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Simple Invoices - Invoicing made simple

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Simple Invoices 2010.1 released

Hi Guys,

Simple Invoices 2010.1 has been release

Grab the download from : http://simpleinvoices.googlecode.com/files/simpleinvoices.2010.1.zip

Whats new:

  • update Zend Framework to version 1.9.6
  • updated include paths - this may resolve some peoplse blank page issues
  • fix Zend AutoLoader errors for WAMP/MAMP/XAMMP users - now works fine works with ZF 1.9.6

Documentation:

Known issues:

  • French translation - the manage grids don't work
  • Some reports have sql errors

If you have any issues or queries please post in the forum: http://simpleinvoices.org/forum/discussion/984/simple-invoices-20101-released/

Cheers

Justin

Simple Invoices 2009.1 update 1 released!

Hi Guys,

Simple Invoices 2009.1 update 1 has been release

Grab the download from : http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.update-1.zip

Whats new:

  • DB uft8 change
    • New config.ini option “database.uft8”
    • If you have any problem re data you've inputted with non-latin characters set this to false and retry
  • Rounding in invoices problem fixed
  • Extensions - if login is enabled problem fixed
  • Expense extension - if login is enabled problem fixed

Documentation:

Known issues:

  • French translation - the manage grids don't work

If you have any issues or queries please post in the forum: http://simpleinvoices.org/forum/discussion/899/simple-invoices-20091-update-1-released/

Cheers

Justin

Simple Invoices 2009.1 released!!

Hi Guys,

I'm very happy to announce the release of Simple Invoices 2009.1!!

Grab the download from:
http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.zip

This release has been more than 2 years in the works - thanks to all involved!

New stuff:

  • Dynamically add/edit/remove invoice line items
  • Editable product prices in invoices creation/editing
  • Multiple tax rates per line item
  • Tax rates can be dollar or percentage based
  • 'Manage' grids re-developed
  • UI re-developed
  • Basic installer added
  • Itemised and consulting style invoices merged
  • PDF re-developed
    • should fix alot of peoples PDF problems - note: will have to bump php max mem upto 64M at least - refer install docs
  • User management added
  • Added Zend Framework and PDO
  • Work started on Postgres and SQLite ports
  • Expenses extension added
  • etc..

For a full list refer:
http://code.google.com/p/simpleinvoices/wiki/done?ts=1253850557&updated=done#2009.1_series

Documentation:

Known issues:

  • French translation - the manage grids dont work
  • UI of Manage Extensions needs updating
  • not all extensions work

If you have any issues please post in our forum here:

Note:

Cheers

Justin

Can anyone make this sql query faster

Hi Guys,

we've got an old sql query that powers the 'Manage Customers' page thats slow as a dog to run. if anyone has a few minutes to review and rewrite this query so it run faster it would be greatly appreciated.

theres the sql

SELECT
    c.id AS CID,
    c.name AS name,
    (
		SELECT (CASE  WHEN c.enabled = 0 THEN 'Disabled' ELSE 'Enabled' END )
	) AS enabled,
    (
        SELECT
            coalesce(sum(ii.total),  0) AS total
        FROM
            si_invoice_items ii INNER JOIN
            si_invoices iv ON (iv.id = ii.invoice_id)
        WHERE
        iv.customer_id  = CID 
	) AS customer_total,
    (
        SELECT
            coalesce(sum(ap.ac_amount), 0) AS amount
        FROM
            si_payment ap INNER JOIN
            si_invoices iv ON (iv.id = ap.ac_inv_id)
        WHERE
            iv.customer_id = CID
	) AS paid,
    ( 
		SELECT customer_total - paid 
	) AS owing
FROM
    si_customers c
WHERE 
	c.domain_id = '1'
ORDER BY
    name ASC;

just post your improve query in the Simple Invoices forum:
- http://simpleinvoices.org/forum/discussion/864/can-anyone-make-this-sql-query-faster/

Cheers

Justin

Simple Invoices 2009.1 Release Candidate available

Hi All,

Simple Invoices 2009.1 Release Candidate is now available for download from
: http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.RC.zip

Whats new:

Expense extension - this allows you to records your expenses in Simple Invoices, you can assign an expense to a biller, customer, invoice, and or product note: expense extension is mainly for reporting purposes - you can't invoice an expense etc.

