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Invoices/Sales Admin Overview: Implement subtabs and add info about invoice status #4954

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mariobehling opened this issue Sep 3, 2020 · 2 comments · Fixed by #5066
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@mariobehling
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mariobehling commented Sep 3, 2020

The admin overview on the system sales need to be improved to ensure a smooth sales and invoicing process that can be taken care of by sales staff. Therefore:

  • Separate the admin/sales tab into 2 subtabs - Orders and Invoices
  • Move the sidebar table "Invoices" (https://eventyay.com/admin/sales/invoices) to its dedicated tab
  • Make table sortable according to each column
  • Enhance the Invoice table and implement missing tabs as follows. Show:
    • Invoice # (show with download link of Invoice PDF)
    • Invoice Date
    • Event
    • Dates
    • Amount
    • Organizer/Email (Show Names and Emails here)
    • Invoice Sent (Show dates invoice was sent out and also the dates if it was sent out several times)
    • Status (Unpaid, Overdue, Paid, Failed, Refunding, Refunded, Request Cancelled - Enable Admin to change the state; "Request Cancelled" means there was no invoice paid and the platform cancelled the request to pay the invoice)
    • Notify button (opening a pop-up with email options depending on state)
    • Resend Invoice button

Compare https://eventyay.com/admin/sales

Screenshot from 2020-09-03 11-50-56

@maze-runnar
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Notify button (opening a pop-up with email options depending on state)

what is notify actually ?

@iamareebjamal
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iamareebjamal commented Sep 14, 2020

Like this #4604
image

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3 participants