mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 07:01:16 +00:00
212 lines
18 KiB
PHP
212 lines
18 KiB
PHP
<?php
|
|
|
|
/*
|
|
* Admin > Settings > Invoices and billing - how invoices and recurring
|
|
* invoices are numbered, what each invoice shows, late fees, who hears of one
|
|
* paid online, payment reminders and statements (cron/nightly_tasks.php),
|
|
* how ticket time, billable expenses and trips are billed, and what agents
|
|
* are paid back for driving. Saved by edit_invoice_settings
|
|
* (admin/post/settings_invoice.php). The sections the rest of ITFlow links
|
|
* to keep their anchors - #reminders, #billing-time, #billable-expenses and
|
|
* #mileage.
|
|
*/
|
|
|
|
require_once "includes/inc_all_admin.php";
|
|
|
|
$company = settingsCurrent(['company_tax_id'], 'companies');
|
|
|
|
$reminder_rules = billingReminderRules();
|
|
$reminder_before = implode(', ', array_reverse(array_map('abs', array_filter($reminder_rules['days'], function ($day) { return $day < 0; }))));
|
|
$reminder_after = implode(', ', array_filter($reminder_rules['days'], function ($day) { return $day > 0; }));
|
|
$reminder_on_due = settingsChecked('reminder_on_due', in_array(0, $reminder_rules['days'], true));
|
|
|
|
$time_rules = billingTimeRules();
|
|
$trip_rules = tripRules();
|
|
|
|
$statement_days = [];
|
|
for ($day = 1; $day <= 28; $day++) {
|
|
$statement_days[$day] = 'On the ' . $day . ([1 => 'st', 2 => 'nd', 3 => 'rd', 21 => 'st', 22 => 'nd', 23 => 'rd'][$day] ?? 'th');
|
|
}
|
|
|
|
$decimal = function ($value, $places) {
|
|
return $value > 0 ? rtrim(rtrim(number_format($value, $places, '.', ''), '0'), '.') : '';
|
|
};
|
|
|
|
echo settingsPageStart('invoice');
|
|
|
|
?>
|
|
|
|
<form action="post.php" method="post" autocomplete="off" data-settings-form>
|
|
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
|
|
|
|
<div class="card itflow-settings-card">
|
|
<div class="card-body">
|
|
|
|
<?= settingsSectionStart('numbering', 'Numbering', 'Each invoice gets the next number, after its prefix - one a recurring invoice makes too. Recurring invoices are numbered on their own.') ?>
|
|
<div class="fw-semibold small mb-2">Invoices</div>
|
|
<?= settingsNumberingFields('invoice', $config_invoice_prefix, $config_invoice_next_number) ?>
|
|
<div class="fw-semibold small mt-4 mb-2">Recurring invoices</div>
|
|
<?= settingsNumberingFields('recurring_invoice', $config_recurring_invoice_prefix, $config_recurring_invoice_next_number) ?>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('invoice', 'On the invoice', 'What every invoice shows - on the page, the PDF and the client portal.') ?>
|
|
<?= settingsTextarea('config_invoice_footer', $config_invoice_footer, ['rows' => 5, 'maxlength' => 65000, 'help' => 'Plain text - each new line is kept. Payment terms, bank details, the late fee.']) ?>
|
|
<?= settingsSwitch('config_invoice_show_tax_id', $config_invoice_show_tax_id, ['help' => trim((string) $company['company_tax_id']) !== ''
|
|
? 'Under your address - ' . escapeHtml($company['company_tax_id']) . ', from <a href="settings_company.php#setting=company_tax_id">Company details</a>.'
