In recent weeks our developers were busy working on modifications of Invoice plugin. In the new version, we changed the invoices workflow and added payments functionality. Let me walk you through what's new, as the changes affect not only the user interface but also some elements of software logics. .
Invoice payments
Firstly, the payments allow taking into account the payment date of the invoice. Secondly, it is now possible to partly pay the invoice and see the remaining amount, both on the invoice page and on the list of all the invoices. Every payment contains details like the date, the amount of the payment and description. It’s also possible to attach files to the payments (e.g., receipt of payment).
With the implementation of this feature, the logic of transition of the invoices statuses on the workflow changed a bit. Now it’s not possible to simply change the status to “Paid”, but it’s necessary to add the payment. If the amount of all payments about the invoice is equal to the amount of the invoice, then the status will automatically change to “Paid”. We want to point out, that if any payment will be deleted, making the total amount of payments smaller than the sum of invoice, then its status changes to back to the previous one - “Sent”, and opens the invoice as unpaid.
User interface changes
We made minor elaborations in the display of overall statistics and the statistics for the client. Now you can see both the total amount of paid invoices and the remaining amount to be paid (the amounts are calculated only for those invoices that fall within the terms of filtering, by default only open invoices are shown).
Now there’s a balance of the client on the invoice page, which shows the unpaid amount (for invoices with the status “Sent” only).
Other changes
To take into the account the invoices, which were Sent and will not be paid for any reason, we added a new status that let you "close" them in the system. It's a "Canceled" status.
That's not all. For your convenience, only contacts with the invoices are shown in the filters. The invoices may be linked to the contacts from any projects.
