This is an extension for juntagrico. You can find more information about juntagrico here (https://github.com/juntagrico/juntagrico).
It provides the following features for juntagrico:
Install juntagrico-billing via pip
pip install juntagrico-billing
or add it to your main django projects requirements.txt
:
juntagrico-billing
You may also install from github source (or add it to requirements.txt
):
pip install git+https://github.com/juntagrico/juntagrico-billing.git
In your juntagrico.settings.py
add juntagrico_billing
somewhere above juntagrico
:
INSTALLED_APPS = (
'juntagrico_billing',
'juntagrico',
...
In your urls.py you also need to add the new pattern:
urlpatterns = [
...
path('',include('juntagrico_billing.urls')),
]
As the billing app introduces its own database tables, you need to apply migrations after installing.
Execute python manage.py migrate
in your main django project.
Set these in your settings.py
to modify juntagrico-billing
Set to True to add "bills" to the user menu.
default value: False
Set the url of a page that explains the due date policy of your bills, if you have any.
default value: ''
juntagrico-billing
uses a singleton Settings
object to store some setting.
You need to create this settings object once in django admin.
Log in to juntagrico and go to the admin UI at https://<my juntagrico site>/admin
.
You should see in admin a new section for juntagrico_billing
Add a new Settings object
You need to specify a debtors account, just specify any digit code (e.g. 1100
)
A default paymenttype is mandatory too. You may create one directly from the settings dialog:
Save your settings object. There must be only one settings object.
Billing is done on the base of a business-year. A business-year denotes the time period for creating bills. Usually this will correspond to a calendar year (1.1 - 31.1 of a year). It is possible to use different timespans though. Business-years should be consecutive.
Business years are managed in django admin UI.
/admin
and create a new businessyear object
Billing is based on the activation and deactivation dates of subscriptions (and extrasubscriptions) in juntagrico. At any time you may create all needed invoices (bills) for a certain business-year.
In juntagrico you should see the Bills and Bookkeeping
Menu, if you are assigned bookkeeping rights.
Go to Bills
and choose the desired business-year.
Switch to the Generate bills
tab. The amount of pending bills for the businessyear should then be displayed.
This may take some time depending on the number of subscriptions and members in your system.
Pressing the Generate
button will create these bills.
They may be viewed afterwards on the all
tab of the bills list.
There are two modes to view an existing bill object:
If a bill created via Generate
is incorrect, proceed as follows:
Generate bills
tab on the Bills
list.
1 pending bill
Generate
to re-create the bill based on the modified settingsThe same procedure applies if a new subscription or subscription part (extrasubscription) is added after bills for a business-year have been generated. If there already is a bill for the same member and you want the additional parts to appear on the same bill, you may delete the existing bill and regenerate it like described above. Deleting a bill is only possible if there are no payments on it. If you add parts without deleting an existing bill, then a new bill will be added for the member.
In addition to subscription and extrasubscription parts, a bill may also contain custom items. Custom items may be used for stuff like
For each kind of custom item you need to define a custom Bill item type in django admin:
You need to specify a description and a booking account for the custom item type.
You may then add custom item types on a bill in the django admin view of the bill:
TBD