Variables for automating invoices?

  • Resolved mungbean

    (@mungbean)


    4 years, 7 months ago

    Is it possible currently or planned for the future, to support variables to help automate invoicing, by programmatically generating invoices using variable rules for invoice input fields?

    Could I populate the “customer” and “amount” values automatically by referencing those fields with a variable, with the variable referring to specific pieces of data available in site admin dashboards, such as username, role, posts, comments, friends, etc.?

    I would like to generate invoices for all users (customer) with role “X”, and have the “amount” be derived from “post count”, or something similar. This would be very helpful for recurring/subscription billing, where the invoices are automatically generated based on the input-variable rules.

    Is there variable mapping available?

    Thanks again!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Stiofan

    (@stiofansisland)

    Hello,

    We have several ways of programmatically creating invoices, have you taken a look here? https://wpinvoicing.com/docs/developers/wpinv_insert_invoice/

    If i have misunderstood what you are trying to do just let me know.

    Thanks,

    Stiofan

    Thread Starter mungbean

    (@mungbean)

    Thanks, Stiofan!

    Yes, this is basically what I was inquiring about. My use case currently involves BuddyPress, specifically with user groups, and the relationship between the group admin and the group members. I would like to generate invoices that bill group admins based on the quantity of group members in their group. Via WP admin, I can view/manage groups/users and can view who is the group admin, and how many members a group has. I would like to use data from these admin views to populate invoice fields.

    Based on the link you provided, it looks like the “user_id” would be the group admin, and the “quantity” would be the number of group members in that group. I would like to make this monthly, recurring if possible, and for the “quantity” to reflect the current group member count at the time of billing.

    While this is specifically referring to BuddyPress, I am not necessarily tied to using it, but am more exploring if whether the invoice variables can be populated based on values visible in the various WP admin dashboard tables, and if that process can be automated.

    On a side note, does this plugin have any integration with BuddyPress or similar community/groups/social-network plugins?

    I am also not a developer, so am wondering if there currently is (I can’t find it, if so) or a planned feature to incorporate a GUI based means to map invoice fields – “user_id”, “quantity” etc – to “values visible in the various WP admin dashboard tables”?

    Thanks again.

    Plugin Author Stiofan

    (@stiofansisland)

    Hey,

    For the monthly recurring we don’t have a way to update a quantity or amount on the fly, i think your only option just now would be for them to manually pay each month, though i think technically with stripe it could be done but we don’t have settings for it.

    We don’t currently have any further integration with billing and buddypress but we do have this in our plans for this year expand the things that can be billed and activated but likely we will add this for our own plugins first, we have a Users plugin and are currently beta testing our own similar “groups” addon: https://userswp.io/

    Thanks,

    Stiofan

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