Facturepar

Cashdeskpar:

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The Facturepar module was created to meet the needs of parameterizing edit and printing pages of all types of invoice documents - What currently includes the most common documents that are customer, supplier and proforma invoices. Will be integrated in the future Shipments and delivery orders, intervention sheets, etc ...

All these parameters have been created to meet the needs of companies in matter of inventory control. They thus include, most of the features required for the easy use of dolibarr installed a a local server.

Most of the parameters involved in Facturepar come from the existing parameterizing module on Dolibarr version 3.1, which has been in production since the release of this version. That is a little over 3 years. The usefulness of these parmeters was therefore verified on Dolibarr instances in production over long periods of time. The first version of Facturepar contained only part of those parameters (The most useful ones). It has been completed to include other parameters already tested or new parameters issued from new needs.

Some functions in invoicepar are not defined by any parameter. This is the case of the extra field "Flat-rate VAT scheme" that is created with the invoice as explained in the "Plans of VAT", the feature "Quick Input" and finally the correspondence of the order of rows in the printed documents and those displayed in the editing of the invoice.

The VAT system and the extra fields "Flat-rate VAT scheme" currently affects customer and supplier invoices. It was not considered useful to integrate this feature in proforma invoices given that such documents are intended to contain a maximum of information, so it is better that they integrate the information about VAT if applied. If not applied, it is easy to activate the "Flat-rate VAT scheme" field in the invoice generated from it.

The customer invoice, being the most current document in entreprise management, it therefore contains the most comprehensive number of parameters. Parameters for proforma invoices are actually a subset of the parameters of the invoice. They are not affected for example, by parameters regarding payments. In what concerns the supplier invoice, only common parameters to common objects have been incorporated to them. This is so, because that the supplier invoice document is much less important and intended for company internal use only. It generally contains the same information as the customer invoice of the supplier and its number is much less important than the number of customer invoices.

Quick Input :

The functionality of "Quick Input" concerns the three document types as it is about being effective in the input of all documents. This feature consists in:

- After each page refresh, the cursor is positioned on the input field of the item, and by typing some letters in the product name ( with the autoselect form configured for entering products / services), the article is selected. Then, the enter key will be used to move the cursor to the remaining fields that are price, quantity and discount. Validation on the last field of the line validates the input form and moves to the next line.

VAT plans:

Companies such as secondhand shops, restaurants, etc... are not subject to VAT and therefore do not include it in their invoices because they operate under a VAT plan called "Flat-rate VAT scheme". This VAT plan exists in all countries of the world where there exists a VAT and transient conditions from the "flat-rate scheme" to the " real rate scheme" (where VAT is included) are defined differently for each country.

Once the Facturepar module activated, the edit page of the invoice contains two new elements ( see below ) :

1- A new field "Flat-rate VAT scheme" (whose default activation status to the creation of the invoice is configurable in the module configuration page).

2- The Setup section at the bottom of the page.
 

By activating the "Flat-rate VAT scheme" field and refreshing the page, one sees immediately disappear all fields related to VAT.

 

The first section contains parameters for the edition of common object type pages. It includes the following parameters:

1 - Line Type (1-3): 1-> Predefined Product 2-> Free Product 3-> Free service

2 - Hide description Editor : Hide the description editor for predefined products.

3 - Hide Discount field : To hide the field in the input delivery only, which combined with the quick input option validates the form when pressing the Enter key on the "Quantity" field.

4 - Hide limited duration field: To hide the "limited duration" field when entering invoices lines.

5 - Add the price field in the invoice lines introduction: Add the price field in the invoice data introduction and allow its modification.

The second section contains the editing parameters for customer invoice type pages. It includes the following parameters:

6 - Allow customer change: By default, an invoice is assigned to a client when it is created and can not be changed. What if we entered the wrong client? Enabling this option allows to change it. This option rewrites the Database constant: FACTURE_CHANGE_THIRDPARTY.

7 - Cash payment Field: The cash payment field appears under the invoice lines entry form and allows for the automatic payment of the amount entered in the validation of the invoice. This amount may be changed to set an initial invoice payment

8 - Default creation settings: Sets a default value for all parameters when creating the invoice, allowing to go directly to the seizure of the invoice by clicking the "create" button.

9 - Allow invoice modification with payment started : By enabling this option, you can change the invoices with payment already started. It is much easier to do this operation than having to create a correction invoice.

10 - Synchronize appointment in Agenda (cf. CRcomptant): The "Synchronize appointment in Agenda" is only active in combination with the option "CRcomptant". If a future appointment already exists in the Agenda, it will be displayed with a link allowing to change the date, otherwise the option will create a new one (with a gap of 30 days, by default).

11 - Hide events : Hides events section in the invoice, allowing to generate more room for more relevant information of the invoice if you do not wish to use this feature.

12 - View customer invoices PDF documents in the browser : View PDF documents in the browser avoids having to download the document to the view and then use the PDF Browser Plugin. Warning: The documents generated when this setting is enabled are no longer visible in the edit pages of invoices when this setting is disabled. By cons, they will be visible but not accessible in other pages. This parameter is very useful in facilities locally, or the possibility of access to files in the site tree does not pose a security problem. However, it will do a risk assessment during an installation on site accommodation.

13 - View lines Numbers : To see line numbers when entering invoice lines

14 - Default VAT: Forces automatically selected VAT in invoices (This value must exist in the list of values ​​of Vat country ofthe selling company). If this field is empty, the default value is displayed as if the field does not exist.
 

The third section contains settings common to type invoices templates. These are the options that apply to all models of customizable invoice document type generated in Dolibarr. They currently apply to both models PDF standard format invoice document ("Shrimp" A5 and "Lobster" A4). It is intended to reuse these settings in future versions for document types OpenOffice ODT and XLS, XLSX Excel.

15 - Insert "Amount to pay" field : Insert field "Amount to pay ..." above the bottom of the page with the invoice amount in full (Valid only for invoices document models <b>HOMARD</b> and requires to have the "Numberwords" module installed and enabled)

16 - Titrate Delivery Note : Generate the title "Delivery Note" instead of "invoice" at the top of page.

17 - Hide payment conditions : Hide row specifying payment conditions.
 
18 - Hide footer: Hide the footer area and the information it contains.

19 - Hide payment mode zone : Hide line specifying the payment mode.

20 - Composed products details : Display all the components of composed products on additional invoices lines

21 - Hide payments list: Hide the list of payments with dates printed by default when there are payments on the invoice.

22 - Hide payment fields : Hide the fields related to payments.

23 - Hide type of currency info: Enable this option if you want to hide the message to top indicating the type of currency.

24 - Hide product references in the description : Hide references in the description of the products by keeping only the label field of products / services.

25 - Column of line numbers : Display a column in first place with line numbers.

26 - Product references column : Adds a column with products references before the label column. Note: If this option is enabled, the reference is automatically hidden in the label area.

27 - Customer Summary: Adds Customer summary after amount, including the customer balance before and after billing

28 - Hide transmitter address: Hide transmitter address in the box devoted to the issuing company and keep only the name or company name.

29 - Include stamp in percentage: Display the stamp as a percentage of the total invoice amount at the end of the list.

30 - Stamp calculation percentage: Percentage of the stamp applied to the total VAT invoice

31 - Stamp amount limit : Maximum amount limit of the stamp. This amount is applied to any invoice exceeding this limit

32 - Height for free text: Height for free text (Space last page after all other information)
    
33 - Height for footer: Height for the footer (in all pages)

By combining different values ​​for the two parameters 32 and 33 the bottom of the document can be adjusted for all the pages that constitute the document.

Finally, the "reload default settings" button reloads the default settings, which means to recover their values ​​at the moment of the module installation. However, you can change these default values by editing the file "facturepar_default_const.php" in the root directory module.

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History of changes :