1 <BR><BR><A NAME="history"><FONT SIZE="+2">Payment History</FONT></A><BR>
4 % if ( $payby{'BILL'} && $curuser->access_right('Post payment') ) {
5 <% $s++ ? ' | ' : '' %>
6 <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<% $p %>edit/cust_pay.cgi?popup=1;payby=BILL;custnum=<% $custnum %>', 392, 336, 'cust_pay_popup' ), CAPTION, 'Enter check payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter check payment</A>
9 % if ( $payby{'CASH'} && $curuser->access_right('Post payment') ) {
10 <% $s++ ? ' | ' : '' %>
11 <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<% $p %>edit/cust_pay.cgi?popup=1;payby=CASH;custnum=<% $custnum %>', 392, 336, 'cust_pay_popup' ), CAPTION, 'Enter cash payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter cash payment</A>
14 % if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) {
15 <% $s++ ? ' | ' : '' %>
16 <A HREF="<% $p %>edit/cust_pay.cgi?payby=WEST;custnum=<% $custnum %>">Enter Western Union payment</A>
19 % if ( ( $payby{'CARD'} || $payby{'DCRD'} )
20 % && $curuser->access_right('Process payment')
21 % && ! $cust_main->is_encrypted($cust_main->payinfo)
23 <% $s++ ? ' | ' : '' %>
24 <A HREF="<% $p %>misc/payment.cgi?payby=CARD;custnum=<% $custnum %>">Process credit card payment</A>
27 % if ( ( $payby{'CHEK'} || $payby{'DCHK'} )
28 % && $curuser->access_right('Process payment')
29 % && ! $cust_main->is_encrypted($cust_main->payinfo)
31 <% $s++ ? ' | ' : '' %>
32 <A HREF="<% $p %>misc/payment.cgi?payby=CHEK;custnum=<% $custnum %>">Process electronic check (ACH) payment</A>
35 % if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) {
36 <% $s++ ? ' | ' : '' %>
37 <A HREF="<% $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<% $custnum %>">Post manual (offline) credit card payment</A>
42 % if ( $curuser->access_right('Post credit') ) {
43 <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<% $p %>edit/cust_credit.cgi?<% $custnum %>', 392, 336, 'cust_credit_popup' ), CAPTION, 'Enter credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter credit</A>
47 % if ( $curuser->access_right('View customer tax exemptions') ) {
48 <A HREF="<% $p %>search/cust_tax_exempt_pkg.cgi?custnum=<% $custnum %>">View tax exemptions</A>
52 % if ( $conf->exists('batch-enable')
53 % #&& $curuser->access_right('View customer tax exemptions')
55 View batched payments:
56 % foreach my $status (qw( Queued In-transit Complete All )) {
57 <A HREF="<% $p %>search/cust_pay_batch.cgi?status=<% $status{$status} %>;custnum=<% $custnum %>"><% $status %></A>
58 <% $status ne 'All' ? '|' : '' %>
67 %foreach my $cust_bill ($cust_main->cust_bill) {
68 % my $pre = ( $cust_bill->owed > 0 )
69 % ? '<B><FONT SIZE="+1" COLOR="#FF0000">Open '
71 % my $post = ( $cust_bill->owed > 0 ) ? '</FONT></B>' : '';
72 % my $invnum = $cust_bill->invnum;
73 % my $link = $curuser->access_right('View invoices')
74 % ? qq!<A HREF="${p}view/cust_bill.cgi?$invnum">!
77 % if ( $cust_bill->num_cust_event
78 % && ( $curuser->access_right('Billing event reports')
79 % || $curuser->access_right('View customer billing events')
83 % qq!<BR><FONT SIZE="-1"><A HREF="${p}search/cust_event.html?invnum=!.
84 % $cust_bill->invnum. '">( View invoice events )</A></FONT>';
87 % 'date' => $cust_bill->_date,
88 % 'desc' => $link. $pre.
89 % "Invoice #$invnum (Balance \$". $cust_bill->owed. ')'.
