T3 Invoicing
I know this probably goes beyond you're original intention of the toolkit but I find many folks are using expensive third party software companies solely for the integrated invoicing capability. Many of the third party just make things more complicated.
If there is ever a way to integrate some kind of invoicing system into T3 I think it would be a valuable addition.
- MMatt Frisbie @mattfriz
It's a request I've fielded a few times. I guess it boils down to: what is the simplest form of invoicing that would be useful?
The only way this would work in the near term is if invoices were basically a wrapper over Metrc transfers. This means that recipient address/contact information would be pulled out of the transfer, dollar amounts would be the wholesale dollar amounts present on the transfer, etc.
If a very simple PDF/digital invoice generator is all that is required, then this might be doable. If it starts to expand outside to resemble more of a CRM/Quickbooks, then it's probably outside the scope of T3's roadmap in the near term.
- JIn reply tojoey⬆:Joey Espinoza @joey
What if it just took most of the manifest information and automated the process of putting it into a preformatted excel file? Then if anyone needed to make edits they could do it easily
- MMatt Frisbie @mattfriz
Oh that's an interesting idea, sort of a formatted pre-invoice with all the available info filled. Yeah that's definitely doable.
- JJoey Espinoza @joey
Exactly that way you help them capture who, what, where, when and if they need to customize pricing, credits whatever they can do it in excel.
Again this would probably be for smaller operators because the giant ones probably already have ERP software
- MMatt Frisbie @mattfriz
For sure. The sheet could be set up with some initial totaling formulas just for convenience. Besides credits, anything else you can think of that would be useful for computing the invoice total?
- MIn reply tojoey⬆:Matt Frisbie @mattfriz
This is shipping in the next release.
- MIn reply tojoey⬆:Matt Frisbie @mattfriz
Available in the v1.88.1 release. Select "Transfer Invoices" in the Exports page, or use the tool button next to each transfer and select "Generate invoice"
- Progresswith doing this idea