{css} {$default_printpage = ConfigHelper::getConfig('invoices.default_printpage')} {$default_taxrate = ConfigHelper::getConfig('phpui.default_taxrate')} {$default_taxlabel = ConfigHelper::getConfig('phpui.default_taxlabel')} {$notification = ConfigHelper::checkConfig('finances.customer_notify', true)} {$offline_support = ConfigHelper::checkConfig('ksef.offline_support')} {tab_container id="customerbalancebox" label="Customer Account"} {if $limit} {$content_id="customerbalancepanel"} {else} {$content_id=null} {/if} {tab_header content_id=$content_id} {tab_header_cell icon="lms-ui-icon-finances"} {trans("Customer Account")} {if $limit} {$n=$limit*-1} {/if} {strip} {trans("aggregate documents")} {/strip} {if ConfigHelper::checkPrivilege('finances_management')} {trans("from")} {trans("to")} {trans("Customer Balance Sheet")} {/if} {/tab_header_cell} {tab_header_cell} {trans("Transfer form")} {if ConfigHelper::checkPrivilege('financial_operations') || ConfigHelper::checkPrivilege('finances_management')} {trans("New document")} {/if} {if ConfigHelper::checkPrivilege('finances_management')} {trans("Show All")} {/if} {/tab_header_cell} {/tab_header} {tab_contents id="customerbalancepanel"} {tab_table} {$datatables_max_records=intval(ConfigHelper::getConfig('phpui.datatables_max_records', 0, true))} {foreach $balancelist.list as $item} {if $datatables_max_records && count($balancelist.list) >= $datatables_max_records} {if $limit < 0 && $item@iteration <= count($balancelist.list) + $limit} {continue} {elseif $limit > 0 && $item@iteration > $limit} {continue} {/if} {/if} 0 && $item.type} data-moveable="1"{/if}> {/foreach}

