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prattboy@drupal.org's picture
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Hey crew. This might end up being something that needs to go in "Ideas and Suggestions", but I'm interested in using Ubercart as an invoicing system for services that my company provides.

Here's the ideal setup, and how Ubercart does it now:
The administrator creates an invoice at admin/store/orders/create; items are either predefined products or "Blank Line" products. So far so good. Ubercart does this out of the box and does it easily.

After the invoice is created, I need to be able to print the invoice and email it to our client. Also not an issue with Ubercart.

Our client should then be able to log in and view invoices (orders) they have with us and their status. No problem. This shows up on the user page in Ubercart.

But here's where it breaks down: I'd like the client to be able to make a payment on their invoice via PayPal (or possibly PayPal pro). When they make that payment, it's reflected on the invoice, and if it's for the full amount, the status of the order is changed to paid. As it stands right now, I don't see any way for the client to do that. I'm not sure if it's because my payment gateways aren't really set up at this time or if Ubercart just isn't designed to do that yet.

I do like that the administrator is able to go in and add a manual payment on an item. That's slick and is helpful for our situation, but I'd love for the payment process for our clients with credit cards to be more automatic.

Thoughts?

Lyle's picture
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Re: Ubercart as an Invoicing System

I'm not the guy in charge of payment stuff, but that sounds like something we'd want for our own sites as well. It may be that your payment gateways aren't set up, but it may also be that it's just not implemented yet. Fortunately, Ryan's coming back on Monday, so we can bombard him with questions then. Laughing out loud

prattboy@drupal.org's picture
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Re: Re: Ubercart as an Invoicing System

Excellent! Thanks for the quick reply. Hopefully Ryan (or someone in the meantime) will be able to shed some light on the subject.

druru's picture
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Re: Ubercart as an Invoicing System

I'm not sure how to do this the way you want it but here's a workaround with a lot less functionality and automation. I'm thinking about using the method i describe below until your method is implemented:

1) Create a product and call it "client payment"
2) make it a $1 product (sells for $1)
2b) possibly create an invoice number field on the product so that the customer can fill out an invoice number when they make a payment

3) print an invoice and send it to your client
4) they can log in and purchase x # of $1 products to pay on your invoice.

if your invoice is $500 and they purchase 250 units, they still owe you $250.
if they purchase 500 units, payment is in full

5) on the backend you unfortunately have to "manually" close out the invoices and keep track of payments. That's not optimal. But my method allows clients to make payments online and you to keep track of them in the backend.

NOTES: i imagine my method could be formalized to make it automated in code on the backend.

Also, reporting could be added so that you could generate reports on the invoice field i mentioned above and or client name to make the backend mgt easier. In fact, if this was done, it probably would make my method fairly easy to use.

Finally. Although i have NOT used my own method described above, i imagine it would work quite feasibly if you only generate a limited number of invoices a month. As the number of invoices / month goes up, then tracking teh payments becomes more difficult and prone to errors. That's when the module code comes into play.

prattboy@drupal.org's picture
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Re: Re: Ubercart as an Invoicing System

Interesting idea but I think it'll confuse the heck out of our clients and be difficult for us to keep track of here. With all the manual adjustments that we'd need to have happen, it'd make more sense for us to just have our clients send us payment via PayPal and note the invoice number in their comments.

druru's picture
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Re: Re: Re: Ubercart as an Invoicing System

well my suggestion as described above would use paypal when they submitted an order. your basically using uc / drupal as a front end to paypal payment so it's more tightly integrated into your site. In fact you're doing exactly what i suggested but just elinating uc from the equation.

fyi. i'm new to paypal and getting ready to implement it soon so this might seem like a rather silly question.

how would you exactly allow your clients to send payment via Pay Pal directly? would you just point them to a specific paypal site link and say "hey go pay here" OR would you just include a paypal snippet on your site which redirects to the paypal payment form for your account when they click on it on your site?

Also. I've just opened a paypal business account recently under a single name. Let's say i open up 4 web based business sites, each with a different name and branding. Using your technique above, is it possible to:

1) use the single paypal business account to handle payment for 4 separately named businesses or do you have to go thru the hastle of opening up 4 separate accounts under 4 different business names?

2) assuming the answer to question 1 is yes, is it possible to reTHEME 4 SEPARATE PAYMENT FORMS so that the ONE PP BIZ ACCT "LOOKS" LIKE 4 ACTUAL SEPARATE BUSINESSES when it's really one?

I ask that because if you can share a business account for seperate businesses, i think customers will be frightened away when they go to checkout and pay and see a different logo and business name other than from the site they shopped and loaded the cart on.

thanks

prattboy@drupal.org's picture
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how would you exactly allow

how would you exactly allow your clients to send payment via Pay Pal directly? would you just point them to a specific paypal site link and say "hey go pay here" OR would you just include a paypal snippet on your site which redirects to the paypal payment form for your account when they click on it on your site?

What I'm looking for is the ability to redirect the users to PayPal from the orders list on their user page, have them make their payment, and then PayPal redirects the user back to our site and Ubercart marks the payment as paid. Alternately, we might use PayPal Pro and keep the user on our site to make the payment.

Also. I've just opened a paypal business account recently under a single name. Let's say i open up 4 web based business sites, each with a different name and branding. Using your technique above, is it possible to:

1) use the single paypal business account to handle payment for 4 separately named businesses or do you have to go thru the hastle of opening up 4 separate accounts under 4 different business names?

2) assuming the answer to question 1 is yes, is it possible to reTHEME 4 SEPARATE PAYMENT FORMS so that the ONE PP BIZ ACCT "LOOKS" LIKE 4 ACTUAL SEPARATE BUSINESSES when it's really one?
I am unsure on these questions. You will want to check with PayPal on this one.

My questions are still unanswered and I hope someone knows if the scenario I described in the original post is possible.

Ryan's picture
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Re: how would you exactly allow

Hey prattboy, thanks for stopping by and checking out Ubercart. Regarding customers being able to submit payment at their leisure, this is not possible without a bit of code work. I believe it could happen on a site by mimicking the code used for checkout and/or the administrative payment entering section... but it would take more than just a simple snippet. The main problem here is that the current payment system is so tightly integrated w/ checkout. Most payment modules are redirecting users through the checkout pages. The obvious exception, since it works for admins, is the credit card module - so it shouldn't be too hard for a simple module to create a payment terminal where a user could click a submit payment link where they could enter a payment for an order.

(Sorry, this felt a bit rambly... in short, it'd be great if you've got the skills to whip up a simple module like this for the community, but I've got other irons in the fire since I've been back from vacation.)

prattboy@drupal.org's picture
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Re: Re: how would you exactly allow

Thanks for the response, Ryan. My hunch was that it didn't quite work as I'd hoped at this point since everything else was so easy to set up.

I don't have the skills to make it work, but know some others that might have some time in the future to work on it.

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similar threads

oops after another exhaustive search I am finding many threads asking about preloading orders...

http://www.ubercart.org/forum/support/7369/use_create_order_invoice_cust...

As afore said the existing checkout may need to have more hooks or broken apart more api like ... kind of like e-commerce did.. however e-commerce is harder to make pretty maybe because it is to layered or made to hook or to loose Eye-wink?