Hmmcrunchy

Thank you for the reply @WHMCS John and for getting back to me about the credit note issue. Just a bit of feedback, for me personally ( our accounts dept are happy to do the add payment) if would be a lot easier if you could tick a set of invoices and mark them paid - it would then show them paid with the method stated on them (eg bank, cheque etc) rather than having to go into say 80 invoices individually to add a payment to each one

is this a version 9 special as well? suddenly we are getting clint not able to simply pay by paypal - and its coming up with link your account instead of just sending over to paypal for authorisation

ok even more worrying we have just had a clients invoice randomly paid by a credit note!! we didn't apply the credit note, we don't know where this random credit note came from, its not shown in the "Manage Credits" If fact on further investigation it seem us marking an invoice as paid (if its a bank transfer) it is creating new credit notes and applying them to the invoices as its paid and not marking it as bank transfer ?! Worst still this is going out to the client via email as Ledger adjustment on the invoice receipt - not a payment, so they are getting in a muddle as well ! this does need to be fixed pretty damn fast please @WHMCS John! We are just taking over a company and repair shop at the moment so this is literally the worst possible time for us to seem like we are a bunch of unprofessional idiots due to nonsensical invoices going out. im just about to transfer in 150 clients but we may have to hold this up or look to move to another system as we just cant have this ...

yep having same issues here - suddenly realised our income summaries were all off massively and only odd transactions recorded but loads just missing also bit worried we are now no longer allowed to edit an invoice that hasn't been paid... even sage accounting allows this, and to be honest im not sure WHMCS is reliable enough to enforce the complete prevention of editing any invoice thats been sent out .. This is pushed into an accounts system usually and in that you do reporting and credit notes tax submissions etc, im not using WHMCS as an accounts system only invoicing and renewals.. so why lock it down like this

you absolute legend !! That's exactly what I was looking for, thank you so much !

ok ill have to come back to this when i have some time. id hoped it would be quite and easy job thanks for your help

I suppose the question is can we put one there at this point i think any way of getting a link on a product page a client can click to go to the login page for that product even in the side bar for a customer logging into whmcs to manage their products with us they click on the product then they have the option to cancel and ideally to go to login page. rather than having the product but then having to go off to another page to try and find a login link which is not really user friendly whether its a button at the bottom, a generic module to allow this or a link in the action bar i dont mind below is an example screen we have

Yes so the product would be a zero trust security product, a user would have to login to the control panel to admin it The site has no module available for whmcs but just would like a link for that product in whmcs to go to the login panel for the product to save the client having to go Looking - and it looks more professional if there were a module where we can just stick in a url to direct the button to that would suffice but most modules are specific provisioning modules that send data to one site

HI Dennis No module at the moment, or the software product doesn't have a module i should say. Im just selling a product in WHMCS, and it would be really handy for clients to be able to go to the product and click that button to be taken to a login page for that product (even if they have to login)

anyone at all ?

just going to bump this one as even now this would be handy

HI John That setting was indeed set to 0, ive changed that to 10 and will give that a test. Thanks for your help.

any joy ?

HI there, thanks for getting back to me The payment has been taken before, and is taken each time ok. its just the date which the direct debit payment is initiated is always the due date, rather than the invoice creation date. this means the direct debit takes about 5 - 10 days to process which is obviously then past all the domain renewal dates, as the domains expire on the due date. im trying to get the go cardless direct debit to start submit the payment the same day the invoice is generated, so that hopefully its cleared, and the domains are safely renewed before the due date

anybody ?

we use WHMCS to collect manage renewals for our web hosting business, we have the gocardless plugin to allow us to integrate direct debits. It seems the submission for the direct debit payment is done the day the invoice is due which is too late for us, as the domains and hosting expire that day, so clients have to wait a week to get email and website back or we have to manually renew everything. We have checked the box Charge Date Preference to take the payment when the invoice is generated which is one week in advance but it still seems to do it on the due date. is there a way of correcting this?

Hey folks is it possible to change the Log In To Control Panel button on the manage service page to a custom url ? i have several products that aren't hosting but you do log in to manage them, i just need each of these products to go to a separate login page when you click "log on to control panel" where the user can then login ( the button doesn't have to log the person in they can do that manually) ideally the link would be on the same button (rather than in the side bar) to keep a standard way of accessing the CP for all products thanks :)

HI there I had a bit of a funny where if an item is invoiced then not paid - the item is then also added to the next invoice for that customer, so they now have 2 invoices with 1 item duplicated on each invoice. has anyone else had this or is there a setting somewhere I have wrong thanks

Thank you Brian that solution worked a treat and was very helpful thanks for sharing