90 % $post. ( $link ? '</A>' : '' ). $events,
91 % 'charge' => $cust_bill->charged,
95 %#payments (some false laziness w/credits)
96 %foreach my $cust_pay ($cust_main->cust_pay) {
98 % my $payby = $cust_pay->payby;
101 % if ( $payby eq 'CARD' ) {
102 % $payinfo = $cust_pay->paymask;
103 % } elsif ( $payby eq 'CHEK' && $cust_pay->payinfo =~ /^(\d+)\@(\d+)$/ ) {
104 % $payinfo = "ABA $2, Acct# $1";
106 % $payinfo = $cust_pay->payinfo;
108 % my @cust_bill_pay = $cust_pay->cust_bill_pay;
109 % my @cust_pay_refund = $cust_pay->cust_pay_refund;
111 % my $target = "$payby$payinfo";
112 % $payby =~ s/^BILL$/Check #/ if $payinfo;
113 % $payby =~ s/^CHEK$/Electronic check /;
114 % $payby =~ s/^PREP$/Prepaid card /;
115 % $payby =~ s/^CARD$/Credit card #/;
116 % $payby =~ s/^COMP$/Complimentary by /;
117 % $payby =~ s/^CASH$/Cash/;
118 % $payby =~ s/^WEST$/Western Union/;
119 % $payby =~ s/^MCRD$/Manual credit card/;
120 % $payby =~ s/^BILL$//;
121 % my $info = $payby ? " ($payby$payinfo)" : '';
123 % my( $pre, $post, $desc, $apply, $ext ) = ( '', '', '', '', '' );
124 % if ( scalar(@cust_bill_pay) == 0
125 % && scalar(@cust_pay_refund) == 0 ) {
126 % #completely unapplied
127 % $pre = '<B><FONT COLOR="#FF0000">Unapplied ';
128 % $post = '</FONT></B>';
129 % $apply = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_bill_pay.cgi?!.
131 % qq!', 392, 336, 'cust_bill_pay_popup' ), CAPTION, 'Apply payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!;
133 % } elsif ( scalar(@cust_bill_pay) == 1
134 % && scalar(@cust_pay_refund) == 0
135 % && $cust_pay->unapplied == 0 ) {
136 % #applied to one invoice, the usual situation
137 % $desc = ' applied to Invoice #'. $cust_bill_pay[0]->invnum;
138 % } elsif ( scalar(@cust_bill_pay) == 0
139 % && scalar(@cust_pay_refund) == 1
140 % && $cust_pay->unapplied == 0 ) {
141 % #applied to one refund
142 % $desc = ' refunded on '. time2str("%D", $cust_pay_refund[0]->_date);
146 % foreach my $app ( sort { $a->_date <=> $b->_date }
147 % ( @cust_bill_pay, @cust_pay_refund ) ) {
148 % if ( $app->isa('FS::cust_bill_pay') ) {
149 % $desc .= ' '.
151 % ' applied to Invoice #'. $app->invnum.
153 % #' on '. time2str("%D", $cust_bill_pay->_date).
154 % } elsif ( $app->isa('FS::cust_pay_refund') ) {
155 % $desc .= ' '.
157 % ' refunded on '. time2str("%D", $app->_date).
160 % die "$app is not a FS::cust_bill_pay or FS::cust_pay_refund";
163 % if ( $cust_pay->unapplied > 0 ) {
164 % $desc .= ' '.
165 % '<B><FONT COLOR="#FF0000">$'.
166 % $cust_pay->unapplied. ' unapplied</FONT></B>'.
167 % qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_bill_pay.cgi?!.
169 % qq!', 392, 336, 'cust_bill_pay_popup' ), CAPTION, 'Apply payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!.
174 % my $view = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}view/cust_pay.html?link=popup;paynum=!.
176 % qq!', 540, 336, 'view_cust_pay_popup' ), CAPTION, 'Payment Receipt', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">view receipt</A>)!;
179 % my $refund_days = $conf->config('card_refund-days') || 120;
180 % if ( $cust_pay->closed !~ /^Y/i
181 % && $cust_pay->payby =~ /^(CARD|CHEK)$/
182 % && time-$cust_pay->_date < $refund_days*86400
183 % && $cust_pay->unrefunded > 0
184 % && $curuser->access_right('Refund payment')
186 % $refund = qq! (<A HREF="${p}edit/cust_refund.cgi?payby=$1;!.
187 % qq!paynum=!. $cust_pay->paynum. '"'.
188 % qq! TITLE="Send a refund for this payment to the payment gateway"!.
193 % if ( $cust_pay->closed !~ /^Y/i
194 % && ( ( $cust_pay->payby eq 'CARD'
195 % && $curuser->access_right('Credit card void')
197 % || ( $cust_pay->payby eq 'CHEK'
198 % && $curuser->access_right('Echeck void')
200 % || ( $cust_pay->payby !~ /^(CARD|CHEK)$/
201 % && $curuser->access_right('Regular void')
206 % $void = qq! (<A HREF="javascript:areyousure('!.
207 % qq!${p}misc/void-cust_pay.cgi?!. $cust_pay->paynum.
208 % qq!', 'Are you sure you want to void this payment?')"!.
209 % qq! TITLE="Void this payment from the database!.
210 % ( $cust_pay->payby =~ /^(CARD|CHEK)$/
211 % ? ' (do not send anything to the payment gateway)'
218 % if ( $cust_pay->closed !~ /^Y/i
219 % && $conf->exists('deletepayments')
220 % && $curuser->access_right('Delete payment')
223 % $delete = qq! (<A HREF="javascript:areyousure('!.
224 % qq!${p}misc/delete-cust_pay.cgi?!. $cust_pay->paynum.
225 % qq!', 'Are you sure you want to delete this payment?')"!.
226 % qq! TITLE="Delete this payment from the database completely - not recommended"!.
231 % if ( $cust_pay->closed !~ /^Y/i
232 % && scalar(@cust_bill_pay)
233 % && $curuser->access_right('Unapply payment')
236 % $unapply = qq! (<A HREF="javascript:areyousure('!.
237 % qq!${p}misc/unapply-cust_pay.cgi?!. $cust_pay->paynum.
238 % qq!', 'Are you sure you want to unapply this payment?')"!.
239 % qq! TITLE="Keep this payment, but dissociate it from the invoices it is currently applied against"!.
244 % 'date' => $cust_pay->_date,
245 % 'desc' => $pre. "Payment$post$info$desc".
246 % "$view$apply$refund$void$delete$unapply",
247 % 'payment' => $cust_pay->paid,
248 % 'target' => $target,
253 %foreach my $cust_pay_void ($cust_main->cust_pay_void) {
255 % my $payby = $cust_pay_void->payby;
256 % my $payinfo = $payby eq 'CARD'
257 % ? $cust_pay_void->paymask
258 % : $cust_pay_void->payinfo;
260 % $payby =~ s/^BILL$/Check #/ if $payinfo;
261 % $payby =~ s/^CHEK$/Electronic check /;
262 % $payby =~ s/^BILL$//;
263 % $payby =~ s/^(CARD|COMP)$/$1 /;
264 % my $info = $payby ? " ($payby$payinfo)" : '';
267 % if ( $cust_pay_void->closed !~ /^Y/i
268 % && $curuser->access_right('Unvoid')
271 % $unvoid = qq! (<A HREF="javascript:areyousure('!.
272 % qq!${p}misc/unvoid-cust_pay_void.cgi?!. $cust_pay_void->paynum.
273 % qq!', 'Are you sure you want to unvoid this payment?')"!.
274 % qq! TITLE="Unvoid this payment from the database!.
275 % ( $cust_pay_void->payby =~ /^(CARD|CHEK)$/
276 % ? ' (do not send anything to the payment gateway)'
283 % 'date' => $cust_pay_void->_date,
284 % 'desc' => "<DEL>Payment $info</DEL> <I>voided ".
285 % time2str("%D", $cust_pay_void->void_date).
286 % " by ". $cust_pay_void->otaker. '</i>'. $unvoid,
287 % 'void_payment' => $cust_pay_void->paid,
292 %#credits (some false laziness w/payments)
293 %foreach my $cust_credit ($cust_main->cust_credit) {
295 % my @cust_credit_bill = $cust_credit->cust_credit_bill;
296 % my @cust_credit_refund = $cust_credit->cust_credit_refund;
298 % my( $pre, $post, $desc, $apply, $ext ) = ( '', '', '', '', '' );
299 % if ( scalar(@cust_credit_bill) == 0
300 % && scalar(@cust_credit_refund) == 0 ) {
301 % #completely unapplied
302 % $pre = '<B><FONT COLOR="#FF0000">Unapplied ';
303 % $post = '</FONT></B>';
304 % $apply = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
305 % $cust_credit->crednum.
306 % qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!;
307 % } elsif ( scalar(@cust_credit_bill) == 1
308 % && scalar(@cust_credit_refund) == 0
309 % && $cust_credit->credited == 0 ) {
310 % #applied to one invoice, the usual situation
311 % $desc = ' applied to Invoice #'. $cust_credit_bill[0]->invnum;
312 % } elsif ( scalar(@cust_credit_bill) == 0
313 % && scalar(@cust_credit_refund) == 1
314 % && $cust_credit->credited == 0 ) {
315 % #applied to one refund
316 % $desc = ' refunded on '. time2str("%D", $cust_credit_refund[0]->_date);
320 % foreach my $app ( sort { $a->_date <=> $b->_date }
321 % ( @cust_credit_bill, @cust_credit_refund ) ) {
322 % if ( $app->isa('FS::cust_credit_bill') ) {
323 % $desc .= ' '.
325 % ' applied to Invoice #'. $app->invnum.
327 % #' on '. time2str("%D", $app->_date).
328 % } elsif ( $app->isa('FS::cust_credit_refund') ) {
329 % $desc .= ' '.
331 % ' refunded on '. time2str("%D", $app->_date).
334 % die "$app is not a FS::cust_credit_bill or a FS::cust_credit_refund";
337 % if ( $cust_credit->credited > 0 ) {
338 % $desc .= ' <B><FONT COLOR="#FF0000">$'.
339 % $cust_credit->credited. ' unapplied</FONT></B>'.
340 % qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
341 % $cust_credit->crednum.
342 % qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!.
348 % if ( $cust_credit->closed !~ /^Y/i
350 % #s'pose deleting a credit isn't bad like deleting a payment
351 % # and this needs to be generally available until we have credit voiding..
352 % #&& $conf->exists('deletecredits')
354 % && $curuser->access_right('Delete credit')
357 % $delete = qq! (<A HREF="javascript:areyousure('!.
358 % qq!${p}misc/delete-cust_credit.cgi?!. $cust_credit->crednum.
359 % qq!', 'Are you sure you want to delete this credit?')">!.
364 % if ( $cust_credit->closed !~ /^Y/i
365 % && scalar(@cust_credit_bill)
366 % && $curuser->access_right('Unapply credit')
369 % $unapply = qq! (<A HREF="javascript:areyousure('!.
370 % qq!${p}misc/unapply-cust_credit.cgi?!. $cust_credit->crednum.
371 % qq!', 'Are you sure you want to unapply this credit?')">!.
376 % 'date' => $cust_credit->_date,
377 % 'desc' => $pre. "Credit$post by ". $cust_credit->otaker.
378 % ( $cust_credit->reason
379 % ? ' ('. $cust_credit->reason. ')'
382 % "$desc$apply$delete$unapply",
383 % 'credit' => $cust_credit->amount,
389 %foreach my $cust_refund ($cust_main->cust_refund) {
391 % my $payby = $cust_refund->payby;
392 % my $payinfo = $payby eq 'CARD'
393 % ? $cust_refund->paymask
394 % : $cust_refund->payinfo;
396 % $payby =~ s/^BILL$/Check #/ if $payinfo;
397 % $payby =~ s/^CHEK$/Electronic check /;
398 % $payby =~ s/^(CARD|COMP)$/$1 /;
401 % if ( $cust_refund->closed !~ /^Y/i
402 % && $conf->exists('deleterefunds')
403 % && $curuser->access_right('Delete refund')
406 % $delete = qq! (<A HREF="javascript:areyousure('!.
407 % qq!${p}misc/delete-cust_refund.cgi?!. $cust_refund->refundnum.
408 % qq!', 'Are you sure you want to delete this refund?')"!.
409 % qq! TITLE="Delete this refund from the database completely - not recommended"!.
414 % 'date' => $cust_refund->_date,
415 % 'desc' => "Refund ($payby$payinfo) by ". $cust_refund->otaker. "<BR>".
