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Viewing 40 posts - 1 through 40 (of 40 total)
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  • in reply to: Add Zelle to payment types? #23800

    Motor
    Participant

    It’s currently listed as a payment type. Although it’s not accepted as a payment gateway unfortunately. It must be manually processed which is really unfortunate.

    in reply to: Viewing invoices on mobile devices #22733

    Motor
    Participant

    This issue is not resolved. We desperately need customers to be able to view the entire invoice. When it loads on mobile they CANNOT scroll the pages, it only shows part of the first page of the invoice! Help! We just found out about this! Also if they try to hit download it doesn’t just open it tries to save to icloud on an iPhone and doesnt work.

    in reply to: Customize Dashboards #22494

    Motor
    Participant

    Also need to customize dashboard… lots of changes.. but primarily, I don’t want the total there… I have employee users logging in and don’t want that data to be there front and center, also if I log in at a client site I don’t want that huge on the dashboard when I log in.

    also an all time income count doesn’t mean much anyway, maybe if it was for a specific time period?

    • This reply was modified 4 months, 3 weeks ago by  Motor.

    Motor
    Participant

    Yes! how do we connect? Cant private message here I dont think? THX!

    in reply to: Recurring Invoices with a Non-Recurring one-time charge. #21721

    Motor
    Participant

    Gotcha. Is there any way to set a product as recurring? This way invoices can all be potentially recurring if we include a recurring product, then it will display them as such? I guess then we wouldn’t need a recurring invoices section.


    Motor
    Participant

    Just wanted to bump this topic as we are still looking for a way to manage SLA customers. Gave up on Solarwinds… I’d rather use IN for SLA customer contracts that have a recurring number of hours for certain types of work.

    • This reply was modified 7 months, 1 week ago by  Motor.

    Motor
    Participant

    We have this same issue when viewing them via safari mobile on an iPhone ios 12, although haven’t yet had any customer complaints yet as most view from desktop/laptop.


    Motor
    Participant

    I’m having this same issue I think.. We are confusing all our customers as when they approve a quote, it instantly sends them an invoice for what they approved. We want the invoice to generate, but remain a draft, as work is typically exploratory and we usually have to update the invoice during the course of work and then when the work is all done, then we want to send the invoice to the customer. I like them to be able to see the current standing of the invoice while its in progress… its nice for them to be able to follow along in their portal during the course of the work, but we dont want it to be emailed to them before the work is done.

    How can I make this work? Currently the only option I see is:
    “:Auto Convert
    Enable
    Automatically convert a quote to an invoice when approved by a client.”

    Is there any way to have it automatically convert to invoice, although NOT email them the invoice until we tell it to?

    • This reply was modified 7 months, 1 week ago by  Motor.
    in reply to: Add Zelle to payment types? #21643

    Motor
    Participant

    Thank you!

    in reply to: Full Text Search #21499

    Motor
    Participant

    When can this be supported? we are desperately trying to find an invoice. Any way at all we can search them without downloading them all manually and then indexing them with a 3rd party app? or operating system?

    in reply to: Searching for Invoices/Quotes – Title in grids? #21497

    Motor
    Participant

    hi! has this become a feature?
    desperately trying to find an invoice by trying to search by txt thats in the invoice or by the title custom field text we have created!
    also, seeing the name of the invoice in the grid/list of invoices would be massively helpful as well.

    thnks

    • This reply was modified 8 months ago by  Motor.
    in reply to: Prevent Line Items from continuing on next page?? #21202

    Motor
    Participant

    Anyone have any insight on how to accomplish this?

    Thx!


    Motor
    Participant

    Alright, we aren’t at a place now to do that. Would this be considered as a future update to the software? Or in 2.0?

    thx

    in reply to: Adding a terms page #21191

    Motor
    Participant

    I was trying as a test to add a text line using this suggestion:

    Adding a terms page

    …But it gives an error, and I don’t want my custom text line at the bottom of everything, I just want it at the bottom of the Total. Before the page break.

