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Feature #11022

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Feature #11019: Subscription Updates for Cancellation by Admin and Customer

Settlement Calculations and Credit card charges and Public Payment Results

Added by Divya Inapakurthi 13 days ago. Updated 13 days ago.

Status:
Resolved
Priority:
Normal
Target version:
-
Start date:
09/20/2026
Due date:
09/20/2026 (15 days late)
% Done:

100%

Estimated time:

Description

- Settlement Calculations: Automated visit reconciliation to calculate the exact balance due or refund amount upon subscription cancellation.
- POS Invoicing & PDF Generation: Integrated dedicated POS invoice creation and generated official POS PDFs linked to the quotation and subscription contract.
- Automated Settlement Emails: Sent customer cancellation settlement emails containing itemized visit breakdowns, payment links, and attached POS invoice PDFs.
- Stripe Checkout Integration: Implemented one-time Stripe Checkout sessions with webhook handling to automatically mark POS invoices and contract settlements as paid.
- Credit Card Tax Surcharge: Applied dynamic credit card processing fees from company settings across Stripe checkout, invoice records, and email breakdowns. ( currently working on this - will continue on next working day )
- Public Payment Result Page: Tailored the customer post-payment results page to show cancellation settlement success details and a clean "Close Window" action.
- Comprehensive Audit Trail: Recorded all settlement lifecycle events (invoice sent, payment completed, and balance adjustments) in the subscription history log.
- Frontend UI & Action Controls: Added "Send/Resend Stripe Invoice" action buttons and commented out the "Waive Balance" button from the subscribers view.


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Actions #1

Updated by Divya Inapakurthi 13 days ago

  • Status changed from New to Resolved
  • % Done changed from 0 to 100
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