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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