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Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

  • 1.  Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 16:09

    There is a request from one of our business to create an invoice report/letter in the similar format we use to bill/invoice in to any customer/business after selling the product or providing the services.  You must have seen some of the invoice formats.. Couple of asks -

     

    • Is there a way we can create invoice format using quick base?
    • If not, I think we can try to achieve this by creating a dashboard having table report on top then certain text below and then another table report and son on as needed, and generate a pdf out of entire dashboard to attach it in the email subscription. Now this raises another question whether it?s possible to transform a dashboard in a PDF format and if it could be attached to a subscription.
    • Need to create subscription on yearly basis and that should be based on certain dates, can it be achieved?



  • 2.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 16:31
    I suggest that you get this inexpensive add on from Juiced. Most Quick Base Accounts use this tool to generate PDF attachments.

    https://www.juicedtech.com/exact-forms-plus


  • 3.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 18:30
    Sure, will go through the details.. However seems we can not achieve this directly using the QB only.


  • 4.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 16:42
    If I can suggest using the QB API to create this functionality outside of the system.  My team has done PDF reports by integrating Odoo and Quick Base.  Please call if you want to discuss.  Imran

    Cantan Group | Quick Base Dev
    (416) 727-0407 | admin@cantangroup.com


  • 5.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 21:08
    Thanks Imran.. I may call you tomorrow or may be sometime in the early next week. 


  • 6.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 17:23
    I literally just purchased Juiced and went through my demo today.  HIGHLY recommend it as it is super easy.


  • 7.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 18:29
    What is the annual cost for the same and is it onetime payment? Also is it subscriber based or it can be used by multiple users once purchased.


  • 8.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 18:45
    I believe the cost is about $40 per month for the whole app. It can be used by all users in the app. Also you will need to give the Juiced userid access to the app, so that will cost one license.


  • 9.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 19:49
    Thank you once again Mark....and Ivan thank you for your comments and welcome to the Juiced family!

    Just want to clear up 1 thing Mark mentioned...our add-ons support user tokens so you do not need to have our id in your app any longer.  So that additional user cost is not required to use our add-ons. 

    If you do the add-on setup yourself all you need is a user token.
    http://qbtools.helpdocsonline.com/exact-forms-plus-setup-diy

    If you want us to do the setup then you can invite our id into the app but only for the setup process.  Once setup is complete our user id can be removed from the app.

    Keith


  • 10.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 19:51
    Thx for that clarification!


  • 11.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 20:40
    Just an FYI on the cost the $40 was consistent plus some setup fees.  The configurator is pretty straight forward to use.


  • 12.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 21:07
    Thank you all for the information..  Keith - Would like to know if there is any annual subscription and what would be the cost for the same.


  • 13.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-08-2019 21:09
    annual subscription is $40/month, its 20% the month-to-month which is $50
    annual cost is $480 ($40/mth)


  • 14.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-12-2019 03:47
    Thanks all for your input on this ..Seems at the end the exact form could be looked at another formula URL field in a table where if we click on that it generates the information in new window per our specified template..

    Can we generate the exact form in the PDF format and attach it in a notification or create subscription where exact form can be used as an attachment in a PDF form?




  • 15.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-12-2019 11:23
    Quick Base cannot natively generate a PDF nor can it natively email and attachment. the Juiced EF+ product can create the PDF and they have a product called Courier which can email the attachment.


  • 16.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-12-2019 12:46
    Thanks Mark.. Any idea if that can be scheduled on Weekly, Monthly or Annual basis and on that schedule an automatic email goes to required recipients having the PDF (generated from exact form based on QB data) as an attachment


  • 17.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 08-12-2019 12:58
    You should engage directly with Juiced.  All of that is possible, it's just a question of the one time set up cost and the ongoing monthly cost for you to approve.  


  • 18.  RE: Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

    Posted 20 days ago
    Hi Vijay - If you want to send the invoice as a PDF, then Exact Forms Plus from Juiced is a great tool.  If you would rather have the invoice sent in the body of an email message, fully automated based on some annual date, then have a look at SmartEmailReminder for Quick Base.  Details here:  http://www.softtechexperts.com/smartemailreminder.html.  Contact me directly for more info.  Thanks.

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    Joe Acunzo
    Quick Base Solution Provider
    SoftTechExperts
    joe.acunzo@SoftTechExperts.com
    203-481-1222 ext. 316
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