[Citrusdb-users] How to create bills?

Discussion:

Jean-Sebastien Stoezel

2008-12-07 15:55:01 UTC

Hi,

I've installed CitrusDB, read the documentation and I'm still trying
to figure out how to use it...

I have added a customer to the DB, added services but I can't seem to
be able to generate a bill...

This is what I would like to do:
- Add customers to the DB
- Add a service that can be billed by the hour.
- Generate a bill, specifying the user, the number of hours billed and
a description of the work performed
- Print the bill and the description as PDF.

Can CitrudDB do that?
How to do it?

Thanks,
Jean

Paul Yasi

2008-12-08 15:04:18 UTC

Permalink

Yes, citrusdb can do all this. Have you looked at the help file, help.html?

The bills are generated by going to the Tools and clicking on the
Print New Invoices. Then you can print invoices for those customers.
Your citrusdb user account will need to have at least Manager
privileges to do this, but I assume you've got that if you were able
to make a new service type.

Hourly amounts are generated by using the Usage Multiple field. For
example, if you charge $100 an hour for something, then you can make a
new service called Hourly Something for $100, then when you add that
service to a customer, in the Usage Multiple you can put the number of
hours spent doing that and it will multiply it out and show that on
the bill.

Paul

On Sun, Dec 7, 2008 at 10:55 AM, Jean-Sebastien Stoezel

Post by Jean-Sebastien Stoezel
Hi,
I've installed CitrusDB, read the documentation and I'm still trying
to figure out how to use it...
I have added a customer to the DB, added services but I can't seem to
be able to generate a bill...
- Add customers to the DB
- Add a service that can be billed by the hour.
- Generate a bill, specifying the user, the number of hours billed and
a description of the work performed
- Print the bill and the description as PDF.
Can CitrudDB do that?
How to do it?
Thanks,
Jean
------------------------------------------------------------------------------
SF.Net email is Sponsored by MIX09, March 18-20, 2009 in Las Vegas, Nevada.
The future of the web can't happen without you. Join us at MIX09 to help
pave the way to the Next Web now. Learn more and register at
http://ad.doubleclick.net/clk;208669438;13503038;i?http://2009.visitmix.com/
_______________________________________________
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

Jean-Sebastien Stoezel

2008-12-09 03:51:28 UTC

Permalink

Hi,

Thanks for the reply. Yes I did check the help and to be honest it did
not help.

When I go to "Print new invoice" I don't seem to be able to find any
bill...

Could you please provide a step by step case, from the generation of
the service, to the generation of the bill?

This would be appreciated, as neither the interface nor the help files
are obvious.

Thanks,
Jean

Post by Paul Yasi
Yes, citrusdb can do all this. Have you looked at the help file, help.html?
The bills are generated by going to the Tools and clicking on the
Print New Invoices. Then you can print invoices for those customers.
Your citrusdb user account will need to have at least Manager
privileges to do this, but I assume you've got that if you were able
to make a new service type.
Hourly amounts are generated by using the Usage Multiple field. For
example, if you charge $100 an hour for something, then you can make a
new service called Hourly Something for $100, then when you add that
service to a customer, in the Usage Multiple you can put the number of
hours spent doing that and it will multiply it out and show that on
the bill.
Paul
On Sun, Dec 7, 2008 at 10:55 AM, Jean-Sebastien Stoezel

--
The CitrusDB Project | http://www.citrusdb.org
Open Source Customer Care & Billing System
------------------------------------------------------------------------------
SF.Net email is Sponsored by MIX09, March 18-20, 2009 in Las Vegas, Nevada.
The future of the web can't happen without you. Join us at MIX09 to help
pave the way to the Next Web now. Learn more and register at
http://ad.doubleclick.net/clk;208669438;13503038;i?http://2009.visitmix.com/
_______________________________________________
Citrusdb-users mailing list
https://lists.sourceforge.net/lists/listinfo/citrusdb-users

Paul Yasi

2008-12-12 12:24:35 UTC

Permalink

Depending on the detail you want this answer could be long, but i'll
do it briefly.

Click New to make a new customer record, enter info, and save at the bottom.
Click the Service tab and then the Add Services link. Choose a
service from the list and enter attributes.
Click the Billing tab and enter their billing information. The Next
Billing Date, and Payment Due Date are here. Those dates control the
billing cycle. There is a little calendar here to click on to pick
dates, because by default the dates are in ISO format like 2008-12-01
(for december 1st)
Click on Tools and go to the Print Invoices icon. If you want to
print invoices for everyone with a billing date of 2008-12-01, then
enter that in the date field and submit. If you want to make an
invoice for an individual you can enter their individual billing id or
account number here. The billing id would only be used if they have
alternate billing records. When you submit that to the print invoices
tool it will create a pdf file and prompt to download or display it.

Paul

On Mon, Dec 8, 2008 at 10:51 PM, Jean-Sebastien Stoezel

Post by Jean-Sebastien Stoezel
Hi,
Thanks for the reply. Yes I did check the help and to be honest it did
not help.
When I go to "Print new invoice" I don't seem to be able to find any
bill...
Could you please provide a step by step case, from the generation of
the service, to the generation of the bill?
This would be appreciated, as neither the interface nor the help files
are obvious.
Thanks,
Jean

------------------------------------------------------------------------------
SF.Net email is Sponsored by MIX09, March 18-20, 2009 in Las Vegas, Nevada.
The future of the web can't happen without you. Join us at MIX09 to help
pave the way to the Next Web now. Learn more and register at
http://ad.doubleclick.net/clk;208669438;13503038;i?http://2009.visitmix.com/
_______________________________________________
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