Re: [GNC] Bulk invoice printing
I believe they are looking for something similar to mailing label creator or mail merge in M$ Word, which could in theory work here unfortunately I have never attempted before as I am not a "business" user of GNC so YMMV. Export out members (vendors?) as a CSV file from GNC, then create a template in word of invoice and then print label/mail merge which should get you to print in bulk a lot quicker ... last time I did this I remember that it will create a file with all invoices with substitutions in them that you can preview before printing it. -Original Message- From: Adrien Monteleone Sent: Tuesday, October 17, 2023 1:36 AM To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Bulk invoice printing You'd still have to generate the PDFs individually, which is just 'printing to a file' and so not really saving any clicks. *Then* you need to send them to the printer with more clicks as you describe. I could be mistaken, but I understood the issue was having to go through the steps: 1. Generate an Invoice (lots of clicks and typing, even with the duplicate function) 2. Print it (select printer, adjust settings, etc.) 3. Repeat for each member While in this case it is only an annual workflow, having more than a dozen or so of these to do all at once is tedious, and having 50+ is crazy repetitive and a strain on fingers. (and increases the probability of doing something wrong due to the monotony) If steps #1 and #2 aren't done at the same time. Then you could add: 1a. Do a Find for the invoice(s) or open invoices from AR via the 'jump to invoice' on the right click menu 1b. Display the Invoice Report Optionally the steps can be reversed which runs an Invoice Report, and then you have to choose which customer and invoice. (even more clicks) No matter the workflow chosen, lots and lots of clicks are involved with the present state of GnuCash. The Business Features were designed for a small consultancy that occasionally generates a few invoices. That doesn't mean you can't use it otherwise, but it wasn't optimized for other use cases. Regards, Adrien p.s.—you pressed the right button. On 10/16/23 11:22 PM, John Walker wrote: > I am unsure if I have pressed the right buttons in replying to Adrien > and Arek and everyone else on the list. Please let me know. > > If printing is your only issue, I suggest that you make pdfs of your > invoices through Gnucash and store them all in the same folder. > > When you go to print, use file explorer, go to the pdf folder where > your invoices are stored and select which pdf files you want to print. > Then, right click on one of the selected files and left click on > *print*. All selected files should print individually for you on your > default printer. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Bulk invoice printing
On 10/16/2023 9:51 PM, Arek Skibicki wrote: We are a small community organization and are just starting to use GnuCash. We create invoices for our annual dues to each member. It would make life much easier if we could print those invoices in bulk rather than going from one member to the next. If there is such a feature, I haven't been able to find it. ALSO --- It is likely that what you are billing these members with the invoices is NOT receivable (they are under no obligation to renew membership*) So if using something outside of gnucash to produce these invoices (member statements) you do not necessary have to be treating as invoices within gnucash (which only does accrual basis, treats what is invoiced as a receivable). Would just record in gnucash when (and if) a member renews. You want to send these out in bulk, but will not be receiving payments back in bulk. Michael D Novack * Yes, I belong to at least one organization that has rules with obligation to renew (unless leaving with permission to leave, a "demit") but those would apply ONLY if that person later wants to rejoin the organization. Not obligated in any legal sense. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Bulk invoice printing
You'd still have to generate the PDFs individually, which is just 'printing to a file' and so not really saving any clicks. *Then* you need to send them to the printer with more clicks as you describe. I could be mistaken, but I understood the issue was having to go through the steps: 1. Generate an Invoice (lots of clicks and typing, even with the duplicate function) 2. Print it (select printer, adjust settings, etc.) 3. Repeat for each member While in this case it is only an annual workflow, having more than a dozen or so of these to do all at once is tedious, and having 50+ is crazy repetitive and a strain on fingers. (and increases the probability of doing something wrong due to the monotony) If steps #1 and #2 aren't done at the same time. Then you could add: 1a. Do a Find for the invoice(s) or open invoices from AR via the 'jump to invoice' on the right click menu 1b. Display the Invoice Report Optionally the steps can be reversed which runs an Invoice Report, and then you have to choose which customer and invoice. (even more clicks) No matter the workflow chosen, lots and lots of clicks are involved with the present state of GnuCash. The Business Features were designed for a small consultancy that occasionally generates a few invoices. That doesn't mean you can't use it otherwise, but it wasn't optimized for other use cases. Regards, Adrien p.s.