Details
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Type:
New Feature
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Status: Closed
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Priority:
Blocker
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Resolution: Fixed
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Affects Version/s: 3.0.0.a6
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Fix Version/s: 3.3.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Add new checkbox option called "Prorate". Select by default.
Tooltip next to "Prorate" that says..
"If upgrading, an invoice will be generated to cover the difference in price between the current price and the new price."
This option if selected, and if it's an upgrade (determined if the new price is > than the current price) then an invoice is generated for the difference prorated to the end of the current term.
Not relevant:
It gets a little tricky, because you'll need to check associated invoices and prorate until the end of the term covered by the most recent invoice. Otherwise, if we do a proration in the window between the service being invoiced and it actually being renewed than it would not cover everything.
We may want to handle prorated credits for downgrades, but I think this should be a separate task.
Issue Links
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Attachment | bonfire-screenshot-20130405-140811-023.png [ 10502 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b1 [ 10102 ] | |
| Fix Version/s | 3.0.0.a7 [ 10205 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b2 [ 10206 ] | |
| Fix Version/s | 3.0.0.b1 [ 10102 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b3 [ 10207 ] | |
| Fix Version/s | 3.0.0.b2 [ 10206 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b4 [ 10208 ] | |
| Fix Version/s | 3.0.0.b3 [ 10207 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b5 [ 10209 ] | |
| Fix Version/s | 3.0.0.b4 [ 10208 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b6 [ 10210 ] | |
| Fix Version/s | 3.0.0.b5 [ 10209 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0.b7 [ 10211 ] | |
| Fix Version/s | 3.0.0.b6 [ 10210 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.0 [ 10000 ] | |
| Fix Version/s | 3.0.0.b7 [ 10211 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.1 [ 10212 ] | |
| Fix Version/s | 3.0.0 [ 10000 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.2 [ 10213 ] | |
| Fix Version/s | 3.0.1 [ 10212 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.0.3 [ 10214 ] | |
| Fix Version/s | 3.0.2 [ 10213 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.1.0 [ 10001 ] | |
| Fix Version/s | 3.0.3 [ 10214 ] |
Paul Phillips
made changes -
| Sprint | Sprint 1 [ 1 ] |
Paul Phillips
made changes -
| Fix Version/s | 3.2.0 [ 10002 ] | |
| Fix Version/s | 3.1.0 [ 10001 ] |
Paul Phillips
made changes -
| Rank | Ranked higher |
Wasn't this supposed to be part of 3.3 (invoice theme)?
Cody Phillips (Inactive)
added a comment - Wasn't this supposed to be part of 3.3 (invoice theme)? I don't think that was the original intent, but it may have to be pushed to 3.3, and it would probably fit well with that theme.
Paul Phillips
added a comment - I don't think that was the original intent, but it may have to be pushed to 3.3, and it would probably fit well with that theme. Paul Phillips
made changes -
| Fix Version/s | 3.3.0 [ 10100 ] | |
| Fix Version/s | 3.2.0 [ 10002 ] |
Paul Phillips
made changes -
| Issue Type | Task [ 3 ] | New Feature [ 2 ] |
Paul Phillips
made changes -
| Priority | Major [ 3 ] | Blocker [ 1 ] |
Cody Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Is there a task for prorated credits? Seems like a credit could only be given if the service has already been paid in full. If not already paid, what should be done?
Tyson Phillips (Inactive)
added a comment - Is there a task for prorated credits? Seems like a credit could only be given if the service has already been paid in full. If not already paid, what should be done? I don't believe there is a separate task for prorated credits. I think if there are any open invoices for the service we can do one of the following..
1. Issue a credit and apply it to the oldest unpaid invoice for the service. This ensures the credit does not get applied to anything else.
2. Do not allow the downgrade to take place until the user pays the previous invoice.
3. Do not issue any credit.
#1 is preferable, but will probably take the most work to implement. Thoughts on this method?
Paul Phillips
added a comment - I don't believe there is a separate task for prorated credits. I think if there are any open invoices for the service we can do one of the following..
1. Issue a credit and apply it to the oldest unpaid invoice for the service. This ensures the credit does not get applied to anything else.