|
|
: 'Under your address. There is none in <a href="settings_company.php#setting=company_tax_id">Company details</a> yet.']) ?>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('late-fees', 'Late fees', 'A percent of what is still owed, added as a line of its own every 30 days late - by the nightly job, while payment reminders are on.') ?>
|
|
<?php if ($config_invoice_late_fee_enable && !$reminder_rules['enabled']) { ?>
|
|
<div class="alert alert-warning py-2 small" data-late-fee-no-reminders><i class="fas fa-exclamation-triangle me-2"></i>Payment reminders are off, so no late fee is added.</div>
|
|
<?php } ?>
|
|
<?= settingsSwitch('config_invoice_late_fee_enable', $config_invoice_late_fee_enable, ['help' => 'Say so in the footer above, so a client knows before it comes.']) ?>
|
|
<div data-settings-depends-on="config_invoice_late_fee_enable">
|
|
<?= settingsInput('config_invoice_late_fee_percent', $decimal(floatval($config_invoice_late_fee_percent), 2) ?: '0', ['icon' => 'fa-percent', 'type' => 'number', 'min' => 0, 'max' => 100, 'step' => '0.01',
|
|
'label' => 'Each late fee', 'suffix' => '% of what is owed']) ?>
|
|
</div>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('paid', 'Paid online', 'When a client pays an invoice by card - in the client portal or from the link in its email - through a provider in <a href="payment_providers.php">Payment providers</a>.') ?>
|
|
<div class="itflow-settings-field">
|
|
<div class="itflow-settings-note" data-card-payments><?= paymentProviderSummaryHtml() ?></div>
|
|
</div>
|
|
<?= settingsInput('config_invoice_paid_notification_email', $config_invoice_paid_notification_email, ['icon' => 'fa-bell', 'type' => 'email', 'maxlength' => 200,
|
|
'placeholder' => 'billing@company.com', 'help' => 'A shared mailbox or list works best. Empty, nobody is emailed - the payment is still recorded.']) ?>
|
|
<?php if (settingsColumnExists($mysqli, 'config_invoice_paid_lead_to_client')) { ?>
|
|
<?= settingsSwitch('config_invoice_paid_lead_to_client', settingsCurrent(['config_invoice_paid_lead_to_client'])['config_invoice_paid_lead_to_client'],
|
|
['help' => 'However it is paid in full - online, by autopay or a payment you record. A ticket linked to the invoice that is On Hold opens again at the same time, and its agent is told.']) ?>
|
|
<?php } ?>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('reminders', 'Reminders and statements', 'Reminders go to each client\'s primary and billing contacts while an invoice is still owed, with a button to view and pay it. A client can be left out of reminders and statements on the Billing tab of its Edit window.', 'reminders') ?>
|
|
<?= settingsSwitch('config_send_invoice_reminders', $reminder_rules['enabled'], ['id' => 'settingsReminders']) ?>
|
|
|
|
<div class="itflow-settings-field" data-reminder-fields>
|
|
<div class="row g-3">
|
|
<div class="col-md-6"><?= settingsInput('reminder_before', $reminder_before, ['icon' => 'fa-hourglass-start', 'maxlength' => 60, 'label' => 'Before it is due', 'suffix' => 'days',
|
|
'placeholder' => 'None - or 3, or 3, 7', 'help' => 'Up to 60 days before.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('reminder_after', $reminder_after, ['icon' => 'fa-exclamation-circle', 'maxlength' => 120, 'label' => 'After it is due', 'suffix' => 'days late',
|
|
'placeholder' => 'None - or 7, 14, 30']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('reminder_repeat', intval($reminder_rules['repeat']), ['icon' => 'fa-redo-alt', 'type' => 'number', 'min' => 0, 'max' => 365, 'label' => 'Then every',
|
|
'suffix' => 'days until paid', 'help' => '0 for no more after the last one.']) ?></div>
|
|
<div class="col-md-6 d-flex align-items-center">
|
|
<div class="itflow-settings-field" data-setting="reminder_on_due" id="setting-reminder_on_due">
|
|
<div class="form-check form-switch mt-md-3 mb-0">
|
|
<input type="checkbox" class="form-check-input" role="switch" name="reminder_on_due" value="1" id="settingsReminderOnDue"<?= $reminder_on_due ? ' checked' : '' ?>>
|
|
<label class="form-check-label" for="settingsReminderOnDue">And on the due date</label>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="itflow-settings-note mt-3"><i class="fa fa-fw fa-bell me-1 text-body-secondary"></i>Reminders go <strong data-reminder-summary><?= escapeHtml(billingReminderScheduleText($reminder_rules)) ?></strong>. An invoice a recurring autopay charges on its due date isn't reminded before then.</div>
