Details
-
Type:
New Feature
-
Status: Closed
-
Priority:
Major
-
Resolution: Fixed
-
Affects Version/s: 4.2.0
-
Fix Version/s: 5.11.0-b1
-
Component/s: None
-
Labels:None
Description
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a new invoice.
- Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices"
- (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into
- The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided
I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice".
We will not allow merging of invoices across accounts.
NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so.
Only invoices that are OPEN can be merged, the bulk option should only appear for open not for any other status.
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Fix Version/s | 5.11.0-b1 [ 11908 ] | |
| Fix Version/s | Long Term [ 10801 ] |
| Rank | Ranked higher |
| Story Points | 8 |
| Sprint | 5.11.0 Sprint 5 [ 204 ] |
Paul Phillips
made changes -
| Description |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so. |
Paul Phillips
made changes -
| Description |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so. |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so. Only invoices that are OPEN can be merged |
Paul Phillips
made changes -
| Description |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so. Only invoices that are OPEN can be merged |
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a *new* invoice. * Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices" * (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into * The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice". We will not allow merging of invoices across accounts. NOTE: Do not allow merging on any invoices that have payments applied. Those payments must be removed by staff prior to merging. Show an error if an invoice is selected for merge and do not merge any invoices if so. Only invoices that are OPEN can be merged, the bulk option should only appear for open not for any other status. |
| Rank | Ranked lower |
| Assignee | Abdy Franco [ abdy ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 1 hour, 29 minutes [ 5340 ] | |
| Worklog Id | 17420 [ 17420 ] |
| Time Spent | 1 hour, 29 minutes [ 5340 ] | 1 day, 1 hour, 20 minutes [ 33600 ] |
| Worklog Id | 17421 [ 17421 ] |
| Time Spent | 1 day, 1 hour, 20 minutes [ 33600 ] | 1 day, 7 hours, 31 minutes [ 55860 ] |
| Worklog Id | 17424 [ 17424 ] |
| Time Spent | 1 day, 7 hours, 31 minutes [ 55860 ] | 2 days, 4 hours, 14 minutes [ 72840 ] |
| Worklog Id | 17427 [ 17427 ] |
| Time Spent | 2 days, 4 hours, 14 minutes [ 72840 ] | 3 days, 4 hours, 12 minutes [ 101520 ] |
| Worklog Id | 17430 [ 17430 ] |
| Time Spent | 3 days, 4 hours, 12 minutes [ 101520 ] | 4 days, 4 hours, 15 minutes [ 130500 ] |
| Worklog Id | 17431 [ 17431 ] |
| Time Spent | 4 days, 4 hours, 15 minutes [ 130500 ] | 1 week, 4 hours, 8 minutes [ 158880 ] |
| Worklog Id | 17432 [ 17432 ] |
| Time Spent | 1 week, 4 hours, 8 minutes [ 158880 ] | 1 week, 1 day, 4 hours, 7 minutes [ 187620 ] |
| Worklog Id | 17435 [ 17435 ] |
| Time Spent | 1 week, 1 day, 4 hours, 7 minutes [ 187620 ] | 1 week, 2 days, 4 hours, 10 minutes [ 216600 ] |
| Worklog Id | 17436 [ 17436 ] |
| Time Spent | 1 week, 2 days, 4 hours, 10 minutes [ 216600 ] | 1 week, 3 days, 3 hours, 54 minutes [ 244440 ] |
| Worklog Id | 17445 [ 17445 ] |
| Time Spent | 1 week, 3 days, 3 hours, 54 minutes [ 244440 ] | 1 week, 4 days, 3 hours, 38 minutes [ 272280 ] |
| Worklog Id | 17446 [ 17446 ] |
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Status | In Review [ 5 ] | Closed [ 6 ] |
Note that any renewable services on the invoices being merged need to be updated to remove the old service/invoice reference and add the new service/invoice reference since we track them in order to renew services when the invoice is paid (i.e. `service_invoices` table).