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>)!.
175 % my $refund_days = $conf->config('card_refund-days') || 120;
176 % if ( $cust_pay->closed !~ /^Y/i
177 % && $cust_pay->payby =~ /^(CARD|CHEK)$/
178 % && time-$cust_pay->_date < $refund_days*86400
179 % && $cust_pay->unrefunded > 0
180 % && $curuser->access_right('Refund payment')
182 % $refund = qq! (<A HREF="${p}edit/cust_refund.cgi?payby=$1;!.
183 % qq!paynum=!. $cust_pay->paynum. '"'.
184 % qq! TITLE="Send a refund for this payment to the payment gateway"!.
189 % if ( $cust_pay->closed !~ /^Y/i
190 % && ( ( $cust_pay->payby eq 'CARD'
191 % && $curuser->access_right('Credit card void')
193 % || ( $cust_pay->payby eq 'CHEK'
194 % && $curuser->access_right('Echeck void')
196 % || ( $cust_pay->payby !~ /^(CARD|CHEK)$/
197 % && $curuser->access_right('Regular void')
202 % $void = qq! (<A HREF="javascript:areyousure('!.
203 % qq!${p}misc/void-cust_pay.cgi?!. $cust_pay->paynum.
204 % qq!', 'Are you sure you want to void this payment?')"!.
205 % qq! TITLE="Void this payment from the database!.
206 % ( $cust_pay->payby =~ /^(CARD|CHEK)$/
207 % ? ' (do not send anything to the payment gateway)'
214 % if ( $cust_pay->closed !~ /^Y/i
215 % && $conf->exists('deletepayments')
216 % && $curuser->access_right('Delete payment')
219 % $delete = qq! (<A HREF="javascript:areyousure('!.
220 % qq!${p}misc/delete-cust_pay.cgi?!. $cust_pay->paynum.
221 % qq!', 'Are you sure you want to delete this payment?')"!.
222 % qq! TITLE="Delete this payment from the database completely - not recommended"!.
227 % if ( $cust_pay->closed !~ /^Y/i
228 % && scalar(@cust_bill_pay)
229 % && $curuser->access_right('Unapply payment')
232 % $unapply = qq! (<A HREF="javascript:areyousure('!.
233 % qq!${p}misc/unapply-cust_pay.cgi?!. $cust_pay->paynum.
234 % qq!', 'Are you sure you want to unapply this payment?')"!.
235 % qq! TITLE="Keep this payment, but dissociate it from the invoices it is currently applied against"!.
240 % 'date' => $cust_pay->_date,
241 % 'desc' => $pre. "Payment$post$info$desc".
242 % "$apply$refund$void$delete$unapply",
243 % 'payment' => $cust_pay->paid,
244 % 'target' => $target,
249 %foreach my $cust_pay_void ($cust_main->cust_pay_void) {
251 % my $payby = $cust_pay_void->payby;
252 % my $payinfo = $payby eq 'CARD'
253 % ? $cust_pay_void->paymask
254 % : $cust_pay_void->payinfo;
256 % $payby =~ s/^BILL$/Check #/ if $payinfo;
257 % $payby =~ s/^CHEK$/Electronic check /;
258 % $payby =~ s/^BILL$//;
259 % $payby =~ s/^(CARD|COMP)$/$1 /;
260 % my $info = $payby ? " ($payby$payinfo)" : '';
263 % if ( $cust_pay_void->closed !~ /^Y/i
264 % && $curuser->access_right('Unvoid')
267 % $unvoid = qq! (<A HREF="javascript:areyousure('!.
268 % qq!${p}misc/unvoid-cust_pay_void.cgi?!. $cust_pay_void->paynum.
269 % qq!', 'Are you sure you want to unvoid this payment?')"!.
270 % qq! TITLE="Unvoid this payment from the database!.
271 % ( $cust_pay_void->payby =~ /^(CARD|CHEK)$/
272 % ? ' (do not send anything to the payment gateway)'
279 % 'date' => $cust_pay_void->_date,
280 % 'desc' => "<DEL>Payment $info</DEL> <I>voided ".
281 % time2str("%D", $cust_pay_void->void_date).