2. Do not allow the downgrade to take place until the user pays the previous invoice.
3. Do not issue any credit.
#1 is preferable, but will probably take the most work to implement. Thoughts on this method? I was thinking 2 or 3 would be better, preferably 3, since #1 is 'free money'.
Any client could add this service from an order form, not pay it, then go downgrade the service to get free credit added to their account, and repeat.
Tyson Phillips (Inactive)
added a comment - I was thinking 2 or 3 would be better, preferably 3, since #1 is 'free money'.
Any client could add this service from an order form, not pay it, then go downgrade the service to get free credit added to their account, and repeat.
That's a good observation. Ok, let's go with #2.. if any unpaid invoices exist for the service, don't allow them to upgrade or downgrade the plan. If possible, let's allow them to select the option, then display a message that says they need to pay the invoice before proceeding.
Paul Phillips
added a comment - That's a good observation. Ok, let's go with #2.. if any unpaid invoices exist for the service, don't allow them to upgrade or downgrade the plan. If possible, let's allow them to select the option, then display a message that says they need to pay the invoice before proceeding. Tyson Phillips (Inactive)
made changes -
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Assignee | Cody Phillips [ cody ] | Tyson Phillips [ tyson ] |
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
| Description |
Add new checkbox option called "Prorate". Select by default.
Tooltip next to "Prorate" that says.. "If upgrading, an invoice will be generated to cover the difference in price between the current price and the new price." This option if selected, and if it's an upgrade (determined if the new price is > than the current price) then an invoice is generated for the difference prorated to the end of the current term. It gets a little tricky, because you'll need to check associated invoices and prorate until the end of the term covered by the most recent invoice. Otherwise, if we do a proration in the window between the service being invoiced and it actually being renewed than it would not cover everything. We may want to handle prorated credits for downgrades, but I think this should be a separate task. |
Add new checkbox option called "Prorate". Select by default.
Tooltip next to "Prorate" that says.. "If upgrading, an invoice will be generated to cover the difference in price between the current price and the new price." This option if selected, and if it's an upgrade (determined if the new price is > than the current price) then an invoice is generated for the difference prorated to the end of the current term. Not relevant: --- It gets a little tricky, because you'll need to check associated invoices and prorate until the end of the term covered by the most recent invoice. Otherwise, if we do a proration in the window between the service being invoiced and it actually being renewed than it would not cover everything. --- We may want to handle prorated credits for downgrades, but I think this should be a separate task. |
Tyson Phillips (Inactive)
made changes -
| Description |
Add new checkbox option called "Prorate". Select by default.
Tooltip next to "Prorate" that says.. "If upgrading, an invoice will be generated to cover the difference in price between the current price and the new price." This option if selected, and if it's an upgrade (determined if the new price is > than the current price) then an invoice is generated for the difference prorated to the end of the current term. Not relevant: --- It gets a little tricky, because you'll need to check associated invoices and prorate until the end of the term covered by the most recent invoice. Otherwise, if we do a proration in the window between the service being invoiced and it actually being renewed than it would not cover everything. --- We may want to handle prorated credits for downgrades, but I think this should be a separate task. |
Add new checkbox option called "Prorate". Select by default.
Tooltip next to "Prorate" that says.. "If upgrading, an invoice will be generated to cover the difference in price between the current price and the new price." This option if selected, and if it's an upgrade (determined if the new price is > than the current price) then an invoice is generated for the difference prorated to the end of the current term. Not relevant: ----- It gets a little tricky, because you'll need to check associated invoices and prorate until the end of the term covered by the most recent invoice. Otherwise, if we do a proration in the window between the service being invoiced and it actually being renewed than it would not cover everything. ----- We may want to handle prorated credits for downgrades, but I think this should be a separate task. |
Tyson Phillips (Inactive)
made changes -
| Status | In Progress [ 3 ] | Resolved [ 5 ] |
| Resolution | Fixed [ 1 ] |
Paul Phillips
made changes -
| Security | Private [ 10000 ] |
Appears to work fine in testing, closing this issue.
Paul Phillips
added a comment - Appears to work fine in testing, closing this issue. Paul Phillips
made changes -
| Status | Resolved [ 5 ] | Closed [ 6 ] |
This also needs to apply to client addons. Addons will probably need to be updated to a prorated price when adding them to a service separately. Similarly, we may want to only allow addons with the same term as the parent service to be added, and give the addon the same renew date.