Storage App Improvements - Balances & UI Improvements
Multiple improvements to the Storage app in this release.
Fixed calculating the initial rent period
Fixed an issue with calculating the correct number of initial months to rent when it's more than 1 month. We allow setting an initial rental period to be more than one month, and sometimes the initial rent period wasn't calculated correctly. Now it is.
New setting to force renting whole units of the initial rent period
To help ensure the ideal initial rental period, we added a new setting called "Should the initial rent period be rounded up to the nearest whole number of periods?".
If that's set to "Yes", then the initial rent period will always be at least 1 month, 2 months, 3 months - whatever the initial rent period is configured to. This allows the initial rent period to always be a minimum of the configured rent period, or prorated so it's close.
If a storage company has an initial rental period of 1 month, they likely want this off so that someone renting in the beginning of a month isn't charged almost two months. But if you've configured the initial rental period to be more than 1 month, you likely want to turn this on because you likely want the initial period to be at least 2, 3, or whatever number of months you picked. If it's turned on then it'll be the number of months + a prorated amount for the remainder of the current month.
Rental settings now show a preview of the initial rental period
To help make sure your initial rental period is calculated correctly, there is now a "Preview of initial rental periods" accordion that you can toggle to show a preview of what the renewal date would be for rents starting each day of the current month.
Invoice balances now include late fees
To help you see what is owed, any time you see a balance for an invoice, it will include any late fees. All of the different detail pages are updated, as well as the payment form and the form to apply a manual payment.
The customer detail page also shows a total open balance for the customer if they have one.
The "Record payment" form now supports recording late fee payments. Previously, it only showed the open balance for the invoice. Now it includes late fees too.
Updates to adding a payment method
The form for adding a payment method for a customer has been updated to use the latest code from Stripe. This updates the user interface a little bit and hides Stripe Link from showing.
Transactions now show more payment information
Transactions now show more information about how a payment was made (like the credit card type and last 4 digits) and link to the transaction in Stripe. The Stripe link is useful if you need to do any troubleshooting or need to refund. (We have refunds planned as a later update.)
Customer detail tabs now have action buttons
Each tab on the customer detail page now has an "Add" button to add the thing the tab is about. (Transactions are the exception because they are added by the system when a payment is made or attempted.) While the same actions could be done in the "Actions" button menu in the top right, this puts the "Add" action in more context in the tab.