NEMO-billing 1.1.0

Install Billing plugin for NEMO

NEMO billing

This billing plugin for NEMO includes core facilities and custom charges/adjustments. It also includes sub-modules for adding rates and invoices.

Installation

pip install NEMO-billing

Add core billing plugin

in settings.py add to INSTALLED_APPS:

INSTALLED_APPS = [
    '...',
    'NEMO_billing', # Add before NEMO to have new navbar menu items show up
    'NEMO',
    '...'
]

Usage

This plugin will add core facilities and custom charges which can be added through django admin.

Core Facility can be set on Custom Charges, Tools, Areas and Consumables

There are 2 ways to set them up:

1. In Detailed Administration -> Core Facilities, you can select each tool, area and consumable
2. In Detailed Administration -> NEMO on each individual custom charge, tool, area or consumable

Core Facility can be accessed on a tool, area or consumable using: tool.core_facility, area.core_facility or consumable.core_facility

Options

By default, a Core Facility is not required for each custom charge, tool, area and consumable.

That can be changed by updating the following default settings in settings.py:

TOOL_CORE_FACILITY_REQUIRED = False AREA_CORE_FACILITY_REQUIRED = False CONSUMABLE_CORE_FACILITY_REQUIRED = False CUSTOM_CHARGE_CORE_FACILITY_REQUIRED = False

Add Rates plugin

in settings.py add to INSTALLED_APPS:

'NEMO_billing.rates',

Rates module options

The display rate currency is set to $ by default and can be changed in settings.py:

RATE_CURRENCY = "CAD "

Add Invoices plugin

in settings.py add to INSTALLED_APPS:

'NEMO_billing.invoices',

Invoices module options

Dates format and invoice email prefix can be changed by changing the following properties in settings.py:

INVOICE_DATETIME_FORMAT = "%m/%d/%Y %H:%M:%S" INVOICE_DATE_FORMAT = "%B %d, %Y" INVOICE_EMAIL_SUBJECT_PREFIX = "[NEMO Billing] "

Email templates

To change email templates, create a file in NEMO's media folder with the same name.
The following templates can be set:

• email_send_invoice_subject.txt
• email_send_invoice_message.html
• email_send_invoice_reminder_subject.txt
• email_send_invoice_reminder_message.html

Timed services/cron job to send reminder emails

To send reminder emails, set a cron job daily with one of the 2 options:

1. send an authenticated http request to <nemo_url>/invoices/send_invoice_payment_reminder
2. run command django-admin send_invoice_payment_reminder or python manage.py send_invoice_payment_reminder

Post Installation

run:

python manage.py migrate