    If I change the code to the following (Adding “text”: “Custom Text” just above where it says },
    “$notesAndTerms”, “$signature …..) I get the error notated below:

    {
        "style": "invoiceLineItemsTable",
        "table": {
          "headerRows": 1,
          "widths": [
            "15%",
            "43%",
            "10%",
            "10%",
            "11%",
            "11%"
          ],
          "body": "$invoiceLineItems"
        },
        "layout": {
          "hLineWidth": "$notFirst:.5",
          "vLineWidth": "$none",
          "hLineColor": "#D8D8D8",
          "paddingLeft": "$amount:8",
          "paddingRight": "$amount:8",
          "paddingTop": "$amount:14",
          "paddingBottom": "$amount:14"
        }
      },
      {
        "pageBreak": "after",
        "columns": [
          {
            "table": {
              "widths": [
                "*",
                "40%"
              ],
              "body": "$subtotals"
            },
            "layout": {
              "hLineWidth": "$none",
              "vLineWidth": "$none",
              "paddingLeft": "$amount:34",
              "paddingRight": "$amount:8",
              "paddingTop": "$amount:4",
              "paddingBottom": "$amount:4"
            }
          }
        ]
         "text": "Custom Text"
      },
      "$notesAndTerms",
      "$signature",
      {
        "stack": [
          "$invoiceDocuments"
        ],
        "style": "invoiceDocuments"
      }
    ]

    Uncaught Error: Parse error on line 120: … } ] “text”: “Custom Text ——————–^ Expecting ‘EOF’, ‘}’, ‘,’, ‘]’, got ‘STRING’

    Line 120 is the line immediately before the custom text line I just added.

    Any help would be greatly appreciated!!!

    • This reply was modified 9 months, 1 week ago by  Motor.
    • This reply was modified 9 months, 1 week ago by  Motor.
    • This reply was modified 9 months, 1 week ago by  Motor.
    in reply to: User Dashboard #21190

    Motor
    Participant

    Ace, Thanks for your posts! How were you able to add unique QR codes to the invoices? thx!

    in reply to: Email Templates – Variables #21189

    Motor
    Participant

    Any update here?

    in reply to: Adding a terms page #21187

    Motor
    Participant

    After hours of searching and some loss of hair I copied another’s code and modified it slightly. I HOPE this works for others as well.

    I now have a separate page just for the Terms, and HOPE that I will get a signature from the customer following the terms on the Terms page. Is that what $signature means? I stopped using Footers and copied and pasted my Footer text into the Terms section because it overlays when you have a long invoice that fills the whole page.
    This way you now have the invoice, and then a terms page after it.

    The only thing I cannot figure out how to do that I need help on is how to add a line of txt immediately following the total that says “See the following page for Terms and Conditions.”

    HALP?!

      {
        "pageBreak": "after",
        "columns": [
          {
            "table": {
              "widths": [
                "*",
                "40%"
              ],
              "body": "$subtotals"
            },
            "layout": {
              "hLineWidth": "$none",
              "vLineWidth": "$none",
              "paddingLeft": "$amount:34",
              "paddingRight": "$amount:8",
              "paddingTop": "$amount:4",
              "paddingBottom": "$amount:4"
            }
          }
        ]
      },
      "$notesAndTerms",
      "$signature",
      {
        "stack": [
          "$invoiceDocuments"
        ],
        "style": "invoiceDocuments"
      }
    ]
    • This reply was modified 9 months, 1 week ago by  Motor.
    in reply to: Adding a terms page #21186

    Motor
    Participant

    Cannot seem to get this to work on the “Clean” layout.

    Terms are a long paragraph and are overlapping with the footer.

    Tried moving terms lower in the invoice and its now below the totals line, but still overlaps to the next page messily. How can I insert a Page Break AFTER the totals, and BEFORE the Terms?

    Thanks!

    in reply to: Email Templates – Variables #20053

    Motor
    Participant

    I’m running into this issue now.. Is there a way I can reference the data in a custom field in an email?

