Task #17436
openTask #18123: Ocean Sprint Planning for 04/06/2025 - 13/06/2025
User Story_Receipting_Enhanced
68%
Description
A freight forwarder should be able to record different types of payments such as IB, Cash, Cheque etc. The system should also generate receipts for part / full payments. Payment can also be effected in Foreign Currency by the client. The system should allow payments for multiple invoices as well.
New proposed layout:
{width="939" height="288"}
{width="912" height="160"}
Acceptance criteria:
- Once a payment is added, the 'Amount paid' and 'Remaining Amount' should be re-calculated.
- Amount in Foreign Currency (FCY) should be calculated automatically with regards to the exchange rate.
- Field Amount in Foreign Currency should act as a 'Read only' field.
- Exchange rate to be picked from the maintenance.
- If payment is effected other than 'Cash', display 'Reference number' and 'Bank Name'
- User should be able to 'Download Receipt'.
- User should be able to send the 'Receipt' via e-mail.
- Upon final saving, the 'Amount paid' and 'Remaining Amount' should be calculated at the 'Invoice List' level.
- Receipt to be generated per 'Payment mode'.
- Rate should be modifiable and calculated.
Pre-requisite:
A standard invoice is required
Provision for future use:
Overpayment refers to a situation where someone pays more than the invoiced amount. This should be link with Wallet management and Invoices in the future.
GitLab Sync Log
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Updated by Redmine Admin 6 months ago
- % Done changed from 0 to 31
- GitLab Time Logged changed from 0 to 18000
Updated by Redmine Admin 6 months ago
- % Done changed from 31 to 50
- GitLab Time Logged changed from 18000 to 28800
Updated by Redmine Admin 6 months ago
- % Done changed from 50 to 56
- GitLab Time Logged changed from 28800 to 32400
Updated by Redmine Admin 6 months ago
- % Done changed from 56 to 78
- GitLab Time Logged changed from 32400 to 45000
Updated by Redmine Admin 6 months ago
- Status changed from New to Development Done
- % Done changed from 78 to 81
- GitLab Time Logged changed from 45000 to 46800
Updated by Redmine Admin 6 months ago
- Parent task changed from #16323 to #18123
- gitlab project trace changed from Ocean Sprint Planning for 19/05/2025 - 30/05/2025 to Ocean Sprint Planning for 04/06/2025 - 13/06/2025
Updated by Redmine Admin 6 months ago
- Status changed from Development Done to In Progress
- Start date changed from 04/28/2025 to 05/28/2025
Updated by Redmine Admin 6 months ago
- Status changed from In Progress to New
- Start date changed from 05/28/2025 to 04/28/2025
Updated by Redmine Admin 6 months ago
- % Done changed from 81 to 68
- Estimated time changed from 16:00 h to 24:00 h
- GitLab Time Logged changed from 46800 to 59400
Updated by Redmine Admin 6 months ago
- Status changed from New to Development Done
Updated by Redmine Admin 6 months ago
- Status changed from Development Done to QA