...
role | action | Note | |
---|---|---|---|
As a new member | I want to be able to | pay an one off fee with my first instalment. | TBC (maybe a new order screen) |
As a new member | I want to be able to | pay for my existing invoices via SSP with my preferred payment method. |
|
As an admin | I want to be able to | record an one off fee with the first instalment of a membership order. | |
As an admin | I want to be able to | send out invoices for contributions before the payment method is finalised. | |
As an admin | I want to be able to | change an existing payment plan to use Direct Debit as payment method. |
|
As an admin | I want | Smart Debit to acknowledge all payment plan changes made in CiviCRM. | |
As an admin | I want | the membership payment plan be automatically pro rated based on the start date of the membership. | Amount for the first instalment should be calculated and populated in "adjust first instalment amount" box. This box should be ticket by default. |
As an admin | I want to be able to | see the balance of each payment plan. | Nice to have |
As an admin | I want to be able to | see the the amount the contact owes the organisation and the amount the organisation owe them and the net of the two. | Nice to have |
As an admin | I would like to be able to | adjust the line amount of a price set when creating a payment plan/ contribution using price set. | Not required for this project. |
Membership Terms | |||
Pending CiviHR report estimations To follow up fields on each report with client (As at...) filter
Any other membership reports | |||
Membership term status and status override | |||
As an admin | I would like to | be able to pause a membership benefit for a period and have it resumed with its end date extended for the amount of the time it's been paused. | YAS membership If a person paid 2/5 instalments for a 5 year membership and then froze the membership in 1.5 years, when the person resume their membership in 1 year time, that person should pay the rest 3/5 instalments but receive 3.5 years of membership benefit/ length. |
As an admin | I would like to | to able to create a membership any time of the year and have the membership first term ending at the fixed membership start date of the year, also collected a pro rated payment for the length of the first term. | Not RSE |
As an admin | I would like | when creating a new membership of fixed membership type, the system should automatically suggest the end date to be one day before the fixed membership start date and also suggested the pro rated amount for the membership length. | Only when not using price set. Not RSE |
As an admin | I would like to | be able to configure a membership type to have a limited number of max terms. | Not required for this project. |
Membership status per type - extension | |||
Payment Plan edit via webform | |||
...