From: Steve Sutton
Date: Mon, 11 Feb 2019 20:20:02 +0000 (-0500)
Subject: Updating help docs
X-Git-Url: http://cvs2.gaslightmedia.com/gitweb/?a=commitdiff_plain;h=7e1c570391f40e742cfd8824b91724c51dd6a5fe;p=WP-Plugins%2Fglm-member-db-billing.git
Updating help docs
Updating the help documentation for billing.
---
diff --git a/setup/help.php b/setup/help.php
index 34d5e1a..2615692 100644
--- 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
--- a/setup/help/accounts.html
+++ b/setup/help/accounts.html
@@ -1,3 +1,10 @@
Accounts
This is your main Accounts page.
Search for an account by Date range, Member account, or any of the status filters (Active, Pending, Overdue, Expired)
+Hover over one of the rows and you'll see Sub links under each Billing Account.
+
+ - Member Dashboard - Goto the member dashboard
+ - View Statuments - View Statements for this account
+ - Billing Info - Edit billing Information for this account
+
+
diff --git a/setup/help/dashboard.html b/setup/help/dashboard.html
index 547bf0a..ce7a982 100644
--- a/setup/help/dashboard.html
+++ b/setup/help/dashboard.html
@@ -8,3 +8,4 @@
Create an Invoice
Export Account data
+Search for Member Accounts by typing into the Member Account field. It will autocomplete to find the account.
diff --git a/setup/help/invoices-add.html b/setup/help/invoices-add.html
index 7df3b1c..9e2c4b7 100644
--- a/setup/help/invoices-add.html
+++ b/setup/help/invoices-add.html
@@ -7,3 +7,7 @@
Create New Line Item
+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.
+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
+Once you have all the line items for the Invoice and Billing acount and Due Date Click on Create invoice.
+If there are any notifications setup (settings) they will go out for the email that is setup under the account.
diff --git a/setup/help/invoices.html b/setup/help/invoices.html
index f54a1ef..5bc5f21 100644
--- a/setup/help/invoices.html
+++ b/setup/help/invoices.html
@@ -1,3 +1,4 @@
Invoices
This is your Main Invoices page. You can search for a date range, Member Account, or by Unpaid Status
Each row has links to Member Billing Dashboard, Edit, View, Make a Payment (if unpaid) or Delete
+To filter by Member Account start typing into the Member Account field.
diff --git a/setup/help/reports.html b/setup/help/reports.html
index c128e6b..4f605cb 100644
--- a/setup/help/reports.html
+++ b/setup/help/reports.html
@@ -1,2 +1,3 @@
Reports
This is your main reports page.
+By default the main reports page will show all Open Accounts.