Hi Paul! I would like to read and try some real examples of usage, for example:
How can i include older(one or two years ago invoices and payments) information into citrusdb? Create two customers A. Paul B. Naomi Add four services or products like: 1. Domain name registration (each year) 2. hosting package A (each six months) 3. hosting package B (each year) 4. CMS configuration, installation and support (one time) Add services 1. and 2. to customer A. Add services 1., 3. and 4. to customer B. Maybe watch will be better than read: http://www.camstudio.org/ Thanks in advanced. Paul Yasi escribió: > Some users have been asking for a more comprehensive usage document > for citrusdb. I've posted this outline to the issue tracker > (http://bugs.citrusdb.org/view.php?id=213), but also wanted to put it > up here and see what everyone thinks about this outline. Is this the > kind of usage info you are looking for? Are there other sections that > you think should be included? > > About half of this outline already exists in the help documentation, > though I would like to expand on some of it with examples, and the > rest would be brand new information, some things I don't even have any > method worked out yet, like importing Radius or Call Detail Records, > but it should be possible. > > Paul > > > --- cut from document below --- > > > CitrusDB Usage Manual > > This manual provides instructions for normal day-to-day usage of the > features of citrusdb. > > Introduction > > What is CitrusDB > > CitrusDB is an open source customer service and billing database. It > can be used by customer service personnel to provide sales and support > to customers and by billing staff to send invoices and credit card > batches for the customer's service fees. > > Requirements > > (off the website) > > Installation of LAMP or WAMP or MAMP > > There are many methods to install Apache MySQL and PHP on your chosen > platform. I am only going to cover some of the more common ones: > Installing AMP in a Debian/Ubuntu Linux Distro,, Installing an all in > one solution like XAMP in Windows or Mac OS X, and Installing AMP by > compiling the packages it for any Unix. While compiling it manually > will not be the fastest way, it gives you the most flexibility and > allows you to add other modules and features that may not be included > in the default packages. > > Installation of CitrusDB Internal > Installation of CitrusDB Online > > Upgrading CitrusDB > > Initial Setup of CitrusDB > General Info > Users > Adding New Users > Editing Users > User Classes > Normal > Manager > Administrator > > Billing > Default Types > Adding New Types > Recurring > One Time > Free > Removing Billing Types > Holidays > > Services > Types of services > One-Time Services/Charges > Setup and Install Fees > Recurring Services > Taxes & Fees > Fixed or Percentage > Linking Taxed Services > Service Options (attributes) > Bundled Services (linked services) > Services with Measured Costs/Usage > Hourly, Megabytes, Etc. > Products and Physical Goods > Billing ID's > > Searches > Default Searches > Adding New Searches > Examples of Searches > > Customer Service > Searching for Customers > Adding New Customers > Editing Customer Records > Editing Billing Records > Adding New Services > Choosing services from the list > Service Categories > Credit > Prorate > Automatically adds linked services > Editing Services > Service History > Adding Support Notes > Customers with Multiple Billing Types > Customer Billing Status > Reading Support Notes > Sent To You or Your Group > On the Customer Record > Reading Billing & Payment Records > Re-Billing Credit Cards or Invoices > Canceling A Customer > Un-Canceling A Customer > > Managing Services > Activate and Deactivate Services > Export data and using scripts > Sending welcome letters > > Billing > While you do not have to bill every workday, daily billing will help > with cash flow and keeps the daily workload even. You can use > holidays or the pro-rate service to move billing into different > billing day cycle, such as the 1st or 15th of each month. > Daily credit card batches > Daily invoice printing > Daily e-invoice emailing > Entering Invoice Payments > Importing New Accounts > Importing Service Usage > Importing Credit Card Changes > Past Due Report > Credit Card Declined Report > Invoice Maintenance > > Reporting > Customer Summary > Revenue Report > Past Due Report > Recent Declines > > Administration > Security > Backing Up > > Module Building > Module Requirements > Installing Modules > Example Module > > Data Import/Export Formats > Credit Card Batch Exports > Credit Card Batch Imports > New Accounts Data > Service Usage Data > Radius > Call Detail Records > Credit Card Changes > > Automation Scripts > New Account Activation > Billing Credit Cards > Printing Invoices > Emailing Invoices > > Online Resources > Mailing Lists > Websites > > -- ----------------------------------------- José Pablo Orozco Marín [EMAIL PROTECTED] Tel. +506 820-7280 Por favor, visite mi pasión: http://www.SukiaLogic.com/ ------------------------------------------------------------------------- Take Surveys. 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