Separate entity for invoices and an option to create recurring invoices

Collapse
X
Collapse
 
  • Page of 1
  • Time
  • Show
Clear All
new posts
Previous template Next
  • shahzads
    Junior Member
    • Feb 2018
    • 24
    #1

    Separate entity for invoices and an option to create recurring invoices

    Please can we have a separate entity for invoices and an option to create recurring invoices.
    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8562
      #2
      An ability to create custom entity types like Quotes (Invoices, Sales Orders, etc.) is planned to do.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • shahzads
          Junior Member
          • Feb 2018
          • 24
          #3
          Originally posted by yurikuzn
          An ability to create custom entity types like Quotes (Invoices, Sales Orders, etc.) is planned to do.
          thanks for the replay we as a business planing to implement espocrm.
          We are a subscription based business and need CRM with full sales platform can you send me a road map of development so i know when the new features will come to espocrm like
          Sales Orders
          Recurring Invoices
          Subscriptions
          Usage based subscriptions
          Last edited by shahzads; 02-10-2018, 10:01 PM.

            Comment

            • yuri
              Member
              • Mar 2014
              • 8562
              #4
              Sales Orders - It's not CRM feature. But an ability to create entity types of Order type is planned. No ETA available.
              Recurring Invoices - not planned (it's not CRM feature, it's an accounting).
              Subscriptions - not clear what it's meant.
              If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

                Comment

                • shahzads
                  Junior Member
                  • Feb 2018
                  • 24
                  #5
                  Originally posted by yurikuzn
                  Sales Orders - It's not CRM feature. But an ability to create entity types of Order type is planned. No ETA available.
                  Recurring Invoices - not planned (it's not CRM feature, it's an accounting).
                  Subscriptions - not clear what it's meant.
                  Thank you for the replay

                  I want to pay for the advance pack.

                  But I will only use this CRM in my production environment if invoice is an independent entity separated for quotations.

                  can you do this change in the system or you have to do this as a custom code for us and if it is a custom code what about future updates are they going to work.

                  Thanks

                    Comment

                    • tanya
                      Senior Member
                      • Jun 2014
                      • 4308
                      #6
                      Hi,
                      you can create this entity with Entity Manager and it wont be depended on upgrades. If it needs any development, you can copy needed functionality from Quote code (after purchasing of Advanced Pack)

                      Entity Manager
                      https://www.espocrm.com/video/entity-manager/
                      If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.

                      Layout Manager
                      https://www.espocrm.com/video/layout-manager/
                      What is Layout Manager? How can I configure it? A lot of questions and no answers? Watch the video tutorial below and get acquainted with EspoCRM’s Layout Manager.


                      Regards

                        Comment

                        • shahzads
                          Junior Member
                          • Feb 2018
                          • 24
                          #7
                          Originally posted by tanya
                          Hi,
                          you can create this entity with Entity Manager and it wont be depended on upgrades. If it needs any development, you can copy needed functionality from Quote code (after purchasing of Advanced Pack)

                          Entity Manager
                          https://www.espocrm.com/video/entity-manager/
                          If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.

                          Layout Manager
                          https://www.espocrm.com/video/layout-manager/
                          What is Layout Manager? How can I configure it? A lot of questions and no answers? Watch the video tutorial below and get acquainted with EspoCRM’s Layout Manager.


                          Regards

                          Thanks for the replay


                          I can understand all that

                          But the point where you said "copy needed functionality from Quote code".

                          How are we going to do that as no code is visible to edit can we edit PHP pages?

                            Comment

                            • tanya
                              Senior Member
                              • Jun 2014
                              • 4308
                              #8
                              If your server is on-premise (not cloud), you can edit all the code (php, js, json etc.). If you use EspoCRM cloud, Advanced Pack extension is included and you don't need to pay for it

                                Comment

                                Previous template Next
                                Working...