topsquirrel

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  • in reply to: Owing calculation showing zero balances in error #774
    topsquirrel
    Participant

    I’ll look forward to the update details Richard ๐Ÿ™‚
    btw I couldn’t update the post with what I did in my scenario as it thought I was a bot

    in reply to: Owing calculation showing zero balances in error #764
    topsquirrel
    Participant

    p.s. I’m not averse to using different domains for each business. I could set si_preferences.pref_id to 1 and pref_description = “Invoices” within each domain…if that’s how it should work? ๐Ÿ™‚

    in reply to: Owing calculation showing zero balances in error #762
    topsquirrel
    Participant

    Thanks for coming back, I think I follow that but I’m unsure how that will work in my case as I have 12 records in si_preferences.

    I have three businesses in the database and over the years I have created a few invoice types to distinguish between such as monthly service charges and one-off invoices. The record in si_preferences where pref_id == 1 seems to relate to my sole trader business which doesn’t do much these days whereas pref_id == 7 and == 9 relate to most of my invoicing transactions.

    Should I set all of the si_invoices records to last_activity_date to โ€œ2020-01-02 00:00:00โ€ and the aging_date to โ€œ2020-01-01 00:00:00โ€? Would that cause all invoice types to be triggered for owing and aging?

    in reply to: Pre-populate the email notes field #757
    topsquirrel
    Participant

    I’m sorted now.

    I did hack /modules/invoices/email.php and
    /modules/statement/email.php
    saving the hacked files in
    /custom/invoices/email.php and
    /custom/statement/email.php

    `Change from
    $email->setBody($_POST[’email_notes’]);
    Change to
    $email->setBody(‘
    Dear ‘.$customer[โ€˜attentionโ€™].’,<br><br>’.$_POST[’email_notes’].'<br><br>Kind regards<br><p>etc etc</p>’);

    Note that /custom/… overrides /modules/…

    • This reply was modified 3 years ago by topsquirrel. Reason: code section got cut up by quotes
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