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Bamboo Invoice - need cost/price estimate to customize.
Posted: 19 June 2008 06:46 PM   [ Ignore ]  
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I just installed Bamboo Invoice yesterday and I am most impressed with it so far.
I would like to get a quote for customizing it to include Recurring Invoices .
Basically I charge my customers on a regular basis for website hosting every 12 months & domain name registration every 2 years, currently I lose track of when I should be sending them invoices.
For example, what I require when creating a new invoice is to have a selection box to tick as recurring invoice and set a specific date, or perhaps every month, every year or every 2 years.
Then by clicking on a button on the Root System I can enter a date in the future to generate all invoices that will be due in the next 6 months 12 months etc.
Another feature that I would like to see is when you send out invoices via email, if you can have a drop down box that could populate the Email message text with pre written text. For example, when I send out an invoice via email for website hosting renewal I would have the same message to all customers stating that their website hosting is now due.
Could provide an approximate estimate on cost or rate per hour for customization.

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Posted: 22 June 2008 10:52 AM   [ Ignore ]   [ # 1 ]  
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Just to add to this, solcom had contacted me and discussed this, and my suggestion was that he try the CI forums for help while I work away on the next CI and EE versions.  If you decided to pick this up, I’d be happy to help out where I can with BI structure.

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Posted: 23 June 2008 05:47 AM   [ Ignore ]   [ # 2 ]  
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Wouldn’t it be cheaper to use one of the current hosting billing scripts on the market such as WHMCS?

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Posted: 23 June 2008 10:44 PM   [ Ignore ]   [ # 3 ]  
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Thanks Kemik for your reply, I had a look at WHMCS and it’s not what I require.
In my opinion the features and ease of use of Bamboo Invoice are far superior to WHMCS.

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Posted: 24 June 2008 10:00 PM   [ Ignore ]   [ # 4 ]  
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A suggestion: This could be done based on some CRON process.

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Posted: 11 July 2008 05:16 PM   [ Ignore ]   [ # 5 ]  
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solcom, did you get any help?

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Posted: 13 July 2008 04:21 AM   [ Ignore ]   [ # 6 ]  
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No,
I am still waiting for help.

Thanks.

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Posted: 14 July 2008 10:12 AM   [ Ignore ]   [ # 7 ]  
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solcom, I am trying to figure out the minimum requirements for recurring invoice feature. On BI forum there is a similar request for the recurring but it looks more like just an email reminder. Your explanation is more detailed.

Do you need to set up an amount of times the invoice has to be recurred or you cannot predict how many times the invoice will be recurred and it solely depends on a client’s request?

Regarding creating a new bunch of recurring invoices due to the next required date:
- Wouldn’t it be easier if a new invoice would be generated automatically once the current one is paid or overdue? So in the summary table you would see all generated invoices with a status ‘Recurring’ until you email them and the status would change for ‘Open’?
You would be also able to see all recurring invoices or to limit them by selecting a particular client as it works for all other kinds of status.

Please let me know if this kind of model would work for you.

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Posted: 15 July 2008 08:40 AM   [ Ignore ]   [ # 8 ]  
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Thanks Summer Student for your reply,

—————-
Do you need to set up an amount of times the invoice has to be recurred or you cannot predict how many times the invoice will be recurred and it solely depends on a client’s request?

No, I can’t predict how long a customer will stay with me for, If I currently have an invoice that is recurring every say 3 months and I select to view or create invoices for the next 12 months then I want this invoice to be duplicated 4 times. I will then just select the invoice once it get close to the due date and email it to my customer. It will help me calculate future income as well as reminding me to send out an invoice. I hope this makes sense. 
——————-
Regarding creating a new bunch of recurring invoices due to the next required date:
- Wouldn’t it be easier if a new invoice would be generated automatically once the current one is paid or overdue? So in the summary table you would see all generated invoices with a status ‘Recurring’ until you email them and the status would change for ‘Open’?
You would be also able to see all recurring invoices or to limit them by selecting a particular client as it works for all other kinds of status.

What you describe in the paragraph above would probably work for me also.
——————-

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Posted: 08 September 2008 01:20 PM   [ Ignore ]   [ # 9 ]  
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Hi Guys,

Just take a look at http://www.srcco.de/v/bambooinvoice

Enrique made just the modification you are looking for! You can download and try his version.

Succes,
Andrew

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Posted: 09 September 2008 04:13 AM   [ Ignore ]   [ # 10 ]  
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Thanks Andrew, I will give it a try.

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Posted: 14 September 2008 03:59 AM   [ Ignore ]   [ # 11 ]  
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I’m available…I PM’d you, solcom.

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