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.b1
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Fix Version/s: 3.3.0-b1
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Component/s: None
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Labels:None
Description
We need two things for this to work..
1. A client group setting to disable automatic application of account credits to invoices.
2. A method by which clients and admins can pay invoices and new services on checkout with an existing account credit.
This will add a new section part of the payment selection, but below the available payment option choices that will read:
Your account credit
[ ] Use your account credit of $X.YZ
Note
- Can only use credit in same currency as invoice
- Will apply credits to invoice until no more credit can be applied. If invoice is still open then will use selected payment option to pay remainder of invoice.
Issue Links
Activity
Client "Review and Confirm" button should read "Apply Credit and Continue" if the checkbox to apply an existing credit is checked.
When a client tries to make a payment, there is an "Other Amount" text box where a client can enter an amount that will be added as credit. The subsequent step is where they choose a payment method and where the checkbox for using an existing credit would appear. I wonder if we should only show the credit checkbox if there are invoices it can be applied to. Then we apply the credit to those invoices first, and the Other Amount can be added separately using a payment gateway.
Tyson Phillips (Inactive)
added a comment - - edited Client "Review and Confirm" button should read "Apply Credit and Continue" if the checkbox to apply an existing credit is checked.
When a client tries to make a payment, there is an "Other Amount" text box where a client can enter an amount that will be added as credit. The subsequent step is where they choose a payment method and where the checkbox for using an existing credit would appear. I wonder if we should only show the credit checkbox if there are invoices it can be applied to. Then we apply the credit to those invoices first, and the Other Amount can be added separately using a payment gateway. From the Staff area, Client Profile
When recording a payment, add a radio option under the "Payment Amount" with 2 options.
Record New Payment () Apply Credit ($50.00 USD)
- Default to Record New Payment
- Disable the Apply Credit option if they have no credit in the selected currency
- If the Currency selector changes, refresh the radio option to display the credit in the selected currency
- If Apply Credit is selected, hide *Check/ID #", and "Payment Type" fields as they are not necessary
Paul Phillips
added a comment - From the Staff area, Client Profile
When recording a payment, add a radio option under the "Payment Amount" with 2 options.
Record New Payment () Apply Credit ($50.00 USD)
Default to Record New Payment
Disable the Apply Credit option if they have no credit in the selected currency
If the Currency selector changes, refresh the radio option to display the credit in the selected currency
If Apply Credit is selected, hide *Check/ID #", and "Payment Type" fields as they are not necessary
When applying credit as an admin, the confirmation step shows Check Payment, shouldn't it display something pertaining to credit?
It also shows the total of the credit, not the total amount being applied form the credit.
Paul Phillips
added a comment - - edited When applying credit as an admin, the confirmation step shows Check Payment , shouldn't it display something pertaining to credit?
It also shows the total of the credit, not the total amount being applied form the credit. In the client area, when you're applying credit and making a payment because the credit does not cover it, it shows the payment page and the following message at the top:
The available credits have been applied.
Perhaps it should also say something about continuing to pay the remainder. For example:
The available credits have been applied, but a balance still exists. Please complete this transaction by paying the remainder below.
Paul Phillips
added a comment - In the client area, when you're applying credit and making a payment because the credit does not cover it, it shows the payment page and the following message at the top:
The available credits have been applied.
Perhaps it should also say something about continuing to pay the remainder. For example:
The available credits have been applied, but a balance still exists. Please complete this transaction by paying the remainder below. Those changes have been made
Tyson Phillips (Inactive)
added a comment - Those changes have been made This appears to be working correctly in testing, closing this issue.
Paul Phillips
added a comment - This appears to be working correctly in testing, closing this issue. 
See this thread http://staging.blesta.com/forums/index.php?/topic/215-suggestion-balancecredit-client/