Details
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Type:
New Feature
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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
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Fix Version/s: 4.2.0-b1
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Component/s: None
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Labels:None
Description
Sometimes customers will want their credit card to be charged for recurring services, but not manual invoices for work performed.
We should add an option to invoices that will disable auto debit from processing the invoice.
This is subject to discussion, but my idea is to have this option appear below "Invoice Delivery" with a label called:
Auto Debit:
Below that, a checkbox with the text "Do not run auto debit for this invoice". Or, perhaps simply "Auto debit exempt" with a tool tip that goes into more detail.
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Attachment | capture-for-jira-screenshot-20170523-143807-477.png [ 11633 ] |
That sounds good and the option should be checked by default when invoices are created automatically by any means, and when creating a manual invoice so that the staff member would be required to uncheck it to disable auto debit for the invoice.
Paul Phillips
added a comment - That sounds good and the option should be checked by default when invoices are created automatically by any means, and when creating a manual invoice so that the staff member would be required to uncheck it to disable auto debit for the invoice. 
Tyson Phillips (Inactive)
made changes -
| Assignee | Jonathan Reissmueller [ jonathan ] |
Tyson Phillips (Inactive)
made changes -
| Fix Version/s | 4.2.0-b1 [ 11014 ] | |
| Fix Version/s | Short Term [ 10800 ] |
Tyson Phillips (Inactive)
made changes -
| Story Points | 3 |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.2.0 Sprint 1 [ 46 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.2.0 Sprint 1 [ 46 ] | 4.2.0 Sprint 1, 4.2.0 Sprint 2 [ 46, 47 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
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| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 1 hour, 40 minutes [ 6000 ] | |
| Worklog Id | 10379 [ 10379 ] |
Automated transition triggered when Jonathan Reissmueller created pull request #329 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Time Spent | 1 hour, 40 minutes [ 6000 ] | 2 hours, 40 minutes [ 9600 ] |
| Worklog Id | 10393 [ 10393 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.2.0 Sprint 1, 4.2.0 Sprint 2 [ 46, 47 ] | 4.2.0 Sprint 1, 4.2.0 Sprint 2, 4.2.0 Sprint 3 [ 46, 47, 48 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
| Time Spent | 2 hours, 40 minutes [ 9600 ] | 2 hours, 50 minutes [ 10200 ] |
| Worklog Id | 10418 [ 10418 ] |
Automated transition triggered when Tyson Phillips (Inactive) merged pull request #329 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
How about a positive framing of the checkbox instead:
[x] Allow auto-debiting for this invoice
Tooltip:
Checking this box will enable this invoice to be auto-debited if auto-debit is enabled and available for the client.