Improve/Add Controls to Refund Processing

Problem Statement:

Today, it is possible for someone to Refund a Payment without checking constraints on whether there is a Invoice attached to the payment and the invoice is attached to a subscription. When a Refund to a Payment, which is used to mark an Invoice for a subscription is processed, the Invoice still continues to remain in “Paid” status and the Subscription remains Active.

This results in various problems:

1) Subscription remains active and Subscriber continues to enjoy the entitlements

2) Invoice continues to be shown as Paid

3) Income continues to get earned based on the subscription plan settings.

4) Cash does not tie out because the cash once collected is refunded.

Requested Solution:

When someone tries to process a Refund, present them with two Options to choose from first:

o   OPTION A: REFUND AND CANCEL SUBSCRIPTION

• Refund the payment to the original payment method

• Cancel the invoice

• Cancel the Subscription.

• Any earned income should also be reversed if the Refund is in Full.

• If the refund is a pro-rated amount, then the earned incomes should not be reversed.

o   OPTION B: REFUND BUT KEEP SUBSCRIPTION

• Present a sub-option to Refund the payment to the original payment method or move the refund amount to Customer Balance.

• Mark the Invoice as Open or Past-Due based on Original Invoice Date.

• Leave the Subscription as active

• No accounting changes needed at this time.