417 % 'refund' => $cust_refund->refund,
425 <% include("/elements/table-grid.html") %>
426 % my $bgcolor1 = '#eeeeee';
427 % my $bgcolor2 = '#ffffff';
433 <TH CLASS="grid" BGCOLOR="#cccccc">Date</TH>
434 <TH CLASS="grid" BGCOLOR="#cccccc">Description</TH>
435 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Charge</FONT></TH>
436 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Payment</FONT></TH>
437 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>In-house<BR>Credit</FONT></TH>
438 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Refund</FONT></TH>
439 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Balance</FONT></TH>
442 %#display payment history
444 %sub balance_forward_row {
445 % my( $b, $date ) = @_;
446 % my $conf = new FS::Conf;
447 % my $money_char = $conf->config('money_char') || '$';
448 % ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/- \$/;
450 <TR ID="balance_forward_row">
451 <TD CLASS="grid" BGCOLOR="#dddddd">
452 <% time2str("%D",$date) %>
455 <TD CLASS="grid" BGCOLOR="#dddddd">
456 <I>Starting balance on <% time2str("%D",$date) %></I>
457 (<A HREF="javascript:void(0);" onClick="show_history();">show prior history</A>)
460 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
461 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
462 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
463 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
464 <TD CLASS="grid" BGCOLOR="#dddddd"><I><% $balance_forward %></I></TD>
471 %my $money_char = $conf->config('money_char') || '$';
473 %my $years = $conf->config('payment_history-years') || 2;
474 %my $older_than = time - $years * 31556736; #60*60*24*365.24
477 %my $old_history = 0;
480 %foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) {
482 % $lastdate = $item->{'date'};
485 % if ( $item->{'date'} < $older_than ) {
486 % $display = ' STYLE="display:none" ';
492 % if ( $hidden && ! $seen++ ) {
493 % balance_forward_row($balance, $item->{'date'});
498 % if ( $bgcolor eq $bgcolor1 ) {
499 % $bgcolor = $bgcolor2;
501 % $bgcolor = $bgcolor1;
504 % my $charge = exists($item->{'charge'})
505 % ? sprintf("$money_char\%.2f", $item->{'charge'})
508 % my $payment = exists($item->{'payment'})
509 % ? sprintf("- $money_char\%.2f", $item->{'payment'})
512 % $payment ||= sprintf( "<DEL>- $money_char\%.2f</DEL>",
513 % $item->{'void_payment'}
515 % if exists($item->{'void_payment'});
517 % my $credit = exists($item->{'credit'})
518 % ? sprintf("- $money_char\%.2f", $item->{'credit'})
521 % my $refund = exists($item->{'refund'})
522 % ? sprintf("$money_char\%.2f", $item->{'refund'})
525 % my $target = exists($item->{'target'}) ? $item->{'target'} : '';
527 % $balance += $item->{'charge'} if exists $item->{'charge'};
528 % $balance -= $item->{'payment'} if exists $item->{'payment'};
529 % $balance -= $item->{'credit'} if exists $item->{'credit'};
530 % $balance += $item->{'refund'} if exists $item->{'refund'};
531 % $balance = sprintf("%.2f", $balance);
532 % $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp
533 % ( my $showbalance = $money_char. $balance ) =~ s/^\$\-/- \$/;
538 <TR <% $display ? $display.' ID="old_history'.$old_history++.'"' : ''%>>
539 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
540 % unless ( !$target || $target{$target}++ ) {
542 <A NAME="<% $target %>">
545 <% time2str("%D",$item->{'date'}) %>
546 % if ( $target && $target{$target} == 1 ) {
553 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
554 <% $item->{'desc'} %>
556 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
559 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
562 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
565 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
568 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
574 %if ( scalar(@history) && $hidden && ! $seen++ ) {
575 % balance_forward_row($balance, $lastdate);
580 <SCRIPT TYPE="text/javascript">
582 function show_history () {
583 //alert('showing history!');
585 var balance_forward_row = document.getElementById('balance_forward_row');
587 balance_forward_row.style.display = 'none';
588 for ( var i = 0; i < <% $old_history %>; i++ ) {
589 var oldRow = document.getElementById('old_history'+i);
590 oldRow.style.display = '';
599 my( $cust_main ) = @_;
600 my $custnum = $cust_main->custnum;
602 my $conf = new FS::Conf;
604 my $curuser = $FS::CurrentUser::CurrentUser;
606 my @payby = grep /\w/, $conf->config('payby');
607 #@payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH WEST COMP ))
608 @payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH COMP ))
610 my %payby = map { $_=>1 } @payby;
613 'Queued' => 'O', #Open
615 'Complete' => 'R', #Resolved