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Many of the websites in Europe are for clubs / unions / societies. They have members that have to pay a fee, each month, each quartal, each year. And lots of them will get the same amount billed.
This extension can make an invoice recurring. Not much of the billing extensions can do that. So, if you have made an invoice for each member, make it recurring and the next term will be billed automatically. Great. But it can be improved, to make live easier and to avoid mistakes.
(1) Add a (contacts) Category item to the system (like the categories in Expense Manager). And make it possible to link each contact to one category.
(2) Make it possible to add a new invoice for a category. Should then be greatly the same functionality as duplicating an invoice for one contact (already present), but now looping with a 'while' through the sql selected contacts in that category.
Then, if you e.g. have 200 members that should have the same invoice, this saves work 199 times. And fewer risk of making mistakes.
(3) It is important that all invoices are mailed, otherwise contacts do not know the invoice exist. It would be nice if a newly generated invoice could be mailed automatically.
But what is really important is that the administrator can see which invoices are mailed / not mailed yet. I would advise to delete the less important start publish / end publish dates from the invoice overview and add a 'Mailed' column with a green or red token (cf the 'Publish' field). If it is clearly visible which invoices have not been mailed yet, it is easy to tick these items and hit the 'Send Invoices' button.
(4) A problem is the fact that, in a recurring invoices system, the prices of the billed items can change in time. The system works with product items, so it should be possible to check the status of this product item and recalculate the new recurring invoices accordingly. But this is complex. In stead of simple cloning the first invoice, a lot of extra functionality is needed to recalculate the new recurring invoice.
A simpler suggestion is to be able to filter all invoices of a specific contacts category and filter on recurring / non-recurring (so 2 new filters). Tick all the recurring invoices for a specific category and hit a new button 'Non-recurring', to stop the recurring status of these invoices (a new button 'Recurring' would then be logical too).
If suggestion (2) is followed, then it is simple to make a new recurring invoice with the newly prices items for this same category.
A bit more work for the administrator, but far less complex to build for you (so more secure).
In a few words: I advise a 'bulk' function combined with the already existing recurring function. It this is implemented, your extension is unique.
Ben.
This extension can make an invoice recurring. Not much of the billing extensions can do that. So, if you have made an invoice for each member, make it recurring and the next term will be billed automatically. Great. But it can be improved, to make live easier and to avoid mistakes.
(1) Add a (contacts) Category item to the system (like the categories in Expense Manager). And make it possible to link each contact to one category.
(2) Make it possible to add a new invoice for a category. Should then be greatly the same functionality as duplicating an invoice for one contact (already present), but now looping with a 'while' through the sql selected contacts in that category.
Then, if you e.g. have 200 members that should have the same invoice, this saves work 199 times. And fewer risk of making mistakes.
(3) It is important that all invoices are mailed, otherwise contacts do not know the invoice exist. It would be nice if a newly generated invoice could be mailed automatically.
But what is really important is that the administrator can see which invoices are mailed / not mailed yet. I would advise to delete the less important start publish / end publish dates from the invoice overview and add a 'Mailed' column with a green or red token (cf the 'Publish' field). If it is clearly visible which invoices have not been mailed yet, it is easy to tick these items and hit the 'Send Invoices' button.
(4) A problem is the fact that, in a recurring invoices system, the prices of the billed items can change in time. The system works with product items, so it should be possible to check the status of this product item and recalculate the new recurring invoices accordingly. But this is complex. In stead of simple cloning the first invoice, a lot of extra functionality is needed to recalculate the new recurring invoice.
A simpler suggestion is to be able to filter all invoices of a specific contacts category and filter on recurring / non-recurring (so 2 new filters). Tick all the recurring invoices for a specific category and hit a new button 'Non-recurring', to stop the recurring status of these invoices (a new button 'Recurring' would then be logical too).
If suggestion (2) is followed, then it is simple to make a new recurring invoice with the newly prices items for this same category.
A bit more work for the administrator, but far less complex to build for you (so more secure).
In a few words: I advise a 'bulk' function combined with the already existing recurring function. It this is implemented, your extension is unique.
Ben.
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