Updating help docs

Updating the help documentation for billing.

diff --git a/setup/help.php b/setup/help.php
index 34d5e1a..2615692 100644 (file)
--- a/setup/help.php
+++ b/setup/help.php
@@ -136,7 +136,8 @@ add_action( 'current_screen',
         foreach ( $helpTabs as $tab ) {
             $glmAction = isset( $_REQUEST['glm_action'] ) ? filter_var( $_REQUEST['glm_action'] ) : 'dashboard';
             if ( $glmAction === $tab['name'] ) {
-                if ( is_file( GLM_MEMBERS_BILLING_PLUGIN_SETUP_PATH . '/help/' . $tab['name'] . '.html' ) ) {
+                $fileName = GLM_MEMBERS_BILLING_PLUGIN_SETUP_PATH . '/help/' . $tab['name'] . '.html';
+                if ( is_file( $fileName ) ) {
                     $screen->add_help_tab(
                         array(
                             'id'       => 'glm-member-db-billing-help-' . $tab['name'],
@@ -151,7 +152,7 @@ add_action( 'current_screen',
                 if ( isset( $tab['subs'] ) && is_array( $tab['subs'] ) ) {
                     foreach ( $tab['subs'] as $sub ) {
                         $fileName = GLM_MEMBERS_BILLING_PLUGIN_SETUP_PATH . '/help/' . $glmAction . '-' . $sub['name'] . '.html';
-                        if ( is_file( GLM_MEMBERS_BILLING_PLUGIN_SETUP_PATH . '/help/' . $glmAction . '-' . $sub['name'] . '.html' ) ) {
+                        if ( is_file( $fileName ) ) {
                             $screen->add_help_tab(
                                 array(
                                     'id'       => 'glm-member-db-billing-help-'. $glmAction . '-' . $sub['name'],

diff --git a/setup/help/accounts.html b/setup/help/accounts.html
index adced6c..c3d79af 100644 (file)
--- a/setup/help/accounts.html
+++ b/setup/help/accounts.html
@@ -1,3 +1,10 @@
 <h2>Accounts</h2>
 <p>This is your main Accounts page.</p>
 <p>Search for an account by Date range, Member account, or any of the status filters (Active, Pending, Overdue, Expired)</p>
+<p>Hover over one of the rows and you'll see Sub links under each Billing Account.
+<ul>
+    <li>Member Dashboard - Goto the member dashboard</li>
+    <li>View Statuments - View Statements for this account</li>
+    <li>Billing Info - Edit billing Information for this account</li>
+</ul>
+</p>

diff --git a/setup/help/dashboard.html b/setup/help/dashboard.html
index 547bf0a..ce7a982 100644 (file)
--- a/setup/help/dashboard.html
+++ b/setup/help/dashboard.html
@@ -8,3 +8,4 @@
     <li>Create an Invoice</li>
     <li>Export Account data</li>
 </ul></p>
+<p>Search for Member Accounts by typing into the Member Account field. It will autocomplete to find the account.</p>

diff --git a/setup/help/invoices-add.html b/setup/help/invoices-add.html
index 7df3b1c..9e2c4b7 100644 (file)
--- a/setup/help/invoices-add.html
+++ b/setup/help/invoices-add.html
@@ -7,3 +7,7 @@
     <li>Create New Line Item</li>
 </ul>
 </p>
+<p>To create a Line Item click on 'Add Line Item' and choose from one of the drop downs. This list can be updated from Settings > Billing > Invoice Types. </p>
+<p>To add new Line item click on 'Create New Line Item' and enter in Line Item Name and Amount. You can also choose to make it a sub Invoice Type </p>
+<p>Once you have all the line items for the Invoice and Billing acount and Due Date Click on Create invoice.</p>
+<p>If there are any notifications setup (settings) they will go out for the email that is setup under the account.</p>

diff --git a/setup/help/invoices.html b/setup/help/invoices.html
index f54a1ef..5bc5f21 100644 (file)
--- a/setup/help/invoices.html
+++ b/setup/help/invoices.html
@@ -1,3 +1,4 @@
 <h2>Invoices</h2>
 <p>This is your Main Invoices page. You can search for a date range, Member Account, or by Unpaid Status</p>
 <p>Each row has links to Member Billing Dashboard, Edit, View, Make a Payment (if unpaid) or Delete</p>
+<p>To filter by Member Account start typing into the Member Account field.</p>

diff --git a/setup/help/reports.html b/setup/help/reports.html
index c128e6b..4f605cb 100644 (file)
--- a/setup/help/reports.html
+++ b/setup/help/reports.html
@@ -1,2 +1,3 @@
 <h2>Reports</h2>
 <p>This is your main reports page.</p>
+<p>By default the main reports page will show all Open Accounts.</p>