cma01

The problem with adding the deposit as a "product" is that the reporting for the products and services that you sell are off. If I create a quote, then convert it to an invoice, for some reason my client can't add funds to their account to use as the deposit, which would seem the simplest thing to do. xotj123's solution would work if you want to break the invoice down into payment dates; however, it kind of defeats the purpose of using the quote with different products and services.

Does anyone have a solution for conditional terms and conditions based on product name or ID?

Has anyone else run into this issue for their custom templates?

Did the variables change for the client home page? I have a custom template, and the number of referral signups, account credit balance, and invoice total doesn't display. I've tried to find the template file in the new portal template that defines it so I can copy it to my custom template, but it must have moved from clientareadetails.tpl because I can't find it.

I've used WHMCS for about a year and a half. After a recent upgrade to 3.8.1, the sales tax isn't being calculated on orders. I first noticed it in the quote section. The box is checked to charge sales tax, but it isn't calculated in the quote. The same with orders and invoices. Also, there is an option to email the quote but when I click on it, a blank page is displayed.

I'm getting the same thing with IE

In regards to my question above, is there a way to change the REFERRALTABLE merge field for the email template to include the transaction table that displays in the admin? Then I have a different question. How do you record payments to the affiliates? Do the withdrawal requests have to be made from the client area? Do I just keep changing the withdrawn amount and I pay it out? I'd like to be able to track the payments and enter a payment reference number, like the Paypal transaction number or a check #.

To link to a group you use gid instead of pid in the order link, for example http://www.yourdomain.com/whmcs/order.php?step=2&pid=2 http://www.yourdomain.com/whmcs/order.php?step=2&gid=2 You just have to get the right id number for the group.

I've started using the affiliate system and it is a little confusing. My plan is to do a monthly payout on the first for all referrals earned the previous month. So for example, the 12/1 affiliate payment would be for anything billed in November. I can do this, but right now the reporting is a little confusing for the affiliate. If they log in, all they see is the service packages that have been signed up for by the referral, which is what shows on the monthly email they receive as well. The payment history on the admin affiliate view shows the detail, but there is really no way for the affiliate to see that. Is there a way to customize the email that the affiliate receives so that it displays the previous month's transactions?

Well, I just checked and in tblinvoices the id number is the series that I set, the invoicenum is the id number that starts at 1. The only issue I see is that there are duplicate numbers in the invoicenum field. All I really need is to be able to change what displays on the client invoice the id number from tblinvoices rather than invoicenum. That is what is causing the confusion.

Is there a fix for this or should I go and change the ID's in the database? I just got a call from a client that thought I was double billing because the invoice# showed as one thing and then showed the invoice id somewhere else.

Is there a way to specify an end date for recurring services? I have a client that I am providing services for the next six months. I set up an "Other" product to bill monthly, but I didn't see a way to make it stop automatically after month 6.

Is there a way to add a new product type so that I have more categories to use rather than other? I guess I can use product groups, but it would make more sense to have other categories.