Print receipts instead of invoices

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Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$850
Due date for completion of this stage: 
10/05/2014
Current Percentage Funded: 
12.00%
Project funding: 

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Project description: 

Currently the only way to print receipts is to:

  • perform a payment in Customer - Payments
  • select a payment in Customer - Account, and click Print

To better integrate OpenVPMS with cash-drawers that are triggered by receipt printing, this project will provide the option to:

  • print receipts
    • during the Check-Out workflow
    • during an OTC transaction
    • when doing a payment for a finalised charge in Customer - Charges
  • disable printing of invoices
    • during Check-Out
    • during OTC
    • in Customer - Charges

To do this:

  1. a Print Receipt flag will be added to party.organisationLocation, defaulting to false
  • If true, receipts are printed during Check-Out, OTC and Customer - Charges when performing payments.
  • If false, receipts are only printed by clicking Print in Customer - Accounts
  1. a Print Invoice flag will be added to party.organisationLocation, defaulting to true
  • If true, invoices are printed during Check-Out, OTC and Customer - Charges when finalising charges
  • If false, invoices are only printed by clicking Print in Customer - Accounts

If either Print Receipt or Print Invoice is true a dialog will be displayed prompting to print the relevant document. This prompting can be suppressed by unticking Interactive for the relevant document template.

Note that if Interactive is unticked for a receipts/invoices, clicking Print in Customer - Accounts will print without prompting.

 

Comments

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Re: Print receipts instead of invoices

Guys - any update on this?  Cheers.

Cahir P. King

Re: Print receipts instead of invoices

I've simplified the spec somewhat. Can you verify the above meets your requirements?

Re: Print receipts instead of invoices

Fine with me.

Cahir

Cahir P. King

Re: Print receipts instead of invoices

You will need to update the receipt template somewhat - a payment notice is not sufficient for most peoples GST accounting setups, the receipt must show an itemised bill.  This is particularly important for practices servicing commercial setups.

 

Regards
 
Ben 
OpenVPMS Installer and Helper (Smalltime Developer) 
Ph: +61423044823 
Email: benjicharlton@gmail.com
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