Apart from my CB related question, I should have ask this question more generally:

How to create an invoice and items programmatically?

In other words, how to create an Invoice from another 3rd-party extension in regards of database tables, fields and their values. Is there any developer documentation?

hello,

CB integration is not available at the moment, sorry...

about the other question: well, you would need to call our invoice creation API (not really an API, just one "creation function") and create your invoice on the 3rd party extension using that. no, there's no developer documentation for this at the moment I'm afraid but I could create a few help articles.

there's no developer documentation for this at the moment I'm afraid but I could create a few help articles.

Would really like to see an article ;-) Thanks in advance!

Is the Community Builder integration available yet or at least on the roadmap? Everything about Invoice Manager so far has been pretty good, but the lack of integration with CB definitely sets IM back in my humble opinion. Having to recreate the recipient's name, company, address, etc. when they are readily available in CB is unfathomable. I would not have purchased IM had I known this limitation.

Hi

In my usage model, all recipients are existing users who have registered through CB. It looks like IM is already able to extract the user list from CB, but it didn't go beyond that. As a result, the manager has to recreate essential contact info by hand… I can understand why IM chose to maintain its own contact list, but why it didn't take that extra step is quite, what should I say, frustrating?

I remember going through the forum and reading several requests/inquiries about CB integration at the pre-sale stage. Most of the inquiries were dated back in 2013, and I made the assumption that has been changed since the last 12 months. Alas, perhaps most users are not aware of a formal feature request procedure, most of us are so busy w/ our tasks, and if it doesn't work, we find a way to get around. For whatever it's worth, please consider my email as a feature request for CB integration. Also, I found the lack of the ability to create UDF is also limiting.

This is indeed a much welcome news, and I am sure many IM users will embrace the plugin with open arms. I understand it might be a bit early, but is it possible to get an estimate of when the release might be available? I assume the plugin will allow the users to map CB fields to IM fields?

How about ability to introduce UDF? Will that be on the roadmap too?

hello!

well the idea is that the mapping would be "automatic" using the standard fields on the CB database. but in any case we can try to make it easy for a user to map the fields diferently in the plugin configuration or an easy accessible PHP file.
I can't tell you a date.. at the end of august we'll have a few days of vacation so most likely we won't be able to start with this until september, meaning that the release would not be for sure until mid or late september.. but again, I can't asure you..!

sorry, about UDF, I'm not sure to understand what you are referring to...

I understand. I'll be waiting patiently.

It might be more difficult to code but sure easier for us to use if we have the ability to "map" CB fields to IM fields. I, and other users, have created custom user-defined fields in CB, and it would be essential to be able to extract pertinent data from CB for the purpose of generating customer invoices. I really hate to see your team spend the time and effort to something that is less than what it could be! Of course, I would assume the "mapping" to be done only once, so it would apply to all invoicees and invoices.

As for UDF, ie, the user defined fields, it's another critical feature that IM is missing. Since every line of business has different "special" info, it is necessary to create custom fields (notice the plural to include special information. Ideally, the UDF should allow the typical input types of checkbox, radio, text, text area, and multiselect.

Thank you for considering my requests. Your support is much appreciated in making IM that much more useful!

SH

Hi Guys

I thought I check in to see if getting a schedule estimate is possible for the CB integration.

Thx,
SH

BRAVA!

One question. Is cb 2.x functionality built in?

Spoke too soon. I was hoping for at least:
1.) CB Profile Tab with "my invoices" etc.
2.) CB profile data/fields in invoice document? Are profile fields available on invoice creation?
3.) Apart from manual creation: create invoice by CB Auto-Action?

The plugin that is available does not support such functions.

Is there a brief write up or summary of what the new JS/CB integration plugin does? If it does not incorporate pertinent user data/fields in a single click, then what does it?

Thx,
SH

import contact information from Community Builder and JomSocial to the invoice while creating it.

This plugins import data from the CB (or jomsocial) profile into the invoice, while you're creating it. it does not affect other parts, it's only contact import on invoice creation. I'm not sure to understand what you mean "If it does not incorporate pertinent user data/fields in a single click"

it does import this data!

have you enabled the plugin, and configured its details?

Yes I have enabled/configured the plugin but I was looking for the CB Tab