Customer Statements & Purchase Orders

[biblefusion]

Hi Russel,

it would be great if nBill could facilitate Customer Statements as well as Purchase orders.

Thanks for the component!
Peter

[biblefusion]

Russel,

I failed to mention, Customer receipt. It would thus be great if one could, from the Customer view section:

a.) Create an Invoice, Quote, Credit Note or receipt:
b.) Generate Statement.

Invoice view section:

a.) Print/Email invoice, quote, credit note or receipt.

Another desperate feature would be the listing, editing and managing of recurring invoices. The improve the overall management and control of recurring billing.

I do apologize for the long list, but it is merely because we love using nBill and would like to contribute with developing its potential.

Cheers

[netshine]

You can already create an invoice, quote, or credit note from the client list (there are little icons on each line to do that).

You can already email or print an invoice, quote, or credit note from their respective lists.

What would you like to see on the 'statement'? The nBill module does show a summary of orders and invoices, including amount outstanding and a link to pay all, so that might help.

Recurring invoices are managed and controlled from the order list. Just saying 'improve' doesn't really address what you would like to see done differently...?

Receipts can be printed from the back end, and the ability to email them and view them from the front end is on the 'to do' list. Some of the framework is in place for purchase orders, but I ran out of time to include them in nBill 2.0, so they are on the back burner for now.

If you can elaborate on what changes you would like to see, I will of course consider them for future development.

[biblefusion]

Hi Russel,

I do apologize for being so vague...let me elaborate:

1.) What would be create (as it is at the moment in terms of invoice, quotes etc.) is to have the ability when on customer view to have additional to what is possible:

      a.) 'Generate receipt' icon;
      b.) 'Generate statement' icon;
      c.) 'Generate recurring invoice' icon [If it would be possible to create a recurring invoice as one would with an once-off invoice, with the addition of merely adding 'start date' and 'end date'].

2.) In Supplier view:

      a.) 'Generate Purchase order' icon;
      b.) 'Record or add expense' icon
      b.) 'Record payment' icon.

3.) Document view (Invoice / Orders / Quotes / Receipts):

     a.) Print icon;
     b.) Email icon;
     d.) Export PDF or view pdf

4.) Customer Statements (single sheet, print/email or pdf view/export):

- Opening Balance
- Invoice #123                                                          1234
- Receipt #123                                                                       -1234
- Credit Note #123                                                     1234
- Credit Paid #123                                                                   -1234
- Invoice #124   etc.

If the statement per customer could indicate as per above, that would be wonderful.

Thanks for being open to suggestions and of course for nBill being what it is.

Kind Regards,
Peter


     
     
     

[netshine]

Ok, thanks for explaining, I have a better idea of what you are requesting now. Good suggestions, but of course development time is limited, so I cannot make any promises.

[dynorodney]

Russell

I second the statement request, with an option of PDF or HTML (if the PDF bit is installed). Personally I'd like an option to generate a single PDF of ALL customers statements (where amount owed >0) so that we can review this document and make sure any unpaid items really are unpaid and we havent missed a bacs transfer somewhere. Then, once done, press another option which will generate an email to each customer with their own statement attached.

Thanks

Tony

[couchie]

As I was searching for a solution for a 'monthly statement', I found this post. I too would like to see a monthly statement feature. In my situation, I bill for a flying club. At the end of the month an invoice is created for each flight each member makes throughout the prior month. A monthly statement should show all of the open invoices from the given date range and provide a balance due.

Just want  to toss my name in the hat for this requested feature.

[norfolkandway]

Another request for monthly statements please -

I think that the closest that nbill comes to a statement is to be able to list/view/print all outstanding invoices and filter by client.
If I am wrong then please do tell me!

Rather than showing full details of all invoices what would be good would be for a summary
Invoice No - Invoice date - Amount outstanding
And then Total of all invoices
Possibly listed by 30/60/90/120+ days overdue

Thanks for the otherwise great software

[Andre Lategan]

Please add my name to this feature request.

My requirement is fairly simple. If I could have an option to send each client a monthly statement containing a list of all their unpaid invoices and the total amount outstanding I would be happy.
The format could be the same as what the nBill module displays in the website front-end, but the client should receive a PDF attachment in an e-mail - most of our clients prefer receiving invoices/statements by e-mail to having to login on a website.
If the statement shows only a list of outstanding invoices and a total, then the statement should only be sent to clients with outstanding invoices. If the statement shows all transactions during the month (i.e. all debits and credits) then the statements should only be sent to clients that had transactions during the month.

To have a Generate Statements button similar to the Generate All button would be a dream.

[netshine]

I have started a project for a customer statement extension (I don't intend to make it part of the core, but an installable extension), however, there are a few more pressing things I need to get finished first - in particular, improving compatability with Joomla 3.0 and updating nBill Lite. Paid work also takes priority of course, but this on my radar.