Daily Summary of Billing/Invoice Collections

Feature Requests
1

Good Day Admin!

First, I would like to express my heartfelt gratitude and overwhelming appreciation for this school management system as it addresses hundreds of clerical activities that are previously done manually.

I am now on the Billing Module and one thing I am searching for is the summary of Billing/Invoice collections for the day. Our accounting office has 2 cashiers and sometimes 3 during a few days prior to Term Exams, receiving payments and issuing of receipts. Thus, each cashier is required to present a summary of their collections for review and checking purposes if their cash on hand matches with the summary of collections for the day.

Is there a way that this feature can be generated through PDF or exportable to excel?
Data would include:

Cashier’s Name: _____________________ DATE: _________________

  1. Student Name – Schedule – Invoice Issue Date – Invoice Number – Amount
  2. Student Name – Schedule – Invoice Issue Date – Invoice Number – Amount
    And so on….
    ===============================================================
    Total Collection ___________
    ===============================================================

Again, thank you in advance.
Rady

2

Hi Rady,

This looks like something that is possible through the Query Builder module. If you have some familiarity with SQL, it’s possible to create a query to export columns as spreadsheet data. I don’t use the finance module myself, so I don’t have a lot of data to test this with, but here’s a query that may get you started:

`SELECT gibbonPerson.surname, gibbonPerson.preferredName, gibbonFinanceBillingSchedule.name as `Schedule`, gibbonFinanceInvoice.invoiceIssueDate as `Invoice Issue Date`, gibbonFinanceInvoice.gibbonFinanceInvoiceID as `Invoice ID`, gibbonPayment.status as `Payment Status`, gibbonPayment.amount as `Amount` 
FROM gibbonFinanceInvoice 
JOIN gibbonFinanceInvoicee ON (gibbonFinanceInvoice.gibbonFinanceInvoiceeID=gibbonFinanceInvoicee.gibbonFinanceInvoiceeID)
JOIN gibbonPerson ON (gibbonFinanceInvoicee.gibbonPersonID=gibbonPerson.gibbonPersonID)
LEFT JOIN gibbonFinanceBillingSchedule ON (gibbonFinanceInvoice.gibbonFinanceBillingScheduleID=gibbonFinanceBillingSchedule.gibbonFinanceBillingScheduleID)
LEFT JOIN  gibbonPayment ON (gibbonFinanceInvoice.gibbonPaymentID=gibbonPayment.gibbonPaymentID)
WHERE gibbonFinanceInvoice.status LIKE 'Paid%'
ORDER BY gibbonFinanceInvoice.paidDate`
```
3

Oh! Great!

I already made a few sample Billings and I was able to go through the steps.
Now I can experiment with this. Big-Big-Big HELP indeed!
PRICELESS!

Again… thank you very much for open source system like this.

Rady Jacer