Free and Open Source Invoice Management

MyClientBase is a simple, intuitive, free and open source web based invoice management system developed with freelancers in mind.

Changelog

Version: 0.8.1

Released 08/25/2010

BUGFIXES
- Fixed bug in payment module which produced error when the Enter Payment button
was pressed from the invoice edit form
- Fixed bug in client module which prevented the country from being saved

GENERAL CHANGES
- Added invoice_to_phone_number() to invoice helper

Version: 0.8

Released 08/20/2010

NEW FEATURES

- Brand new user interface and design
- New Setup module
- Invoices can now be tagged (comma separated for multiple tags)
- Invoices can now be searched

GENERAL CHANGES

- Added country field to mcb_users table
- Added street_address_2 field to mcb_users table
- Added invoice_from_country() function to invoice helper
- Added invoice_from_address_2() function to invoice helper
- Changed invoice status selection on Invoice Summary Report to a dropdown
- Deleted orphaned file: modules_core/invoices/views/invoice_payment_form.php
- The database backup feature is now available again in the system settings area
- Removed Kindle
- Removed pre-0.7 upgrade support
- All modules are no longer loaded by default to initialize settings
- Custom module language files are now loaded by default
- Streamlined many system-wide processes after profiling application
- Form helper no longer loads in Admin_Controller
- File helper no longer loads in Admin_Controller
- Directory helper no longer loads in Admin_Controller
- Updated the custom Tasks module

BUGFIXES

- Fixed a bug in mcb_invoice_helper where invoice_to_address_2() was not correct
- Fixed a bug in mdl_users where the validation routine was not referencing the correct language variable for street_address
- Fixed a bug on client detail view where generate button didn't work
- Fixed a bug in the HTML Invoice Summary Report output

Version: 0.7.6.1

Released 08/01/2010
- Corrected IE bugs affecting the Generate dialog window (PDF, HTML, Email)
- Fixed a bug in the mPDF plugin that would have prevented invoices from being attached to emails

Version: 0.7.6

Released 07/31/2010
GENERAL CHANGES
- Upgraded to jquery 1.4.2 / jqueryui 1.8.2
- Added phone number to output on client detail report
- Invoice helper function to_address() now returns both address and address_2 where applicable
- Removed all language translations other than English. Visit the Language Translations forum (http://www.myclientbase.com/forums/viewforum.php?f=13) to download translations in your language.
- Added mcb_language module to handle available languages
- Language folders should now contain config.php with language name and charset (mPDF)
- Implemented new tax calculation system
- Revised Payment module
- Renamed kindle_modules table to mcb_modules
- Added robots.txt to disallow search engine indexing
- Invoice output now shows individual invoice tax rates
- Removed multiple invoice payment option
- Added ability to customize invoice statuses
- PDF and HTML invoice output now open in new windows
- Client web addresses now open in new windows
- Added a number of new functions to invoice helper
- Added Notes tab to Invoice Edit screen for the ability to save invoice-specific notes
- Added ability to store tax id numbers for clients
- Dashboard now shows Open, Pending and Closed invoices
- Added country field for clients; can be added to invoice template using invoice_to_country($invoice)
- New "Generate" link loads modal window to generate html / pdf invoice
- Implemented invoice history to track invoice creation, modification, deletion, generation, etc
- Clicking the invoice id in the invoice list now shows invoice history

BUGFIXES
- Corrected invalid path reference in mpdf plugin
- Corrected invoice address output bug
- The mcb_modules table now cleans itself when a custom module directory has been removed.
- Fixed bug when sorting by client on invoice list
- Fixed bug which prevented installer from working properly (from 0.7.5-rc1)
- Corrected bug in Invoice Item module which prevented page links from showing
- Cancel button on invoice email form now works properly
- Adjusted Invoice Summary Report to show correct tax amount
- Corrected a bug in mcb_invoice_helper that may have prevented images from being displayed on PDF output using domPDF.
- Corrected a bug in the invoice emailer

Version: 0.7.2

Released 03/19/2010

ENHANCEMENTS
- Added mcb_date_helper
- Added support for extra date formats
- Added language configuration to System Settings
- Added support for MPDF which provides UTF-8 support (See the PDF Plugins documentation page)
- Added Italian language support
- Implemented email functionality
- Improved invoice and client layout
- When using multiple tax rates, they can be assigned to the non-tax invoice amount or the previously taxed invoice amount
- Client records can now either be a person or a company; contact records can be added to each client record
- Added support for 2nd address line (Street address / Street address 2)
- Added Finnish language support
- Added Hungarian language support
- Added Polish language support
- Added Swedish language support