|
|
</div>
|
|
|
|
<div class="row g-3 align-items-start itflow-settings-field">
|
|
<div class="col-md-8"><?= settingsSwitch('config_statement_monthly', $reminder_rules['statement_monthly'], ['id' => 'settingsStatements',
|
|
'label' => 'Email a statement each month to every client with a balance', 'help' => 'Their open invoices, how late each is and what is owed, as a PDF too.']) ?></div>
|
|
<div class="col-md-4"><?= settingsSelect('config_statement_day', $reminder_rules['statement_day'], $statement_days, ['icon' => 'fa-calendar-day', 'label' => 'Day of the month', 'search' => false]) ?></div>
|
|
</div>
|
|
|
|
<?= settingsSwitch('config_billing_email_attach_pdf', $reminder_rules['attach_pdf'], ['id' => 'settingsAttachPdf', 'label' => 'Attach the PDF to invoice, quote, reminder and statement emails',
|
|
'help' => 'The default in each Send window, and what reminders, statements and recurring invoices do.']) ?>
|
|
|
|
<script>
|
|
(function () {
|
|
// The schedule in words as it is typed - the same as billingReminderScheduleText()
|
|
var form = document.currentScript.closest('form');
|
|
var summary = form.querySelector('[data-reminder-summary]');
|
|
function days(name) {
|
|
var seen = {};
|
|
return String(form.querySelector('[name="' + name + '"]').value).split(/[\s,;]+/).map(Number).filter(function (n) {
|
|
var ok = n > 0 && n <= 365 && Math.floor(n) === n && !seen[n];
|
|
seen[n] = true;
|
|
return ok;
|
|
}).sort(function (a, b) { return a - b; });
|
|
}
|
|
function list(numbers) {
|
|
return numbers.length > 1 ? numbers.slice(0, -1).join(', ') + ' and ' + numbers[numbers.length - 1] : String(numbers[0]);
|
|
}
|
|
function update() {
|
|
var on = form.querySelector('[name="config_send_invoice_reminders"]').checked;
|
|
form.querySelector('[data-reminder-fields]').classList.toggle('opacity-50', !on);
|
|
var before = days('reminder_before').filter(function (n) { return n <= 60; });
|
|
var after = days('reminder_after');
|
|
var onDue = form.querySelector('[name="reminder_on_due"]').checked;
|
|
var repeat = Math.max(0, Math.min(365, parseInt(form.querySelector('[name="reminder_repeat"]').value, 10) || 0));
|
|
var parts = [];
|
|
if (before.length) {
|
|
parts.push(list(before) + ' day' + (before.length === 1 && before[0] === 1 ? '' : 's') + ' before it is due');
|
|
}
|
|
if (onDue) {
|
|
parts.push('on the due date');
|
|
}
|
|
if (after.length) {
|
|
parts.push(list(after) + ' day' + (after.length === 1 && after[0] === 1 ? '' : 's') + ' late');
|
|
}
|
|
if (repeat) {
|
|
parts.push((parts.length ? 'then ' : '') + 'every ' + repeat + ' day' + (repeat === 1 ? '' : 's') + (after.length || onDue ? '' : ' after it is due') + ' until it is paid');
|
|
}
|
|
summary.textContent = on ? (parts.length ? parts.join(', ') : 'never') : 'never - reminders are off';
|
|
}
|
|
form.addEventListener('input', update);
|
|
form.addEventListener('change', update);
|
|
form.addEventListener('settings:reset', update);
|
|
update();
|
|
})();
|
|
</script>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('time', 'Billing time', 'How the time logged on a billable ticket becomes hours on an invoice - in Unbilled Time, a ticket\'s Invoice window and Add Tickets. Each ticket\'s time is rounded once, as a whole, and billed at the client\'s hourly rate, or the one in <a href="settings_default.php#setting=config_default_hourly_rate">Defaults</a> when the client has none.', 'billing-time') ?>
|
|
<div class="row g-3">
|
|
<div class="col-md-6"><?= settingsSelect('config_time_increment', $time_rules['increment'], billingTimeIncrements(), ['icon' => 'fa-stopwatch', 'label' => 'Round to']) ?></div>
|
|
<div class="col-md-6"><?= settingsSelect('config_time_rounding', $time_rules['rounding'], ['nearest' => 'To the nearest - under half a step rounds down', 'up' => 'Always up - any part of a step bills the whole step'],
|
|
['icon' => 'fa-sort-amount-up']) ?></div>
|
|
<div class="col-md-6"><?= settingsSelect('config_time_minimum', $time_rules['minimum'], [0 => 'No minimum', 15 => '15 minutes', 30 => '30 minutes', 60 => '1 hour', 120 => '2 hours'],
|
|
['icon' => 'fa-arrow-down', 'help' => 'Once it has any time logged. A ticket with none bills nothing unless the hours are typed.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('config_time_item_name', $time_rules['item_name'], ['icon' => 'fa-cube', 'maxlength' => 200, 'required' => true, 'label' => 'Invoice line',
