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: 4.3.0
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Fix Version/s: 4.10.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section.
Location
These settings will appear for the company and for the client group. For the company, add a new setting called Late Fees under Settings > Company > Billing/Payment. For the client group, add a new section called Late Fees.
Fields
- Late Fee Type (Percentage or Fixed)
- Late Fee Amount (Enter the percentage or fixed value)
- Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used)
- Late Fee Days (Number of days the invoice is late before late fee is applied
We will have a table with the currency defined on the left, and fields associated with that currency following List all currencies active in the system.
| Currency | Fee Type | Amount | Minimum |
|---|---|---|---|
| USD |  Percent () Fixed |
10 | 2 |
| GBP | () Percent Fixed |
5 | 1 |
...
Late Fee Days [======]
[x] Apply to total invoice amount (Tool tip: "If the fee type is percentage, checked this to calculate the fee based on the total amount of the invoice. If this is unchecked, the fee will be calculated based on the unpaid amount only.")
Automation Task
Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item.
Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees
Should we re-queue the invoice for delivery if a late fee is added?
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked lower |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum||Days||Apply to full amount or balance|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)|(days input field)|[x] Apply to full balance| *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Paul Phillips
made changes -
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum||Days||Apply to full amount or balance|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)|(days input field)|[x] Apply to full balance| *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum||Days late to apply||Apply to full amount or balance|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)|(days input field)|[x] Apply to full balance| *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Paul Phillips
made changes -
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum||Days late to apply||Apply to full amount or balance|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)|(days input field)|[x] Apply to full balance| *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Should we re-queue the invoice for delivery if a late fee is added? |
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees Should we re-queue the invoice for delivery if a late fee is added? |
| Story Points | 5 |
| Assignee | Abdy Franco [ abdy ] |
| Fix Version/s | 4.10.0-b1 [ 11305 ] | |
| Fix Version/s | Short Term [ 10800 ] |
| Sprint | 4.10.0 Sprint 3 [ 107 ] |
| Rank | Ranked lower |
Paul Phillips
made changes -
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* ||Currency||Fee Type||Amount||Minimum|| |USD|Radio option (Fixed) (Percent)|(amount input field)|(minimum input field)| Late Fee Days [x] Apply to total invoice amount (Tool tip describing that if this isn't checked and it's a % fee, it will apply to the unpaid balance on the invoice) *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Location* These settings will appear for the company and for the client group. For the company, add a new setting called *Late Fees* under Settings > Company > Billing/Payment. For the client group, add a new section called *Late Fees*. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* List all currencies active in the system. ||Currency||Fee Type||Amount||Minimum|| |USD|(x) Percent () Fixed|10|2| |GBP|() Percent (x) Fixed|5|1] ... Late Fee Days [======] [x] Apply to total invoice amount (Tool tip: "If the fee type is percentage, checked this to calculate the fee based on the total amount of the invoice. If this is unchecked, the fee will be calculated based on the unpaid amount only.") *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees Should we re-queue the invoice for delivery if a late fee is added? |
Paul Phillips
made changes -
| Description |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Location* These settings will appear for the company and for the client group. For the company, add a new setting called *Late Fees* under Settings > Company > Billing/Payment. For the client group, add a new section called *Late Fees*. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* List all currencies active in the system. ||Currency||Fee Type||Amount||Minimum|| |USD|(x) Percent () Fixed|10|2| |GBP|() Percent (x) Fixed|5|1] ... Late Fee Days [======] [x] Apply to total invoice amount (Tool tip: "If the fee type is percentage, checked this to calculate the fee based on the total amount of the invoice. If this is unchecked, the fee will be calculated based on the unpaid amount only.") *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees Should we re-queue the invoice for delivery if a late fee is added? |
Add the ability to set and bill late fees.
Under Settings > Company > Billing/Payment add a new section called "Late Fees". This section should also exist as a client group override when editing the Client Group as its own section. *Location* These settings will appear for the company and for the client group. For the company, add a new setting called *Late Fees* under Settings > Company > Billing/Payment. For the client group, add a new section called *Late Fees*. *Fields* * Late Fee Type (Percentage or Fixed) * Late Fee Amount (Enter the percentage or fixed value) * Late Fee Minimum (The minimum late fee to charge, if the calculated value is less then this will be used) * Late Fee Days (Number of days the invoice is late before late fee is applied *We will have a table with the currency defined on the left, and fields associated with that currency following* List all currencies active in the system. ||Currency||Fee Type||Amount||Minimum|| |USD|(x) Percent () Fixed|10|2| |GBP|() Percent (x) Fixed|5|1| ... Late Fee Days [======] [x] Apply to total invoice amount (Tool tip: "If the fee type is percentage, checked this to calculate the fee based on the total amount of the invoice. If this is unchecked, the fee will be calculated based on the unpaid amount only.") *Automation Task* Add a new core automation task that will search for late invoices that should have a late fee assessed, and add the late fee. The invoice should be modified and a line item for the late fee should be added. Make sure not to add a 0 amount line item. Add a marker, either on the invoices table or through a new table, that tracks whether a late fee has already been applied to an invoice. Ignore marked invoices when creating future late fees Should we re-queue the invoice for delivery if a late fee is added? |
Automated transition triggered when Abdy Franco created a branch in Stash -
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| Worklog Id | 13589 [ 13589 ] |
Automated transition triggered when Abdy Franco created pull request #862 in Stash -
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