2024-01-16 Add checkbox for membership and rename date paid-up
In cases where products represent physical goods or services, the calculation of the paid-up date is not applicable.
To ensure that the date-paid up is correctly calculated the following changes have been implemented:
- New Field Addition:
- Added a checkbox in the product create/update section labeled "Membership Product?" with a description: "When enabled, the paid-up date will be calculated when the product is paid for."
- This field is disabled by default to maintain existing configurations.
- System-wide Activation:
- We activated the "Membership Product?" checkbox for all products in the system.
- Paid-Up Calculation Update:
- Modified the paid-up calculation to consider the new "Membership Product?" field in products. The calculation now takes into account whether a product is active and designated as a membership product.
- Field Renaming:
- Renamed "Date Paid Up" to "Membership Paid-up date" on the People/Companies view page, Reports, and in the Query Builder. This change enhances clarity and aligns with the specific context of membership-related transactions.
BEFORE | AFTER | |
Field in Query Builder | ||
Field on Account Profile |