Client Billing Statement

[NETLINK]

I'm almost done integrating this with the client dashboard. I have it working right now, I just need to clean up the code and push it to the Git repo. Should have that done tonight. Then, you can give it a test drive.

[activa]

I'm almost done integrating this with the client dashboard. I have it working right now, I just need to clean up the code and push it to the Git repo. Should have that done tonight. Then, you can give it a test drive.

 

you hve made it as plugin ?

[NETLINK]

you hve made it as plugin ?

 

I did. Just for the client section for now. I'll work on the admin section later. It needs a little bit more work - like, for example, maybe storing some of the settings in the database rather than a config file, and support for i18n and L10n and such, but it looks like it's working so far.

[Blesta Addons]

I did. Just for the client section for now. I'll work on the admin section later. It needs a little bit more work - like, for example, maybe storing some of the settings in the database rather than a config file, and support for i18n and L10n and such, but it looks like it's working so far.

 

i have looked your code , some data in the config can be fetched from the settings company , like the currency , logo picture from invoice logo if set . ect .

 

also blesta has the tcpdf already , just call and load it inside your model .  you can make a look at the invoice template components to inspire from it .

 

but finally, great work

[NETLINK]

i have looked your code , some data in the config can be fetched from the settings company , like the currency , logo picture from invoice logo if set . ect .

 

also blesta has the tcpdf already , just call and load it inside your model .  you can make a look at the invoice template components to inspire from it .

 

but finally, great work

 

Thanks! Yeah, it can definitely be improved. I just wanted to get it working and the ball rolling and I like the idea of collaboration, so, you're all welcome to share/collaborate/fork/commit/pull

 

I put the plugin on to a new branch called "plugin":

https://github.com/NETLINK/BlestaClientStatements

[Paul]

Nice work! Just curious, are there any screenshots of this in action?

[NETLINK]

Nice work! Just curious, are there any screenshots of this in action?

 

Thanks, Paul! Not yet, but I was actually planning to put some up. I just need to update the client view template, as I still had some stuff for debugging in there.

[NETLINK]

Okay, I made some more improvements...

• The currency information is now retrieved via the Invoice::invoicedCurrencies() method. If a client has invoices in multiple currencies, then the client will be able to select the currency from the dropdown box shown in the screenshot.
• Client can select between 6 month, 12 month, or 24 month statements.
• Client can select whether to open the statement in the browser window or force a PDF download.
• Company name, address and telephone number are retrieved via Configure::get( "Blesta.company ).
• The client will see an alert for overdue invoices on the Account Statement window, with a Pay Now button.

I think those are the main features. I'm attaching 2 screenshots. One is the Account Statement screen and the other is the rendered PDF statement.

 

I'll update the repo shortly (20 minutes or so). If anyone wants to test it out on their own system, any feedback is welcome, of course.

 

[Blesta Addons]

nice and hard work .

[NETLINK]

Thank you! I'm moving on to the admin functions now. I'm going to create an email template and add a link to the admin Account Actions that can be used to send the statements via email.

[Jason Ryan]

@NETLINK - Thanks for throwing this together! This will be very useful for clients no doubt. Going to install and test it out. If all goes well I will definitely donate to the cause.

[turner2f]

@NETLINK

Thanks for this.

 Does the current account balance take pending invoices into account ?