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: 

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: 

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, as follows:

  1. Finalised Payments can only be changed if the associated Till Balance has Uncleared status. i.e this won't be an available function after the till has been cleared
  2. Payment item types can be changed for any payment status
  3. Changing of payment item types for Finalised payments is only available to users with admin rights
  4. Payment items can be added or deleted for Finalised payments so long as the total amount doesn't change

A text field stored with the payment that will include a timestamp and username of the person who administratively changed payment types. This only applies after the payment is Finalised. This wil be appended to each time a change is made.

Changing of payment item types will be done by:

  • including a drop-down in the Type column of Items.
  • changing of payment types will result in the payment item being deleted and replaced with a new one of the same amount.

 

JIRA: OVPMS-925

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

We would pledge $300 towards this project if it goes ahead.

 

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

Re: Allow switching of payment type on finalised payments

Hi Alan,

Is this still something you would be keen to see?

 

Our clinic is looking to fund the remaining cost. Are you still cool to fund $600 to its development if we pitch in the rest?

 

Cheers,

Matt Costa

Re: Allow switching of payment type on finalised payments

Reading through this it looks to be fully funded.

Is it in development now?

We have pledged $300 but happy to up it to $500 if required. We would love this feature to go ahead.

Cheers

Di

Re: Allow switching of payment type on finalised payments

At this stage, only 30% of funding has been received so development has not commenced.

Re: Allow switching of payment type on finalised payments

Hi Tim and Matt,

Do you mean the 30% funding is already received? What about others who have pledged? I'm happy to contribute as well but am confused after reading the above posts.

Kind regards,

Anthony (ActiVet)

Re: Allow switching of payment type on finalised payments

30% of funding has been received. We only start development when 100% has been received.

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