diff options
author | ivan <ivan> | 2002-02-10 19:58:43 +0000 |
---|---|---|
committer | ivan <ivan> | 2002-02-10 19:58:43 +0000 |
commit | 7e3eb82f87c371785544b706b7347c7edde2b593 (patch) | |
tree | 65f3bdc7b55c3c377e21d45145f2eafad5bc2dfb /httemplate/docs | |
parent | ddb53fcc9fc80561354b97e4e7803004990138d0 (diff) |
update billing documentation for the new world of invoice events
added freeside-daily replacing freeside-bill for the new world of invoice events
Diffstat (limited to 'httemplate/docs')
-rw-r--r-- | httemplate/docs/billing.html | 56 | ||||
-rw-r--r-- | httemplate/docs/upgrade8.html | 1 |
2 files changed, 20 insertions, 37 deletions
diff --git a/httemplate/docs/billing.html b/httemplate/docs/billing.html index dcb90208a..de59fc60a 100644 --- a/httemplate/docs/billing.html +++ b/httemplate/docs/billing.html @@ -4,36 +4,26 @@ <body> <h1>Billing</h1> <ul> - <li>To enable billing, you <b>must</b> create an <a href="config.html#invoice_template">invoice_template</a> configuration file. An example file is available in the <i>conf/</i> directory of the distribution. You also need to create an <a href="config.html#lpr">lpr</a> configuration file to enable postal invoices. - <ul> - <li>Optional: Invoice template customization - <ul> - <li>See the <a href="http://search.cpan.org/doc/MJD/Text-Template-1.42/Template.pm">Text::Template</a> documentation for details on the substitution language. - <li>You <b>must</b> call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. - <li>In addition, the following variables are available: - <ul> - <li>$invnum - invoice number - <li>$date - as a UNIX timestamp (see <a href="http://search.cpan.org/doc/GBARR/TimeDate-1.09/lib/Date/Format.pm">Date::Format</a> for conversion functions). - <li>$page - current page - <li>$total_pages - total pages - <li>@address - A six-element array containing the customer name, company, and address. - <li>$overdue - true if this invoice is overdue - </ul> - </ul> - </ul> <li>You can bill individual customers by clicking on the <i>Bill now</i> link on the main customer view. - <li> The <b>freeside-bill</b> script can be run daily to bill all customers. (link to manpage!) Usage:<pre>freeside-bill [ -c [ -p ] [ -a ] [ -i ] ] [ -d <i>date</i> ] <i>user</i></pre> + <li>The <a href="man/bin/freeside-daily.html"><b>freeside-daily</b></a> script should be run daily to bill customers and run invoice collection events. + <li>Real-time credit card processing: Install the <a href="http://search.cpan.org/search?mode=module&query=Business%3A%3AOnlinePayment">Business::OnlinePayment</a> module for your processor. Configure the <a href="../config/config-view.cgi#business-onlinepayment">business-onlinepayment</a> configuration option. Disable the default <b>Batch card</b> <a href="../browse/part_bill_event.cgi">invoice event</a> and add one for Business::OnlinePayment. + <li>Optional: Invoice template customization <ul> - <li>-c: Turn on collecting (you probably want this). - <li>-p: Apply unapplied payments and credits before collecting (you probably want this too) - <li>-a: Call collect even if there isn't a new invoice (probably a bad idea for daily use) - <li>-i: Real-time billing (as opposed to bacth billing). Only relevant for credit cards. - <li>-d: Pretend it is <i>date</i> (parsed by <a href="http://search.cpan.org/doc/GBARR/TimeDate-1.09/lib/Date/Parse.pm">Date::Parse</a>) - <li>user: as setup with freeside-adduser + <li>See the <a href="http://search.cpan.org/doc/MJD/Text-Template-1.42/Template.pm">Text::Template</a> documentation for details on the substitution language. + <li>You <b>must</b> call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. + <li>In addition, the following variables are available: + <ul> + <li>$invnum - invoice number + <li>$date - as a UNIX timestamp (see <a href="http://search.cpan.org/doc/GBARR/TimeDate-1.09/lib/Date/Format.pm">Date::Format</a> for conversion functions). + <li>$page - current page + <li>$total_pages - total pages + <li>@address - A six-element array containing the customer name, company, and address. + <li>$overdue - true if this invoice is overdue + </ul> </ul> - <br><br>Batch credit card processing + <li>Batch credit card processing <ul> - <li>After this script is run, a credit card batch will be in the <a href="schema.html#cust_pay_batch">cust_pay_batch</a> table. Export this table to your credit card batching. + <li>After <a href="man/bin/freeside-daily.html"><b>freeside-daily</b></a> is run, a credit card batch will be in the <a href="schema.html#cust_pay_batch">cust_pay_batch</a> table. Export this table to your credit card batching. <li>When your batch completes, erase the cust_pay_batch records in that batch and add any necessary paymants to the <a href="schema.html#cust_pay">cust_pay</a> table. Example code to add payments is: <pre>use FS::cust_pay; @@ -55,16 +45,8 @@ if ( $error ) { # end loop </pre> -All fields except paybatch are contained in the cust_pay_batch table. You can use paybatch field to track particular batches and/or particular transactions within a batch.<br><br> - <li>The <b>freeside-print-batch</b> script can print or email pending credit card batches for manual entry. Usage: freeside-print-batch [-v] [-p] [-e] [-a] [-d] <i>user</i> - <ul> - <li>-v: Verbose - Prints records to STDOUT. - <li>-p: Print to printer lpr as found in the conf directory. - <li>-e: Email output to user found in the Conf email file. - <li>-a: Automatically pays all records in cust_pay_batch. Use -d with this option usually. - <li>-d: Delete - Pays account and deletes record from cust_pay_batch. - </ul> - </ul> - <li>The <b>freeside-overdue</b> script can list, add postal invoicing, suspend or cancel overdue and/or expired accounts (link to manpage!). +All fields except paybatch are contained in the cust_pay_batch table. You can use paybatch field to track particular batches and/or particular transactions within a batch. + </ul> + <li>The <a href="man/bin/freeside-print-batch.html"><b>freeside-print-batch</b></a> script can print or email pending credit card batches for manual entry. </ul> </body> diff --git a/httemplate/docs/upgrade8.html b/httemplate/docs/upgrade8.html index 2c7008a6c..61d956ce8 100644 --- a/httemplate/docs/upgrade8.html +++ b/httemplate/docs/upgrade8.html @@ -303,5 +303,6 @@ ALTER TABLE cust_refund DROP COLUMN crednum; (ownded by the freeside user). <li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup. <li>Set appropriate <a href="../browse/part_bill_event.cgi">invoice events</a> for your site. At the very least, you'll want to set some invoice events "<i>After 0 days</i>": a <i>BILL</i> invoice event to print invoices, a <i>CARD</i> invoice event to batch or run cards real-time, and a <i>COMP</i> invoice event to "pay" complimentary customers. If you were using the <i>-i</i> option to <a href="man/bin/freeside-bill.html">freeside-bill</a> it should be removed. + <li>Use <a href="man/bin/freeside-daily.html">freeside-daily</a> instead of <a href="man/bin/freeside-bill.html">freeside-bill</a>. </ul> </body> |