Vtiger module to generate pdf invoices and send them by email to customer

Completed Posted May 13, 2010 Paid on delivery
Completed Paid on delivery

We need a little module inside Vtiger that allows us to list all invoices in the system. For each Invoice we need to be able to generate a pdf file on the fly and save it locally or the select multiple invoices and download them zipped locally or finally, to select multiple invoices and for each of them, the system will send a mail to the customer with a specific mail template and the invoice as an attachment.

## Deliverables

We need a little module inside Vtiger that allows us to list all invoices in the system. When entering the module, we have a selection screen with simple selection criterias :

- begin and end date

- Invoice status

- Account

and a button "list invoices".

Those criterias will allow us to restrict the list of shown invoices. When button is clicked, a table with all invoices corresponding to the selection fields are shown.

The table must be with this format

Account - Invoice Number - Invoice Date - Invoice Status - Total Invoice amount.

There must be a sorting option (drop down field allowing to change the sorting order and allowing to sort by account, by Invoice number and by date).

In from of each Invoice, there must be a check box allowing to select individually the invoice. There must be a select all - unselect all button too.

The goal of the module is to generate the pdf invoices (according to a given template) and to send them to each customer (account).

At the end of every line there must be a button that allows to generate on the fly the pdf version of the invoice. When the user clicks on that button, the pdf is generated and downloaded (or opened in default the pdf viewer) on the local computer.

At the end of the Invoice list (bottom of the screen), there should be two other buttons:

1- one button to export all checked pdf invoices ("export all pdf" button).

2- one button to send all checked pdf invoices ("send all pdf" button).

When the user clicks on the button to export the pdf Invoices, the system goes through the list of invoices and for each of them which is checked, it generates the pdf files. When all pdf files are generated, if zips all the pdf all tighter and if prompt to download the zip file on the local computer.

When the user clicks on the button to send the pdf Invoices, the system does the same as previous option but for every invoice if creates a mail. The mail's text should be configurable per account. So there should be a place (standard from Vtiger CRM or somewhere else) where we can edit the template of the mail and where we can configure the association between mail's template and Account. So basically we need to be able to use two different mail templates for two different accounts (for instance to send the mail in two different languages if two account aren't using the same language). There should be one administrative email address in cc too.

For every invoice checked, the system should send one email with the pdf as an attachment. If the mail is send the status of the invoice should be changed to "sent".

There should be possible to add pages at the end of the generated invoice. So the module generates the invoice and add to the pdf, another pdf file (to be uploaded by the user). The goal is to add the general and legal conditions that must be sent with the invoice.

Finally, there should be a log file (possible to be displayed in a log screen with selection criteria) allowing to know when mails have been send to account. So the system should log:

- date / target mail / Account / Invoice number / Status of the sent invoice.

So as a summary, we need:

- a config screen where we can create mail templates, associate templates with Accounts, upload pdf files and associate uploaded pdf files with accounts (meaning that the specified uploaded file will be added after the pdf invoice (in the same pdf)). There should also be possible in this config screen to change the administrative address used in CC of mail sent.

- An Invoice List screen with selection fields to build a list of invoices. Then for each selected invoice having the possibility to (re)generate the pdf invoice individually or to download a zip file with all generated pdf for selected invoices and finally to send a mail with a specific mail template per account, with the generated invoice as an attachment. If this option is selected, a log must be stored in a local DB and the sent Invoice should have its status changed to "sent".

- a log consultation page, where logs can be consulted.

We already have the format of the Invoice that we can give to the developer of this application. We also have a php program that generates the invoices in pdf with Vtiger Data but we'd like that this module replaces the current program. The source code of the program can be given as an help for the pdf creation if needed.

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Project ID: #3424145

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5 proposals Remote project Active Jun 7, 2010

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