Allow switching of payment type on finalised payments

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Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1840
Current Percentage Funded: 
30.00%
Project funding: 

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Project description: 

There is currently no way to change a payment type once a payment has been finalised apart from reversing the payment and creating another payment. This is problematic in OTC sales.

This project will provide an option to allow audited editing of payment types, but not amounts on finalised payments.

Forum: None

JIRA: http://jira.openvpms.org/jira/browse/OVPMS-925

13/11/11 Has been changed to "Seeking Funding"

Forum: None

JIRA: https://openvpms.atlassian.net/browse/OVPMS-925

13/11/11 Has been changed to "Seeking Funding"

Comments

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Re: Allow switching of payment type on finalised payments

From recent meeting

o        There was VERY strong support for this feature but it remains a sticky one.

o        The suggestion was that this only be possible;

o       By Administrators

o       For payments dated after the related Till was last closed.

o        This project has remains in Developer Review. The new comments have been added to its JIRA by Tim and are being discussed.

Re: Allow switching of payment type on finalised payments

This project has been costed at $1840.

Public pledges can be made to this forum topic or email me directly by clicking here (link only works in the forum).
Development will not commence until fully funded.

Matt C

Re: Allow switching of payment type on finalised payments

I think this is a great idea and can not understand why it is being left unfunded.

DiN

Re: Allow switching of payment type on finalised payments

It would appear that the envisaged functionality if effectively available via the 'Transaction reversal suppression' project - http://www.openvpms.org/project/transaction-reversal-suppression - which is complete and will appear in 1.8

That is, you can reverse the payment and generate a new one and hide the reversing and reversed transactions from the customer.

Perhaps not quite as simple for the user as 'change this from a cheque to a credit card' but far more general as you can correct other errors (like wrong about or wrong customer) and hide your errors from the customer.

 

Re: Allow switching of payment type on finalised payments

We will pledge $600 to this project.

Alan

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