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I do appreciate the input of rodw and at first it seems like a good solution, however probably maintenance wise it's not prefered to have extra company options for this. I think if the subtotal tax excluded is added to the screen and invoice report then this will fullfill my needs.

Whether or not to also show Subtotal tax included I think this depends whether it can differ from the invoice total. If the Subtotal tax included will never be different from the invoice total then there seems no need to add it. But probably it might differ in case of shipment? I just checked the demo and indeed the total invoice will have shipment included while the subtotal will only sum the item lines.

This means that also Subtotal tax excluded is not good enough for me. I'm looking for the Total invoice tax excluded.

If I send an invoice to a client and I'm not sure whether it's a company or private person then at least total excluding, the VAT and the total including are relevant.

I'm not sure if I get the point. Isn't everybody processing his bank accounts?

When I'm checking the bank transaction received from my bank then I get teh customer payments details. How should I then process this effectively in FA?

When I click 'Allocate Customer Payments or Credit Notes' I only see Bank Deposit type and not my open invoices. While if I go to 'Customer Payments' and select the appropriate customer then it will show the open invoices.

Is something going wrong at my place?

I indeed managed to use the batch invoice functionality you learned me. It's functioning for the moment when making manual SO's and generate the deliveries for these SO's.

If I understand well then the recurrent invoice will not be able to consolidate with manual SO's. I didn't test it yet myself.

You do mention the future dev wiki. I'm still thinking what would be efficient to process the contracts. I cannot yet say how it should be, all I know is that currently I do see a delay in work on setting up the recurrent invoicing.

Let me explain what I do now. When a customer orders a domain name, I make a new product with the domain name, then I make the SO with this domain. Then I have to inquiry the SO's to make it a template as I want every customer to get his own domain references (and renewal date which I put in the item description e.g. domain.tld [23-JAN]). Then I go to the the maintenance of recurrent invoices, I (try to) select the correct original template SO from the dropdown (very difficult as you only see prices and a number which is not even my SO reference number). Then I put 12 months and the start date. I then will have to visit the creation of recurrent invoices frequently to check the ones to be created. Maybe I will make this my starting page.

I probably will have better ideas later when using FA longer and then I will definitely come back to share these.

Hi Itronics, I will try to explain.

Consider a hosting company selling domain + hosting. Imagine I have a customer with 6 domains each with a different starting date during the year. These will get yearly recurrent fees. This I consider as contracts. So one customer having 6 contracts. And I make 6 recurrent SO's.

Besides the contracts he also asks for installation of a CMS or webshop. Then I will charge this by also making an Sales Order for this.

Now ideally the customer should not be flathered with small invoices.

To get this processed efficiently the recurrent functionality within FA would generate SO's. Next step is that multiple SO's (manual ones + recurrent generated ones) should be consolidated into one Sales Invoice. So with the given example it might end-up in 3 invoices based on 6 recurrent SO's an some manual SO's (let's say 3). Currently I'm missing the SO consolidation functionality and would generate 9 invoices.

My perception of a contract is an agreement with the customer. An SO could function as a contract, especially when it's recurrent. If the invoicing is more customer oriented instead of order oriented then this will really be appreciated by service companies.

I hope this makes it more clear and I think it is basically dual to the 'Supplier Invoice' functionality where items can be selected from different PO's/GRN's.

I also managed to switch the heading of the invoice to show 'price incl. tax' or 'price excl. tax'.

line 106 (FA version 2.2.6) of reporting/includes/doctext.inc

find this:

            $this->headers = array(_("Item Code"), _("Item Description"),    _("Quantity"),
                _("Unit"), _("Price"), _("Discount %"), _("Total"));

and modify into:

          if( $myrow["tax_id"] == "" ) {
            $tax = " incl. VAT";
          } else {
            $tax = " excl. VAT";
      }
            $this->headers = array(_("Item Code"), _("Item Description"),    _("Quantity"),
                _("Unit"), _("Price").$tax, _("Discount %"), _("Total").$tax);

Just to share my adjustments to support end-user B2C and company B2B invoicing.

At my side with FA2.2.6 I really get the correct values. So per line item the price per piece and the line total are both including VAT/tax.

The only change I do is to calculate the DisplayPrice based on the price including tax (FullUnitPrice) and als re-calculate the $Net based on this price including tax. With re-calculating I mean that the original $Net= will exist and also the $SubTotal += $Net; so one line after this I re-calcultate $Net for the item line. The re-calculation is not done in case it's a company as then the price is already correct.

Indeed I see backup files generated by FA, very good! One minor issue (not even an issue for me), it dumps both company backups in the company/0/backup folder. I see both the database_0_20100217_0024.sql and database_1_20100217_0024.sql in company/0/backup  and no (new) ones in company/1/backup. I'm using the unstable CVS 2.3 md6 downloaded today 17-Feb-2010.

I also noticed that one should not run the FORCE database install 2.2->2.3 after the normal install. This I did because the company kept blocked. The first time the install runs then the company preferances are moved from table 0_company to 0_sys_prefs and the 0_company is deleted. With a second (forced) run it will first remove 0_sys_prefs and then try to rebuild it from 0_company. However the 0_company is not there and thus the 0_sys_prefs cannot be rebuild. So always make backups before upgrading (yes I did).