I designed both the html and the pdf versions, and added 2 buttons to the 'Customer Balance' section (top right well) - 'New Statement', and 'Show Statements' (that opens a modal).
1) The following data is not available but required for the statement:
Company Name (org)
Company Address (org)
City, State Zip (org)
Company Phone (org)
Company email (org)
Statement Date
Customer Company (name)
2) Clicking the New Statement button should open a PDF in a new window (so the user can quickly forward it):
/views/customers/_customer_balance.html.erb
<%= render 'statements/form', account: @customer.account %>
Currently it open the html page, which I think is not necessary (the user can open the modal and click on the link to see that ver.)
3) The modal that includes all the statements is: #all_statements
I can't access the statements table with all the fields (<%= render 'customer_statements', account: @customer.account %>), but the the option to open the PDF is missing (currently there is only a link to the html ver.). Can you add something like the following to the table:
<%= link_to statement_path(invoice, format: :pdf, template: "#{invoiceable.class.name.underscore}_statement"), :class => 'btn btn-primary btn-mini', :target => '_blank' do %>
<% end %>
added a checkbox to exclude jobs with zero balance as well as a notes field.
Note that I also added the completion date and the external reference so the document layout is now messed up
I designed both the html and the pdf versions, and added 2 buttons to the 'Customer Balance' section (top right well) - 'New Statement', and 'Show Statements' (that opens a modal).
1) The following data is not available but required for the statement:
2) Clicking the New Statement button should open a PDF in a new window (so the user can quickly forward it): /views/customers/_customer_balance.html.erb <%= render 'statements/form', account: @customer.account %> Currently it open the html page, which I think is not necessary (the user can open the modal and click on the link to see that ver.)
3) The modal that includes all the statements is: #all_statements I can't access the statements table with all the fields (<%= render 'customer_statements', account: @customer.account %>), but the the option to open the PDF is missing (currently there is only a link to the html ver.). Can you add something like the following to the table: