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I just bought and downloaded your Invoice Manager. I have the following questions or request:
1. Could you please change the invoice menu option's caption to Invoice so that it will sort with the other sub-menu items.
2. Could you create a configuration form that stores a default number of days that an invoice is due, the currency symbol (before and after) and the default template. I'm not sure why those options are available to modify on every invoice.
3. I guess I'm a little confused on how the adding items works. If click on the Add new item button, blank item lines are created. I guess those lines are used to enter in items that are not in your product table. Is that correct? If you want to add items in your product table, you use the search item area? If you click on the Add New Item button and then decide you want to delete that line, how do you do that? Do you have to save the invoice and then go back into it to delete the blank lines? Maybe blank lines should not be saved to the database.
4. What is the check-box "Mark this checkbox to automaticaly create 1 payment for the total amount of the invoice" suppose to do? I checked it and it created a payment but did not apply the payment to the invoice. I had to go into the payment and click on status to apply it to the invoice. Automaticaly should be spelled automatically.
5. When you click on the payment options in the invoice menu, the invoice menu disappears and you have to click on the back button to return to the invoice menu. The invoice menu stays there for all of the other options.
6. Is there a way to change the date format to mm-dd-yyyy through out the whole invoice extension?
7. On the invoice form, when you click on the "View Invoice Details" icon under Actions, would you please default the payment tab to the payments received tab? When you are on the Payments Pending tab, you are displaying the amount outstanding amount but that information is not being displayed on the payments received tab.
I'm sorry to hit you with so much a once. But this is what has come up for me in the first hour after installing your software.
Thanks,
Gregg
1. Could you please change the invoice menu option's caption to Invoice so that it will sort with the other sub-menu items.
2. Could you create a configuration form that stores a default number of days that an invoice is due, the currency symbol (before and after) and the default template. I'm not sure why those options are available to modify on every invoice.
3. I guess I'm a little confused on how the adding items works. If click on the Add new item button, blank item lines are created. I guess those lines are used to enter in items that are not in your product table. Is that correct? If you want to add items in your product table, you use the search item area? If you click on the Add New Item button and then decide you want to delete that line, how do you do that? Do you have to save the invoice and then go back into it to delete the blank lines? Maybe blank lines should not be saved to the database.
4. What is the check-box "Mark this checkbox to automaticaly create 1 payment for the total amount of the invoice" suppose to do? I checked it and it created a payment but did not apply the payment to the invoice. I had to go into the payment and click on status to apply it to the invoice. Automaticaly should be spelled automatically.
5. When you click on the payment options in the invoice menu, the invoice menu disappears and you have to click on the back button to return to the invoice menu. The invoice menu stays there for all of the other options.
6. Is there a way to change the date format to mm-dd-yyyy through out the whole invoice extension?
7. On the invoice form, when you click on the "View Invoice Details" icon under Actions, would you please default the payment tab to the payments received tab? When you are on the Payments Pending tab, you are displaying the amount outstanding amount but that information is not being displayed on the payments received tab.
I'm sorry to hit you with so much a once. But this is what has come up for me in the first hour after installing your software.
Thanks,
Gregg
Responses (6)
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Accepted Answer
0Hello,
2. because many people want to set them differently in every invoice.. but you can already set a default value for currency symbols, for instance, in the IM configuration..
3. yes, the first question is correct. and yes, if you want to add pre-stored items, you use the search item area. if you want to delete that line, you have to save the invoice first, and then you can delete. in any case, your proposal of "empty lines" to not be saved sounds good. we'll look into it.
4. it does what you saw: it creates a payment for the total amount. but it does not set it as PAID of course.. (what you call "apply"). new payments are set as not paid, so the user can pay them.. it's the normal behavior. Sorry for the spelling.
5. hmm.. where? not sure to fully understand what you mention here..
6. when entering the info, the format will be yyyy-mm-dd, but that doesn't mean that it will display that way on an invoice template...
7. for that, you actually need to edit the template (the bootstrap template), it's a tiny change, but you need to know what you're doing. you must open the template (use the non-HTML edit mode) and find where the payment tabs are built, and change the attribute class="active" to the second tab. To do this, it's recommended that you know what you're editing.. (you should have at least basic HTML skills)
Germi -
Accepted Answer
0Germi,
First, I would like to thank you for your fast response.
1. This is very confusing. If I open my Joomla site and click on Components, invoices is at the bottom of the sub-menu because it starts with a lower case "i". If I click on invoices and then click on Components again, invoices starts with a upper case "I" and is in the proper order in the sub-menu. If you then click on any other Joomla menu item, such as Menus and then click again on the Components menu item, invoice has reverted back to a lower case "i".
2. I understand your answer but in the US, they would probably never be changed. I did set the default values in IM configuration. Maybe it would be possible in a future release to have a check-box that would make those fields turned on of off when creating an invoice.
4. I'm not disagreeing with you but if you click on the button to add a single payment vs multiple payments, wouldn't it make sense to go ahead and apply that payment to the invoice so that the invoice shows that it is paid?
5. Ok, click on Components and then Invoice. You will see the invoice menu on the left sidebar. Click on Payments, Contacts, Taxes, Templates, Products and you still see the invoice menu on the left sidebar. Click on Payment Options and the menu is gone. The only way to get back is to click on the back arrow.
6. I changed the Invoice Date Format under options to DATE_FORMAT_LC4 but that did not seem to change the date format.
7. Luckily, I have more then basic HTML skills so I'll make the change to the template.
Again, thanks for your quick response.
Gregg -
Accepted Answer
0hello,
1. that's odd behavior... I will look into it, sorry for the trouble.
2. I understand your case.. but trust be that you're the first person to ask for it. people wants a default option, yes, but also to always be able to modify..
4. well.. not from my point of view (again, I understand this may be the case for you
. people usually use this when the invoices are paid at once (most of the time, that's the case), so with this option, the payment they would need to create for the clients to pay, is created automatically.. but the client still has to pay it..
5. ah! now I understand. yes, this is because the "payment options" is just a quick link that takes you to the plugin manager (which is OUTSIDE invoice manager), because there is where the payment plugins are installed... yes, you're taken out of Invoice Manager, hence the menu disappears...
6. really? in the final rendered invoice, the format is the same?
7. brilliant
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Accepted Answer
06. Yes, under options I have the invoice date format field set to DATE_FORMAT_LC4 and the invoice is still displaying yyyy-mm-dd. Attached is the invoice saved as a pdf file. I have changed the en-GN.ini file and also added an override under extensions, languages. Please let me know what else I can try.
Thanks,
Gregg -
Accepted Answer
0Germi,
I want to make sure I understand this process. In order to get an invoice to show up on the front end I have to do the following?
1. Go to User and add a new user with a user name and password
2. Go to Invoice, contacts and add a new contact, linking them to a Joomla user.
3. Go to invoice and add a invoice for that user
4. Go to front end and log in using that user's name and password
After that, they will be able to pay for the invoice by clicking on the Paypal button.
Isn't there a way to add a new contact to the user table automatically?
All of my customers will be service people (air conditioner repair) that are paid after performing a service. I'm trying to make it as easy as I can for them.
Thanks,
Gregg -
Accepted Answer
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