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Samyoul / Leo-issues

Dedicate repo for Leo Accounts issue tracking
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Payment Received - Show Allocation Options When Creating a New Payment #7

Open Samyoul opened 7 years ago

Samyoul commented 7 years ago

on payment recived it not showing the invoice to alocate to

also I can not see a "use credit note"

formaldehid commented 7 years ago

Hi. Can you please paste link or screenshot where this feature has to be implemented. Thank you

Samyoul commented 7 years ago

I think this issue is just a bug, after payment creation the application should redirect the user to the payment detail page where they can allocate the payment to invoices. There are parts of the application that work as is expected.

How it currently works.

customers/create_payment/payment

On this view after the application has completed adding a new payment to a customer account the application just redirects back with a success message.

ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers create_payment payment

We need the application to redirect the user to a page where they can allocate the payment. See below for how it works in the application on the individual customer level.

How it should work.

customers/create_payment/payment/{customer_id} OR customers/create_payment/payment/{customer_id}/received

There are two routes that will allow you to create a payment for a customer, as seen above, but both route do the same thing.

From Customer - Transactions: ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers customer_info 1

Which takes you to customers/invoices/{customer_id}

ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers invoices 194

From Customer - Payment Received: Click on "Payment Received" on the customer row buttons: ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers customer_info

Using either method will take you to a page that looks like below. Enter the payment details. ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers create_payment payment 194 received

Once the payment has been created the application will redirect the user to the payment info page.

customers/invoice_payment/{customer_id}/{payment_id}/payment

ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers invoice_payment 194 190 payment

This page allows the user to allocate payments and credit notes to invoices. Click the "Payment" button in the row item actions. This will allow the user to allocate the part or all the value of the payment to the invoice.

ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers invoice_payment 194 190 payment 1 ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers invoice_payment 194 190 payment 2

The user will be redirected to the payment info page, which will now show to which invoice it was allocated.

ec2 54 169 113 184 ap southeast 1 compute amazonaws com kiss_account customers invoice_payment 194 190 payment 3