Order confirmation and delivery bills

Self-Hosted | v5
1

Hi,
we are using invoiceplane for quite some time but the development seems stuck.
So I just started to look at invoice ninja and it looks very promising and supports several features I was missing like decent access rights for different accounts to view or create certain things (either quotes or products).

However, we also need “order confirmations” and “delivery bills”. I think invoiceNinja also does not support these?
With invoiceplane I was able to tweek the templates for quotes to actually output an order confirmation, when the state of the quote changed to “accepted”.

Are there any plans in regards to these two kind of documents within invoiceNinja?
Any thoughts on this?

Thanks a lot
Cornelius

2

Hi,

The app supports converting an invoice to a delivery note.

You may be able to use custom designs to achieve this.

2 Likes
3

Thanks a lot for the hint!

We usually send the delivery note before the invoice. Also an invoice may contain physical goods and services. So the delivery note would only contain the physical goods, not the services.

…just to give you an idea about our use case.
Thanks a gain
Cornelius

1 Like
4

I’ve got the same problem as cornelinux and want now to edit the delivery note design.
When editing the invoice design (Settings → Invoice Design → Customize & Preview → Edit) I’m getting a preview of the invoice. Is there a possibility to get also a preview for the delivery note?

5

@david @ben any thoughts on this?

6

It could be possible, you can add it as a feature request on github.

1 Like
7

I tried to define a full standard process from the customer request to dunning letter. Not all users will need all steps, but if invoiceninja would enable all steps it would be very universal usefull for all users.

I tried to define standard names in english and german. The abbreviation i use for my documents is in brackets.

  1. Request for a quote (RQ) / Kundenanfrage
  2. Sales Quotation (SQ) / Angebot
  3. Purchase Order (PO) / Bestellung
  4. Sales Order (SO) / Auftragsbestätigung (durch den Auftragnehmer)
  5. Purchase Approval (PA) / Produktionsfreigabe (durch den Kunden z. B. Druckfreigabe)
  6. Delivery Order (DO) / Lieferschein (vor oder bei Rechnungsstellung)
  7. Sales Invoice (SI) / Rechnung
  8. Payment Reminder (PR) / Zahlungserinnerung
  9. Dunning Letter (DL) / Mahnung

…and additional there are the contracts (recurring orders). I use the abbr. (RO) for them.

I would be interested to know whether these steps would be suitable for all other users, or which cases are not included. Perhaps a standard can be implemented or a flexible solution can be found so that everyone can define their own individual workflow?

sales-process
sales-process1041×311 29.3 KB

As you can see there are always the same steps, even if you are a reseller or have to order the goods something else like in this example.

business-process
business-process1195×503 55.1 KB

8

@RalphGL
I would love some more documents ass well. In my case the “Sales Order (SO) / Auftragsbestätigung (durch den Auftragnehmer)” seems to be missing in invoice ninja.
Did you find a way to create this document with invoice ninja?
Since you seem to be German, would it be possible for you to help me to create the necessary (German) templates in my hosted version of invoice ninja?
I like to pay you for the effort

The documents I used to create have been: Sales Quotation (SQ) / Angebot → Sales Order (SO) / Auftragsbestätigung (durch den Auftragnehmer) → Delivery Order (DO) / Lieferschein (VOR Rechnungsstellung) → Sales Invoice (SI) / Rechnung → Payment Reminder (PR) / Zahlungserinnerung → Dunning Letter (DE) / Mahnung

My maintainance contracts (recurring orders) have been so far simple Sales Qotes with the conditions in the offer note saying that the work is repeated every year till canceled by the client. Maybe generating an extra document would be better?

Best

9

Hallo Florian,
nein leider konnte ich bis heute keine Auftragsbestätigung und keinen Lieferschein erstellen und habe auf Workarounds außerhalb Invoiceninja zurück gegriffen. Die Logik der Dateivorlagen von Invoiceninja erschließt sich mir bis heute nicht.
Viele Grüße
Ralph