BambooInvoice Forums

See “SimplifyThis”

 
Total Posts: 13

hi

please see SimplifyThis for feature ideas, i consider them your main competitor. i would like to see you do it better.

note, i am NOT requesting appointment scheduling for Bamboo. i say, “do one thing well”.

here are suggestions based on my experience with SimplifyThis:


-when i enter a payment in Bamboo, the client should receive a receipt

-ability for my clients to log in and view their own invoice and payment history

-per-job/project billing, not just per-hour. ability to combine hourly charges and per-job or per-equipment charges on the same invoice.

-a price list of stock items and services, with optional standard rates (that i can change on a per-client basis). Put pick-lists on draft invoices for these items, and auto-load charge amount when I pick a standard item from pick-list.

-Show “Unbilled Charges” and “Unpaid Charges” on “Clients” page

-Add a “Draft” category to your “Invoice Summary” page. Currently, I cannot tell the difference between unsent drafts and sent invoices—they are both called “Open”

-integration with PayPal and other services—payments automatically should get reflected in Bamboo.

-provide/receive xml, ical, or other hooks with outside apps.


thanks!!!

Total Posts: 2324

Welcome to Bamboo Johny. I do hope you’ll stick around.

If you read around these forums and my website, you’ll find that nearly all of these are ideas that I’ve said I think are good ideas, I simply haven’t had the chance to implement them. Thanks again,

Derek

Total Posts: 13

thanks, i figured some of these were already in the forum, but i already had a list of suggestions, and i did not have time to search the forum. sorry about that!

for me, the top priority is:

Add a “Draft” category to your “Invoice Summary” page.

i consider that a bit of a flaw in Bamboo.

cheers!

Total Posts: 2324

Fair enough. You are offering to donate code?

Total Posts: 13

possibly. if you tell me exactly which files i need to edit, approx where in those files, what code i need to add/change, variable names, etc. make it like paint by numbers for me. that’s something i could probably find bits of time for here and there.

Total Posts: 2324

OK, then thanks for your input Johny. The reason I was asking is because I simply don’t have the time to implement the changes you were talking about, although I do think they’re good ideas. For me to walk you through the code would take more time then simply building it myself.

Total Posts: 13

then you misunderstand. just tell me enough so i dont have to spend hours searching and analyzing code you wrote. the only feature i’m talking about is the ‘draft’ indicator on the summary page.

Total Posts: 2324

The status is currently determined by a combination of due date, and amount paid vs amount due. There isn’t a “status” field in the database or anything. What this would involve is a re-architecting of how Bamboo works.

Its a fine idea, but is not a simple task. There aren’t specific lines of code I can point you to.

Total Posts: 13

What I would like, if not a “Draft” status, is simply a “Sent_Date” field. That would require a field in the invoices table (or extending an existing field, depending on your structure), a bit of code in the “Send_Invoice” function to put the current date into that field, an additional column in the “Invoices_Summary” page displaying that date, and a new item at the top of the “Invoice_Detail” page displaying that date.

Actually, since you’re already showing the “Overdue” info on the invoice, then I think you must be already storing the “Sent_Date” someplace. If so, then it would not even be necessary to add any extra fields to the “Invoices” table—simply display the “Sent_Date” that you already have on the “Summary” page, and on the “Invoice_Detail” page.

I don’t see that this would require “re-architecting” the app, just displaying a piece of info you may already be storing. The “Draft Status” concept is unnecessary. It just let’s me know whether or not I’ve sent the invoice to the client, which is *absolutely crucial* information. “Did I send this invoice yet? No way to tell!” I don’t see anything in the app now which provides the user with that info, except the “Overdue” item.

Total Posts: 36

The history of whether the email is sent is already stored on the invoice if you open it and look down the bottom. If you want to try and change things look for

  // save this in the invoice_history
      $this->invoice_histories_model->insert_history_note($id, $email_body, $recipient_names);


in the bamboo_system_files\application\controllers\invoices.php under the function email($id)heading.
That puts it in the history.

This bamboo_system_files\application\views\invoices\invoice_table.php is the one that displays the summary your talking about.
The bamboo_system_files\application\views\invoices\view.php is the script that displys the individual invoices with the history.


    <?php echo auto_typography($row->invoice_note);?>


Cheers and good luck
Felix

Total Posts: 13

ok, i didn’t notice that “sent” history at the bottom of the invoice. therefor, the coding above is unnecessary for my needs—as long as i can see the ‘sent’ history someplace, i’m good.

thanks

Total Posts: 36

I actually started playing with this idea before I went away on a break and now I’m back I’m still stuck where I was trying to get the row id in the function. I’ve got this line that I need to change the “180” to the invoice id because that makes it display the email dates of invoice 180 on all the invoices in the summary.

$invoiceHistory = $this->db->query(‘SELECT * FROM ‘.$this->db->dbprefix(‘invoice_histories’).’ WHERE invoice_id = “180” ORDER BY date_sent DESC’);

It will then display all the dates the invoice was emailed but only on the “invoice summary” page. If anyones got any ideas or can get it to work I’ll keep it in my install.
Cheers
Felix

Total Posts: 36

Ok it’s fixed as far as I can see it works great. :)
edit: fixed some formatting issues with IE.

File Attachments
invoice_table.zip  (File Size: 2KB - Downloads: 57)
Total Posts: 2324

Closing this thread as I’d like to keep these forums devoted to Bamboo. Please feel free to contact each other off board. Thanks!