Assuming there are no major problems - Simple Invoices 2009.1 will be released in a week or so

Please test upgrading your existing db to 2009.1 and post in the forum is all was OK/not OK
- http://simpleinvoices.org/forum/discussion/861/simple-invoices-20091-release-candidate-available/

Cheers

Justin

Simple Invoices 2009.1 Beta 5 released

Hi Guys

Simple Invoices 2009.1 Beta 5 has been release

You can grab the file from: http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.beta5.zip

Whats New:

  • Basic installer added
    • no more importing .sql files via phpMyAdmin!!
    • includes an option to import the sample data if you want - no more manually removing the data you don't want!
  • Payments page updated
  • Merge docs.php into normal index.php
  • User Add - fill in info from session problem fixed
  • Sql patch to move all consluting invoices to itemised style

How to install:

  1. Create a blank database in MySQL
  2. Enter the database connection details in config/config.ini
  3. Open your Simple Invoices url ( ie. http://localhost/simpleinvoices ) and follow the steps

Know issues:

  • Delete invoices - line item taxes arent deleted from db
  • Email - fix errors
  • UI of Manage Extensions needs updating
  • not all the extensions work
  • front page/dashboard not complete
  • Invoice edit needs work

If you find any details please post on the forum: http://simpleinvoices.org/forum/discussion/822/simple-invoices-20091-beta-5-released/

Cheers

Justin

Simple Invoices 2009.1 Beta 4 release

Hi Guys,

Simple Invoices 2009.1 beta 4 has been released!

This is the second last beta release before the stable 2009.1 release

You can grab the download from: http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.beta4-3.zip

Whats new

  • Simple Invoices now works with E_STRICT error reporting (ie. the 'Manage' pages now work for E_STRICT people)
  • sql port number added into config.ini
  • UI updates
  • First Run wizard - work started
  • Default landing page is Manage Invoices if there is already an invoice in the db
  • backup db - menu fix
  • customer view info tabs - redone in jquery UI
  • Extensions can now be managed within Simple Invoices and not in the config file - thanks Marcel
  • System defaults table updated to include both domain_id and extension_id fields - so can have different values for a default depending on extension or domain - thanks Marcel

FYI

  • If creating a new database use the files in ./databases/MySQL
    • import 1-Structure.sql and 2-EssentialDate.sql
  • If you want some same data import 3-SampleData.sql
  • edit your config settinsg in ./config.ini

Known issues

  • UI of Manage Extensions needs updating
  • not all the extensions work
  • front page/dashboard not complete
  • Total style invoice not selectable
  • Invoice edit needs work

If you have any problems please post here on the forum: http://simpleinvoices.org/forum/discussion/788/simple-invoices-20091-beta-4-release/

Cheers

Justin

Simple Invoices 2009.1 beta 3 released

Hi Guys,

I'm very happy to announce the availability of Simple Invoices 2009.1 beta 3

http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.beta3.zip

Whats new

  1. users management - you can now add/edit users in Simple Invoices - no more phpmyadmin nonsense
  2. multiple taxes per line item - just adjust the number of taxes per line item in System Preferences to show the number you require
  3. UI updates - Simple Invoices is now using 970px wide layout instead of 100% width
  4. email as pdf working now
  5. email - now allow multiple email addresses in to or bcc and can be delimited via , or ; - thanks stella
  6. add system pref for number of taxes per line item
  7. sql patch 163 - tax conversion patch updated

Known issues

  1. customer view info tabs - not happy - need to be redone in jquery UI
  2. can't close yellow text
  3. backup db - once db backed up - menu goes wierd
  4. IE - menu not all nice
  5. no data validation on form input
  6. postgres version not complete
  7. total style invoice not selectable
  8. Help link - top right - not working
  9. Reports - not localised - ie. in 6 decimal places
  10. PHP.ini max memory needs to be min 64M to handle new PDF

