VTiger - Create Invoice from Project + Tasks
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- Posted:
- Proposals: 2
- Remote
- #1014673
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Description
Experience Level: Intermediate
General information for the business: Using vTiger CRM for Projects.
Description of requirements/functionality: I require a custom module which enables a button on a project to create an invoice from the project tasks (all or some)
Very similar to this module - https://www.vgsglobal.com/extensions/vtiger-convert-sales-order-to-projects-tickets/
But in the other direction.
Module should allow selection of product/service and whether to include each task in the invoice.
When all tasks are selected the project is completed and marked as invoiced - relationships to invoice. (many of the relevant relationships already exist in my CRM)
each of the tasks are also marked as invoiced.
when a task is not selected as being on the invoice - then the job is not closed.
dialog should allow selecting all tasks and changing their status to closed if invoiced (optional)
Extra notes:
Description of requirements/functionality: I require a custom module which enables a button on a project to create an invoice from the project tasks (all or some)
Very similar to this module - https://www.vgsglobal.com/extensions/vtiger-convert-sales-order-to-projects-tickets/
But in the other direction.
Module should allow selection of product/service and whether to include each task in the invoice.
When all tasks are selected the project is completed and marked as invoiced - relationships to invoice. (many of the relevant relationships already exist in my CRM)
each of the tasks are also marked as invoiced.
when a task is not selected as being on the invoice - then the job is not closed.
dialog should allow selecting all tasks and changing their status to closed if invoiced (optional)
Extra notes:
John R.
100% (9)Projects Completed
17
Freelancers worked with
9
Projects awarded
23%
Last project
24 May 2017
United Kingdom
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