Invoicing¶
- There is a built in support for creating invoices. This functionality brings powerful features like:
- invoices are linked to orders,
- invoices can have different shipping info,
- invoices can be marked as “requiring shipment”
- invoices can be previewed as HTML or PDF (depends on wkhtmltopdf)
Changing values of VAT tax and PLANS_INVOICE_ISSUER in a living system¶
Your system can be running for a while. You can have a multiple orders and you could have issued a multiple invoices already. There can be a situation that you need to change after a while a tax or your company. This can be easily done by changing those data in django settings. This will not affect any already created payment, order or invoice. System is designed in such way, that those information are duplicated and stored within proper object in the moment of those object creation.
After changing those settings every new order, payment, invoice will use those new values.
Warning
Remember that orders can be payed in some time window (e.g. 14 days). This mean that even if you change VAT tax rate, all your already created orders but not yet paid will have old tax. If this is what you don’t want you need to cancel those orders manually and remember to contact your client that theirs orders were cancelled!
This however is not a case with PLANS_INVOICE_ISSUER change, because those data are taken in the same moment
of issuing invoice. Even an old order will use new PLANS_INVOICE_ISSUER when invoicing a new payment.
Billing data¶
First of all you should provide a way to input a billing data by the customer. Billing data are stored as model BillingInfo.
There are four class-based views to manage deleting and adding billing data:
- Described views are pointed by following urls name patterns:
billing_info,billing_info_create,billing_info_update,billing_info_delete.
- Described views require creating following templates:
billing_info,plans/billing_info_create.html,plans/billing_info_update.html,plans/billing_info_delete.html.
Basically you need only to manage {{ form }} displaying and sending within these templates.