    I have a custom field called “Invoice Title”

    1) I want that invoice title to show in the Quote email, not the amount.

    2) Also, I want to remove the total cost of the quote from the template. It shows the cost in the top of Light and Dark. The problem is that customers are seeing the total cost without looking at the invoice and they aren’t understanding that the hardware they requested is included in the quote.

    in reply to: How to change the image in the Photo Template #19948

    Motor
    Participant

    Is there any easier way to do this? I see in the editor theres a ton of code characters after the jpg reference..

    Thanks!


    Motor
    Participant

    Looks like it has already been requested last year. I posted on that thread as well.
    Hope it’s able to be added.

    https://github.com/invoiceninja/invoiceninja/issues/1938


    Motor
    Participant

    Will it be supported in the future?


    Motor
    Participant

    Yes I see we can customize the reminders, thank you. Although, we find that the reminder templates work fantastic as reminders and we really don’t want to do away with any of those.

    We need the ability to add custom templates that aren’t reminders.

    • This reply was modified 1 year, 1 month ago by  Motor.

    Motor
    Participant

    Where?

    in reply to: Installing Modules eg ticket or inventory #19833

    Motor
    Participant

    Is there any plan to roll this out to the rest of us that pay for IN? We’re looking for a ticketing system thats integrated, and best case scenario, works as a gmail/Gsuite add-on.

    in reply to: Installing Modules eg ticket or inventory #19826

    Motor
    Participant

    Trying to wrap my head around the ticketing functionality….

    Is this planned for release in the hosted version? Or is ticketing only available in the self-hosted version? We use GSuite.. Will this not work with Gsuite?

    I’d really like to be able to use Ticketing instead of having to use another app altogether.

    Thanks!

    • This reply was modified 1 year, 1 month ago by  Motor.

    Motor
    Participant

    Thanks TitanFail.

    We use Solarwinds MSP RMM… it supports this type of SLA tracking, it’s just that it’s very weak on features for invoicing beyond that. And the dealbreaker, no customer portal.

    Was just thinking. Maybe I can use solarwinds rmm for invoicing SLA customers and then when their monthly invoice is generated somehow have it exported and then imported into I.N., so the customer can still use their I.N. portal, and we can still track all payments in one interface.

    Anyone have any ideas how to make this work?

    There’s a HUGE market for PSA software and Documentation Software for MSPs that are just getting started.

    Right now the only solutions worth using are IT Glue for documentation, and ConnectWise for PSA.

    If the key functionality for these apps was added to I.N., it could help companies grow to be much larger.

    Currently there’s no app that can do all of these things well at all. The two main players being Solarwinds RMM and Ninja RMM.

    RepairShop works for basic breakfix PSA although it’s not the best for MSPs, so they have started building their own RMM, ticketing and documentation app called Synchro, which is so under featured it’s basically unusable.

    If I.N. Could build documentation features and Ticket tracking against customer SLAs and an integration for Solarwinds RMM (better) or Ninja RMM, then it could be the key piece of software to have to track everything that’s being done, in one app.


    Motor
    Participant

    Is there any possible workaround? Or app I can connect to make this work? Otherwise I have to abandon using IN and instead find a PSA app to use.

    Which I really don’t want to do.

    in reply to: Invoice Title / Subject #19416

    Motor
    Participant

    Okay cool. I went to:

    Settings > Invoice Settings > Custom Fields > Invoices

    And added “Invoice Title” the first empty Invoice Field box and saved changes.

    Then went to:

    Settings > Invoice Design > Invoice Fields

    And using the Invoice Fields dropdown, selected the newly created Invoice Title, and then dragged it to the correct position in the list…. under the invoice number, and Saved changes.

    Works great.

    Thanks!

