all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Reoccurring Invoices: - Need inter corp options - Master/slave relationship - All payments are $0 and “on account” - Different rate of occurrences – daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually - Be able to turn on/off master (active or inactive status) - What about taxes that get out of date? Maybe calc taxes on reoccurring and prompt if different. Steps: 1. Create a normal invoice in the system. Once invoice is fully created, show an admin [master settings] link. Must have admin invoice permission to change master settings. 2. Once inside the master settings: - Choose reoccurrence rate: daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually - Choose date in the future for first reoccurrence (default to 1st of following month) - Assign user - Assign salesperson - Assign other salesperson (optional) - Assign invoice date – default to actual date (allow up to +/- 10 days) ?-maybe - Set up special printable notes with dynamic note options - Set the status to active or inactive - Have a special homepage just for reoccurring invoices - On the add process, make it two steps. 1. Enter an invoice number and submit. This pulls back basic info. 2. Fill out rest of form and submit. - On edits, don’t allow changes of the invoice number - On main page have options to search for all reoccurring but only show active invoices - Allow for customer search from reoccurring homepage – sort reoccurring records |