Package: juntagrico-billing
juntagrico-billingThis is an extension for juntagrico. You can find more information about juntagrico here
(https://github.com/juntagrico/juntagrico).It provides the following features for juntagrico:creating managing bills (invoices) for juntagrico subscriptionsdisplay of bills as HTML or PDFsupport for swiss qr bill with reference numbermanage payments for billsreading camt.054 payment files (in connection with qr bills and refnumer)bookkeeping export covering bills and paymentsInstallationInstall juntagrico-billing via pippip install git+https://github.com/juntagrico/juntagrico-billing.gitor add it to your main django projectsrequirements.txt:git+https://github.com/juntagrico/juntagrico-billing.gitIn yourjuntagrico.settings.pyaddjuntagrico_billing:INSTALLED_APPS=('juntagrico',...'juntagrico_billing',As the billing app introduces its own database tables, you need to apply migrations after installing.
Executepython manage.py migratein your main django project.Create settings objectjuntagrico-billinguses a singletonSettingsobject to store some setting.
You need to create this settings object once in django admin.Log in to juntagrico and go to the admin UI athttps://<my juntagrico site>/admin.You should see in admin a new section for juntagrico_billingAdd a new Settings objectYou need to specify a debtors account, just specify any digit code (e.g.1100)A default paymenttype is mandatory too. You may create one directly from the settings dialog:Save your settings object. There must be only one settings object.Create a business yearBilling is done on the base of a business-year. A business-year denotes the time period for creating bills.
Usually this will correspond to a calendar year (1.1 - 31.1 of a year). It is possible to use different timespans though.
Business-years should be consecutive.Business years are managed in django admin UI.Log in to/adminand create a new businessyear objectBillingBilling is based on the activation and deactivation dates of subscriptions (and extrasubscriptions) in juntagrico.
At any time you may create all needed invoices (bills) for a certain business-year.In juntagrico you should see theBills and BookkeepingMenu, if you are assigned bookkeeping rights.Go toBillsand choose the desired business-year.
Switch to theGenerate billstab. The amount of pending bills for the businessyear should then be displayed.
This may take some time depending on the number of subscriptions and members in your system.Pressing theGeneratebutton will create these bills.
They may be viewed afterwards on thealltab of the bills list.Modifying or adding billsThere are two modes to view an existing bill object:admin view of the bill. click on the first column of a bill row to open the bill in django admin.user view of the bill. click on the last columdn of a bill row to open the bill as the user will see it.If a bill created viaGenerateis incorrect, proceed as follows:delete the bill in the django admin UIcorrect the subscription settingsin most cases this will involve adjusting the activation or deactivation date of the subscription / extrasubscriptionre-create the bill by going to theGenerate billstab on theBillslist.if you only modified one subscription, it should say1 pending billclick onGenerateto re-create the bill based on the modified settingsThe same procedure applies if a new subscription or subscription part (extrasubscription) is added after bills for a business-year have been generated.
If there already is a bill for the same member and you want the additional parts to appear on the same bill, you may delete the existing bill and regenerate it like described above.
Deleting a bill is only possible if there are no payments on it.
If you add parts without deleting an existing bill, then a new bill will be added for the member.Adding custom items to a billIn addition to subscription and extrasubscription parts, a bill may also contain custom items.
Custom items may be used for stuff likecorrecting overpaid billsadding special credit for a certain member (work instead of paying)adding additional contributions (solidarity contributions)For each kind of custom item you need to define a custom Bill item type in django admin:You need to specify a description and a booking account for the custom item type.You may then add custom item types on a bill in the django admin view of the bill:Bookkeeping ExportTBD