Batch export / print / send invoices


#1

We have some clients who prefer to receive invoices by surface mail, and it would be great to have the option to select those invoices to print as a batch instead of having to select each one individually, download it as a PDF, then print.


Export invoice list to PDF, Excel, or CSV format
Request: Export Options
Request: Export Options
Download all invoices to PDF
Download all invoices to PDF
#2

Last Update: 2018-01-07


#3

Hey,

From what I know from mPDF it’s possible to add unlimited pages (or at least a big number) so we have to see with @Kovah if he wants to implement it and how implement it but for a technical point of view it doesn’t sounds too hard :slight_smile:

Regards,


#4

Absolutely useful feature. Added to the task list and pre-scheduled for version 1.6.0.


#5

Many thanks for the quick reply, and I will look forward to the extension to what is a superb piece of software.


#6

A suggestion might be to only email invoices if an email address is added to the client database. The system could then use the export to PDF as a default option.

For creating the batch, the software only has to store the PDF’s in a directory created specifically for that purpose. Linux users could use the “LP” command to select which invoices were printed.


#7

Here is what I would suggest (from my point of view) :

  • a new submenu in the Invoices menu called “Export invoices”
  • In this new submenu you have the possibility to choose :
  1. A client (not mandatory it’s up to you if you want to download for example all overdue invoices)
  2. from/to field
  3. status (checkbox to select one or multiple status)

And if you hit the “export” button then it generates ONE file with all invoices you have selected according to your criteria.


#8

Yes that seems a more useful method of extracting the invoices. I assume they will export to PDF?


#9

Sure in PDF :slight_smile:

But in my opinion it’s the only way to cover all point of view (those who wants for a specific client, those who wants only overdue, those who wants with a from/to datepicker) …


#10

HI Guys,

I’ll share screen how this is done in my other paid version of invoices. I would say - it looks simple, yet it has everything i need . Basically you have time range presets or range selector, and format dropdown . Thats it

The only other thing to consider there probably could be 2 PDF options

  1. Single PDF with invoices going inside PDF one by one
  2. PDFs archive as a ZIP with separate files inside

PS - the popup appears on already filtered invoices - Thus if you click it on “ALL INVOICES” -it will export you all invoices. If you where in a list where only OVERDUE invoices - you’ll get only overdue . But i guess other dropdowns could be just added with filter selcetion and possibly client selection


#11

Hey,

That’s fine with me to add a select list or a checkbox to let you choose between one PDF or multiple in a ZIP :slight_smile:
Just need to see what’s possible to do (but Codeigniter has a built in library for zip so it should be easy)

For ref: https://www.codeigniter.com/user_guide/libraries/zip.html

Regards,


#12

Hello,

Kovah asked me to jump into this conversation because I have already worked on a related / similar job like this, sending (UBL) invoices.
What did I realize on my own environment:

  1. I have added an option in the customer settings to choose the type of “electronic invoice” and this depending on their internal workflow or accounting process. ERP and accounting software can automatically process / understand these UBL files.

  2. if in my version the invoice (via email) is sent to the customer, the desired electronic Zugferd or UBL invoice file is also generated and sent to this customer.
    image
  3. as an extra, a European electronic SEPA credit transfer payment file (SCT pain.001.001.03 xml) can also be created and sent along.
    All these additional files are created and are based on (Zugferd or UBL) templates.

If this is interesting enough to develop further, I can certainly provide more information and share the code.