[Vtigercrm-developers] Feature: Recurring Revenue

[Sreenivas Kanumuru]

Hi,

We intend to support Recurring invoices capability in 5.1. We plan to use an
approach similar to the one taken by Joe. i.e., Use SalesOrder as a template
and add a section to configure the recurring properties  such as start
period, end period and the frequency. When the recurring invoice is created
by the system, the status will be set to 'Created' and an email alert can be
sent to the owner. The  owner can then change the status to 'Approved'

Hope this approach fits the need for most clients. Please let us know your
feedback.

-Sreenivas (vtiger team)





On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes <joe at tsolucio.com> wrote:

> Hi,
>
> We have this working using the SO as a template.
>
> http://vtiger-spain.com/wiki/doku.php?id=recurringbilling
>
> Joe
> TSolucio
>
> quentusrex escribió:
> > Is there work already being done on the Recurring Revenue feature? If
> > not has the feature already been designed, just not implemented? If not,
> > who should I talk to about this feature? I want to get this feature
> > implemented quickly and I'm willing to do all of the work if I can get
> > some help on the proper vtiger way to implement the feature.
> >
> > I'd like something that would run as a cron job that would check every
> > day to see all of the sales orders to see if they were marked as
> > 'recurring' if so then check to see when the last invoice was generated.
> > If the last invoice was more than a month ago, then generate an invoice,
> > that needs to be approved by the sales person. Then the sales person
> > approves the invoice, and sends it out.
> >
> > -William
> >
> > _______________________________________________
> > Reach hundreds of potential candidates - http://jobs.vtiger.com
> >
> >
>
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
>
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