Can I automate any of this?

psmlondon at gmail.com psmlondon at gmail.com
Wed Jan 31 14:49:48 EST 2018


A workaround might be in printing the invoices via "Print To File" facility
which should offer PDF as an output.
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2018-01-31 16:11 GMT+00:00 Adrien Monteleone <adrien.monteleone at gmail.com>:

> I’m not sure about auto-raising invoices and saving to pdf from within
> GnuCash, but certainly, you could do that automated outside of GnuCash.
>
> I would think with a Calc sheet or Base file to handle who gets what
> discounts as well as holding the customer info, you could use a macro or
> script to generate the invoices and export them to PDF. The macro/script
> could then fill-in the pdf filename and location into the Calc sheet/Base
> table that is then used to generate the e-mails with proper attachments.
> The generated invoice data should also be saved to a csv file, you can
> import them from the csv file into GnuCash for your records. You can have
> one csv per batch if you like, no need for one per invoice. (note, there is
> a favored data order format for importing csv invoices - check the list
> archives and wiki)
>
> Just be careful about sending out batches of e-mails. Most ISPs as an
> anti-spam measure have an hourly and daily limit. I suspect sending 80 all
> at once would trigger it for the hourly limit. (of course spammers get
> around this)
>
> You can manually hit ‘send’ in small batches, or use a mailing service or
> software that sends them over a short period of time for you. I suppose if
> you’re scripting all of this anyway, the script could put in a 60 second or
> so pause in between each one.
>
> You could probably reduce this work to a minute or so of clicking.
>
> Regards,
> Adrien
>
> > On Jan 31, 2018, at 1:59 AM, bob_summers <bonsai.tiger at gmail.com> wrote:
> >
> > Hi, I've been using GnuCash for a few years in my business, a language
> > academy, and it does everything I need it to, which is; generate
> invoices,
> > track their payment, and send a few reports every tax quarter.  I send
> > around 80 invoices on the first of the month, generally all for the same
> > amount (some get family discounts).
> >
> > My current workflow is:
> > 1. Raise 80 invoices,
> > 2. Generate easy-invoice reports for each,
> > 3. Save these reports to .pdf
> > 4. Mail out the reports (Thunderbird).
> >
> > All of this is done one by one, takes a few hours, and is prone to
> errors.
> > If anyone has an idea how to automate any of the steps, especially the
> last
> > three, I'd love to hear about it.
> >
> > Cheers!
> >
> >
> >
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