MyTask - QBurst wires

Hi Victor

PFA the complete set of Organizer's interface wire frames.We have made the changes as per your suggestions.
Please look into this complete set and let me know your feedback as soon as possible.

Just adding Armen into discussion 

Hi Sudhir!

There is another important element, that needs to be implemented: Billing.
Billing will be divided into two parts:

Deposits (Clients' balance top up)

Payments (payments to the agents after the task is completed and approved).

Deposits.
Deposits will be made manually (there is a deposit button in the client area, but we suppose, that most of payments will be made with wire transfer, it is hard to handle this type of payment automatically). So, after client transfers money to our account, we will have to add this information to the system. We suggest to add a top-up button to the organizer's list of clients. Please, add "top up" column in this list. When organizer presses this button, a pop up appears, with field "enter amount of money" and "submit" and "cancel" buttons.
Once "submit" button is pressed, the information, that balance was topped up will show up on the page 20_Organizer_InfloworDeposits.
Following columns are needed for this page:

•   Client name
•   Amount
•   Time and date
•  Type of payment ( Yandex Money, Webmoney, Qiwi, Credit card, Manual top up). If money is added with the described method, type of payment will be "Manual top up". We are just leaving other types of payment for the future.

Payments
We need three different tabs for the payments.

1)To be paid

Columns:

·         Agent name

·         Payment system

·         E-wallet

·         Amount

·         Approved on: time and date

·         Location

·         Job order

·         Client

·         “Approve” checkbox

2)Paid

Same columns as “to be paid” + Payment time and date

3)Errors

Same columns as “to be paid” + Error code

 

Let me know, if you have any questions.

Hi Victor

Regarding the "top up" column, is the functionality similar to "Add Virtual Money" that we have used for "Out of Order" screen.If so, then would this button be required??

Also we have uploaded an image diagram related to Payment flow.Could you please look into it and see if this is fine??
PFA the uploaded work flow

Hi Sudhir!

It is a good question. Here is what we decided to make:

In Out of Money Orders there should be not a "add vitual money" button, but the "Send invoice" and "Send invoice and add money" buttons.

"Send invoice" button will send client an invoice with the amount of money, he has to pay. Client can than decide, whether he will pay this amount or not. Job order will still be paused

"Send invoice and add money" will also send client an invoice, but at the same time it will add money to client's account (just like in the top up functionality, i described before). Job order will be back to "in progress" status.

Client will see invoices, he has to pay for.

Organizer at the same time will see sent invoices in "invoices" tab in "billing" page.
Columns for invoices tab:

• Client
• Job order
• Amount
• Sent on: time and date
• Actions: delete

Concerning payment workflow:
Step 1
Correct, but client can also make a deposit before posting the order.
Step 2 
Correct
Step 3
I described it in beginning of this message.

Please let me know, if you have any questions.

Hi Victor

Thank you so much for your quick response
We however have some queries from our side:-

1)  Client will see invoices, he has to pay for.
     As per the current client interface, we do not have a separate section for Invoice Management. Can you please let us know how this needs to be handled.In client interface, do we need a separate screen for clients to view the invoices, especially under Billing section

2) Organizer at the same time will see sent invoices in "invoices" tab in "billing" page.
Columns for invoices tab:

• Client
• Job order
• Amount
• Sent on: time and date
• Actions: delete

Can you please elaborate more on under which screen does Invoices tab come .Will this be under Payments or as a separate section.

Delete action too has been mentioned here., Can you please let us know what this is being used for, so that we have a better understanding.

Also when a organizer clicks on the buttons, auto generated invoices would be created.Does this invoice need to be viewed somewhere.

Similarly, when a client makes the first payment for a newly created job order,wont an invoice be generated. Invoices also need to be generated whenever client makes a payment / top-up. If this is the case, under "Invoices tab" in organizer area column name "Sent on: time and date" should be replaced with "Created On: time and date".  

Please look into it and let us know if anything else is required from our side.

Hi, Sudhir!

1)  Client will see invoices, he has to pay for.
     As per the current client interface, we do not have a separate section for Invoice Management. Can you please let us know how this needs to be handled.In client interface, do we need a separate screen for clients to view the invoices, especially under Billing section 
Yes, please add an Invoice screen. I think, you should put it into billing section as a tab. (So, there would be 3 tabs: Expenses, Inflow or deposits and invoices.)

Can you please elaborate more on under which screen does Invoices tab come .Will this be under Payments or as a separate section. 
In organizer area there would be a billing page and three sub-pages:
1)Deposits (information about deposits, made by organizer manually in the clients' list)
2)Payments (with 3 tabs: to be paid, paid, errors)
3)Invoices 

Delete action too has been mentioned here., Can you please let us know what this is being used for, so that we have a better understanding. 
Sometimes we will send client an invoice, so that he will top up the balance and job order will be back to "in progress status", in order to complete it.  This will be made automatically. However, sometimes client will not be willing to complete the job order. In this case, we will find this invoice and delete it.

Also when a organizer clicks on the buttons, auto generated invoices would be created.Does this invoice need to be viewed somewhere. 
Yes, this invoice will be viewed in invoice module, that i mentioned earlier.

Similarly, when a client makes the first payment for a newly created job order,wont an invoice be generated. Invoices also need to be generated whenever client makes a payment / top-up. If this is the case, under "Invoices tab" in organizer area column name "Sent on: time and date" should be replaced with "Created On: time and date".   

Agree, but we need to separate the invoices, that were just sent and invoices, that were paid by the client.Do you understand what i mean? Have you got any suggestions, how this can be handled?

Hi Victor

Delete action that you have mentioned, can you please let us know what would be the after effects of the Delete action.As in when an invoice has been deleted, what happens next.
As per this scenario, amount would be re funded back to the concerned person.Can you please elaborate on this,

Hi Sudhir!

Organizer can only delete those invoices, that haven't been payed yet. 
As you remember, we wanted to implement two types of invoices: 
"Send invoice" and "Send invoice and add money". 
Only invoices, that were sent, but money was NOT added can be deleted.

Hi Victor

PFA the final draft wire frames of the Organizer's interface.
We have implemented the Billing section as per your suggestion.

Please look into it and let me know your feedback as soon as possible.