Pending Invoice

41174747

2024-02-05T11:20:42Z

2024-02-05T11:20:42Z

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261676

Pending Invoice closed via Admin Console shows as a Scheduled Job

Pending Invoice closed via Admin Console shows as a Scheduled Job 

Scope:

Close pending invoice job did not execute?
Collect Invoice Job executed on closing pending invoice?
Source of action shows different value?

Summary:

• Merchant closed a pending invoice from UI (Admin Console).

• The customer had auto-collection ON

• The invoice was closed & Payment Succeeded simultaneously.

• The merchant checked the Activity Log → Source. The source showed as “Scheduled Job” and not “Admin Console”

Clarification:

Scenario1: Auto-Collection ON

• Create Customer and Subscription:

  • Create a customer with a subscription and set auto-collection to ON.

• Add Payment Method:

  • Ensure that the customer has a valid payment method associated.

• Create Draft Invoice:

  • Generate a draft invoice for the subscription.

• Close Draft Invoice via UI:

  • Close the draft invoice using the User Interface.

• Source Display:

  • In this case, since auto-collection is ON, internally, the system attempts to collect the payment through the “collect_invoice” job, and the source is displayed as “Scheduled Job.”

Scenario2: Auto-Collection OFF

• Create Customer and Subscription:

  • Create a new customer with a subscription and set auto-collection to OFF.

• Add Payment Method:

  • Ensure that the customer has a valid payment method associated.

• Create Draft Invoice:

  • Generate a draft invoice for the subscription.

• Close Draft Invoice via UI:

  • Close the draft invoice using the User Interface.

• Source Display:

  • In this case, with auto-collection OFF, the payment is not attempted automatically through the “collect_invoice” job. Closing the pending invoice via the UI will show the source as “Admin Console.”

This workflow illustrates how the source display changes based on the auto-collection setting. When auto-collection is ON, the system internally attempts to collect payment through a scheduled job, resulting in the source being displayed as a “Scheduled Job.” Conversely, when auto-collection is OFF, closing the invoice via the UI shows the source as “Admin Console” since the system is not automatically attempting to collect payment.

Reference:

• Additional details are available in the Jira issue: https://mychargebee.atlassian.net/browse/ASEL2-28734