Template or copy function, view/send PDF from edit page

  • Alex

    (@burntheweb)


    9 years, 7 months ago

    hi,

    I probably found THE invoice plugin with Invoice King pro.
    After a little struggle to make the PDFs fits my needs, what I see as a missing feature is the possibility to copy an invoice or make invoice templates.
    In my situation, I work with several companies for which I have different pricing policies… I’d like to have a template for each of these companies in order to avoid the hassle of repeatingly type the same lines over and over.
    For example the kilometers I drive from one customer or another are always the same. This is a standard line I would like to have on the invoices.

    Would the recurrent invoice paid add on be something for me? It is not that I on a weekly or monthly basis customer 1 or customer 2 bill… It can be that I have a “recurrence” once in two weeks and then once in 6 weeks…
    Or is the template/copy invoice a feature that will arrive in a next version?

    The other point for a better plugin: would it be possible to send or view the PDF via mail from the edit page?

    https://www.ads-software.com/plugins/invoice-king-pro/

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author Ash Durham

    (@ashdurham)

    Hi Alex,

    The recurring invoice addon will partly do what you require – it copies invoices – but it does it on a regular basis whereas it seems that you require this on a adhoc basis. I will have a think about how to incorporate your need into that addon in the near future.

    Having the option to view and send the PDF invoice from the edit screen is something that I have thought about for some time. Currently the reason for it not being there is quite simple – in scenarios where a user edits the invoice and then attempts to view or send that invoice, it will take its last previous saved state therefore not getting your recent changes.

    Now, a resolution to that would be to save the post on click of viewing or sending however there may be some cases where a user would only want to ‘preview’ the invoice but not necessarily save the data. This particular predicament I have yet to come up with a solid resolution to this given the way the invoice PDF system works at the moment.

    Updates for this plugin can be slow at times as I only do work on this in spare time between my full time job and freelance work, which at the moment, I’m quite busy with both.

    Thanks for raising the ideas/issues and I’ll let you know when I get around to implementing something for you.

    Thread Starter Alex

    (@burntheweb)

    Hi Ash,

    Thank for the swift replies!
    I understand you do this in your free-time and it’s great to get replies in such a short time! I don’t expect updates will turn on weekly basis. I’ll be notified when a new update is available. And I’ll see what new features are being developed.

Viewing 2 replies - 1 through 2 (of 2 total)
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