Invoicing Using ExpressionEngine

published on Jul 26th, 2006 // 0 Comments

 

Now this is thinking outside the box. Mark Boulton has designed and built a system to using Expression Engine to help with his workflow, complete estimates, invoices and more.

The templates or methods aren’t freely available on his site but I am guessing there will be a lot of interest in this from the likes of myself and pMachine itself.

Features listed by Mark include:

  • List all current and closed jobs
  • Each job must have a job number, client, associated estimates and invoices
  • Create, edit and store all estimates. Give them a status of Pending, Approved and Rejected.
  • Ability to print estimates and invoices using a well designed print stylesheet
  • Saving off PDF’s using the same print stylesheet
  • Create, edit and store all invoices. Give them a status of Paid, Part-paid and Unpaid

He has obviously put a lot of work into it but explains that the system has only currently been designed around his needs so there is quite a bit of room for development.

 

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