You are right about this David; on the other hand I know that here in Italy (Europe?) there are tons of companies that will claim that they cannot invoice once per order. Of course they could, but in that way the work of accountants would be easier and in Europe we like complicated things.
Jacopo On Dec 17, 2009, at 7:33 AM, David E Jones wrote: > > 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/ >> >
