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added docs, removed dashboard page test table, added draft statuses
Signed-off-by: Trey <73353716+TreyWW@users.noreply.github.com>
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document.addEventListener("DOMContentLoaded", function () { | ||
const viewSourceButton = document.querySelector('a[title="View source of this page"]'); | ||
if (viewSourceButton) { | ||
viewSourceButton.style.display = 'none'; | ||
} | ||
}); |
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{% extends "base.html" %} | ||
{% block announce %} | ||
<a href="https://github.com/TreyWW/MyFinances/discussions/293">New Announcement</a>: License Change to AGPL v3 | ||
{% endblock %} | ||
{#{% block announce %}#} | ||
{# <a href="https://github.com/TreyWW/MyFinances/discussions/293">New Announcement</a>: License Change to AGPL v3#} | ||
{#{% endblock %}#} |
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# Invoices | ||
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Invoices allow you to bill customers for tasks or products. Customers can be sent an "invoice link" which allows them to view | ||
the invoice via the dashboard, print out the invoice and pay the invoice. | ||
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## View an Invoice | ||
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You can find an invoice from the "`Invoices`" -> "`Single`" tab, where every invoice under your [Logged in Profile](#) will be | ||
shown. Use the filters above each column to narrow down the list. | ||
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You can view an overview of the invoice by either clicking anywhere in the row, or the "three dots" -> "overview". | ||
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Here you can view things like the invoice status, ID, discounts, preview, and edit the invoice details. | ||
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## Invoice Statuses | ||
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Each invoice has a status: `draft`, `pending` or `paid`. | ||
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- **draft**: the invoice isn't yet finalised, you can easily make changes and get the invoice ready without the user | ||
interacting or viewing details. | ||
- **pending**: the invoice is ready for customer viewing and awaiting payment | ||
- **overdue**: the invoice is still `pending`, however the due date has expired. You and the user can view the invoice as now | ||
"overdue" - it's up to your business whether you add late fees. | ||
- **paid**: the invoice has been fully (or partially) paid by the user and doesn't need modification | ||
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## Invoices vs Invoice Profiles | ||
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**Invoices** are invoice documents sent to customers to be paid. They have a status, products, total price, etc. **Invoice | ||
Profiles** are sets of invoices that are often automatically created on a recurring basis, to be paid regularly. In an invoice | ||
profile a normal **Invoice** is created every period. The profile just defines how often they are created, and the default | ||
values attached to it. | ||
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# Invoice Profiles | ||
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As stated above, invoice profiles hold individual invoices and can be set to create a new invoice every period. | ||
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## Recurring Frequencies | ||
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- Weekly - choose a day of week, e.g. "mondays" | ||
- Monthly - choose a day of month, e.g. "15th" | ||
- Yearly - choose a day of month, e.g. "15th" and choose a month of year e.g. "january" | ||
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A single Invoice will be created every (period defined) and set to draft, you will be emailed automatically. | ||
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Invoices are created at `7am UTC` (`8am BST`) of each period, this is currently not customisable. Please contact us at | ||
[enquiry@myfinances.cloud](mailto:enquiry@myfinances.cloud) if you require the flexibility. | ||
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The `end date` is when the automatic invoice creation will finish. |
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