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  1. Blesta Core
  2. CORE-4898

Add an option on invoice edit to split the invoice into two invoices

    Details

    • Type: New Feature
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 5.7.0
    • Fix Version/s: 5.9.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      Often times an invoice contains multiple line items, as an example, let's say our invoice contains 1 year of hosting, 1 year of domain, and a 1 year SSL cert. The customer doesn't have enough money to pay the whole thing, but their SSL cert is expiring today so they want to pay for the domain and the SSL cert now, and pay for the hosting next week.

      Invoice split would be available on edit, if the invoice has more than 1 line item. There might be a better way to do it, but I'm thinking we could do it in one of two ways.

      1. Add an option to line items called "Split", so they'll have "Add, Delete, Split". Selecting Split would open a modal explaining that all items below this item, including this item, will be moved to a new invoice.
      2. Another option would be to add a new column after tax called "Split" with a checkbox in it. When any items are selected, a button would appear to split the invoices. You could check off all the items you want to split, and then click the button to split them.

      I like option 2 better, though I'm not sure how I feel about adding another column. A modal in both cases would be ideal to confirm the split, a split cannot be undone (unless we add a merge option later).

      When selected items are split, those items will be added to a new invoice that has the same date billed, date due, currency, auto-debit status, notes, and invoice delivery options as the one it is split from.

        Activity

        admin Paul Phillips created issue -
        admin Paul Phillips made changes -
        Field Original Value New Value
        Rank Ranked higher
        admin Paul Phillips made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.9.0 Sprint 1 [ 182 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Story Points 5
        abdy Abdy Franco made changes -
        Assignee Abdy Franco [ abdy ]
        abdy Abdy Franco made changes -
        Remaining Estimate 0 minutes [ 0 ]
        Time Spent 1 hour, 35 minutes [ 5700 ]
        Worklog Id 16473 [ 16473 ]
        abdy Abdy Franco made changes -
        Status Open [ 1 ] In Progress [ 3 ]
        abdy Abdy Franco made changes -
        Time Spent 1 hour, 35 minutes [ 5700 ] 5 hours, 38 minutes [ 20280 ]
        Worklog Id 16475 [ 16475 ]
        abdy Abdy Franco made changes -
        Time Spent 5 hours, 38 minutes [ 20280 ] 1 day, 5 hours, 31 minutes [ 48660 ]
        Worklog Id 16476 [ 16476 ]
        abdy Abdy Franco made changes -
        Time Spent 1 day, 5 hours, 31 minutes [ 48660 ] 2 days, 10 minutes [ 58200 ]
        Worklog Id 16477 [ 16477 ]
        abdy Abdy Franco made changes -
        Status In Progress [ 3 ] In Review [ 5 ]
        Resolution Fixed [ 1 ]
        jonathan Jonathan Reissmueller made changes -
        Status In Review [ 5 ] Closed [ 6 ]
        Hide
        admin Paul Phillips added a comment -

        When editing an invoice, the word "Close" appears to the left under the edit invoice widget box. It appears to be an artifact of the split modal that will appear when clicking the "Split Invoice" button but it always appears.

        Show
        admin Paul Phillips added a comment - When editing an invoice, the word "Close" appears to the left under the edit invoice widget box. It appears to be an artifact of the split modal that will appear when clicking the "Split Invoice" button but it always appears.

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              15/Dec/23

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
              Not Specified
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 2 days, 10 minutes
              2d 10m

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