1) Adding Balance
When adding balance for online banking payments (or any other kind of payments for that matter). It should have a "idiot" proof.
It should check against following rules:
a) If the amount entered is larger then $200 it should have a pop-up confirmation window saying something like
"Are you sure you wish to add $[url removed, login to view] of credit onto account?" With "Okay" and "Cancel" buttons.
b) also it should check against the reference number to ensure duplicate reference # for that customer doesnt exist.
c) If the "Reference number: [CHQ|OB]" field left blank, following error message needs to be displayed: "Please add reference/confirmation number for the payment"
d) If in the "Amount" field we enter a number with comma "," it should automatically replace it with a decimal point /dot "." i.e. "50,95" should turn into "50.95".
2) Credit Card added to customer overview page
In the "Overview" tab under account, if the payment method is set to Credit Card, we need it to display additional info such as:
[Credit Card Type] Mastercard/Visa
First 4 digits ****** Last 4 digits of the credit card
NOTE: Mastercard starts with 5 and Visa starts with 4.
Payment method: MASTERCARD
for AW, sow AW info for OB show OB info.
3) Invoices for Wholesalers
In the "Overview" tab for wholesale customers, it should display all invoices for that particular customer. right now it shows nothing when you view a customer for a wholesaler.
4) Invoice prorate for wholesaler cancellations
If we cancel a customer in a middle of a billing cycle, we need the invoice to be prorated for wholesalers. invoices are generated on 1st of omnth for futrure service, so you would need to prorate the existing invoice based on date we enter for cancellation.
5) paypal integration
[url removed, login to view];content_ID=developer/e_howto_api_NVPAPIBasics
we want to use paypal similar to credit card. we take money from their paypal account, not sure what system they use with their API architecture. we have API setup with them already
we want to store multiple payment method types for each customer. sometimes customers want to pay part of a bill with credit card and rest with Online banking.