Other ways to search for customers

This topic contains 5 replies, has 3 voices, and was last updated by  patrik 2 months ago.

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  • #2812

    trose1189
    Free User
    Post count: 3

    Hello,

    We’ve been having a difficult time finding an invoice plugin that does what we need. Yours is the closest, by far, but we’re still having a few issues.

    We have a few thousand customers/users in our WP database. When we create an invoice, we need to be able to quickly and easily add the correct customer and pull their contact info to the invoice. We can do this with your plugin through the email field, but it is very slow (probably because of the huge amount of customers in our db), and it’s also not very convenient to search only by email. Is there any way to allow searching by Order # (WooCommerce), IP, or name?

    We are also wondering if it would be possible to input our own unique invoice #s, rather than have them automatically generated?

    Thank you for any help!

    #2813

    Alex Rollin
    Moderator
    Post count: 17554

    Hello,

    thanks for checking out WP Invoicing.

    The slow search could probably be remedied with increased server resources, yes.

    The items you mention would be customizations, requiring custom code that you would need to write and maintain yourself, but they should not be that difficult to develop because we have written the plugin to be developer friendly.

    If you want to go that route, please let us know where you want to start and we will try to provide you with some pointers for each item.

    We don’t provide customization services, but we do have a list of developer freelancers who are familiar with our products to which we can refer you.

    #2837

    trose1189
    Free User
    Post count: 3

    Hi Alex,

    Thank you for getting back to me.

    We would like to look into customizing the plugin.

    First would be the ability to search by something other than just email. (Either customer name, WooCommerce order #, or IP).

    Second would be the ability to put in custom Invoice numbers.

    Any direction you could provide would be very helpful.

    Thanks!

    #2838

    patrik
    Moderator
    Post count: 1119

    Hi,

    We have used default function ‘wpinv_dropdown_users’ of WordPress to display the user emails in dropdown which you can modify to display the name with email address. You can use the select2 JS library which provides support for search from the dropdown as well. So you can search user from there. Regarding custom invoice numbers, You can use a custom field for Invoice number and use the filter to replace the default number with your customer number.

    Regards,
    Patrik

    #2917

    trose1189
    Free User
    Post count: 3

    Hi–

    I see where the post title is being set in admin.js and the invoice number in class-mb-invoice-details.php, but even if I make those writeable, the permalink is still set to the auto-generated invoice number and it doesn’t change what is displayed on my list of invoices for the Number.

    Where are those being set, so I can use my custom titles/invoice?

    Thank you,
    Tessa

    #2921

    patrik
    Moderator
    Post count: 1119
    This reply has been marked as private.
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