quickq

Cool thanks Brian.

Hi all, Wondering if some one can give me a hand with this: In QuickBooks, we invoice everything in USD but we show the local currency on invoices as everyone always asks. This is obviously variable, we update it roughly once per week. We know the issue with this with WHMCS is that the rate would change when they go into the client portal so have come up with a compromise; show the exchange rate on the invoice created email, we and the client can refer to that if there is a query. But, I'm a little stuck on how to do this. I know I need a InvoiceCreated hook to call function for looking up the rate in the DB (then rounding to 2 decimal places) but don't know much more than that! Any help / guidance is appreciated.

Hi Chris. Ok I'll have a look through. Is something like this in the pipeline that you're aware of?

Awesome thank you very much Brian!

Hi all, We have the proforma option enabled such that we don't pay tax on bills until we have been paid. That all works fine. However, we have a few clients who can not initiated a payment until they receive an Invoice. A proforma doesn't cut it. Is it possible for force a proforma to be re-sent as an invoice without there being a transaction on it? Thanks

Hi all, Hoping I'm just being blind and have missed the options / docs on this. Possible to have different outgoing email addresses configured for Billing/Invoicing than from Support? We have the incoming piping working fine, things go to the right department. But everything outgoing is from the address configured in the Settings -> Mail tab. I'd like invoices and orders etc to be sent from accounts@ where as ticket handling is sent from support@ Thanks

Any one else seeing this problem? Looking in the tblupdatelog it loads composer repo, updates dependancies, downloads, then I get the runtimeexception. Only other log entry line is: update [--prefer-source] [--prefer-dist] [--dry-run] [--dev] [--no-dev] [--lock] [--no-plugins] [--no-custom-installers] [--no-autoloader] [--no-scripts] [--no-progress] [--with-dependencies] [-v|vv|vvv|--verbose] [-o|--optimize-autoloader] [-a|--classmap-authoritative] [--ignore-platform-reqs] [--prefer-stable] [--prefer-lowest] [-i|--interactive] [--root-reqs] [--] []... Thoughts?

Hi all, Wondering if any one could advise; We provide a service at a recurring monthly rate as defined by the configurable option. There is also an associated installation fee that some people want to spread over a a few months to reduce the upfront cost. Is it possible to setup and configure the installation fees as either configurable options or product addons or should we just put it as a separate product(s) with different price structures depending on what they do? No one can sign up to this publicly it is only for our staff to generate orders so abuse isn't an issue.

Shame no replies on this, but for completion figured I'd reply with what I've discovered from playing around with test clients and orders. I thought the best way to set up was to use all the inbuilt features so: New product -> Internet Access, 0 monthly fee, 0 setup. Configurable Options: Speed (monthly recurring), type Radio. Options for 1Mb = $50, 2MB = $100, etc Installation fee, type Radio. Options for Nil ($0), $200, $400 etc. This means when placing an order the two options appear underneath, have to pick a speed and the installation fee. First invoice is generated perfectly. However, the downside of this set up comes later: 1) Reports. Because all of the above is under a single product, the reports become quite useless as it just shows we've sold X amount of Internet Access - no breakdown of installation or speed. 2) Seeing who is using what - if a customer calls up and you look at their account, it just shows they have 1 service called Internet Access. You can infer the speed from the price but that's far from ideal - would have been nice to have the Speed option shown on the table So then tried a new setup - Different product for each speed, use the same configurable for the installation. While this makes the reporting better as I can see a breakdown per product, issue then is when upgrading / downgrading from say 1Mb to the 2Mb product, it re-applies the same installation fee as if it's a new order. Couldn't see any way to stop that (upgrade/downgrade is either the product or an option, can't configure both at the same time). So, decided to go with the far-less-elegant way but gives me the most flexibility and best information across the whole admin area: Different product for each speed, different installation product for each of the typical costs. I can now see more detailed breakdowns of what we're selling and can upgrade/downgrade people without generating new installation line-items. Far from ideal but this seems to work the best. I hope / assume that what I was stuck on can in fact be done (customer reports for the first option, waive installation on upgrade/downgrade) but haven't worked out how to do it as yet.

Hi all, Could some one advice how best to set this up please: We resell a FTTH (Fibre to the Home) service. I'm trying to work out what the best way of setting up the product/services, configurable options and the product addons are to simplify our installation and billing. Clients won't be able to sign up for the service directly on our website (at least not for now but we might enable that later). When we have a new client, we request a site survey which takes a week or two. We then get a quote from the contractor for $X for the installation (which is generally in increments of $200, e.g. $400, $600, $800, $1k etc). Installation is obviously a one time fee, then a recurring bill per month charged at $Y per month, again in flat increments (1Mb = $50, 2Mb = $100, 3Mb = $150, etc). What is the optimal way to set this up so after we add a new client we submit the order according to the quote from the contractor and their agreed rate? Result should be first invoice sent with their first monthly recurring + installation fee, additionally their service contract. Then 1 month later the recurring service fee (+ any other additional services they have e.g. hosting / backups etc). Thanks in advanced!

Hi all, This on a Centos 7 server with SELinux enabled. Just bought WHMCS and starting to install. I get to the requirements check page where I've got 4 warnings: configuration.php needs to be writeable attachments, downloads and templates_c need to be writeable. So, I setsebool -P httpd_enable_homedirs 1 Then semanage fcontext -a -t httpd_user_content_t '/home/whmcs/app/public_html(/.+)?' restorecon -Rv But the same errors come up. Could any one advise please? Thanks

Excellent thank you very much for the info. Shopping (for WHMCS) time

Hi all, Could some one advise: We have a range of clients some of which are hosting, some of which have support contracts, some both. We'd like to use WHMCS to manage the hosting for package deployment and billing and support tickets, and it looks like it's a great piece of software to do that with. I'm wondering if we could also use the same functions for our clients that we have support contracts with but don't have a hosting package? Or do clients in the system have to be linked to a package? Thanks