<font color="#888888"><br></font>Sreenivas,<br><br>We sell space on our servers and we charge our customers monthly.<br><br>Do you think we could you use this system to automaticaly make an invoice each month for each account based on how much space they currently use ?<br>
<br>We already have a cron that updates a custom field in Accounts with the space used by each account.<br><br>Let's say customer A has 5Gig this month, and customer B has 7Gig.<br>Let's say we already have a product called "Giga Byte".<br>
<br>Will we be able to use the information in our custom field as the quantity in the invoice ?<br>So we the system would make an invoice for customer A with 5 * "Giga Byte" and another invoice for customer B with 7 * "Giga Byte"<br>
<br>Thank you for all the work you guys are doing and for this great CRM.<br><br>David V.<br><br><div class="gmail_quote">On Thu, Nov 13, 2008 at 3:24 PM, quentusrex <span dir="ltr"><<a href="mailto:quentusrex@gmail.com">quentusrex@gmail.com</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">I think they are both a great idea. For the Recurring Invoice feature,<br>
also add quarterly. I would say that the focus should be on the<br>
recurring invoice feature over the Service Contract feature.<br>
<br>
-William<br>
<div><div></div><div class="Wj3C7c"><br>
On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote:<br>
><br>
> Hi vtigers,<br>
><br>
> As we mentioned earlier, we will be supporting non-stockable<br>
> (services) and stockable items (physical items) under Inventory<br>
> products module. To take our new love for services further, we will be<br>
> supporting Recurring Invoices and Service Contracts. We see these as<br>
> two different things. Let me explain:<br>
> * Recurring Invoices: Invoices will be created automatically at<br>
> the configured frequency. To support Recurring invoices, we<br>
> plan to add a new section in the Sales Order to capture<br>
> * Start and End period<br>
> * Frequency (yearly, monthly)<br>
> * Service Contracts: Helps track professional and support<br>
> service agreements. Service contracts are done at an item<br>
> level in the Invoice. A Service contract could have the<br>
> following fields.<br>
> * associated with Account<br>
> * Start Date, End Date, Tracking Unit [Hours, Days,<br>
> Incidents], Total Units, Available Units. (ex: our<br>
> Level 2 Support for small client is restricted to 4<br>
> tickets)<br>
> * is linked to Trouble ticket module. Each trouble<br>
> ticket closed should automatically decrement the<br>
> counter or the available hours.<br>
> * alert the client when limit is getting close.<br>
> * We can provide a button for each service line item in<br>
> an invoice to create a service contract.<br>
> Before moving ahead, we would like to hear from you.<br>
> * Is Service contracts module useful?<br>
> * Do you have any suggestions to improve upon the above defined<br>
> capability in Service Contracts?<br>
> We are wary of the Service Contracts exploding into a major piece of<br>
> work, for example to help with SLA compliance..etc. We would like to<br>
> keep this to a limited scope for now.<br>
><br>
> Please share your feedback.<br>
><br>
> thanks,<br>
> Sreenivas<br>
><br>
><br>
><br>
><br>
><br>
><br>
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