Improvements
- Memberships Payment Totals Report timing out
Jenkins payments report timeout fix. - Bill Due Date changes when you edit an individual bill
Bug fix - prevent due date from resetting when a bill is edited. - Memberships - Able to create a member using Inactive membership types - Membership type drop down lists with inactive type
Prevent new members from being allocated a disabled membership type. - Payment time displayed incorrectly
Bug fix - correct time now displayed against payments. - Members - Billing - The print icon is enabled for the unpublished bill and clicking on the print icon displayed a blank page
Bug fix: On a bill that has not yet been published, the print icon was enabled. Clicking it resulted in a blank page. The icon is now disabled until the bill has been published. - Payment Allocation - Discountable Custom Line Items
Add support for discounts against custom line items when creating a bill.
Create Bills Redesign.
In this version we have introduced a new ‘Create Bills’ page in memberships.
Note: This is disabled by default. It can be enabled per club via the ‘Enable new Create Bills page (beta)’ within memberships settings:
Once enabled, the Create Bills page defaults to the new design, with a button to switch back to the old view:
The redesigned page requires fewer steps to create the bill. The steps are:
1. Enter Billing Details:
This should be familiar from the old page. The user can enter a billing reference, and a Bill due date.
2. Select Bill Period / Who to Bill
This is the biggest change to this page. Users are now asked to choose the bill cycles and periods they want to bill for, and the members they want to bill before selecting anything else. To do this they click the ‘Set Bill Filters’ button and are presented with this modal.
Cycles/Periods
They can choose one of 3 options:
a) All Cycles
a. Select this to include all types of cycle in the bill
b). Custom Cycles
a. Selecting this subsequently allows the user to select from the following custom types to be added to the bill:
i. Annual
ii. Custom
iii. Monthly
iv. Rolling
c). No Cycles/Periods
a. Select this to include subscriptions that have no cycles applied, or to create a bill with only custom line items.
Once the user has selected the cycle type, they can then select the period. This is done either by entering From / To dates, of by selecting a period (month/year) depending on the type of cycle chosen. They should then click ‘Add Cycle Period’ to include it in the bill.
As an example, to select a monthly cycle for June 2023 the user would do the following:
1. Click ‘Set Bill Filters’
1. Select ‘Custom Cycles’
1. Select ‘Monthly’
1. Select ‘June’ from the period selector
1.Click ‘Add Cycle/Period’
The list of Cycles/periods to be applied will be updated as follows:
Multiple combinations of cycles and periods can be applied to the same bill.
When the user is happy with their cycle/period selections, they should click ‘Next’ to select which members to bill.
Who to Bill
This should be familiar to users, as it is the same as the existing Create Bills page. Select from the following options:
When the user is happy with these selections, they should click ‘Save’.
This triggers the system to check the database for all subscriptions that match the cycle/period criteria and adds them to the table in Step 3.
Step 3 should be familiar, in that it allows them to add/remove subscriptions to the bill by moving them from the left to the right.
The remainder of the Create Bills page is unchanged.
- Payment Allocation - Discount Max. Amount Validation
Add validation to prevent an ‘amount’ discount that is greater than the value of the item it is applied to. - Prevent negative values on custom line items
Validation added to prevent custom line items being used incorrectly to apply discounts. - PROD - Payment allocation - Member bill page (flickering) keeps on adjusting the table when subscription with discount expiry date added (intermittent)
Bug fix - Create Bills page flickering intermittently.