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Author Topic: Invoicing and multi-company  (Read 3827 times)
bountybar
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Posts: 14


« on: September 29, 2015, 02:06:07 pm »

I have 2 problems with setting up a new company both of which revolve round the fact that in setup/invoicing the settings for email,reports and statements remain outside the companies option. ie you can only have 1 set of layouts for each option instead of options by company.

So in my mail to a client I have to keep it generic with no mention of company or contact email address. On top of that I can have only one sent from address for all companies!

So unless I'm missing something its multicompany only for the actual invoice and not the surrounding reports.

If a [COMPANY] shortcode worked that would solve some issues likewise [company-email] but better yet would be to put all invoicing options inside a company.
 
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Adam
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« Reply #1 on: September 29, 2015, 02:20:27 pm »

Companies are exclusively for the Invoice module.  You are correct that Reports are not by Company.  Reports are generally not used to send to the client if you are using the Invoice module.  For people who do not use the Invoice module, they take the data and put it into their own system/format.

We use the built-in email functions for sending emails.  It defaults to your "default email" address.  We cannot change that, buy you can select a different From: email in that screen if you want.

Invoicing by company: you can set the "Meta-Characters" for each specific Company, for the Subject or Body of the email.  Please see the Manual for details.
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bountybar
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Posts: 14


« Reply #2 on: October 03, 2015, 05:22:39 am »

Sorry Adam I'm not being clear.

The settings I'm talking about for email reports and statements are inside the invoicing module but are not held by company. See attachment for the settings page I mean.

This means I only have one standard email layout to send to clients and no way of including a company name in the message as there is no [COMPANY] meta option.

So I can change the invoice layout, invoice number etc by company. But I'm stuck with one layout for the emails I send to the client with said invoice attached.

I understand that you cannot change the default send from address using the standard email app but you could hold the "my email" address by company allowing for the fact that if you are running 2 or more companies it's really quite likely that they have different email addresses associated with them.

When you say " you can set the meta characters for each specific comoany for the subject and body of the email." I cannot see how this can be as the email,layout is not held by company but is only held in invoicing setting. So although it is possible to include invoice details in my emails no company info can be included nor can there be any variance in the layout / contant by company.

As far as I can tell the same goes for statements although I note invoice reports do actually include company details on a line by line basis.

Having some invoicing settings held by company and some not seems confusing and unnecessarily restrictive.
  
Thanks

Adrian.

« Last Edit: October 04, 2015, 04:50:23 am by bountybar » Logged
Adam
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« Reply #3 on: October 14, 2015, 01:10:21 pm »

Thanks for the feedback.  We will put your request on our "wish list".
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