Can I invoice and collect bills with this?

  • Resolved markyodo

    (@markyodo)


    3 years, 5 months ago

    I am evaluating several options for automating a business that requires monthly bills invoiced and paid by customers. These vary monthly by amount and customer. Is this something this plugin could do with little maintenance or training?
    Thanks.

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Contributor Paolo

    (@paoltaia)

    Hi,

    absolutely yes, the plugin was originally built to do exactly that task.

    Let me know if you have any specific questions.

    Thank you

    Thread Starter markyodo

    (@markyodo)

    Thanks for your reply. I do have some specific questions.
    Can I categorize and create views and reporting based on invoice type? As an example I would need 3 different types of invoices 1 yearly and 2 monthly type invoices each for different services.

    I noted mention of code added from another invoicing project and it supports excel imports for invoice generation. Can This one do similar including auto generation and emailing of invoices?

    Is there a function available to import and create a customer list for invoicing?
    Thanks.

    Plugin Contributor Paolo

    (@paoltaia)

    hi again,

    no invoices cannot be categorized.

    What you can do is create a different item for the yearly and the 2 monthly invoices and in that case, you can easily see reports as needed.

    We only used the code for the invoice template from them.

    We do not support excel import for invoice generation, nor auto-generation and emailing of invoices.

    There is no function available out of the box to import and create a customer list for invoicing. It can be custom coded though.

    Thanks,

Viewing 3 replies - 1 through 3 (of 3 total)
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