Discussion:
[Citrusdb-users] Create invoices for all imported
bryan
2012-08-15 08:58:25 UTC
Permalink
Paul,

Is there a way to create invoices for all... newly imported accounts?
There is the link on the billing page for each customer:

http://180.131.139.228/citrus/index.php?load=billing&type=module&createinvoice=on&billing_id=149

Or do I need to click on each...

Bryan
Paul Yasi
2012-08-20 14:54:21 UTC
Permalink
Using Print New Invoices under Tools you can create a batch of
invoices using the billing date. When a new account is imported the
billing date will be set to the next available billing date, usually
that will be today's date if you are importing before your billing
date rollover time.

Paul
Post by bryan
Paul,
Is there a way to create invoices for all... newly imported accounts?
http://180.131.139.228/citrus/index.php?load=billing&type=module&createinvoice=on&billing_id=149
Or do I need to click on each...
Bryan
------------------------------------------------------------------------------
Live Security Virtual Conference
Exclusive live event will cover all the ways today's security and
threat landscape has changed and how IT managers can respond. Discussions
will include endpoint security, mobile security and the latest in malware
threats. http://www.accelacomm.com/jaw/sfrnl04242012/114/50122263/
_______________________________________________
Citrusdb-users mailing list
https://lists.sourceforge.net/lists/listinfo/citrusdb-users
--
The CitrusDB Project | http://www.citrusdb.org
Open Source Customer Care & Billing System
bryan
2012-08-21 07:27:00 UTC
Permalink
Paul,

OK. So, import everyone on the 1st and "Print New Invoices" the same
day.
Wanted every account done together for a month.
Thank you.

Bryan
Post by Paul Yasi
Using Print New Invoices under Tools you can create a batch of
invoices using the billing date. When a new account is imported the
billing date will be set to the next available billing date, usually
that will be today's date if you are importing before your billing
date rollover time.
Paul
Post by bryan
Paul,
Is there a way to create invoices for all... newly imported
accounts?
http://180.131.139.228/citrus/index.php?load=billing&type=module&createinvoice=on&billing_id=149
Or do I need to click on each...
Bryan
------------------------------------------------------------------------------
Live Security Virtual Conference
Exclusive live event will cover all the ways today's security and
threat landscape has changed and how IT managers can respond.
Discussions
will include endpoint security, mobile security and the latest in malware
threats. http://www.accelacomm.com/jaw/sfrnl04242012/114/50122263/
_______________________________________________
Citrusdb-users mailing list
https://lists.sourceforge.net/lists/listinfo/citrusdb-users
bryan
2012-09-12 07:39:20 UTC
Permalink
Paul,

I have been trying the Print New Invoices but it didn't create
invoices for the new customers.
But then the resulting PDF was blank too.

----
Print New Invoices
Billed By Organization
What date would you like to run: 2012-09-12
----
Customer's Billing section:
--
Next Billing Date 2012-09-12
bryan
2012-09-12 09:38:13 UTC
Permalink
Paul,

Sorry. This may be related to a frequency error:
Service screen: Fix Billing Frequency Error

But the master_services.frequency isn't greater than the
billing_types.frequency . They are the same...
The default billing type is Bank which has a frequency of 1.

Isn't the billing type set during import??

Bryan
Post by bryan
Paul,
I have been trying the Print New Invoices but it didn't create
invoices for the new customers.
But then the resulting PDF was blank too.
----
Print New Invoices
Billed By Organization
What date would you like to run: 2012-09-12
----
--
Next Billing Date 2012-09-12
Loading...