Note

  1. If using a new database for beta2 please restore using ./database/MySQL/Strucutre.sql and then Essentials.sql) - if you want the sample data also restore SampleData.sql
  2. chmod -Rv 777 ./tmp; as cache, log, and dbbackups directories have been moved into this folder

How to help out

  1. try upgrading a database from an older version (pre 2009.1 beta2) and make sure all the invoices are still OK
  2. create invoices using a few different scenarios and then edit them - etc.. - make sure the invoice is 100% ok in all the differents
  3. are you a css guru? i need someone to help fix the css round the menus - issue in IE and also with side borders
  4. post on the forum - http://simpleinvoices.org if you find any issues

Cheers

Justin

Bushfire appeal

Hi Guys,

Its been a nightmare here in Victoria this week - it got upto 48 degrees Celsius / 118.4 degrees Fahrenheit in country Victoria on Saturday. This plus years of drought, 100km p/h winds, and lightning strikes resulted in a series of bushfires across the state.

The fires have so far resulted in at least 181 deaths, and 100 people have been admitted to hospitals across Victoria with burns, at least 20 in a critical condition, and 9 on life support or in intensive care.

The fires have destroyed at least 1,033 homes. Many towns northeast of Melbourne have been almost completely destroyed, including Kinglake, Marysville, Narbethong and Strathewen. 5000+ are now homeless.

People always ask me how to dontate to Simple Invoices and I always say that we don't need money - If you have wanted to donate please donate to the Red Cross bushfire appeal instead now.

Donate now: http://www.redcross.org.au/vic/services_emergencyservices_victorian-bushfires-appeal-2009.htm

For a nice way for developers to dontate check out http://5for1.aws.sitepoint.com/ - all proceeds of the sale of the books go to the appeal

Cheers

Justin

source: http://justin.kelly.org.au

· 2009/02/12 13:57 · justin · 0 Comments

Simple Invoices 2009.1 beta 2 released

Hi Guys,

after a long wait the beta 2 version of Simple Invoices 2009.1 is now available for download and testing

grab it from here: http://simpleinvoices.googlecode.com/files/simpleinvoices.2009.1.beta2.zip

Whats new

  • You can now dynamically add/remove as many line items as you want in an invoice
  • New UI designed to make things simpler - note - this is still a work in progress
  • tax rates are now specified per line item
  • consulting and itemised invoice styles have been merged
  • tax rates can now be either $ or % based - ie. postage of $20 ot VAT of 10% etc..
  • PDF system rewritten - no longer needs to use any url info - this should make PDF 'just work' for alot more people


Note:

  • If using a new database for beta2 please restore using ./database/MySQL/Strucutre.sql and then Essentials.sql) - if you want the sample data also restore SampleData.sql
  • chmod -Rv 777 ./tmp; as cache, log, and dbbackups directories have been moved into this folder


Please refer to the Known issues at the bottom of this post - some important things are still a work in progress

Everything new

  • SimpleInvoices.sql is now split in 3 (Strucutre.sql, Essentials.sql, and SampleData,sql)
  • sample data now removed from main .sql - this is now in SampleDate.sql
  • Zend Framework upgraded to version 1.7.2
  • monthly sales/payments per year report fixed not to repeat first year
  • quick view cleanup
  • cache move to tmp/cache
  • database_backup move to tmp/database_backup
  • Simple Invoices log file added - tmp/log/si.log
  • customer total calcs updated
  • Upgrade issue fixed - if auth on upgrade now works ok
  • Simplify invoice layout - remove item tax and item total - now shows: qty, item, unit_cost, price
  • Tax rates can be % or $ figure based - ie can be used for Sales Tax (10%) or Postage ($10)
  • New UI
  • Qty now trims zeros from decimal places - so no longer have 2 decimal places for Qty
  • Make buttons look pretty
  • Make fields look pretty
  • Fix problem with selecting language
  • set domain_id in session
  • change Unit Price to Unit Cost - change gross to Price
  • si_account_payments table changed to si_payment
  • si_user table changed to si_user
  • Consulting style - if desciptoin null then don;t show Description heading thing on the invoice
  • language select now works again
  • javascript logging added - set debug.level = All in config.ini and press F2 in invoice creation - add some new line items to see it in action
  • merge itemised and consulting invoice styles
  • add new line items on the fly in invoice creation
  • updates Taxes - add % or $ option
  • Default tax per product
  • PDF - change system from requiring the url of the invoice - this should fix lots of peoples PDF problems
    • note: PDF in email is still a work-in-progress

