I need to add features to this open source script , Bamboo Invoice - demo / download from here [url removed, login to view]
Add quote feature
All same features as invoice e.g. Quote summary , Private Note , etc ..
Option to convert quote to Invoice.
Add Predefined Signatures -
for sending quotes via email, at the moment when you select email invoice it has a text box to enter the email message, so it would have an option to use a predefined signature or enter custom message.
Make the Client Fields editable -
option to edit and add new fields.
Add Search For customer -
by quote , invoice - by name , reference or any fields under customer profile
For new invoice -
under select client -
add in option to search by - name or client fields , or
select from drop down which already exists.
When creating a new client under clients or under add new invoice , add contact to the client at the same time .
Add Feature - customer import , import customers from csv or excel
Add A product feature , where we can add products and save them to be selected when capturing invoices/quotes.
when adding a new product , option to select weather product requires lease or not.
Only Applies to products which require a lease -
Add leases - from template - customer fields will be automatically inserted if the customer accepts invoice.
When an invoice gets emailed , add feature to send a link with the email for customer to accept the qyuote/invoice
If its a quote and customer clicks "accept quote" in the email , automatically convert to invoice and send to customer.
If invoice is a accepted via the link in the email - customer goes to a page where they complete all fields required for the lease .
the lease is generated based on the product and template and customer info inserted , and it is then displayed to the customer -
They must then Click - I agree to all the terms and conditions of the lease,
this should add a digital signature with time/date stamp onto the lease and give the customer option to Save or print it.
Add Leases Menu
under leases - view list
Leases must have status's e.g. accepted, pending , not accepted and be available for admin to view/download/print.