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New contribution:
Major changes:
| Add "date" field | This should represent the invoice date and be used for revenue recognition of the obligation to pay. We could add an additional field "due date" which is the date after which the payment is late |
| Rename total amount to amount due | To explain that this is the not the paid amount but the amount that is expected. |
| Move financial type inline with amount | To explain that this with the line item of the amount, not for the contribution overall. To do: demonstrate how this affect price sets also.
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| Remove status as a dropdown | Instead show the status as text implied by a calculation of the amount paid |
| Payment area | Show a tick box to decide whether someone is recording the payment at the same time. If checked (perhaps have checked by default) then we should default to include the same amount as the amount due. Then have usual payment details. |
Edit contribution screen
| Add payment button | Links to add payment form |
| Payment form | Has fields as shown |
To do:
- To do: demonstrate how move of financial type from contribution affects price sets
- Impact on search for
- removal of financial type from contribution level
- date field
- removal of financial type from contribution level
- Impact on reports for
- removal of financial type as a contribution field
- date field
- Consider refunds - Should these be a negative payment or specified?
What about net amount? Payment processor fees? What should be done with those?
Do we need revenue recognition date. We just need a real date for the obligation. This should be dd/mmm/yyyy
Files:
Étiquette