282 % " by ". $cust_pay_void->otaker. '</i>'. $unvoid,
283 % 'void_payment' => $cust_pay_void->paid,
288 %#credits (some false laziness w/payments)
289 %foreach my $cust_credit ($cust_main->cust_credit) {
291 % my @cust_credit_bill = $cust_credit->cust_credit_bill;
292 % my @cust_credit_refund = $cust_credit->cust_credit_refund;
294 % my( $pre, $post, $desc, $apply, $ext ) = ( '', '', '', '', '' );
295 % if ( scalar(@cust_credit_bill) == 0
296 % && scalar(@cust_credit_refund) == 0 ) {
297 % #completely unapplied
298 % $pre = '<B><FONT COLOR="#FF0000">Unapplied ';
299 % $post = '</FONT></B>';
300 % $apply = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
301 % $cust_credit->crednum.
302 % qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!;
303 % } elsif ( scalar(@cust_credit_bill) == 1
304 % && scalar(@cust_credit_refund) == 0
305 % && $cust_credit->credited == 0 ) {
306 % #applied to one invoice, the usual situation
307 % $desc = ' applied to Invoice #'. $cust_credit_bill[0]->invnum;
308 % } elsif ( scalar(@cust_credit_bill) == 0
309 % && scalar(@cust_credit_refund) == 1
310 % && $cust_credit->credited == 0 ) {
311 % #applied to one refund
312 % $desc = ' refunded on '. time2str("%D", $cust_credit_refund[0]->_date);
316 % foreach my $app ( sort { $a->_date <=> $b->_date }
317 % ( @cust_credit_bill, @cust_credit_refund ) ) {
318 % if ( $app->isa('FS::cust_credit_bill') ) {
319 % $desc .= ' '.
321 % ' applied to Invoice #'. $app->invnum.
323 % #' on '. time2str("%D", $app->_date).
324 % } elsif ( $app->isa('FS::cust_credit_refund') ) {
325 % $desc .= ' '.
327 % ' refunded on '. time2str("%D", $app->_date).
330 % die "$app is not a FS::cust_credit_bill or a FS::cust_credit_refund";
333 % if ( $cust_credit->credited > 0 ) {
334 % $desc .= ' <B><FONT COLOR="#FF0000">$'.
335 % $cust_credit->credited. ' unapplied</FONT></B>'.
336 % qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
337 % $cust_credit->crednum.
338 % qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!.
344 % if ( $cust_credit->closed !~ /^Y/i
346 % #s'pose deleting a credit isn't bad like deleting a payment
347 % # and this needs to be generally available until we have credit voiding..
348 % #&& $conf->exists('deletecredits')
350 % && $curuser->access_right('Delete credit')
353 % $delete = qq! (<A HREF="javascript:areyousure('!.
354 % qq!${p}misc/delete-cust_credit.cgi?!. $cust_credit->crednum.
355 % qq!', 'Are you sure you want to delete this credit?')">!.
360 % if ( $cust_credit->closed !~ /^Y/i
361 % && scalar(@cust_credit_bill)
362 % && $curuser->access_right('Unapply credit')
365 % $unapply = qq! (<A HREF="javascript:areyousure('!.
366 % qq!${p}misc/unapply-cust_credit.cgi?!. $cust_credit->crednum.
367 % qq!', 'Are you sure you want to unapply this credit?')">!.
372 % 'date' => $cust_credit->_date,
373 % 'desc' => $pre. "Credit$post by ". $cust_credit->otaker.
374 % ( $cust_credit->reason
375 % ? ' ('. $cust_credit->reason. ')'
378 % "$desc$apply$delete$unapply",
379 % 'credit' => $cust_credit->amount,
385 %foreach my $cust_refund ($cust_main->cust_refund) {
387 % my $payby = $cust_refund->payby;
388 % my $payinfo = $payby eq 'CARD'
389 % ? $cust_refund->paymask
390 % : $cust_refund->payinfo;
392 % $payby =~ s/^BILL$/Check #/ if $payinfo;
393 % $payby =~ s/^CHEK$/Electronic check /;
394 % $payby =~ s/^(CARD|COMP)$/$1 /;
397 % if ( $cust_refund->closed !~ /^Y/i
398 % && $conf->exists('deleterefunds')
399 % && $curuser->access_right('Delete refund')
402 % $delete = qq! (<A HREF="javascript:areyousure('!.
403 % qq!${p}misc/delete-cust_refund.cgi?!. $cust_refund->refundnum.
404 % qq!', 'Are you sure you want to delete this refund?')"!.
405 % qq! TITLE="Delete this refund from the database completely - not recommended"!.
410 % 'date' => $cust_refund->_date,
411 % 'desc' => "Refund ($payby$payinfo) by ". $cust_refund->otaker. "<BR>".