BUGFIXES
- Corrected some language references in a number of views
- Fixed display issue in installer for some IE browsers
- Corrected minor installer issue which would fail to insert a new default system setting
- Made a few corrections to the invoice amount adjustment model
- Fixed issue with quotes in client name field

CHANGES
- Changed all date($this->mdl_mcb_data->default_date_format references to format_date()
- Kindle notices now accept a method instead of a simple view to load for core and custom module system setting display
- Added $this->lang->line('myclientbase') to enable easy brand change
- Enabled the notes field on client form

NOTE: For email functionality, you must create a folder inside your uploads folder named temp (uploads/temp) and be sure it is writeable.

Version: 0.7.1.1

Released 02/23/2010

BUGFIXES

- Corrects an upgrade issue from 0.7.1

Version: 0.7.1

Released 02/22/2010

ENHANCEMENTS

- Multiple tax rates can now be assigned to a single invoice
- Added custom Client Notes module
- Added Slovenian language files
- Updated German language files

BUGFIXES

- Fixed issues with the install / upgrade script for better compatibility with Windows server environments

CHANGES

- Removed corrupt Portuguese translation files

Version: 0.7

Released 02/21/2010

NOTE: This release contains changes to how invoice variables are referenced on invoice templates.  If you've made changes to the default invoice template, you'll need to be sure and update the default invoice template with the new references.

ENHANCEMENTS

- The Invoice Summary report can now be output as PDF and HTML
- Added Portuguese translations
- Added Albanian translations
- Updated German translations
- Custom tasks module will now load english if custom task lang file does not exist
- Added ability to define if the invoice discount should be applied before or after tax
- Added the Client Detail report

BUGFIXES

- Fixed dompdf issue where sys_get_temp_dir() was not being generated in PHP 5 < 5.2.1
- Fixed bug in custom tasks module which produced an error with the invoice due date
- Fixed major bug where session handling was producing headers too large for some browsers to handle
- Corrected an invalid path reference in the setup module
- Corrected invalid path reference in core language files
- Corrected PHP short tag in custom tasks module language file
- Corrected PHP short tag in default invoice template

CHANGES

- Major refactoring for invoice calculations
- Added mcb_invoice_amounts table
- Added mcb_invoice helper
- Adjusted default invoice template
- Refactored a ton of invoice variables
- Removed adjust_status() function from mdl_invoices
- Removed invoice_id_length function from invoices controller
- Removed invoice_id_length function from mdl_invoices
- Removed str_pad reference to invoice_id_length from payment views
- Invoice summary report from and to dates now default to first day of current month until the current day.
- Added calculate_due_date function to mdl_invoices
- Renamed mdl_invoice_adjustments to mdl_invoice_amounts
- Massive restructure of session handling to fix major session bug
- The default tax rate can no longer be deleted
- A tax rate which is associated to an invoice may no longer be deleted
- Redirection now occurs when an attempt is made to edit an invalid invoice

Version: 0.6.6

Released 01/20/2010

ENHANCEMENTS

Tax Identification Number
- Added system setting to store Tax Identification Number
- Added system setting to store Tax Identification Number label (for invoice output)
- Added system setting to include or exclude the tax id number from showing on the invoice
- Modified the default invoice template to include the tax id number if specified in system settings

Currency Symbol Placement
- Added system setting which allows placement of currency symbol (before or after amount)

Invoice Due Dates
- Added system setting to define the number of days an invoice should be calculated as due
- Added date field to the invoice form which allows default due date (defined in system settings) to be changed per invoice
- Modified the default invoice template to display the value stored in the new due date field
- The upgrade routine for 0.6.6 will populate the new due_date field with a default value of 30 days after the invoice date

Invoice Items Module
- Added invoice items module which allows predefined items to be saved
- Added the Invoice Items submenu under the Invoices menu
- The option now exists to either choose a stored invoice item or enter an invoice item by hand on the invoice item form

Cancel Buttons
- Added cancel button to invoice create form
- Added cancel button to invoice item form
- Added cancel button to payment form
- Improved system setting form layout

CHANGES
- Added mcb_currency helper
- All amounts system wide now display through the mcb_currency helper
- Deleted file: system/myclientbase/modules_core/invoices/views/pdf_invoice.php
- Moved default tax rate setting handler to invoice module
- Moved default template setting handler to invoice module
- Updated to Modular Extensions 5132
- Invoice reports are now under Invoices -> Reports submenu
- Default invoice report renamed as Invoice Summary Report
- Added due_date field to mcb_invoices table

