Pro forma invoice for buying on account

[JohnsonZA]

My customers are usually big companies who need to process invoices through their finance departments before making a payment, i.e. online payment is out of the question.

My shop offers digital products, so what I need is a payment system which issues a Pro Forma invoice when the products have been "purchased" indicating the amount to be paid. Once they pay the invoice, they need to be issued with a normal invoice showing their payment.

Do any of the existing payment modules offer this sort of "buying on account" functionality? I've started hacking one together for myself, but surely there must be other people out there who have the same requirements?

[Tall Paul]

Hi

Did you find an answer to allowing payment on a pro forma. The shop I am working on needs to allow both existing/trade customers to pay on proforma and new customers/retail to pay throught the site.

Cheers

[JohnsonZA]

I eventually wrote my own payment module to do what I wanted. I hope that this feature will be incorporated into Prestashop one day. I might tidy the module up soon and put it available for purchase somewhere, but it seems like there isn't a huge demand for it as this is the first reply to my post.

[shykoo]

hi,

i am also interested in a Pro Forma module. please leave a note here if and when u put it on the net.

[davekaye]

Just what Im looking for, is there any chance of getting hold of this module or hack, it would help me out loads

 

Thanks

[tuk66]

I think, you can just print a proforma and then regular PDF invoice. Use some "dummy" payment module, say Bankwire, with changed text in FrontOffice and the name, of course.

 

You can issue the right invoice according to the order state with the M4 PDF Extensions module. The invoice would alter a part of text or the whole invoice layout pursuant to actual order state.

[davekaye]

I think, you can just print a proforma and then regular PDF invoice. Use some "dummy" payment module, say Bankwire, with changed text in FrontOffice and the name, of course.

 

You can issue the right invoice according to the order state with the M4 PDF Extensions module. The invoice would alter a part of text or the whole invoice layout pursuant to actual order state.

 

Thank you, i will take a look

[micke.teeling]

I think, you can just print a proforma and then regular PDF invoice. Use some "dummy" payment module, say Bankwire, with changed text in FrontOffice and the name, of course.

 

You can issue the right invoice according to the order state with the M4 PDF Extensions module. The invoice would alter a part of text or the whole invoice layout pursuant to actual order state.

 

Hey, this sounds really good. I looked around at your website and tried the demo, but I'm not sure it can do exactly what I need to do.

I have three different cases:

 

1. Customer pays by PayPal. In this case I'd like an invoice to be sent, as standard Prestashop.

2. Customer pays by Bankwire. In this case a proforma gets sent. After I receive the payment, I input that in the order and can then send an invoice.

3. Same as 2. but I create the order from scratch in the BO. I choose bankwire and send a proforma. After payment I send the invoice.

 

Would this be possible with the M4 PDF Extension? Could you explain how to use the order status to switch between proforma and invoice?

Thanks! 

[tuk66]

Points 2 and 3 are the same. You just want to know the payment module and order history (not actual order state). Available data are $order[orders].module and $order[orders].order_history.

 

The template of invoice and proforma is the same as well. You just want to change some text according to state. Here is an example for switching between PROFORMA and INVOICE.

{if isset($order[orders].order_history)}
    {foreach from=$order[orders].order_history item=order_history name=cycle key=k}
        {if $order[orders].module|strpos:'bankwire' !== 0} {* bankwire module *}
            {if $order_history.id_order_state == 2} {* payment accepted *}
                {l s='INVOICE' mod='m4pdf'}
            {elseif $order_history.id_order_state == 4} {* shipped *}
                {l s='INVOICE' mod='m4pdf'}
            {elseif $order_history.id_order_state == 5} {* delivered *}
                {l s='INVOICE' mod='m4pdf'}
            {else}
                {l s='PROFORMA' mod='m4pdf'}
            {/if}
        {else}
            {l s='INVOICE' mod='m4pdf'}
        {/if}
    {/foreach}
{/if}

Edited December 6, 2013 by tuk66 (see edit history)

[micke.teeling]

Thanks for your reply!

I bought your module, seems to work quite well, but I haven't had time to try it out too much just yet.

I'm currently using the field $order_invoice->note in the standard template. It can be accessed through the little note icon next to the invoice in the BO, which is nice. Can I access that parameter in the M4 template in any way? I can't find it in the debug pdf anywhere, so I guess I have to start modding the modules code?

Heres the part from the standard invoice I'm after:

 

{if isset($order_invoice->note) && $order_invoice->note}
    <div style="line-height: 1pt"> </div>
    <table style="width: 100%">
     <tr>
     <td style="width: 15%"></td>
     <td style="width: 85%">{$order_invoice->note|nl2br}</td>
     </tr>
    </table>
{/if}

 

Thanks!

