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Allow organisers download sponsor invoices #1060

Open timiwahalahti opened 11 months ago

timiwahalahti commented 11 months ago

Moved from #708

@kcristiano:

Just noting the issue was mentioned today - https://wordpress.slack.com/archives/C04L4HPFGHX/p1694624631633049 [...] If we can also open another ticket about allowing download by the organizers That would be very helpful. As these are transactional in nature, I don't really see any issues with WC admins being able to do that.

timiwahalahti commented 11 months ago

If we save the invoice PDF to the media library, there is the potential for organisers to download invalidated invoices 🤔

The safest way would be to ask for the PDF always from QBO and serve that.

How is that handled if the original invoice had some things to change? Is the existing/old invoice just modified, or is it voided and newly created directly in QBO? Or what is the workflow in case any changes (like sponsor contact info) are needed?

If the invoice is voided and newly created directly on QBO, we cannot get that invoice ID and link it to the sponsor invoice on wordcamp.org. That creates an extra layer of things to consider when planning this.

/ cc @harmonyromo

harmonyromo commented 11 months ago

@timiwahalahti For invoices that simply need a change to a company address, email address, or contact name, I can update and resend the existing invoice from within QBO. The only time I need to VOID and create a new invoice, is if there is the need to issue an invoice in a different currency.

timiwahalahti commented 11 months ago

@harmonyromo how often that happens, and when it happens do you do it purely on QBO side or thru wordcamp.org process?

kcristiano commented 11 months ago

@timiwahalahti Address Changes: I get asked a couple of times for each camp I mentor as mistakes happen. This has to be updated in QBO, and I do it there.

Changes in WC site do NOT update addresses in QBO. I spoke with @ryelle regarding this for WCUS (I must have had to change about half the addresses for that camp) and there is a private issue that explains this.

Voids: Those are very few.

ryelle commented 11 months ago

Changes in WC site do NOT update addresses in QBO.

That internal issue was fixed by https://github.com/WordPress/wordcamp.org/pull/985, so I believe updating addresses should work now