invoicing improvements

[chapman]

Feature Requests

 

1. This is a simple one. When viewing an invoice for a client, there is not a nav item to the invoices list for this one client. Currently you have to click the client name then invoices. If you had a nav item to 'All invoices For This Client', it would eliminate a click and intermediate page load.

 

2. It would be nice to have some sort of preference check box for each client if they prefer a hard-copy invoice. On the invoicing dates, add a notice to the ToDo list to print and mail the hard copy invoices. It would be also nice to see a list of invoices to be printed with a checkbox that each has been printed and mailed.

[m00]

2. It would be nice to have some sort of preference check box for each client if they prefer a hard-copy invoice. On the invoicing dates, add a notice to the ToDo list to print and mail the hard copy invoices. It would be also nice to see a list of invoices to be printed with a checkbox that each has been printed and mailed.

 

A solution for this is creating a custom client field where clients can select if they want to receive it by postal mail. In our case, we created an admin module which creates a PDF-batch which can be printed without any problems.

 

Another possibility is also to create a check using an action hook (i.e. InvoiceCreated) which checks the custom field from the client and if needed; adds it to the ToDo.

[JofleyUK]

A nice added extra to this would e some sort of API link to a Mailsender service that you send the invoice thru to and they post a hardy for you, meaning total automation. Viapost offer a print driver for your pc, so if you had a list of invoices you could somehow print each one and then it would be sent, not complete automation but better than being an envelope licker! You never know, it might be an idea to get in touch with Viapost and see if they are writing an API? Then talk nicely to Matt and the guys and see if they will write you a module.

[JofleyUK]

A solution for this is creating a custom client field where clients can select if they want to receive it by postal mail. In our case, we created an admin module which creates a PDF-batch which can be printed without any problems..

 

This could be passed to ViaPost. Sorry I was in the middle of typing the last post when m00 posted his comment.

[m00]

A nice added extra to this would e some sort of API link to a Mailsender service that you send the invoice thru to and they post a hardy for you, meaning total automation. Viapost offer a print driver for your pc, so if you had a list of invoices you could somehow print each one and then it would be sent, not complete automation but better than being an envelope licker! You never know, it might be an idea to get in touch with Viapost and see if they are writing an API? Then talk nicely to Matt and the guys and see if they will write you a module.

 

See this topic: http://forum.whmcs.com/showthread.php?t=2254&highlight=bluemailcentral

 

BlueMailCentral already has a free WHMCS module already.

[JofleyUK]

Dang m00 your just toooo good!! Gonna check them out as some of my clients usually only pay when you land them with paper, after torturing them for weeks to pay a silly £40+VAT monthly invoice. The hard copy arrives and the cheques in the post!!

[dexus]

1. This is a simple one. When viewing an invoice for a client, there is not a nav item to the invoices list for this one client. Currently you have to click the client name then invoices. If you had a nav item to 'All invoices For This Client', it would eliminate a click and intermediate page load.

 

+1 for this.

 

2. It would be nice to have some sort of preference check box for each client if they prefer a hard-copy invoice. On the invoicing dates, add a notice to the ToDo list to print and mail the hard copy invoices. It would be also nice to see a list of invoices to be printed with a checkbox that each has been printed and mailed.

 

This is also a good idea, but that can be achieved in WHMCS with custom field and additional module.