|
|
'placeholder' => 'Support [Hourly]', 'help' => 'The ticket number, subject and date go in its description.']) ?></div>
|
|
</div>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('expenses', 'Billable expenses', 'An expense for a client can be billed on to them - it waits in Unbilled Time and goes on their invoice at what it cost, less any refund, plus a markup. A recurring expense can be billed on each time it records one.', 'billable-expenses') ?>
|
|
<div class="row g-3">
|
|
<div class="col-md-6"><?= settingsInput('config_expense_markup', rtrim(rtrim(number_format(expenseMarkupDefault(), 2, '.', ''), '0'), '.'), ['icon' => 'fa-percent', 'inputmode' => 'decimal', 'label' => 'Markup to start with',
|
|
'placeholder' => '0', 'suffix' => '%', 'help' => '0 bills it at cost. Each expense can have its own.']) ?></div>
|
|
</div>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSectionStart('mileage', 'Trips and mileage', 'An agent driving their own vehicle is paid back for the distance: Pay Mileage on the Trips page makes their trips a mileage expense they paid personally, to pay back with Reimburse. A trip for a client can be billed to them from Unbilled Time, beside their tickets and expenses.', 'mileage') ?>
|
|
<div class="row g-3">
|
|
<div class="col-md-6"><?= settingsSelect('config_mileage_unit', $trip_rules['unit'], ['mi' => 'Miles', 'km' => 'Kilometers'], ['icon' => 'fa-ruler',
|
|
'help' => 'For every trip, the rates below and the reports. Distances already logged aren\'t converted.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('config_mileage_rate', $decimal($trip_rules['rate'], 4), ['icon' => 'fa-hand-holding-usd', 'inputmode' => 'decimal', 'label' => 'Paid back a ' . tripUnitOne(),
|
|
'placeholder' => '0.70', 'help' => 'For driving their own vehicle - your reimbursement rate, such as the IRS standard mileage rate. Empty turns paying back off.']) ?></div>
|
|
<div class="col-md-6"><?= settingsSelect('config_mileage_category_id', $trip_rules['category_id'], [], ['icon' => 'fa-list', 'search' => true,
|
|
'options_html' => '<option value="0">- Mileage, or Travel -</option>' . categoryOptionsHtml('Expense', intval(settingsValue('config_mileage_category_id', $trip_rules['category_id']))),
|
|
'append' => categoryAddButtonHtml('Expense', 'btn btn-secondary'),
|
|
'help' => 'The expense category of the mileage paid back. The expenses are to the vendor Mileage, made the first time.']) ?></div>
|
|
</div>
|
|
|
|
<div class="fw-semibold small mt-4 mb-2">Billing trips</div>
|
|
<div class="row g-3">
|
|
<div class="col-md-6"><?= settingsInput('config_trip_charge', $trip_rules['charge'] > 0 ? number_format($trip_rules['charge'], 2, '.', '') : '', ['icon' => 'fa-dollar-sign', 'inputmode' => 'decimal',
|
|
'placeholder' => '0.00', 'help' => 'What each billable trip bills to start with.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('config_trip_bill_rate', $decimal($trip_rules['bill_rate'], 4), ['icon' => 'fa-road', 'inputmode' => 'decimal', 'label' => 'Billed a ' . tripUnitOne(),
|
|
'placeholder' => '0.00', 'help' => 'For the whole trip, there and back.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('config_trip_included', $decimal($trip_rules['included'], 1), ['icon' => 'fa-route', 'inputmode' => 'decimal', 'label' => 'The charge covers the first',
|
|
'placeholder' => '0', 'suffix' => tripUnit(true), 'help' => 'The rate bills only the distance beyond it. Empty bills all of it.']) ?></div>
|
|
<div class="col-md-6"><?= settingsInput('config_trip_item_name', $trip_rules['item_name'], ['icon' => 'fa-cube', 'maxlength' => 200, 'required' => true, 'label' => 'Invoice line',
|
|
'placeholder' => 'Travel', 'help' => 'What it was for, the route, date and distance go in its description.']) ?></div>
|
|
</div>
|
|
<div class="itflow-settings-note mt-3" data-trip-rule><?= tripBillingOn() ? 'A trip bills ' . escapeHtml(tripBillRuleText()) . '.' : 'With no charge and no rate, trips aren\'t billed.' ?> The price can be changed in Unbilled Time before it goes on.</div>
|
|
<?= settingsSectionEnd() ?>
|
|
|
|
<?= settingsSaveBar('edit_invoice_settings') ?>
|
|
</div>
|
|
</div>
|
|
</form>
|
|
|
|
<?php
|
|
require_once "../includes/footer.php";
|