{trans("Date:")}	{trans("User:")}	{trans("Liability:")}	{trans("Income:")}	{trans("Expense:")}	»	{trans("After:")}	{trans("Description:")}
{$item.date}	{$item.username\|truncate:16:"…":true}	{if !$item.type}{Utils::formatMoney($item.value*-1, $item.currency)}{else}-{/if}	{if $item.type && $item.value > 0}+{Utils::formatMoney($item.value, $item.currency)}{else}-{/if}	{if $item.type && $item.value < 0}{Utils::formatMoney($item.value*-1, $item.currency)}{else}-{/if}	»	{Utils::formatMoney($item.after)}	{$item.comment\|escape}	{foreach $item.customlinks as $link} {if isset($link.icon)}{else}{$link.label}{/if} {if isset($link.extra)}{$link.extra}{/if} {/foreach} {if !empty($item.ksefhash)} {if !empty($item.ksefstatus) && ($item.ksefstatus < 200 \|\| $item.ksefstatus >= 300)} {$class = "lms-ui-error"} {else} {$class = ""} {/if} {hint icon="lock" url="?m=invoiceksefinfo&id={$item.docid}" tooltip_class="lms-ui-ksef-qr-code" class=$class} {/if} {if $item.docid} {if $item.doctype == $smarty.const.DOC_INVOICE_PRO} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {button type="link" icon="transform" external=true href="?m=invoicenew&id={$item.docid}&action=init" tip="Convert to invoice"} {/if} {/if} {if ($customerinfo.sendinvoices \|\| $balancelist.sendinvoices) && ($item.doctype == $smarty.const.DOC_INVOICE \|\| $item.doctype == $smarty.const.DOC_CNOTE \|\| $item.doctype == $smarty.const.DOC_INVOICE_PRO \|\| $item.doctype == $smarty.const.DOC_DNOTE)} {if empty($item.ksefsubmission) \|\| $item.ksefstatus == 200 \|\| $offline_support && isset($item.ksefstatus) && $item.ksefstatus == 0} {textformat assign="tip" wrap=5000} {if $item.senddate}{trans("Send invoice again")} {t a=$item.senddate\|date_format:"Y-m-d H:i"}(already sent on $a){/t}{else}{trans("Send invoice")}{/if} {/textformat} {button type="link" icon="{if $item.senddate}mailsent{else}mail{/if}" class="send-invoice" href="?m=invoicesend&id={$item.docid}" tip=$tip} {/if} {/if} {if $item.doctype == $smarty.const.DOC_INVOICE} {if !$item.cancelled} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {button type="link" icon="clone" href="?m=invoicenew&action=init&id={$item.docid}&clone=1" tip="Clone"} {button type="link" icon="correction" href="?m=invoicenote&id={$item.docid}&action=init" tip="Revise"} {/if} {/if} {if !$item.closed && !$item.cancelled && !$item.archived && !$item.referenced && (!$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification'))} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {textformat assign="onclick" wrap=5000} {if $item.published} confirmDialog($t('Document has been published already! Are you sure you want to edit it despite this?'), this) .done(function() { window.open($(this).attr('href')); }); {else} window.open($(this).attr('href')); {/if} return false; {/textformat} {if empty($item.ksefhash) && empty($item.ksefsubmit) \|\| !empty($item.ksefstatus) && ($item.ksefstatus < 200 \|\| $item.ksefstatus >= 300)} {button type="link" icon="edit" class="lms-ui-hint-rollover" href="?m=invoiceedit&id={$item.docid}&action=edit" onclick=$onclick data_url="?m=number&id={$item.docid}" icon_tip="Invoice"} {/if} {/if} {/if} {if !$item.cancelled} {if !$item.archived} {if ConfigHelper::checkPrivilege('trade_document_archiving')} {button type="link" icon="archive" href="?m=invoicearchive&id={$item.docid}" tip="Archive"} {/if} {else} {if ConfigHelper::checkPrivilege('trade_document_unarchiving')} {button type="link" icon="restore" href="?m=invoiceunarchive&id={$item.docid}" tip="Unarchive"} {/if} {/if} {/if} {if !$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification')} {button type="link" icon="view" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}&dontpublish=1" data_url="?m=invoiceinfo&id={$item.docid}" icon_tip="View"} {/if} {button type="link" icon="print" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}" data_url="?m=invoiceinfo&id={$item.docid}" icon_tip="Invoice"} {elseif $item.doctype == $smarty.const.DOC_INVOICE_PRO} {if !$item.cancelled && !$item.archived && (!$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification'))} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {textformat assign="onclick" wrap=5000} {if $item.published} confirmDialog($t('Document has been published already! Are you sure you want to edit it despite this?'), this) .done(function() { window.open($(this).attr('href')); }); {else} window.open($(this).attr('href')); {/if} return false; {/textformat} {if empty($item.ksefhash) && empty($item.ksefsubmit)} {button type="link" icon="edit" class="lms-ui-hint-rollover" href="?m=invoiceedit&id={$item.docid}&action=edit&proforma=1" onclick=$onclick data_url="?m=number&id={$item.docid}" icon_tip="pro forma invoice"} {/if} {/if} {/if} {if !$item.cancelled} {if !$item.archived} {if ConfigHelper::checkPrivilege('trade_document_archiving')} {button type="link" icon="archive" href="?m=invoicearchive&id={$item.docid}" tip="Archive"} {/if} {else} {if ConfigHelper::checkPrivilege('trade_document_unarchiving')} {button type="link" icon="restore" href="?m=invoicunearchive&id={$item.docid}" tip="Unarchive"} {/if} {/if} {/if} {if !