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Print receipts instead of invoices

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Submitted by tanderson on Sat, 10/05/2014 - 17:37

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.

 

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Re: Print receipts instead of invoices

Submitted by ck234 (not verified) on Thu, 29/05/2014 - 21:26.

Guys - any update on this?  Cheers.

Re: Print receipts instead of invoices

Submitted by tanderson on Fri, 06/06/2014 - 12:53.

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

Re: Print receipts instead of invoices

Submitted by ck234 (not verified) on Mon, 16/06/2014 - 05:00.

Fine with me.

Cahir

Re: Print receipts instead of invoices

Submitted by Ben_Charlton on Thu, 19/06/2014 - 11:11.

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 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au
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