set date received vs applied date

[hpno]

Just made at https://requests.blesta.com/topic/set-date-received-vs-applied-date

Please consider. Thanks.

[S.H.]

I asked for this since Feb 06, 2015. Good luck to you.

[velaware]

I'm a little confused as to what is being asked here.  So, correct me if I'm wrong.

1. If a payment is being made on an invoice, and it is <= invoice amount, then set applied date to the current date
2. If a payment is being made on an invoice, and it is > invoice amount, then don't set the applied date

You also mention credit, so would the apply date in scenario #2 only be set on the credit amount?

[hpno]

1. If a customer pays by credit card, the payment is processed immediately, and the applied date = the received date = the current date. No problem. However, when a customer pays by an offline method, such as bank transfer, in many cases, the payment is only recorded the next day, not the same day. Then the received date is different than the applied date.

2. The applied date is currently set automatically = the current date, there is no option for bypassing or choosing your own.

[Tyson]

Is this request primarily for an option to manually set the transaction amount applied date? Would this be desired when creating the transaction and applying it to invoices, or at any time afterward?

There are two dates associated with transactions:

1. The date the transaction was created (Date Received)
2. The date any amounts from the transaction are applied to an invoice in Blesta (Date Applied)

The applied date is not editable since Blesta knows itself when you apply a transaction amount to an invoice, and the invoice may change status (e.g. to closed) once the transaction payment is applied. If you could set the applied date to a past or future date after it had been applied, then the date the invoice was closed and the date the transaction was applied to the invoice may not align.

[Paul]

@Tyson Would it be possible to set the transaction applied date to be the same, if it is applied at the time the transaction is recorded? Seems like it might be simple enough to just override the transaction applied date to be the same of the transaction received date if it's applied at the same time.

[Tyson]

11 minutes ago, Paul said:

@Tyson Would it be possible to set the transaction applied date to be the same, if it is applied at the time the transaction is recorded? Seems like it might be simple enough to just override the transaction applied date to be the same of the transaction received date if it's applied at the same time.

Yes, we could have the applied date be set to the Date Received when recording a payment, but I'm not sure if that alone would satisfy this feature request.

[hpno]

 

2 hours ago, Tyson said:

Is this request primarily for an option to manually set the transaction amount applied date? Would this be desired when creating the transaction and applying it to invoices, or at any time afterward?

There are two dates associated with transactions:

1. The date the transaction was created (Date Received)
2. The date any amounts from the transaction are applied to an invoice in Blesta (Date Applied)

The applied date is not editable since Blesta knows itself when you apply a transaction amount to an invoice, and the invoice may change status (e.g. to closed) once the transaction payment is applied. If you could set the applied date to a past or future date after it had been applied, then the date the invoice was closed and the date the transaction was applied to the invoice may not align.

Got it. Then there are 3 cases:

1. If the received date is the same as the applied date. There is no problem. Blesta can take any.

2. If the received date is a future date, compared to the applied date: no way, need to set a warning.

3. If the received date is a past date, compared to the applied date, Blesta will override the applied date by the received date.

Or if it's easier, can you consider to show another column before the applied date? So, in each invoice, there are 5 columns instead of 4 columns as right now:

- date received

- date applied

- type

- transaction number

- amount applied

Thanks.

[S.H.]

32 minutes ago, phamhung said:

Or if it's easier, can you consider to show another column before the applied date? So, in each invoice, there are 5 columns instead of 4 columns as right now:

- date received

- date applied

- type

- transaction number

- amount applied

Thanks.

I agree with this as I believe the issue can be resolved satisfactorily without over-thinking. Simply adding a column on the receipt/invoice template with the date received to the left side of the date applied column is sufficient. This is a valid solution since we can already manually enter the date received and the applied date should not be altered as a general principle. I don't believe there is a need to alter the inner working of Blesta because the information is already available in the database, it's just a matter of showing the information on the invoice that the customer receives.

[hpno]

Still, need to check the dates anyway like I posted above. But then no overriding, just showing.