Additional quote status

Hi,

when writing quotes I am happy when I get a purchase order for the quote. :slight_smile:
Now I can put the quote into the state approved.

But now I have the following problem. Some approved quotes get billed rather immediately. Other quotes are ment for long running projects and I have not created an invoice yet.

So I need a way to see, which quote has been invoiced and which approved quote needs to be worked on and needs to be invoiced.

How do you handle this situation?

I think I would like to add another quote status like invoiced.

  '7' => array(
            'label' => trans('invoiced'),
            'class' => 'invcoiced',
            'href' => 'quotes/status/invoiced'
        )

Add

public function is_invoiced()
{
    $this->filter_where('quote_status_id', 7);
    return $this;
}

…and so on and so on.

This way I can filter for all quotes, that are approved and know, that these quotes need to be worked on and need to be invoiced.

In addition it would be great, if when creating an invoice from a quote, the quote is switched to the state invoiced automatically. I think this would be done here (https://github.com/InvoicePlane/InvoicePlane/blob/master/application/modules/quotes/controllers/Ajax.php#L326)

What do you think of this?
Can we add this as a FR to development.invoiceplane.com?
I am willing to take care for this development.

Thanks a lot
Cornelius

Last Update: 2018-01-21