When I export the subscriptions there is a payment date field. I assume it's set automatically now but there are cases when I need to explicitly set it. For example, on a manual update (when a renewal is by paper and cheque) the payment date should match the date the cheque was deposited, not the date the Membership Pro subscription was updated. Otherwise it is difficult to reconcile bank statements.
Is it possible to show the payment date field for administrators? Is it possible to make it a mandatory field?
Similarly, is it possible to remove fields from view? There are payment fields that we don't use (tax_amount, discount_amount) and I would like to remove unused fields.
After more discussion with the testers, the issue isn't changing the editing the payment_date field.
When an admin does a manual (offline) subscription renewal the payment_date is cleared. On a new subscription (user or admin) the payment_date is set. On a user initiated renewal the payment_date is set. On an admin manual renewal the payment_date is left blank.
I see this as a bug. What file should I be looking at?
The status of the subscription is active.
I sign in the back end as admin,
go to Subscription Manager: Subscriptions,
export the subscriptions to check the payment_date,
check a subscription
and click renew subscription.
The to_date increments (annual subscriptions). When I export the subscriptions the payment_date for that user is now blank.
I have exactly the same issue as Hilmar. I have found that the payment date is not set for an offline payment if the admin uses the Publish button to set the pending record to active, but if they edit the subscription and change the status from pending to active then a payment date is recorded.
Please will you amend the processing for the Publish button so that the payment date is also set when the Publish button is used to activate an offline membership?