The more common approach is to invoice each order, accumulate invoices throughout the month, and then send a statement (based on a Billing Account for all outstanding invoices).
Is there a reason you don't want to distinguish between invoices and statements? -David On Dec 16, 2009, at 11:07 PM, [email protected] wrote: > Hi > > I need to have an invoice generated regularly, say once a month or perhaps on > demand, for all items ordered by each customer during that month "on > account". There doesn't seem to be any support for this at the moment (please > point me to it if I'm wrong). > > I doubt I'm the only one that needs this, so I'd appreciate some advice as to > how to implement it so it is unlikely to adversely affect existing > functionality, and so it has a chance of being accepted into trunk. > > Main requirements are: > > - orders can be fulfilled (i.e. shipped goods or supplied services) without > generating an invoice > - at a regular configurable interval, an invoice is generated for each > customer, containing all previously uninvoiced order items. > > So a customer can order (and receive) 5 widgets on the 5th of the month, and > 4 gizmos on the 20th. On the 30th of the month, a single invoice is generated > which contains one item for 5 widgets and another item for 4 gizmos. This is > similar to staying in a hotel, where eating in the restaurant is charged to > your room, and you receive one invoice at the end of your stay listing all > your restaurant orders. > > So far, I'm thinking of achieving this by: > > - putting fulfilled orders into Sent status, without generating an invoice > (maybe I need to introduce a Sent status for order items?) > - creating a service which gathers all order items for a customer that are in > Sent status, generates a single invoice for all of them, and sets their > status to Completed. > > I am still going through the existing system, trying to work out the best > places and ways to achieve this. > > If there's a better approach I should consider, or anything I need to watch > out for, I would greatly appreciate hearing about it! > > Cheers, > Anne. > > -- > Coherent Software Australia Pty Ltd > PO Box 2773 > Cheltenham Vic 3192 > Phone: (03) 9585 6788 > Fax: (03) 9585 1086 > Web: http://www.cohsoft.com.au/ > Email: [email protected] > > Bonsai ERP, the all-inclusive ERP system > http://www.bonsaierp.com.au/ >
