• Resolved johnhedouglas

    (@johnhedouglas)


    For years I’ve been using an excel spread sheet which worked very well over the years however its outdated compared to this Sliced Invoice system. I just have an issue where in my business i operate where clients make payments in advance. I then deduct service tasks off their account balance until it reaches zero. Here is an eg of my excel invoice;

    Nombuso Mayaba Account No: NM001

    Date Description Debit Credit Amount Due
    01 November 2015 Payment R0.00 R640.00
    04 November 2015 Garden Maintenance Services R320.00 R0.00
    18 November 2015 Garden Maintenance Services R320.00 R0.00
    01 December 2015 Payment R0.00 R640.00
    02 December 2015 Garden Maintenance Services R320.00 R0.00
    16 December 2015 Garden Maintenance Services R320.00 R0.00
    R0.00 R0.00
    Sub Total R1280.00 R1280.00 R0.00

    26 November 2015 Payment Due – December R640.00 R0.00 R640.00

    Total Payment Due R640.00

    As you can see it provides for a Balance Brought Forward & Payments. Im not sure if i am able to do this with your invoice system.. if not ill try and work around this as the features you have in this system outweigh this issue.

    The page I need help with: [log in to see the link]

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author SlicedInvoices

    (@slicedinvoices)

    Recently (in Sliced Invoices version 3.6.0) we added a “Payments” section on the Edit Invoice page (in other words, the backend view of the invoice). If you haven’t seen it yet I would suggest giving this a try.

    You can add as many payments as you want in the Payments section. Any payments which are marked as “completed” in the status column will deduct from the total due on the invoice. You can also add extra information, for example in the “memo” box. (This is only shown on the backend.)

    On the frontend of the invoice (in other words, what the client sees), they’ll see one line “Payments” with the sum of the payments, and then the “Total Due” balance remaining.

    If you want to show more details about payments (date, description, etc.) on the frontend I would suggest typing that info in the main “Description” field. The Description field is just like the content field in a WordPress Post or Page — you can enter text, HTML, or use the WordPress visual editor here. So for example you could type in the payment history here and then use the editor to format it so it looks nice and organized.

    Hope that helps!

    Thread Starter johnhedouglas

    (@johnhedouglas)

    Hi There,

    Yes I am using this payment feature however it does not really cater fully for On-Going services on behalf of a client.. I was suggesting a layout for a 4th Template
    “provides for a Balance Brought Forward & Payments”.

    Plugin Author SlicedInvoices

    (@slicedinvoices)

    Okay I think I understand now… I think what you are asking for is basically a “Statement” template that would allow you to keep track of a client with a running balance over time. We don’t have something like that right now, but we might add it in the future. (I think one or two other people have asked me about something like this over the last year or so, but I don’t think anybody has actually put it on our Feature Requests list yet)

    We do have our Client Area extension which gives the client a list of their invoices and totals like balance outstanding vs. balance paid, etc… but it sounds like you are looking for more of a traditional statement template, which this isn’t.

    Thread Starter johnhedouglas

    (@johnhedouglas)

    Ok then shall i put this on your “Feature Requests” .. I’m not sure if i did but will request it.. My clients like this new invoicing system but they have asked where is their previous payment.. as i invoice my clients in ADVANCE this zero-rises the invoice..My only way around this at this stage is to add a new line item with description “Services December”..

    Plugin Author SlicedInvoices

    (@slicedinvoices)

    Okay, if you want to add it to the list I’ll be happy to look into it. ??

Viewing 5 replies - 1 through 5 (of 5 total)
  • The topic ‘Invoice Layout – Query’ is closed to new replies.