$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification')} {button type="link" icon="view" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}&dontpublish=1" data_url="?m=invoiceinfo&id={$item.docid}" icon_tip="View"} {/if} {button type="link" icon="print" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}" data_url="?m=invoiceinfo&id={$item.docid}" icon_tip="pro forma invoice"} {elseif $item.doctype == $smarty.const.DOC_CNOTE} {if !$item.cancelled && !$item.referenced} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {button type="link" icon="correction" href="?m=invoicenote&id={$item.docid}&action=init" tip="Revise"} {/if} {/if} {if !$item.archived && !$item.referenced && (!$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification'))} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {if empty($item.ksefhash) && empty($item.ksefsubmit)} {textformat assign="onclick" wrap=5000} {if $item.published} confirmDialog($t('Document has been published already! Are you sure you want to edit it despite this?'), this) .done(function() { window.open($(this).attr('href')); }); {else} window.open($(this).attr('href')); {/if} return false; {/textformat} {button type="link" icon="edit" class="lms-ui-hint-rollover" href="?m=invoicenoteedit&id={$item.docid}&action=edit" onclick=$onclick data_url="?m=number&id={$item.docid}" icon_tip="Invoice"} {/if} {/if} {/if} {if !$item.cancelled} {if !$item.archived} {if ConfigHelper::checkPrivilege('trade_document_archiving')} {button type="link" icon="archive" href="?m=invoicearchive&id={$item.docid}" tip="Archive"} {/if} {else} {if ConfigHelper::checkPrivilege('trade_document_unarchiving')} {button type="link" icon="restore" href="?m=invoiceunarchive&id={$item.docid}" tip="Unarchive"} {/if} {/if} {/if} {if !$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification')} {button type="link" icon="view" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}&dontpublish=1" data_url="?m=number&id={$item.docid}" icon_tip="View"} {/if} {button type="link" icon="print" class="print-invoice lms-ui-hint-rollover" href="?m=invoice&id={$item.docid}" data_url="?m=number&id={$item.docid}" icon_tip="Credit note"} {elseif $item.doctype == $smarty.const.DOC_RECEIPT} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {button type="link" icon="edit" class="lms-ui-hint-rollover" href="?m=receiptedit&id={$item.docid}" data_url="?m=number&id={$item.docid}" external=true icon_tip="Cash receipt"} {button type="link" icon="print" class="lms-ui-hint-rollover" href="?m=receipt&id={$item.docid}" data_url="?m=number&id={$item.docid}" external=true icon_tip="Cash receipt"} {/if} {elseif $item.doctype == $smarty.const.DOC_DNOTE} {if !$item.cancelled && !$item.archived && (!$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification'))} {if ConfigHelper::checkPrivilege('financial_operations') \|\| ConfigHelper::checkPrivilege('finances_management')} {textformat assign="onclick" wrap=5000} {if $item.published} confirmDialog($t('Document has been published already! Are you sure you want to edit it despite this?'), this) .done(function() { window.open($(this).attr('href')); }); {else} window.open($(this).attr('href')); {/if} return false; {/textformat} {button type="link" icon="edit" class="lms-ui-hint-rollover" href="?m=noteedit&id={$item.docid}&action=edit" onclick=$onclick data_url="?m=number&id={$item.docid}" icon_tip="Invoice"} {/if} {/if} {if !$item.cancelled} {if !$item.archived} {if ConfigHelper::checkPrivilege('trade_document_archiving')} {button type="link" icon="archive" href="?m=notearchive&id={$item.docid}" tip="Archive"} {/if} {else} {if ConfigHelper::checkPrivilege('trade_document_unarchiving')} {button type="link" icon="restore" href="?m=noteunarchive&id={$item.docid}" tip="Unarchive"} {/if} {/if} {/if} {if !$item.published \|\| ConfigHelper::checkPrivilege('published_document_modification')} {button type="link" icon="view" class="lms-ui-hint-rollover" href="?m=note&id={$item.docid}&dontpublish=1" data_url="?m=number&id={$item.docid}" external=true icon_tip="View"} {/if} {button type="link" icon="print" class="lms-ui-hint-rollover" href="?m=note&id={$item.docid}" data_url="?m=number&id={$item.docid}" external=true icon_tip="Debit note"} {/if} {/if} {if !empty($item.documentreferenced)} {button type="link" icon="more" class="all-attachment-toggle" tip="related documents"} {/if} {if !empty($item.documentreferenced)} {foreach $item.refdocs as $docid => $refdoc} {if count($refdoc.attachments) == 1} {$attachment = reset($refdoc.attachments)} {$attachmentid = key($refdoc.attachments)} {capture assign="attachment_text"}{t a=$_DOCTYPES[$refdoc.type] b=$refdoc.fullnumber c=$refdoc.cdate\|date_format:"Y-m-d"}$a no. $b issued on $c{/t}{/capture} {documentview id="{$docid}-{$attachmentid}" type=$attachment.contenttype name=$attachment.filename url="?m=documentview&id={$docid}&attachmentid={$attachmentid}" external=true } {if $attachment.type == -1}{/if} {else} {t a=$_DOCTYPES[$refdoc.type] b=$refdoc.fullnumber c=$refdoc.cdate\|date_format:"Y-m-d"}$a no. $b issued on $c{/t} {foreach $refdoc.attachments as $attachmentid => $attachment} {documentview id="{$docid}-{$attachmentid}" type=$attachment.contenttype name=$attachment.filename url="?m=documentview&id={$docid}&attachmentid={$attachmentid}" external=true } {if $attachment.type == -1}{/if} {/foreach} {/if} {/foreach} {/if}