    • This reply was modified 1 year, 1 month ago by  Motor.
    in reply to: Add Discount for as line in a invoice or budget #19321

    Motor
    Participant

    Okay. I’ll manual total it in the public notes.

    in reply to: Add Discount for as line in a invoice or budget #19317

    Motor
    Participant

    Heya! Is it possible to show the line item Discounts totalled at the bottom, similar to the way it shows the discount when you discount an entire invoice? I cant discount the entire invoice because theres hardware in there too. thanks!

    in reply to: Add Discount for as line in a invoice or budget #19162

    Motor
    Participant

    I did rename it to adj.. Looks like when I just deleted the Custom Field, the Product I created, showed up!

    Thank you!!! Its working now 😀 😀 😀

    in reply to: Add Discount for as line in a invoice or budget #19160

    Motor
    Participant

    View post on imgur.com

    Hmmm.. This is all I see.

    in reply to: how can i increase column size on an invoice ? #19159

    Motor
    Participant

    Right on. Understood. 😉 Thanks!

    in reply to: Add Discount for as line in a invoice or budget #19155

    Motor
    Participant

    View post on imgur.com

    This is all I see. How do I add the discount product?

    • This reply was modified 1 year, 1 month ago by  Motor.
    in reply to: how can i increase column size on an invoice ? #19149

    Motor
    Participant

    Is there any way to allow the description of each line item to flow across multiple columns?

    Currently the text is constrained to the size of the Description columns… resizing the column helps a little but theres still a lot of unused real estate under the quantity, rate, and Line Total that would be great to be able to utilize.

    Thank you

    in reply to: how can i increase column size on an invoice ? #19145

    Motor
    Participant

    Adding a +100 for branto’s comment. Havin a hard time here customizing although in complete agreeance with branto. Came from WaveApps which was an absolute nightmare.

    in reply to: Add Discount for as line in a invoice or budget #19143

    Motor
    Participant

    By “Just set a line item discount” do you mean adding a line with a -$.$$ amount?

    I dont know how to add a line item discount. If theres a way to be able to add it, I cant see anywhere I can enter the amount of discount.

    I have a feeling I missed a really obvious step here somewhere. Sorry!

    What should I send a screenshot of?

    • This reply was modified 1 year, 1 month ago by  Motor.
    in reply to: Add Discount for as line in a invoice or budget #19141

    Motor
    Participant

    Thanks for the quick response.

    If I remove the custom field from Step 1, I don’t see the line item discount entry in Step 2.

    I see at the top I can choose Amount/Percent, but that applies to the total invoice. I have hardware and software in these invoices, I want to discount only one single line item, not the whole invoice.

    Also, Is there a video or anywhere thats explains in detail what I’m referring to in #7 in my previous post?

    Any ideas?

    Cheers,
    -Mtr

    in reply to: Add Discount for as line in a invoice or budget #19139

    Motor
    Participant

    Been trying to figure this out for 3.5 hours…. Hope someone can help?

    What I’ve done so far:

    1. Settings > Invoice Settings > Custom Fields > Products > Typed in “Discount” in the first empty box (Saved Changes)
    2. Settings > Invoice Design > Product Fields > Dragged “Discount” (Which is now showing up) down so it appears next to “Line Total” (Column 4 out of the 5 columns) (Saved Changes)
    3. When creating an invoice it shows the Discount column and when I add a discount #, on the PDF it displays the Discount column and shows the number I entered. Problem is that it’s not actually discounting anything.
    4. How do I make it subtract the quantity I type into the discount field, from the line item?
    5. How can I show somewhere before Tax at the bottom, total discounts all added up?

    6. ***Bonus question….***

    What does this mean and how does it work?:
    In: Settings > Invoice Settings > Custom Fields > Products
    It shows the following statement below the second box:
    “Add a field when creating a product or invoice and display the label and value on the PDF. Use Label|Option1,Option2 to show a select box.”

    I just don’t understand… am I supposed to put this code somewhere with my own options?
    Where do I put this “Label|Option1,Option2”?
    Please give an example of the dropdown and how it could be used for a discount?

    7. Most importantly, I’d like to sometimes offer a $ amount discount on a line item… other times a % discount. How can I acheive this?

    Thank You!!! BTW, I love Invoice Ninja so far, happy I paid for it!
    MUCH better than my previous app!!

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