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Feature #11341

closed

Feature #7963: In product quotation from admin panel will able to update the real time payment using card / pos terminal like landscaping invoice payment flow and send payment notifications based on the flag from admin side

Embedded stripe online for admin

Added by Divya Inapakurthi about 1 month ago. Updated 28 days ago.

Status:
Closed
Priority:
Normal
Start date:
10/05/2026
Due date:
10/06/2026
% Done:

100%

Estimated time:
Spent time:

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Updated by Divya Inapakurthi about 1 month ago

  • Credit Card Fee Recording: Added tracking and display for credit card processing fees across product quotes, invoices, and transaction tables.
  • Consolidated Split Payment Actions: Grouped multi-method split payments into a single unified transaction rather than generating duplicate entries.
  • Formatted Payment Notes: Standardized payment audit notes with clear breakdowns for all methods (Card details/fee, Check #, Zelle, Bank Transfer, Cash).
  • Backend Date & Timezone Range Fix: Fixed date calculation and moment handling that was causing partial payment queries with yearly/timezone filters to hang.
  • Partial Status Tab & Refetch Optimization: Optimized API fetching and page resets when switching between status tabs like Partial.
  • Payment Change Option Cleanup: Removed the change/return amount option once a payment is already verified.
  • POS-Aligned 2-Column Payment Modal: Redesigned the payment popup with a modern 2-column POS layout containing an Order Summary sidebar and Allocations list.
  • Stripe Processing Fee Notice Update: Modified the info notice text to explicitly reference Stripe card processing fees instead of company fees.
  • UI & Placeholder Polish: Improved payment method button grid alignment and reduced input placeholder font weights to light.
  • Card Form Validation & Pay Button State: Disabled the manual card Pay button until all required details (Card Number, Expiry, CVC, and ZIP) are fully entered and valid.
Actions #2

Updated by Divya Inapakurthi about 1 month ago

  • Status changed from New to Closed

Updated by Divya Inapakurthi about 1 month ago

  • popup credit card with send, copy, pay options
  • transaction ui update, removed record payment label with icon from invoices
  • combined total, paid and due columns
  • action history fixed for multiple options recording one action history

Updated by Divya Inapakurthi about 1 month ago

  • Stripe Direct Processing Backend: Implemented backend integration for Stripe card charging to securely debit payments directly from card details.
  • Seamless Manual Card Flow: Integrated manual card payment modal directly with the "Process Payment" flow to record all split payment allocations automatically upon card success.
  • Stripe Links for Custom Allocations: Fixed Copy Link and Send Link so Stripe checkout sessions generate accurately for custom allocated amounts rather than the full quote total.
  • Action History for Copied Links: Updated "Copy Link" to log a distinct payment_link_copied action history entry with the exact allocated amount.
  • Customer Public Payment Page Fee: Added credit card processing tax calculation to the customer-facing public checkout page.
  • Card Form Validation: Enforced a 6-character maximum limit on ZIP / Postal Code input in manual card processing.
  • Payment Method UI Order: Positioned the most recently added payment method at the top of the selection list.
  • Zero Balance Lock: Disabled remaining unallocated payment methods when the remaining balance reaches $0.00.
  • Send Link Button Feedback: Added a dynamic loading spinner and "Sending..." text indicator to the Send Link button.
  • False Auto-Verification Prevention: Added baseline amount paid tracking to avoid false automatic verifications when opening quotes with prior partial payments.
  • Accurate Partial Payment Webhook Status: Resolved partial payments being recorded as full paid by dynamically computing amountPaid, remainingAmount, and setting status to partial in the Stripe webhook.
  • Sales Record Split Payment Tracking: Updated backend sale recording to set paymentMethod: "split" and store all multi-method transactions in sale.paymentMethods.
  • Real-time Transaction Tab Sync: Fixed transaction sub-table stale states and deduplication by making invoice installments the single source of truth.
  • PDF Payment Type Accuracy: Fixed PDF receipt table to dynamically label partial online payments as "Partial Payment" rather than defaulting to "Full Payment".
  • Minimal Action History Notes: Simplified payment action notes to a clean and readable format: Paid through Credit / Debit Card $X.XX
Actions #5

Updated by Divya Inapakurthi 28 days ago

  • Target version set to Sprint (10/05/2026- 10/09/2026)
Actions #6

Updated by Divya Inapakurthi 28 days ago

  • Due date set to 10/06/2026
  • Start date changed from 10/06/2026 to 10/05/2026
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