{/tab_table} {tab_button_panel} {tab_buttons} {if ConfigHelper::checkPrivilege('financial_operations') || ConfigHelper::checkPrivilege('finances_management')} {if ConfigHelper::checkConfig('phpui.delete_link_in_customerbalancebox')} {button icon="delete" id="delete-invoices" label="Delete"} {/if} {button icon="transfer" id="move-balances" label="Transfer"} {/if} {button icon="mail" id="send-invoices" label="Send invoices"} {if ConfigHelper::checkPrivilege('trade_document_archiving')} {button icon="archive" id="archive-invoices" label="Archive"} {/if} {if ConfigHelper::checkPrivilege('trade_document_uarchiving')} {button icon="restore" id="unarchive-invoices" label="Unarchive"} {/if} {trans("Print")}: {button icon="print" label="invoices" id="print-invoices"} {button icon="cash" label="cash receipt" id="print-receipts"} {button icon="dnote" label="debit notes" id="print-notes"} {$_DOCENTITIES[$smarty.const.DOC_ENTITY_ORIGINAL]} {$_DOCENTITIES[$smarty.const.DOC_ENTITY_COPY]}

{$_DOCENTITIES[$smarty.const.DOC_ENTITY_DUPLICATE]}

{/tab_buttons} {tab_buttons} {trans("Check All")} {/tab_buttons} {/tab_button_panel} {if ConfigHelper::checkPrivilege('financial_operations') || ConfigHelper::checkPrivilege('finances_management')} {tab_button_panel} {tab_buttons}

{$layout.logname|truncate:16:"…":true} {currency_selection selected=Localisation::getDefaultCurrency() elementname="addbalance[currency]" form="addbalance-form"}

{trans("liability")} {trans("income/expense")}

{icon name="money"}

{if $sourcelist}

{/if}

{/tab_buttons} {/tab_button_panel} {tab_button_panel} {tab_buttons} {if $customerinfo.balance < 0} {button icon="edit" id="clear-account" label="Clear Account"} {/if} {/tab_buttons} {tab_buttons} {trans("Notify customer")} {if $instantpayment} {button icon="cash" onclick="javascript:AddBalance(true);" label="Instant payment"} {/if} {button icon="save" onclick="javascript:AddBalance();" label="Submit"} {/tab_buttons} {/tab_button_panel} {/if} {/tab_contents} {/tab_container}

{trans("Customer")} {customerlist customers=$customers form="transfer-balance-form" selectname="customer-select" inputname="customerid" selecttip="" inputtip="" required=true version=2}
{trans("Value")} {currency_selection selected=Localisation::getDefaultCurrency() elementname="currency" form="transfer-balance-form"}

{button type="submit" class="lms-ui-button ui-button ui-corner-all ui-widget" icon="apply" id="transfer-balance-apply-button" label="Apply" form="transfer-balance-form"} {button class="lms-ui-button ui-button ui-corner-all ui-widget" icon="cancel" id="transfer-balance-cancel-button" label="Cancel" form="transfer-balance-form"}