413 % 'refund' => $cust_refund->refund,
421 <% include("/elements/table-grid.html") %>
422 % my $bgcolor1 = '#eeeeee';
423 % my $bgcolor2 = '#ffffff';
429 <TH CLASS="grid" BGCOLOR="#cccccc">Date</TH>
430 <TH CLASS="grid" BGCOLOR="#cccccc">Description</TH>
431 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Charge</FONT></TH>
432 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Payment</FONT></TH>
433 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>In-house<BR>Credit</FONT></TH>
434 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Refund</FONT></TH>
435 <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Balance</FONT></TH>
438 %#display payment history
440 %sub balance_forward_row {
441 % my( $b, $date ) = @_;
442 % my $conf = new FS::Conf;
443 % my $money_char = $conf->config('money_char') || '$';
444 % ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/- \$/;
446 <TR ID="balance_forward_row">
447 <TD CLASS="grid" BGCOLOR="#dddddd">
448 <% time2str("%D",$date) %>
451 <TD CLASS="grid" BGCOLOR="#dddddd">
452 <I>Starting balance on <% time2str("%D",$date) %></I>
453 (<A HREF="javascript:void(0);" onClick="show_history();">show prior history</A>)
456 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
457 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
458 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
459 <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
460 <TD CLASS="grid" BGCOLOR="#dddddd"><I><% $balance_forward %></I></TD>
467 %my $money_char = $conf->config('money_char') || '$';
469 %my $years = $conf->config('payment_history-years') || 2;
470 %my $older_than = time - $years * 31556736; #60*60*24*365.24
473 %my $old_history = 0;
476 %foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) {
478 % $lastdate = $item->{'date'};
481 % if ( $item->{'date'} < $older_than ) {
482 % $display = ' STYLE="display:none" ';
488 % if ( $hidden && ! $seen++ ) {
489 % balance_forward_row($balance, $item->{'date'});
494 % if ( $bgcolor eq $bgcolor1 ) {
495 % $bgcolor = $bgcolor2;
497 % $bgcolor = $bgcolor1;
500 % my $charge = exists($item->{'charge'})
501 % ? sprintf("$money_char\%.2f", $item->{'charge'})
504 % my $payment = exists($item->{'payment'})
505 % ? sprintf("- $money_char\%.2f", $item->{'payment'})
508 % $payment ||= sprintf( "<DEL>- $money_char\%.2f</DEL>",
509 % $item->{'void_payment'}
511 % if exists($item->{'void_payment'});
513 % my $credit = exists($item->{'credit'})
514 % ? sprintf("- $money_char\%.2f", $item->{'credit'})
517 % my $refund = exists($item->{'refund'})
518 % ? sprintf("$money_char\%.2f", $item->{'refund'})
521 % my $target = exists($item->{'target'}) ? $item->{'target'} : '';
523 % $balance += $item->{'charge'} if exists $item->{'charge'};
524 % $balance -= $item->{'payment'} if exists $item->{'payment'};
525 % $balance -= $item->{'credit'} if exists $item->{'credit'};
526 % $balance += $item->{'refund'} if exists $item->{'refund'};
527 % $balance = sprintf("%.2f", $balance);
528 % $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp
529 % ( my $showbalance = $money_char. $balance ) =~ s/^\$\-/- \$/;
534 <TR <% $display ? $display.' ID="old_history'.$old_history++.'"' : ''%>>
535 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
536 % unless ( !$target || $target{$target}++ ) {
538 <A NAME="<% $target %>">
541 <% time2str("%D",$item->{'date'}) %>
542 % if ( $target && $target{$target} == 1 ) {
549 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
550 <% $item->{'desc'} %>
552 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
555 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
558 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
561 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
564 <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
570 %if ( scalar(@history) && $hidden && ! $seen++ ) {
571 % balance_forward_row($balance, $lastdate);
576 <SCRIPT TYPE="text/javascript">
578 function show_history () {
579 //alert('showing history!');
581 var balance_forward_row = document.getElementById('balance_forward_row');
583 balance_forward_row.style.display = 'none';
584 for ( var i = 0; i < <% $old_history %>; i++ ) {
585 var oldRow = document.getElementById('old_history'+i);
586 oldRow.style.display = '';
595 my( $cust_main ) = @_;
596 my $custnum = $cust_main->custnum;
598 my $conf = new FS::Conf;
600 my $curuser = $FS::CurrentUser::CurrentUser;
602 my @payby = grep /\w/, $conf->config('payby');
603 #@payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH WEST COMP ))
604 @payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH COMP ))
606 my %payby = map { $_=>1 } @payby;
609 'Queued' => 'O', #Open
611 'Complete' => 'R', #Resolved