Author Topic: Invoice extension (Read 1076 times)

Jens-Erik · May 27, 2014, 10:58:18 am

Hello,

we are in the process of deciding whether CiviCRM is the right choice for administering our addresses, memberships, and event registrations. All in all I think it fits quite well to our needs, with one important exception: invoices.

We need to generate invoices not automatically upon registration but manually after checking things like the right choice, e. g.: Is the registering person really a member? Is the company size for company members correct. Do they have to pay VAT or not: with a valid EU VAT id or if they are outside EU they don't have to, otherwise they need to pay VAT and so on.

And it would be nice to check memberships for reductions. E. g. a member gets a reduced price for registering for an event. Best would be that logged in members get the reduced price automatically. But if they can just click the check box for a reduced price without verification, then at least we have to check the membership status before sending out the invoice.

Besides we'd like to be able to create invoices also if they are not related to a membership or event registration.

Do you think writing an extension is a feasible way of achieving this? Some time ago someone recommended this to me in this forum. I'm going to read the documentation for extensions. Since it says you should write about your plans, I'm hereby doing this. And I hope to get some advice here if I'm stuck somewhere.

Jens

awasson · May 27, 2014, 06:21:23 pm

Hi Jens,

As I mentioned in the reply on the other thread, VAT is in a state of flux just at the moment.

With a custom full featured tax extension or with full featured VAT integrated into CiviCRM Core, I think CiviCRM should easily satisfy your needs. In the interim, can you use your transaction provider to charge the tax? It isn't ideal I know because it would pull tax reporting out of your CiviCRM reporting but it might allow you to achieve the rest of your goals until a full VAT solution is integrated into CiviCRM Core.

For the rest of your requirements, I would suggest looking at the CiviCRM Cookbook from Packt Publishing: http://www.packtpub.com/civicrm-cookbook/book

jamien-www.compucorp.co.uk · May 28, 2014, 03:24:28 am

Hi Jens,

VAT (% based sales tax) and invoicing support will be in version 4.5 of CiviCRM and will hopefully have a version that works with version 4.4 in the next few weeks (although this will not be publicly available for download initially).

We at Compucorp are working with the core team and Webaccess to develop this functionality.

The specification is available here:

http://wiki.civicrm.org/confluence/display/CRM/Sales+Taxes+and+Invoicing+-+Phase+1

and the new features will be available to test in the next few weeks.

I'll be making a blog post about this in the not too distant future now that we have some screen shots and more information

Best

Jamie

ps. For the reduced prices you may want to take a look at CiviDiscount extension

Fabian_SYSTOPIA · July 10, 2014, 01:59:56 am

Hi Jamie,

the invoice extension you are working on looks really promising.
I was wondering if you could post a short update on the development and if there is any version available that we could already use for a first test.

Regards
Fabian

awasson · July 10, 2014, 09:13:11 am

Yes indeed Jamie,

Let me know if you need another set of eyes on the project for testing too. I am really keen to see this addition to CiviCRM Core

Cheers,
Andrew

CiviCRM Community Forums (archive)

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Author Topic: Invoice extension (Read 1076 times)

Jens-Erik

Invoice extension

awasson

Re: Invoice extension

jamien-www.compucorp.co.uk

Re: Invoice extension

Fabian_SYSTOPIA

Re: Invoice extension

awasson

Re: Invoice extension