Invoice Management

[ParthivPatel-BTC]

• [x] Invoice CRUD (Create, View, Update, Delete)
• [x] Price Management
• [x] Send an Invoice email to client
• [x] Download invoice

• [x] Status Management

  Status should be change according to email and payment.

  If email sent to client, status will change to "Sent"

  Reference https://test2656.freshbooks.com/viewInvoice Username: subrahmanyam.konduri@botreeconsulting.com Password: btc@admin Statuses 1) Draft 2) Sent 3) Partially Paid 4) Paid

[PragatiDoshi-BTC]

Sub issues of this issue and estimated time required for it are as below:

1. Deletion of invoice - 30 mins
2. Viewing of invoice - 1.5 hrs ( The format of view is required to be discussed )
3. Invoice creation / Updation - 1 hr ( Required to be verified and change some of the code for fully functional )
4. Changing currency and accordingly changing value of price - 1.5 hrs
5. Adding status field in invoice and description field in line_item - 30 mins
6. Calculation total price of invoice in add and edit page - 1.5 hrs
7. Validation of invoice - 1 hr
8. Send Email - 3 hrs
9. Changing some code ( dynamic instead of static ) - 30 mins
10. Testing - 1.5 hrs

Questions :

1. Process of send email. What functionality should be included? Whether pdf is attached or not? Format of email?
2. Which validations should be included for invoice & line_items?

note : I have not considered pdf generation in the sub issues as its need to be discussed whether we are including it or not?

[PragatiDoshi-BTC]

Price Management Issue :

• [x] Througoh ajax, selecting item from list box will change the values of row. - 1 hr Need changes in view, controller and adding fields for description and status
• [x] Changing price or quantity, will change line total & invoice total. - 2 hr Need to do with js
• [x] Removing link from remove item will delete the row & change invoice total value - 3.5 hr Need to do R&D on remove item, as whether to do using ajax or js, also whether link will have changes for ajax or js
• [x] Saving record will save all the details with invoice total in invoices table. - 30 mins 5) Testing - 1hr