- ID
- f0ccca12-3b3a-4354-bda2-69e18fa08428
2020-12-28 - Monday
DONE Build Engineering partnership matrix like:
CLOSED:
DONE Remove settings changes in [[id:f4d3cd8c-503c-4217-b090-97d0b5df00d9][ENG-13866]]
CLOSED:
DONE Solve Account / Billing address issues in Recurly
CLOSED:
- Note taken on - From Justin Bates in Slack
Essentially I need to get a basic understanding of our Recurly <> Django
integration as it relates to how Recurly is obtaining customer address
information (billing and account). We were planning to turn on our new sales
tax engine this Friday, but because our customer address data in Recurly is so
dirty, all customer transactions will fail if they don't have the adequate
address info that Recurly requires (meaning they can't subscribe).Here is what
I do know:There are two address fields in Recurly - Billing Info and Account
Address. There are also only 2 Recurly sales-tax settings for determining
which address is to be used for invoicing (for sales tax calc) - each option
presents a challenge that I'm not sure how to get around.
+ Option 1: The Billing address will be used for all "Automatic" charges
(either self-serve customers or sales-deals that have set up auto-pay) and
the Account Address will be used for all manual charges (Most sales closed
deals or any customer that wants a specific, full address on their invoices)
(Current setting)
(Django>Account>Billing>"Recurly collection method" = Automatic or Manual)
+ Issue with 1:
Many many of our customers that must use "Automatic" invoicing DO NOT have
a country pulling into " Billing Info" , conflicting with requirements of
option 1 above. Today, the Billing Address in Recurly is the address
associated with the CC on file when the customer sets up payment in 15Five
and it ALWAYS includes a postal code but for some reason only occasionally
pulls a country. When taxes are turned on in Recurly, the minimum address
requirements for any transaction to succeed is a COUNTRY and POSTAL CODE.
+ Option 2: All Invoices will use the Account address. If this address IS
COMPLETELY BLANK, then the billing address will be used (Preferred)
+ Issue with 2:
It looks like we are also pulling only a "Country" from SOMEWHERE in
Django (maybe from the Company settings?) into ALL customers' account
addresses in Recurly. This prevents us from using option 2 above because
automatic customers should have a BLANK account address which prompts
recurly to default to the billing address.I'm basically running into
failed transactions no matter what sales tax setting I choose in Recurly
bc we're either missing country codes in the billing address for automatic
customers OR because we are pulling "country" codes into the Account
Address for all automatic customers when those without a true, full
account address need to be blank. Ideally, we would be able to 1) Identify
where the Recurly Account Address:Country is coming from in Django, 2)
Identify which customers have "Recurly collection method" = Automatic in
Django AND have ONLY a country in the Account Address 3) Mass update these
accounts' Country to = Blank (Recurly cannot do mass updates) and 4)
ensure that moving forward we stop pushing the Account Address from Django
into Recurly and Visa Versa so that the Account address field can be used
only for manual accounts.
Desired outcome
+ Account Addresses are clear of any data unless the user set them.
- We will know if users set them because they will have more than just Country or Country+State set
+ All Billing Info instances will have a Country associated with the CC info