—you pressed the right button. On 10/16/23 11:22 PM, John Walker wrote: I am unsure if I have pressed the right buttons in replying to Adrien and Arek and everyone else on the list. Please let me know. If printing is your only issue, I suggest that you make pdfs of your invoices through Gnucash and store them all in the same folder. When you go to print, use file explorer, go to the pdf folder where your invoices are stored and select which pdf files you want to print. Then, right click on one of the selected files and left click on *print*. All selected files should print individually for you on your default printer. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Bulk invoice printing
I am unsure if I have pressed the right buttons in replying to Adrien and Arek and everyone else on the list. Please let me know. If printing is your only issue, I suggest that you make pdfs of your invoices through Gnucash and store them all in the same folder. When you go to print, use file explorer, go to the pdf folder where your invoices are stored and select which pdf files you want to print. Then, right click on one of the selected files and left click on *print*. All selected files should print individually for you on your default printer. Cheers John On 17/10/2023 12:30 pm, Adrien Monteleone wrote: No, that won't work. This is a long standing bug/enhancement request. Your best bet is to use an outside invoice generating system, and then import the resulting transactions into GnuCash. You can then still manage individual payments and member statements of account in GnuCash. (Customer Reports) While there are specialized invoicing apps and services, you could likely accomplish this with an office suit using a spreadsheet for the math and data, and a word processor to do a data & mail merge for the actual printable invoice. You then import a CSV from the spreadsheet into GnuCash with the invoice data. See the Help & Guide for the CSV import template. Regards, Adrien On 10/16/23 8:51 PM, Arek Skibicki wrote: We are a small community organization and are just starting to use GnuCash. We create invoices for our annual dues to each member. It would make life much easier if we could print those invoices in bulk rather than going from one member to the next. If there is such a feature, I haven't been able to find it. I'm not a programmer, but I suspect the easiest way to accomplish this would be to start from the invoice register (revenue account) and printing all entries within a specified date range using one of the invoice templates. Is this possible? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Bulk invoice printing
Note, using an outside app like an office suite also has the benefit of *generating* lots of invoices very quickly via import, and avoiding the tedious steps to create them one-by-one in GnuCash. Regards, Adrien On 10/16/23 9:30 PM, Adrien Monteleone wrote: No, that won't work. This is a long standing bug/enhancement request. Your best bet is to use an outside invoice generating system, and then import the resulting transactions into GnuCash. You can then still manage individual payments and member statements of account in GnuCash. (Customer Reports) While there are specialized invoicing apps and services, you could likely accomplish this with an office suit using a spreadsheet for the math and data, and a word processor to do a data & mail merge for the actual printable invoice. You then import a CSV from the spreadsheet into GnuCash with the invoice data. See the Help & Guide for the CSV import template. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Bulk invoice printing
No, that won't work. This is a long standing bug/enhancement request. Your best bet is to use an outside invoice generating system, and then import the resulting transactions into GnuCash. You can then still manage individual payments and member statements of account in GnuCash. (Customer Reports) While there are specialized invoicing apps and services, you could likely accomplish this with an office suit using a spreadsheet for the math and data, and a word processor to do a data & mail merge for the actual printable invoice. You then import a CSV from the spreadsheet into GnuCash with the invoice data. See the Help & Guide for the CSV import template. Regards, Adrien On 10/16/23 8:51 PM, Arek Skibicki wrote: We are a small community organization and are just starting to use GnuCash. We create invoices for our annual dues to each member. It would make life much easier if we could print those invoices in bulk rather than going from one member to the next. If there is such a feature, I haven't been able to find it. I'm not a programmer, but I suspect the easiest way to accomplish this would be to start from the invoice register (revenue account) and printing all entries within a specified date range using one of the invoice templates. Is this possible? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
