Invoice credit items

Donate to this project

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$3490
Due date for completion of this stage: 
08/06/2015
Release: 
Future
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

When crediting a customer, the only approach supported at present is to use a separate Customer Credit transaction.

This is cumbersome, as it means stopping the current workflow, performing a Credit, then resuming the workflow.

This project will:

  • enable Credit Items to be added to Invoices
  • change Pharmacy Returns to use Credit Items in invoices where possible

This will streamline pharmacy return processing. Currently, these either:

  • adjust the quantity on the existing invoice; or if the invoice is finalised
  • create a new Customer Credit

In the former case, if the return takes the quantity to zero, any fixed price must manually be removed.

In the latter case, this must be done from the Customer Orders workspace. This is inconvenient, as it means breaking out of the workflow.

  • remove the need to use negative prices to support discounting

 

Credit Items in Invoices

Invoices will be extended to support the addition of Credit Items:

  • these will be displayed in the same table as the Invoice Items
  • to distinguish Invoice and Credit Items, Credit Items will be displayed with a negative total in the Total column
  • the Invoice will be invalid if its total is negative

Invoice Reversals

In order to support reversals, Customer Credits must be extended to support Invoice Items.

  • these will be displayed in the same table as the Credit Items
  • to distinguish Credit and Invoice Items, Invoice Items will be displayed with a negative total in the Total column
  • the Credit will be invalid if its total is negative

Pharmacy Returns

These will be changed so that:

  • invoicing a return within the Invoice and Visit Editors adds a corresponding Credit Item to the Invoice rather than adjusting the invoiced quantity.
  • invoicing a return from Customer Orders adds a Credit Item to the customer's current invoice, if they have one, or creates a new Credit, if not.

Report Changes

The following report templates need to be updated:

  • Invoice - this needs to show report credit items as negative
  • Credit - this needs to show invoice items as negative

Exclusions

Counter sales will not be extended to include credit items.

 

Comments

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Re: Invoice credit items

Hi,

Can we please have this costed. As other clinics are starting to use electronic pharmacies this is becoming a more important project to get implemented for us and others.

Thanks,

Adrian

Re: Invoice credit items

How do you want to do differentiate invoice items and credit items?

E.g.:

  • have a separate Credits tab that supports credit item entry
  • display both invoice and credit items in the Items tab. A dropdown field containing Customer Invoice Item and Customer Credit Item determines which type of item is added when Add is clicked. To differentiate between items, either
    • an Item Type column to indicate Invoice or Credit; or
    • Credit items are displayed with a negative total

 

Re: Invoice credit items

Hi Tim,

I will send this to Greta for comment as well, but our preference would be to display both invoice and credit items in the Items tab.

We would prefer credit items to be displayed with a negative total as well as an Item Type column (you really can't be too obvious about these things!). Hell, you could even have different coloured lines or text for the invoice vs credit items!

We would suggest that the dropdown field that lets you select if it is an invoice item or credit item be defaulted to "Invoice Item" so people have to manually change this to add a credit item (i.e. make it hard to credit something by accident).

Cheers,

Adrian

Re: Invoice credit items

Hi Tim and Adrian,

I agree, to display both invoice and credit items in the Items tab and have the credit items with a negative total.

Thanks,

Greta

Syndicate content