Known issues

  • customer view info tabs - not happy - need to be redone in jquery UI
  • can't close yellow text
  • text in yellow section not correct
  • backup db - once db backed up - menu goes weird
  • IE - buttons not all nice
  • no data validation on form input
  • only 1 tax per line item
  • postgres version not complete
  • no manage users
  • total style invoice not selectable
  • Help link - top right - not working
  • Email as PDF not working
  • Reports - not localised - ie. in 6 decimal places
  • PHP.ini max memory needs to be min 64M to handle new PDF

If you find any issues with please reply to this post or in the forum

Cheers

Justin

UTF8 and PDF

Hi Guys

for a while we've been having problems with generating PDF that contain utf8/non-latin tyle characters - accented/euro symbol etc..

i've just put in a small fix onto our demo site http://www.simpleinvoices.org/demo

if you have had PDF and non-latin character problems please login to the demo site and create some new invoices and try to PDF - let us know if it now works or still has problems - and which characters you used

for the fix refer: http://simpleinvoices.org/forum/discussion/689/mysql-utf8-compatibility-bug/#Item_5

Noet: this fix will mess the display of previously entered accented characters. They will have to be fixed manually.

Cheers

Justin

· 2009/01/07 05:40 · justin · 4 Comments

Preview of Beta 2 release of Simple Invoices

Hi Guys

I've just uploaded a preview of the next beta (Beta 2) release of Simple Invoices

Also as a result of the Dec 08 vote - http://www.simpleinvoices.org/roadmap/vote#december_2008_vote there have been some changes to invoice creations. Basically me and 2 other people are the only ones using the Total style invoices :( - most other people uses Itemised and the rest use Consulting (note: theres been a late charge in the votes for Consulting).

What this means for you is when you click New Invoice it'll default to Itemised style - if you want to add in notes per line item (consulting style) just click the 'Notes Add' to the right of the Unit Price heading and all the description fields will be displayed. How Total style will be selected is stilla work in progress.

Whats new since beta 1?

  1. new line item rows can be added dynamically during invoice creation
  2. merger of itemised and consulting invoice types
    • to add a description to the line item just click the 'Notes add' icon on the right of unit price
  3. tax rates per invoice item
    • note:
      • you can have muliptle taxes per line item
      • taxes can be dollar based or percentage based
      • as an exmaple during invoice creation you can select as many different addon tax rates as you want per line item
      • ie. Product : IBM server - you can select the following GST (10%) | State tax (3%) | Admin fee ($25) | Postage ($50) etc
        • note: in the demo its set at 1 tax per item - a GUI to adjust this is stall a work in progress
  4. new UI : in an effort to simplify the UI as much as possible i've removed the old drop down menus with a simple click/tab based menu
  5. new invoice template

Note:

  • there will probably be 1 or 2 more beta releases of Simple Invoices before the next major release is made public
  • theres still another week or so work to be done before Beta 2 will be released

For a status update refer:

Post if you have any comments

Cheers

Justin

Which style invoice do you most use?

Hi Guys,

To help us understand how you use Simple Invoices (so we can make invoice creation even better) i've put up a vote for which style invoice you use (total, itemised or consulting?) http://www.simpleinvoices.org/roadmap/vote#december_2008_vote . If you guys can let us know which style you use it would be great - this will help with the upcoming work we'll be doing on invoice creation

Also in response to July 2008 vote http://www.simpleinvoices.org/roadmap/vote#july_2008_vote there has been work started on “Better invoice creation” - namely editable prices per line item in itemised and consulting invoices and a few more nice things in the work to make this better

note: re recurring invoices (the current most requested feature) - some work has been done by one of our community members (Grungy) refer http://simpleinvoices.org/forum/discussion/127/recurring-billing-for-eg-services/#Item_17 for details and a download - more work will be done on this

Cheers

Justin

Item level tax rates?

