Those businesses that ship physical products will notice that Infusionsoft does not currently provide a way to batch print invoices to be used as packing slips or invoices.

Attached to this post is a .zip file that contains a PHP script that will use the API to pull all of your recent invoices and allow you to click "print" once to print them all on separate pages.

This should save some businesses a TON of time, or allow them to do something they weren't doing becaue it was too painful.

Please read the README.txt file inside the .zip file before doing anything else.

If you'd like to test this out, go here.

Good luck.

I removed the file because I've updated the script since I first posted this. You can find it here.

Tyler,

Thanks for the file.

However you copied the Readme file from a Word document and it opens as one long sentence with lots of special formatting characters.

Users will need to copy the Notepad Text file to Word for it to be legible.

Hmmm. Not sure why that happened. I don't even have Word on my computer. I'm a Mac guy and I used a text editor for that file. I'll upload the text file here buy itself. Let me know if that works.

Hi Tyler

Great bit of coding. Just to add to the subject I often get asked how to do this, print in bulk. And how to handle the invoices,picking and packing at the same time.

The best way I have found is to export lists of clients in reports and mail merge the data in with a word document.

This way I have been able to heavily customise the "invoice", print duplicate packing slips that go with the goods (invoices ofter sent separately especially when exporting so you can do the Value $5 thing) and also personalize the follow up sales letter/s, forms, magalogs and lables.

To make this worth while you do have to use Word merge effectively. Using the "what if" statements in there you can change paragraphs in the invoice and notes, dynamically change shipping notes based on states and automatically have the system enter the sales amounts.

The one issue is the payment plan, but in most cases the wording such as "you will be billed a regular amount of (enter txt as a what if against product id) every 30 days" normally works.

Where I have used this method with companies who ship many slightly different products this has lead to increases in operations of up to a factor of 8 per employee per day. Which really can make a big difference.

Notes. You do need to be careful of date ranges of the reports is you are outside the USA.

My partner is currently looking into the export via the API to see if we are able to also get over the payment plan issue.

Hope this helps.

georges,

Thanks for sharing what you're doing. Definitely, if you know how to use Word's Mail merge information, then you can do quite a bit with the fulfillment reports.

The problem is that currently the fulfillment reports pull only from the contact record and not from the invoice record. So, you don't get invoice numbers, invoice totals, etc.

That's why I wrote this script.

Hi Tyler

Just to confirm I do not use the fullfillment reports (still think they are a bit flaky) to do this I use the Order Reports, All Sales and set up standard reports based on Products and Time. I have two. One covers the last 24 hours, the reports are ran each day and then secondly one that covers the weekends.

They give me a lot more fields.

Regards George

NB If you do this be careful of credits. I run a system of credit checks just prior to this business process.

My original script had some serious logic flaws. I've rewritten it so that it uses a local database to store invoice data - so you can keep track of which invoices/packing slips have been processes/printed.

Its attached here.

Good luck

Tyler, I'm trying to install this script of yours. But their seems to be a file missing.. "data.php" Could you please post this file. THanks Zac

Zac,

Try commenting that line out. I think it was a remnant from when I was storing data in a file instead of a database.

Truthfully, I can't remember. Try that and let me know if it works.

Thanks.

Zac,

Try commenting that line out. I think it was a remnant from when I was storing data in a file instead of a database.

Truthfully, I can't remember. Try that and let me know if it works.

Thanks.