This is the email I sent him:
Basically I would like to run this mod as a CB plugin which would add an extra tab to their profile and just merely give the client a summary of their usage and how much they currently owe us.
Actually, to add simplicity, we need an account tab in CB which lists the cases completed and the amount they cost; with a date reference. In terms of billing there needs to be a monthly invoice feature (we can produce an invoice offline no problem) and a checkbox which admin staff can tick to make sure that bill has been paid.
If it was built in CB then I could make a custom list, again for admin staff, to see a summary of outstanding payments.
To sum, Need:
A CB plugin which creates a spread sheet table which totals stuff over the month.
This needs the following columns: Date Completed – Name of Client – Cases performed for client – Hours worked on case – Charge – Part of Sub?
Date is date input (DD/MM/YYYY)
Name of client is a name field (15char will do)
Cases Performed for Client is a number (2char)
Hours worked on case is a number (3char)
Charge is a £cash figure
Part of sub is a tick box. If the Part of sub box is ticked then the charge is not added to the monthly total.
For each month the hours worked, cases performed and charge needs totalling. The Part of sub only negates the charge in terms of a monthly total.
If possible I would like this table to be expandable in that each client can see the monthly total and there is a + at the end in which they can either drill into or drop down the information within that month.