I am using CRM for maintaining our member organization. We need to send automatic invoice to members for membership fee, Create invoice of membership fee for first time and need to send payment confirmation automatically or manually. And also need to keep paying information and invoices connected with the members account. I already created a new module for members. Is it possible to create those features?
Hi there,
Wee thing,
Why not use the default contacts module but rename it?
To answer your question your probably going to want to use a combination of workflows and some custom fields created on your module.
We’d need to know more about how or when you want to invoice people but effectively you can use a scheduler to run a group of workflows at one time.
One tip I’ll give you is break down the flows as much as possible, i.e have a workflow that creates the invoice, have a workflow that sends new and unsent invoices, have a workflow that sends the payment confirmation a few days after the first one is sent etc. The more you separate the workflows the easier time you’ll have.
You could always added some additional payment fields to track details, however if your security focused then best to use a new module which relates to members module combined with role restrictions so only those who need access have it.
If you need any more help some specific details would be grand we can go from there.
Any other questions let me know,
Thanks!
Mac