Invoice
active
Total logged
15h 35m
Uninvoiced
0h 0m
Entries
7
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 7 | 15h 35m |
Recent time entries
Last 7
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 7 Mar 2025 | Attach Invoice to Payment Emails - Create a new action field on the com template to mark the required invoice fields - In the communication creation script, add a step to check for this field on the template - If marked, perform server script to fetch the correct job data from the invoice screen and export onto server - Save this into an attachment field and link the attachment to the new email being created - Ensure when auto emails duplicate themselves to recur the attachment is regenerated against it - Success | Caleb Harvey | 2h 45m | invoiced |
| 27 Feb 2024 | Generate Receipt - Duplicate the layout for the invoice and add lines to show the invoice has been paid - Change the invoice created date to the date paid and pull from job date paid - Duplicate the invoice button and rename "Generate Receipt" - Point this button to a new script parameter on the invoice script which performs a server script - Server script creates a new invoice record on the new layout and sets the job ID off the selected job - Save the records as a PDF on the server temporary path - Read this data and convert it into the JSON format then pass from JSON back to a variable with the specified file name - Delete the temporary path file on the server and set the variable to a new attachment record with the Job id set as the relationship - Exit the server script with the attachment ID and load that attachment for the user to see | Caleb Harvey | 1h 5m | invoiced |
| 11 Dec 2023 | Adding a STRIPE Description to the Payment - Look into the Stripe API documentation to see if more info can be pushed in through a payment - Create a test payment on the test Stripe database and log into the account to see what sort of description has come through - Description pushes in through stripe display and through the customers emailed receipt as well - Add this functionality in to the description section of the Job payment in TDA - Make the description set to the Job# and the address of the job - Not working correctly so I wrapped the description in an encodeforurl step and it works correctly now | Caleb Harvey | 1h 30m | invoiced |
| 11 Dec 2023 | TDA Referrer's Report - Create a new layout on the job contact table as a report layout - Set a new script step to perform a find for the job contacts marked as referrer, with a paid job inside the selected quarter dates, with their profile marked as receiving referral payments and have a dollar value in their referrer payment fields - Show this list on the page and remove the body of fields and add in a sub summary field - Sort the page by contact so their list of jobs are aggregated into one line - Add a button on this line to change go to the job list layout for the selected contact - Show the job list breakdown of the contact and give ability to export it - Add a column showing whether the referrer has been paid in this quarter or not - Add a button under this column showing as a tick for paid and a red box for unpaid and have a show/hide on each depending on the status - Go to the job screen and add fields under referrer section to display what quarter the referrer will be paid in and the payment status and date - Link this field to the button in the referrer report list so when it is pressed the information displays in the individual jobs | Caleb Harvey | 3h 30m | invoiced |
| 19 July 2023 | Invoice online Pay Link - Research pdf link embedding options - copy basis of script on example found - remap script to fit the field data in TDA-Network - Find the exact link location to inject into a position in the pdf using (bottom, top, left, right) variables - Inject the job stripe link when this part of the pdf has been clicked - change job number to ensure all fields update correctly | Caleb Harvey | 2h 15m | invoiced |
| 18 July 2023 | Create a print layout for Invoice - Copy in the invoice example image as a bases - Added text fields over all information that stays unchanged - Added logo up the top left - Add due date, subtotal, gst, invoice number and invoice date fields to the invoice table - Write formula for Invoice Number to be the Job number with "INV-" as the prefix - Add all field details from contact, Job and invoice to their corresponding text titles and resize to match example invoice - Add line objects horizontally to break up field data and add a dotted line down bottom section that gets cut - Add in scissors logo on dotted line | Caleb Harvey | 3h 0m | invoiced |
| 18 July 2023 | Setting Up Table - Create Invoice Table Job and Contact ID fields to get the appropriate information for the invoice - In the back end, link Invoice to Job using ID Job - Link contact to invoice using ID Contact - Test Link to a job and contact | Caleb Harvey | 1h 30m | invoiced |
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