update payment screen to allow for paying multiple invoices #16

New Issue

norman · 2026-06-08T19:35:09Z

norman commented

2026-06-08 19:35:09 +00:00

When paying an invoice via credit card i would like an option to pay additional invoices. I think the way i would do is have a check box on the payment popup screen that says pay additional invoices. When check the system can run a search on the customer and pull in a table of info with all his unpaid invoices. There should be a selector check box on the left and we can pick any of the additional invoices to be paid.

TyReynolds commented

2026-06-09 12:38:35 +00:00

Single charge or multiple charges?
When the user selects 3 additional invoices, do you want one combined charge for the total of all selected invoices or separate charges per invoice
AutoPay path too?
Should the "pay additional invoices" option appear on both paths or only the manual card entry path?
What happens to the Payment Entries?
If 3 invoices are paid in one charge, do you want one Payment Entry allocated across all 3 invoices or separate Payment Entries per invoice all referencing the same transaction ID?
The current invoice
The dialog already opens for a specific invoice (frm.doc.name). When additional invoices are selected, is the current invoice always included in the charge, or could a user theoretically uncheck it?
What columns do you want in the additional invoices table to identify the invoices? I'm assuming invoice number.

1. Single charge or multiple charges? When the user selects 3 additional invoices, do you want one combined charge for the total of all selected invoices or separate charges per invoice 2. AutoPay path too? Should the "pay additional invoices" option appear on both paths or only the manual card entry path? 3. What happens to the Payment Entries? If 3 invoices are paid in one charge, do you want one Payment Entry allocated across all 3 invoices or separate Payment Entries per invoice all referencing the same transaction ID? 4. The current invoice The dialog already opens for a specific invoice (frm.doc.name). When additional invoices are selected, is the current invoice always included in the charge, or could a user theoretically uncheck it? 5. What columns do you want in the additional invoices table to identify the invoices? I'm assuming invoice number.

norman commented

2026-06-09 23:06:16 +00:00

See answers below.

Single charge or multiple charges?
When the user selects 3 additional invoices, do you want one combined charge for the total of all selected invoices or separate charges per invoice

Let's do one combined charge. that should mean less api calls.

AutoPay path too?
Should the "pay additional invoices" option appear on both paths or only the manual card entry path?

It only needs to be available for manual entry. It is assumed autopay invoices are paid at creation.

What happens to the Payment Entries?
If 3 invoices are paid in one charge, do you want one Payment Entry allocated across all 3 invoices or separate Payment Entries per invoice all referencing the same transaction ID?

It can all be in one payment entry, similar to opt 1

The current invoice
The dialog already opens for a specific invoice (frm.doc.name). When additional invoices are selected, is the current invoice always included in the charge, or could a user theoretically uncheck it?

I'd say onece multiple invoices is checked that the current invoice is just another invoice in the table but checked by default. If the user needs to uncheck it i don't see why that option couldn't be there.

What columns do you want in the additional invoices table to identify the invoices? I'm assuming invoice number.

invoice number, date, customer name, and total.

See answers below. 1. Single charge or multiple charges? When the user selects 3 additional invoices, do you want one combined charge for the total of all selected invoices or separate charges per invoice Let's do one combined charge. that should mean less api calls. 2. AutoPay path too? Should the "pay additional invoices" option appear on both paths or only the manual card entry path? It only needs to be available for manual entry. It is assumed autopay invoices are paid at creation. 3. What happens to the Payment Entries? If 3 invoices are paid in one charge, do you want one Payment Entry allocated across all 3 invoices or separate Payment Entries per invoice all referencing the same transaction ID? It can all be in one payment entry, similar to opt 1 4. The current invoice The dialog already opens for a specific invoice (frm.doc.name). When additional invoices are selected, is the current invoice always included in the charge, or could a user theoretically uncheck it? I'd say onece multiple invoices is checked that the current invoice is just another invoice in the table but checked by default. If the user needs to uncheck it i don't see why that option couldn't be there. 5. What columns do you want in the additional invoices table to identify the invoices? I'm assuming invoice number. invoice number, date, customer name, and total.

TyReynolds commented

2026-06-10 15:01:41 +00:00

Frontend functionality is working on the dev server. I need to test actually running payments with it yet.

TyReynolds commented

2026-06-11 13:36:41 +00:00

Finished and tested. 6/11/26

TyReynolds closed this issue

2026-06-11 13:36:41 +00:00

Sign in to join this conversation.

2 Participants

Notifications

Due Date

No due date set.

Dependencies

No dependencies set.

Reference: nsinnovations/ns_erpnext_app#16