Hi Guys

I'm starting to look at tax rate/markup/discount per item in an invoice - just wondering how the different tax system work each each country (as want to be able to handle as many different locales as possible)

If you can post what country your from and how you are supposed to handle different taxes in 1 invoice it would be great

some questions i have are:

  1. if we have multiple tax rates per line items is there still a need for an invoice level tax rate?
  2. how many tax rates are you supposed to have for your line items. ie 1, 2 or 3 - if so detail what they are
  3. if there is a need for an invoice level tax rate (assuming that you can set whatever tax rates per item ) is this invoice level tax calculated inc/ex the line item tax(es)?

hopefully the below example explains that i mean better :)

ie.

id qty product_id unit_price item_tax_1 item_tax_2 invoice_level_tax
1 1 1 $100 10% = $10 5% (is this calc on $100 or $110)? 10% (is this calc on $100 or $115)? - is this tax rate even needed?

also do you guys have a need for just % based rate - or would you also need to handle misc. $ markup/downs per line item?

just post here in the discussion section or in the forum: http://simpleinvoices.org/forum/discussion/672/item-level-tax-rates/ Cheers

Justin

· 2008/12/07 14:26 · justin · 4 Comments

Simple Invoices 2008 12 01 news

Hi Guys,

Some Simple Invoices news:

Progress on the Beta 2 release of Simple Invoices is going slow

  • documentation, fixing and completing the postgres code, and make database backup work with PDO are the main things to get done
  • there will be a release for Beta 2 pre xmas though

New UI

  • i've been thinking about a new UI for Simple Invoices for a long time. i find the current UI - nice looking but to clunky and not intuitive with all those drop down menues and the like
  • i'm working on an extension for Simple Invoices to redo the UI in a very simple and friendly way - think wordpress admin page with a mix inspiration from the design provded by Januz in

http://simpleinvoices.org/forum/discussion/608/design-for-the-interface-designer-offers-his-skills-/#Item_10

  • i'll upload a demo once more work is done
  • or you can svn checkout trunk and enable the tab_menu extension

Simple Invoices to hard to install

  • given that getting Simple Invoices installed on your server needs some knowledge of mysql/apache/php - this limits our audience quite alot
  • i'm working on 2 things to make a change to this
    • 1 - we've been invited to join the beta testing of the new bitnami.org
      • Bitnami makes installing apps like Simple Invoices just a couple of clicks for all platforms - windows uses get a .exe and follow the promts and it'll isntall and config everything etc..
      • If anyone want to help out building the bitnami/Simple Invoices package, let me know - its not that hard - just requries time and patience
    • 2 - another option im working on is offering free Simple Invoices hosting
      • this is still very much a work in progress but i hope to start offerign hosting pre xmas
      • note: this won't replace Simple Invoices from being downloadable and free/open source - just complement it - similar to wordpress.org and wordpress.com

SQLite

  • now that were using PDO for database we can use a variety of database servers for Simple Invoices - not just mysql
  • the postgres version just needs a few updates and it'll be ready to go
  • a SQLite version is also under way - if anyone has sqlite experince or wants to learn - just let me know - i really want to get this on out asap

What to lend a hand?

  • There has been some comments that the database upgrade from old versions of Simple Invoices to Beta 1 may have caused some data issues
  • We need more people to test upgrading from old versions to Beta 1 and posting if the data was OK after the upgrade
  • we need you to use real data and post what version you are upgrading from
  • please post your results in this thread http://simpleinvoices.org/forum/discussion/670/simple-invoices-news-2008-12-01/ in the forum

Cheers

Justin

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blog.txt · Last modified: 2008/10/07 15:03 (external edit)