Invoice created from website - any suggestions?

unwashed potato!

unwashed potato!

unwashed potato!

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Looking for a way to simplify my guys with how they create and send invoices.

All our job information such as address, name, services, total, are stored on a mysql database, however they copy that to a paper invoice and give to customer, or even sometimes will also we need to make one in word and send it. Super inefficient and hoping to find a better option.

Anyone able to suggest a software that can produce an invoice from a website? I'm imagining the team could put the information across from the database by clicking some buttons, and then click another button to send/product pdf invoice.

Does such a thing exist?
 
Is this not something where it would be easier to just use actual online invoicing software like Xero or have I misinterpreted what you need? What might be complicated initially to set up will provide all your departments with the required access to what they need from a central point.
 
Hutchy said:
Is this not something where it would be easier to just use actual online invoicing software like Xero or have I misinterpreted what you need? What might be complicated initially to set up will provide all your departments with the required access to what they need from a central point.
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Not quite, as the invoicing part wouldn't link to our website. It's more the fact we already have all the details for the invoice on our website, that it's super inefficient to enter it again in the invoices, and even then again onto sage.
 
Isn't this a web development question? You want to generate a PDF invoice to download or maybe even send directly to the customer from your website?

Depending on what content management system you're using it may already be an option or available via a plugin, however you will likely need custom development to get the invoice looking how you want.

Without more information it's hard to say, I'd be talking to whoever created the website.
 
What is your website built on? There are quite a few good wordpress plugins for this. But i think you'll have to go searching for the best solution for your use case.
 
I just use sandard .net code for most of it, the only none standard thing is I use is DevExpress Reports to create the pdf, but only because its there anyway. You could just generate a HTML invoice and show/email that. Whoever created the site should have no problem with this.
 
FreeAgent is worth a look. You could either use that also for your customer details instead of the existing database you have or if FreeAgent doesn't have enough customer detail fields then use a CRM, something like Capsule then integrate that into FreeAgent and it will sync across the main contact details for invoicing. FreeAgent will also do you for quoting and automatically chase late payers, provide electronic payment methods from your own portal that sent emails link back to and all your accounts including electronic filing.
 
Apex said:
Exactly what I'd love to do. How? :p
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I assume it's a .net or PHP back back-end? I think the path of least resistance will be to create a way to view the invoice in the browser, style this how you need, then add a button to trigger a HTML to PDF library for your back-end language to convert it.

You might even get away with printing the invoice page as a PDF directly from the browser but that may not be consistent.
 
Wouldn't you be better off exporting the customer data in your website into whatever package they use to do the billing? Rather than them copy-pasta it in all the time.

Or is the billing literally done in Excel or Word with no actual billing software involved?
 
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