Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Green
Assigned To: Alan Williams
Created By: Brandon Moore
Created Date/Time: 10/18/2018 3:05 pm
 
Action Status: Pending
Show On The Web: Yes - (public)
Priority: 2
Finished/Done: No - (open)
Finished/Done By: ...
Budgeted/Estimated Value: 7,000.00 Dollars
Actual/Real Value: 7,000.00 Dollars [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1355
Template/Type: Community Funded Projects
Title/Caption: Automate The Existing Reoccurring Invoice Process
Start Date: 10/18/2018
End Date: 10/18/2018
Total Time: 0.00 Minutes
Target/Due Date: N/A
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Ask Alan about this and get info for news and updates.


Additional Comments/Notes - Subs (1)
Title/Caption Date Time Done By Comment/Note
Notes 8/9/2019 3:52 pm Cory Warden

The invoices are already able to queue up a reoccurring invoice based off of a master invoice in the system. Kind of like a copy of the master invoice. This project would speed things up and allow for reoccurring invoices to be auto created. The new features would allow for a switch between manual (default) and the new auto create feature.

This project would also include some major backend work to automate the merchant processing and reoccurring process of this as well. Currently, that portion is also manual and requires multiple windows to be open in order to complete the whole process (adilas, bank, and merchant processing gateway). Speeding up all of these manual processes would be a huge time saver for those who do process reoccurring invoices.