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Luis L

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  1. I have just checked and I have configured like you said (with default VAT rules). But it still applies a 0% VAT filling the registration number but not the VAT number after clicking some buttons. I can send you a screen capture in private (as it displays business data) and you can check it's not working properly.
  2. I agree with you @Luis. Just to point out in Spanish from Spain we use the number before the month, that would be "5 de septiembre de 2022". The agency that regulates Spanish language has some information about the use of dates (source: https://www.fundeu.es/recomendacion/como-se-escriben-las-fechas/). I would say that it would be the same in American English as this is the only organism that regulates Spanish in the whole world, but I can't say how dates are used in Latin America currently. It explicitly states that the use of the month before the day is discouraged as it comes from US English. To summarize the info in that link, dates should be used as "[day] de [month] de [year]" and "de" can't be avoided. It can also be used with numbers without leading zeros (ex: 5/9/2022), although the use of the leading zero is simply discorauged and it is normally used to avoid legal issues. So, I would use "5 de septiembre de 2022" or "05/09/2022" for dates in Spanish from Spain
  3. I think the dates are fixed, but the format in Spanish it's not the correct one yet: It should be "5 de septiembre de 2022" or "05/09/2022"
  4. I have actually detected a wrong behaviour in VAT calculation. For example, just create a business address with an Spanish address, and put any registration number as Q2826000H but leave Tax number empty. It will change VAT to 0% instead of applying national VAT (if you can't reproduce this behaviour I'll send you a video). There are also other wrong behaviours which I can't remember right know, but as soon as I notice again I'll write it here.
  5. Testing SMTP credentials and logs would be a great feature to have for troubleshooting
  6. It would be great if the user could be required to accept terms and conditions when clicking the verify email link
  7. I can also confirm a wrong behaviour with dates wirh Spanish from Spain. Also some dates are missing:
  8. For agencies would be a great option to be able to disable user sign up, as we usually require to have previous conversations and sign a contract before the user sign-ups to the platform. If I'm not wrong, currently it's possible to disallow the users to order new products but it's not possible to disable sign-ups.
  9. I think SEPA payments would be a great option when it comes to subscriptions, as some companies prefer it over card payments. As Stripe payments are already integrated into Upmind I think most of the work is already done. The only difference would be that confirmation in SEPA payments takes some days so Upmind should only mark the invoice as paid when it receives confirmation from Stripe (Another feature that comes to my mind would be the ability to make the first payment with card and the successive renewals with SEPA payment, so the user can start using the service right away).
  10. Tax calculation in the EU is very specific and I don't think it should be necessary any action for the admin to configure it. Currently there are some system default VAT templates that work more or less, but not always. For example, I have created a customer with the billing address in the EU and an EU VAT and the cart still applied the VAT of the billing address (instead of 0%). Even if I switched between addresses or reloaded the page, it still charged a VAT. Then I disabled and enabled again the business checkbox and it changed to 0% VAT (with the same address). On the other hand, I also tried with a customer with registration number but not VAT number, and the cart charged a 0% VAT instead of the national one. But later I tried with other customer and it applied the correct VAT. I think the VAT calculation needs to be revised in order to be consistant and apply always the same VAT for the same address data. Apart from that, it feels like the VAT settings are actually "copied" to user settings and I think they should be just calculated from Upmind side, so all the rules will be always updated without any user action (keeping the ability for the user to make own rules). And finally, for EU VAT numbers, that would be a great feature to have if Upmind would be able to check if VAT number is correctly registered in VIES systems. Having an invoice with a 0% VAT and an invalid customer VAT number can be quite a headache in terms of accounting. Another option would be if Upmind would just be able to connect to other accounting softwares for VAT calculation (for example Stripe Tax would be a great option, although fees could be very high when using Stripe Payments and Tax at the same time).
  11. It would be very useful having a testing mode before going live. I know you can currently switch to test mode for example in Stripe configuration, but it would be better if it was for the whole platform. That means having a different data for clients, invoices, configuration, products etc, in live and testing mode (and the ability to propagate from test to live and viceversa). I have been testing the platform by setting Stripe to Test and now I can't delete all data and start from scratch with live data (maybe support will be able to help me with this? Anyway I consider it an important feature to have).
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