Version: 0.6.5.2

Released 01/17/2010
BUGFIXES
 - Corrects an issue with the invoice template module from 0.6.5.1

Version: 0.6.5.1

Released 01/17/2010

CHANGES:

 - /system/core is now /system/myclientbase
 - /system/core/modules is now /system/myclientbase/modules_core
 - /system/modules is now /system/myclientbase/modules_custom

Version: 0.6.5

Released 01/16/2010

* Note - A new "uploads" folder is included with this version. Be sure and set this folder and its sub folders to be writeable.

NEW FEATURES
- Added ability to upload invoice logos
- Added customizable system setting to include logo on invoice
- Invoice now shows logo if option is turned on

BUGFIXES
- Added "IF NOT EXISTS" to custom tasks module installer for mcb_task_invoices.
- Fixed a minor session data bug.

GENERAL
- Core module setting save methods have been placed in separate controllers within the same module and are now called from the settings module differently:
- Adjusted all modules, both core and custom, to work with new system settings save routine.
- Invoice backup file has been updated
- Replaced german translation file with newly translated file (Thanks Jan!).
- Updated all language files with new language variables.

Version: 0.6.4

Released 01/15/2010
BUGFIXES

- * Changed MySQL FORMAT function to ROUND function to correct major bug where invoice amounts would incorrectly display as $1.
- Fixed a bug in custom tasks module and updated module version to 0.2.2
- Fixed minor bug in payment form header

GENERAL

- Hard coded the core modules to be loaded when a module asks for them through Kindle.
- Removed the reports module
- The Invoice reports now belong to the invoice module
- * Eliminated most (if not all) php short tags and replaced with - Made a few changes to the default invoice layout
- The main Modules header menu no longer displays when no custom modules are enabled.

Version: 0.6.3.2

Released 12/23/2009

BUGFIXES
- Fixed a bug that would sometimes prevent the current version of a custom module from showing
 - Fixed a an mcb_data variable problem with the installer
 - Fixed a bug in the installer that would prevent successful upgrades from 0.6.1

GENERAL
- redir is now a library and not a module
 - Each of the core modules now handle their own setting views and save functions instead of depending on settings module
 - Updated language translations
 - Updated default invoice template
 - Made minor cosmetic adjustment to pagination links
 - Adjusted custom tasks module to work with new system settings logic
 - An invoice template can no longer be deleted if it is the only template in the system
 - Payment notes now output on invoices

ENHANCEMENTS
- Added feature so discounts can be added to an invoice based on either percentage or currency
 - A message now displays when system settings have been saved
 - A message now displays when invoice options have been saved
 - The template editor now displays messages on save and delete actions

Version: 0.6.3.1

Released 12/20/2009

NEW FEATURE
- Added new invoice template editor so invoice layouts can be added and changed

ENHANCEMENTS
 - Added support for custom date formats
- Removed hard-coded system/core references

Version: 0.6.2.6

Released 12/03/2009

BUGFIXES
- Fixed minor display issue in invoice payments table

ENHANCEMENTS
 - Upgraded Modular Extensions from 5229 to 5230
- Streamlined a number of database queries
 - Changed the invoice item form element from a normal text input box to a textarea element
 - Added very quick and simple (and most likely buggy) Kindle module db upgrade routine

Version: 0.6.2.4

Released 11/30/2009

ENHANCEMENTS
 - Added ability to update basic invoice information on invoice edit page.
 - Updated Modular Extensions from 5219 to 5229.
 - Changed application directory to "core".
- Added a custom Tasks module.

BUGFIXES
- Fixed a small issue in client detail display.
 - Fixed minor glitches in invoice report search display.

GENERAL
- Eliminated global_admin_controller

NOTES
 - Core application modules exist in system/core/modules.  Custom modules exist in system/modules.

Version: 0.6.1

Released 11/18/2009

Enhancements
- Invoice creation date can now be specified
- Payment date can now be specified
- Implemented new invoice report
- Tax info has been added to the invoice (pdf/html) output
- Enhancements have been made to the invoice layout

Bugfixes
- Deleting an invoice now deletes the appropriate invoice items and payments
- The new header menu now refers to the appropriate language variables

General
- Added a couple of language translation variables and removed a couple of unused ones