Invoice/Payment Data

  • Resolved joelnewcomer

    (@joelnewcomer)


    8 years, 5 months ago

    Hi! I have not installed this plugin yet, but I wanted to ask a question before I go down the wrong road. I have a client who is using Microsoft Dynamics and they are currently doing client invoices/payments by paper. They are wanting to move away from that and pull the following data into their website for their dealers: outstanding invoices, payments, memos, balance, and credits. Is this data available on a per-user basis using this plugin? I noticed in the documentation under Views that it is showing invoices, however, in the attributes it is showing Parameters and Lookups as “TODO.” Thank you for your help!

    Joel

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  • Plugin Author alexacrm

    (@alexacrm)

    8 years, 5 months ago

    Hi Joel,

    sorry for the delay in reply. Thanks for spotting the gap in documentation. We obviously missed it but we have a “perfect” excuse 🙂 : [msdyncrm_view] shortcode is being deprecated in favor of twig view objects rendering.

    The scenarios you’re describing is exactly what our business edition allows you to achieve. When user is authenticated, at any point in time additional objects like currentuser becomes available to use as a parameter substitution so you can build pages like “My Invoices”, “My Payments”, etc.

    If you’d like to see an online demo of the capabilities, please contact us on [email protected]

    Hope it helps
    AlexaCRM Team

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