Edited December 6, 2013 by micke.teeling (see edit history)

[tuk66]

The "note" field is in the ps_order_invoice table. The module doesn't use this table and all data takes from the ps_order table (reasons would be a long story).

 

The same result can be achieved by using private/public order messages. I suggest to use a private message as private messages are displayed using the "Invoices" template, for example.

[micke.teeling]

Ah, I see. OK, yes, I guess it could be done with a private message. Would it be possible to "tag" a message for invoice so that not all messages end up on there? For example: "#INVOICE Here's the text or the invoice", or similar?

 

BTW - I bought and have been doing tests with the module. It's really nice and easy to work with, good work!

[tuk66]

There can be more private messages at once. This code will display this/these containing "#INVOICE" string only:

<!-- start private messages block -->
{if $order[orders].order_private_message}
    {section name=private_message loop=$order[orders].order_private_message}
        {if $order[orders].order_private_message[private_message].message|strpos:'#INVOICE' !== 0}
            <div class="clear">{$order[orders].order_private_message[private_message].message|escape:'htmlall':'UTF-8'}</div>
        {/if}
    {/section}
{/if}
<!-- end private messages block -->

[micke.teeling]

Thanks, got it working, very nice!

So I was just about to move the entire thing to my live shop, the installation works just fine but when I'm generating a pdf I get:

"There was an error

Enable debug mode for more information"

 

If I enable debug mode I just get "There was an error". I did look over the permissions (even 777:ed it all just to try).

Any idea what this could be?

[tuk66]

Check if the shop domain sets under Preferences SEO & URLs is the same as your Back Office URL. I mean don't blend www.domain.com and domain.com.

[goody974]

 

There can be more private messages at once. This code will display this/these containing "#INVOICE" string only:

<!-- start private messages block -->
{if $order[orders].order_private_message}
    {section name=private_message loop=$order[orders].order_private_message}
        {if $order[orders].order_private_message[private_message].message|strpos:'#INVOICE' !== 0}
            <div class="clear">{$order[orders].order_private_message[private_message].message|escape:'htmlall':'UTF-8'}</div>
        {/if}
    {/section}
{/if}
<!-- end private messages block -->

 

Hi, this doesn't seem to work for me, could you help please? 

 

I have changed where it says #INVOICE to the word Please just to test this out as a customer had left the following message on an order "Please deliver between 09.00 - 17.00 Monday to Friday" thinking that this message would print out, but it doesnt, it only shows the AVS results for our payment gateway module.

 

Am I doing something wrong?

 

Tony

[tuk66]

Customer's message is not the private message. To filter customer's message (containing the word Please/please), use this snippet:

    {if $order[orders].message}
        {if $order[orders].message.message|stripos:'please' !== false}
           <div class="clear">{l s='Messages:' mod='m4pdf'}</div>
           <div class="clear">{$order[orders].message.message|escape:'htmlall':'UTF-8'}</div>
        {/if}
    {/if}

[goody974]

 

Customer's message is not the private message. To filter customer's message (containing the word Please/please), use this snippet:

    {if $order[orders].message}
        {if $order[orders].message.message|stripos:'please' !== false}
           <div class="clear">{l s='Messages:' mod='m4pdf'}</div>
           <div class="clear">{$order[orders].message.message|escape:'htmlall':'UTF-8'}</div>
        {/if}
    {/if}

Thank you!

[nnab]

 

Points 2 and 3 are the same. You just want to know the payment module and order history (not actual order state). Available data are $order[orders].module and $order[orders].order_history.

 

The template of invoice and proforma is the same as well. You just want to change some text according to state. Here is an example for switching between PROFORMA and INVOICE.

{if isset($order[orders].order_history)}
    {foreach from=$order[orders].order_history item=order_history name=cycle key=k}
        {if $order[orders].module|strpos:'bankwire' !== 0} {* bankwire module *}
            {if $order_history.id_order_state == 2} {* payment accepted *}
                {l s='INVOICE' mod='m4pdf'}
            {elseif $order_history.id_order_state == 4} {* shipped *}
                {l s='INVOICE' mod='m4pdf'}
            {elseif $order_history.id_order_state == 5} {* delivered *}
                {l s='INVOICE' mod='m4pdf'}
            {else}
                {l s='PROFORMA' mod='m4pdf'}
            {/if}
        {else}
            {l s='INVOICE' mod='m4pdf'}
        {/if}
    {/foreach}
{/if}

I am interested in the proforma invoice generation but the proforma should be generated before the invoice number is generated. Ex - Proforma can be generated when order status is " order in preparation" and when status is changed to shipped, the invoice gets generated with a number. Is this possible?

[tuk66]

It depends on what exactly would be Proforma. In older PrestaShop, invoice and delivery slip was the number and date only.

 

You can create an extra proforma functionality (database and code patches needed) or you can just print the order with a header "PROFORMA".