Eu (European) Invoicing System

[PauloV]

Hello,

 

We (European), need the folowing functions:

1º- Save on invoice database all client data (name, company, VAT-ID, custum fields, adress, etc.), if the Invoice is "Draft" the custumer or admin can change the details, but if not in "Draft", the admin and client, cant edit any fields for that invoice, or even delet any invoice or transaction for that invoice.

2º- Draft Invoices number must be sequencial and saved also on Invoice Table, and not starting over wen we convert a Draft Invoice to Final Invoice (Open), but must have the sequencial, normal Invoice Numerber that is working OK now on Blesta 

exemple:

Draft Invoice 1 = DRAFT-1000
Final/Open Invoice 1 = INV-3404 (converted from DRAFT-1000)

Draft Invoice 2 = DRAFT-1001
Final/Open Invoice 2 = INV-3405 (converted from DRAFT-1001)

Draft Invoice 3 = DRAFT-1002
Final/Open Invoice 3 = INV-3406 (converted from DRAFT-1002)

etc..

3º- Always create Draft Invoices wen sending to client renewall or new services for clients, manually or by cron, and then after adding the Payment by client, admin or cron, then convert to final invoice to send to the client along with the recipe of payment.

4º- Show on client side the Draft Invoices (if still in Draft status) for clients to Pay 

In WHMCS, Hostbill and BoxBilling have that options and a few more, but for now its all we legaly need in Europe to invoice clients correctly

 

Thanks in advance,

Paulo

 

 

 

 

 

[serge]

I do not understand your way,

 

DRAFT invoice are only for staff, it's Draft invoice project only, it's not to send to customers.

 

When an Invoice is created (opened in the Blesta vocabulary), it's what is commonly called a pro-forma invoice (unpaid Invoice).

 

All blesta "Open" invoice are always unpaid in fact.

 

"Closed" Invoice in Blesta are always paid invoice in fact.

 

In my Blesta Client area, I updated :

"Open" invoice tab to "Unpaid"

"Closed" invoice tab to "Paid"

 

This is done that way:

- open     YOUR-BLESTAl/language/en_us/client_invoices.php

change this:
$lang['ClientInvoices.index.category_open'] = "Open";
$lang['ClientInvoices.index.category_closed'] = "Closed";

by:
$lang['ClientInvoices.index.category_open'] = "Unpaid";
$lang['ClientInvoices.index.category_closed'] = "Paid";

 

-------------------

 

For OPEN INVOICE: in the Invoice template (with conditional display), and email template :  you should say to customer, pro-format Invoice or formal quote.

 

For CLOSED INVOICE: in the Invoice template (with conditional display), and email template :  you should say to customer: paid Invoice.

 

and that it.

 

What is missing is a sequential number only for paid invoice, see my last post here:

 http://www.blesta.com/forums/index.php?/topic/3306-pro-forma-invoices-numbering-are-not-sequential/page-3

[Blesta Addons]

This a old thread . it was writed before the proforma option was added . and all now is added to blesta except what was mentioned in the other thread .

1 sequential numbers for proforma

2 storing client details in invoice . don't be changed .

[serge]

oh my bad it's a feature request from 2014, I was thinking it's was from Today!