Client Accounts implementation document - Goal: The objective of Client Accounts is to enable the management/tracking/etc. of payments that your customers have made to you - based on invoices created with Simple Invoices
Stage 1: - implemented 20060828
Basic implementation
Add the fields, Total, Paid and Owing to the Manage Invoices and Manage Customers page
Add Process Payment option to Manage Invoices, Client details, and Quick View
Client details: show in the client details page the list of all the invoices for that client and there payment stats.
Quick View: add a payment details for the invoice and show a summary of that customers Total, Paid and Owing stats
Stage 2: - implemented 20060909
Add an Accounts/Payments menu
Create a Process Payment page where you can select an invoice and process a payment (different from the process_payment in Stage 1)
Create a Batch process payment where you can process say 10 payments at once - removed
Create a Manage Payments screen where you can view sort all the payments - Non editable - but can add payments from here
Stage 3:
Reports: create some basic reports to report on payments
? New Invoice - look at adding an autocalc js into the New Invoice page and maybe add a payment fields there - so its an all-in-one page
Add a tick box into the New Invoice pages to say: mark invoice as paid in full” so it'll automatically process a payment for the total of the invoices - Usefull for generating receipts
Stage 4:
Reports: create more advanced and detailed reports – ie, Days overdue reports etc.
Add in the Quick View a 'Generate' option to enable the printing/pdf/xls/etc.. of any other invoice preference – ie. there'll be a drop down list - if if you created and invoice - you'll be able to select 'Receipt' from the list and it'll print(or whatever action you select) a Receipt of the Invoice
Stage 5: