As a billing manager I want to manage annual invoicing on Janeway

[joemull]

User stories

As a billing manager, I'd like to have a workflow in Janeway that shows me which supporters are due for billing, gives me options for modifying the band if needed, and ideally generates the invoice, though that last part may need to happen elsewhere.

As a press manager, I can view this work in progress in a way that makes sense for an occasional user. In particular, I am interested in details like date of signup, date of upgrade (i.e. movement to a higher tier), date a supporter needs to renew, which financial year they are in, and the amount a supporter is paying (in various currencies).

Features

• I can open a page every month and see which supporters need to be billed that month. Generally each supporter is billed once per year, so the list should include all the active supporters for whom I am a billing agent who were last billed at least 11 months ago.
• If there is an exception to the usual annual timing, I can choose to invoice a supporter even if it has not been invoiced in the past 11 months.
• I can calculate or manually set a new band for each supporter, based on the current financial year's base bands (which I have previously adjusted for inflation using the tools in As a press manager I want to manage bands from year to year #64) and most recent GNI and exchange rates.
• If no financial year exists in Janeway for the current day, I am warned that I should do an annual update of the kind mentioned in As a press manager I want to manage bands from year to year #64 before proceeding with billing.
• I can generate an email to the supporter with the invoice and send it via Janeway. I can attach the invoice to the email or include it in the email. Perhaps I can also generate the invoice itself, though this needs a bit more user research to figure out how it might integrate with accounting systems.
• When I send an invoice, a record is logged and kept with the supporter record.
• I can filter the general supporter list in Supporter record management #66 by whether they've been invoiced in a given date range, by when they signed up, by when they upgraded to the current tier, by when the renewal is due, and by the amount they are paying.
• I can go back later and mark an invoice as paid.