PAY - Enhancements to the daily PAD invoice email - Githubissues

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ServiceBC Registry Team working on Legal Entities

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PAY - Enhancements to the daily PAD invoice email #15674

Open JohnamLane opened 1 year ago

JohnamLane commented 1 year ago

In meeting with Terio Solutions, the following issues were discussed.

[ ] When the PAD batch contains more than 1 day, the statement about “during business hours” is no longer correct. It’s really more of a cut off date.
[ ] When a credit/refund takes place, the PAD email total does not match the actual amount debited.
[ ] Credits/Refunds should be shown in the Transaction list and Statement on the day the credit takes place. The row should contain the invoice reference ID.
[ ] PAD invoice email should contain the invoice reference ID of the batch being rolled up.

Complete meeting notes here - https://docs.google.com/document/d/1B1AMbXKQEcTZrluEb4HPYPYltFJVajVcD7vzILQ5xhE/edit

Wireframe in progress: https://www.figma.com/design/0vRutcPRtoUIkPTQtG257r/Account-Update---Payment-Methods-and-Account-Type?node-id=4203-86

JohnamLane commented 1 year ago

Suggestion:

Wait until the EFT statement process is complete, then estimate effort to add this to PAD accounts
Wait until the credits are visible on the transaction list as well
Update the email body to point them to the Statements section of their account like we do for EFT clients.