dgerman

THANK you VERY much ! And so prompt too. Dennis

When attempting to add a new client which has the same email address as an existing client, (as in 2 clients want invoices to go to the same person) That username has already been taked I just tried this on the demo system and it does not seem to be a problem! BLesta 3.0.3

Thanks again

Thanks for your prompt response. After further review, I have changed the HTML template for invoice due but I did not change the text template to match it Is that a BIG mistake?

I modified the template for :Invoice Delivery (Unpaid) removing the "Hi ... and if you would like...". The sent email correctly reflects the revised template. It SEEMS that the tools/logs/email summary incorrectly displays using the original template, which I can not find now. Can you verify that? (I can't believe it myself) ++++++++++++++++++++++ tools/log/email summary: Hi Dennis, An invoice has been create... Clicking on it displays: Hi Dennis, An invoice has been created for your account and is attached to this email in PDF format. Invoice #: 1022 If you would like us to automatically charge your card, ... ++++++++++++++++++++++ Actual email was: Invoice #: 1022 is attached to this email in PDF format. If you have any questions about your invoice, please contact your Auto Dealer Verifications Services representative.

Thank you for the prompt response. That worked!

I have a invoice that has already been sent. Turns out that the email address is incorrect. How can I email the invoice again after correcting the email address?

Is there a document that lists the available variables than can be used on a customized invoice template? +++++++ I notice that for email templates the list of available Tags is different depending on the type of email. Like: {num} {invoices}{invoices}{invoice.invoice_number} {contact.first_name} {contact.last_name} {invoice.id_code} {invoices} {invoice.date_due_formatted} {amount}{amount_formatted} {payment_account.first_name} {payment_account.last_name} {payment_account.account_type} {payment_account.last4} {card_type}{last_four} {autodebit}{autodebit_date}{invoice.autodebit_date_formatted} {payment_url} {client_url} {report.start_date} and {report.end_date}, {invoices.invoice_number} {invoices.total_due}, {invoices.delivery_method}, {invoices.delivery_status} {staff.first_name} {staff.last_name} {password_reset_url} {ip_address Regarding links like Pay Now Also What one are available (and how are thy entered into the template)

We are emailing PDF invoices. How can I add a remittance stub? I think it should be something like: +++++++++ Please return this portion with your payment. Client name Client Number Client Address Invoice #### amount $$.$$ Amount Paid ___________ Please send you check to: Our company address Please call ###_###_#### if you have any questions about your invoice.

Cody, Looking forward to you response. Is this a plug in or a command line invocation based on the api_samples/createInvoice.php ?

An alternate to all that XML stuff is a fixed format file to create a single invoice . something like: BlestaUID yyyy-mm-dd (dateb) yyyy-mm-dd (dated) $$$.$$,description of line $$$.$$,description of line +ENDOFLINES # the lines that follow are inserted as public notes uname1 date description $ date description $ date description $ subtotal $$ unname2 date description $ date description $ date description $ subtotal $$

CubicWebs, thanks for you reply.I need to be able to produce invoices for December, like in 30 days!

I need to produce 50-200 invoices monthly, each month unique based on activity. Manually entering the invoices is not feasable. Is blesta not really suitable ? is not do you have a suggestion? Thanks again. Dennis

This is an alternate idea to my post: Creating Invoice Based On Activities I need to be able to import invoice add data from a file. Perhaps a simple, generic way to handle this is for the file to contain items needed for invoice:add. <addinvoice> <UID>uid</UID> <public_notes> here is the body of the invoice such as uname1 date description $ date description $ date description $ subtotal $$ unname2 date description $ date description $ date description $ subtotal $$ </public_notes> <line>summary for user1</line> <line>summary for user2</line> <amount>$$</amount> <amount>$$</amount> <taxable>0</taxable> <taxable>0</taxable> </addinvoice> I need to hire someone to do this as I do not know PHP. Any and all suggestions are welcome. If you want to contact me directly DGerman@Real-World-Systems.com

My current license is under mid phase. Should I buy another license in order to open a ticket? I emailed sales Friday, but I guess they are on holiday. I have an idea which is MUCH simpler and more useful to anyone: PLEASE see my post :Import Invoice Data From File thank you. PS I private message zaveo and he said he would contact a developer.