iono Documentation - Invoices
iono allows you to create invoices for anything. However, when adding a new invoice manually you do not select products/licenses/extras in the system and so must enter them manually, and then create the appropriate licenses/extras manually too.
The invoices section index page shows a list of all invoices within the system. Other invoice related options are located in the sub-menu on the invoice index page.
Adding
Adding a new invoice is done by clicking the Add link located within the sub-menu of the invoices section. This will show a page with input fields for data for the new invoice.
Invoice items can be anything that you can invoice a customer for. If you provide values for the Recurring Payment columns then the payment gateways will be used to handle the recurring billing automatically. If you wish to use the generation option explained below instead, do not fill out values for these columns.
Recurring Generation Options
Instead of having the payment gateway handle recurring billing (e.g. in the case of payment each month by bank transfer), you can leave the recurring options above blank and instead provide values in the fields provided in this section of the invoice/add page. These include:
- Generation Period - (never, every month, very quarter, every 6 months, every year)
- Generation Day - The day of the month that the invoice will always be generated on
On the specified day the invoice will be copied and a new one matching the same values will be created pending payment and the customer notified. For example, if you wanted the invoice to be generated on the first of every month when you would select every month from the drop menu and 01 into the Generation Day field.
Other Details
Other details that must be provided for the invoice include:
- User - The customer that the invoice is being created for
- Status - Whether the invoice is marked as Pending Payment, Paid, Cancelled etc
- Date Due - The date that the invoice must be paid for by the customer. The default value can be changed in Settings
- Send e-mail notification? - If ticked, the customer will be notified via e-mail about the invoice
- Notes - Any notes that you would like to add about the invoice
Print Templates
iono provides a print version of each invoice for both the admin and customer so they can print out details for their own records. A basic template is provided as standard but requires some editing to include your company details. The template exists in a basic HTML format and so only basic HTML experience is required to edit it. The templates are located in the following places and can be opened with any text editor:
- templates/iono/admin/invoices/print.tpl.php
- templates/iono/frontend/invoices/print.tpl.php
You need to edit the lines between 36 and 68 where you should enter your details such as company name and address.