Advance payment purpose template

From ISPWiki
Jump to: navigation, search

An advance payment in BILLmanager has a "purpose of payment", or a brief description shown on a payment system side or in invoices.

An advance payment purpose template is selected according to the following procedure (once the template is found, the search will ):

  • If a payer makes a new payment, the corresponding template, if any, will be taken from the the payer's configuration form.
  • If the payment is associated with a certain payment method, the template, if any, will be taken from the payment method configuration form.
  • If the payment is made in favor of a certain company:
    • If the company is associated with a certain project, the template, if any, will be taken from the projects' account configuration form
    • The template, if any, will be taken from the company configuration form.

Otherwise, a standard template + " #payment id" will be used:

  • For common payments, the template is taken from the "advancepayment" message of the "common" section
  • When making a refund to the client's account after he has cancelled additional resources, the template is taken from the "returnpayment" message of the "common" section
  • When making a partial refund, the template is taken from the "refundpayment" message of the "common" section

Template features

The following macros are currently supported:

  • {contract.number} - the number of the first contract
  • {contract.signdate} - the date when the first contract was signed
  • {contract.senddate} - the date when the first contract was sent
  • {payment.id} - payment id
  • {payment.number} - payment number
  • {payment.createdate} - payment creation date

Functions:

  • Format{value,format} - where value is a date in the format YYYY-MM-DD, ex. 2033-12-31, format is based on the rules described here