactive) made changes -
          Sprint 4.5.0 Sprint 2 [ 67 ] 4.5.0 Sprint 2, 4.5.0 Sprint 3 [ 67, 74 ]
          tyson Tyson Phillips (Inactive) made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Remaining Estimate 0 minutes [ 0 ]
          Time Spent 1 hour, 53 minutes [ 6780 ]
          Worklog Id 11706 [ 11706 ]
          Automated transition triggered when Jonathan Reissmueller created pull request #583 in Stash -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          jonathan Jonathan Reissmueller made changes -
          Time Spent 1 hour, 53 minutes [ 6780 ] 2 hours, 8 minutes [ 7680 ]
          Worklog Id 11724 [ 11724 ]
          tyson Tyson Phillips (Inactive) made changes -
          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
          tyson Tyson Phillips (Inactive) made changes -
          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 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/
          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/
          Automated transition triggered when Tyson Phillips (Inactive) merged pull request #583 in Stash -
          Status In Review [ 5 ] Closed [ 6 ]
          tyson Tyson Phillips (Inactive) made changes -
          Resolution Fixed [ 1 ]
          Status Closed [ 6 ] Reopened [ 4 ]
          tyson Tyson Phillips (Inactive) made changes -
          Fix Version/s 4.5.0-b1 [ 11108 ]
          Fix Version/s Short Term [ 10800 ]
          tyson Tyson Phillips (Inactive) made changes -
          Status Reopened [ 4 ] Closed [ 6 ]
          Resolution Fixed [ 1 ]

            People

            • Assignee:
              jonathan Jonathan Reissmueller
              Reporter:
              admin Paul Phillips
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                31/Jan/19

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - 0 minutes
                0m
                Logged:
                Time Spent - 2 hours, 8 minutes
                2h 8m

                  Agile