kenlyle

Full of optimism, I just tried this...I copied the list of invoices to Ultraedit, and used column mode to extract them, and then edited them to a comma delimited string of invoice numbers...about 10 invoices, and got exactly one of them paid, the first one. This appears to still be a non-feature. Worthy of note, no useful information or anything remotely Helpish on the Add Transaction screen, not even a tooltip. I am in 4.1.1, not the very latest, 4.1.2, so maybe that's the ticket. Still love WHMCS, still incredulous at the lameness of handling payments. Oh, and once your transaction isn't credited to the dozen or so invoices, you can't go back and check the box to have it added to the customer's credit balance, because that checkbox isn't there anymore. The best option seems to be to delete it, and start over. K

Beauteous!

Hey...this just in...a quick response from Support... "Thanks for your feedback. Take a look at the V4.1 beta thread in the announcements section and you'll see 4.1 does have an auto credit facility added for when adding a transaction."

Thanks to othellotech, boo to WHMCS. I added the Transaction, with no invoice number as suggested. I didn't put in a Transaction ID either, for good measure. The transaction did NOT credit to the account. It appears to be necessary to go to the account's Profile tab, where Manage Credits is located, and then enter the credit AGAIN. As othellotech says, it can then be doled out to the open invoices. Hopefully, this is being improved in the 4.1 release, because it seems very poorly done at present. There seem to be a lot of possible improvements...once you enter the amount and the client, you could get a list of open invoices and checkboxes. I had to click into each invoice, click credit, type in the balance, save, then go back to the Profile, and click invoices, and repeat. If there's an easier way, I'd love to know.

I am working with Kadeo on this issue. I have even suggested that they may want/need to hack the Transaction process to *discourage* the application of large payments to a single invoice, and to steer the user toward the action that Othellotech suggests? Any thoughts on that? Best, Ken

I just applied a $1500 payment to an invoice with a $52 remaining balance, which generated a big offsetting credit, which is making my client question the entire statement. Could I have applied that to "the account", then gradually doled it out to the invoices, in a way that's not as messy or alarming? Thanks, Ken

on the kadeo site being back.

Anyone know the status on Kadeo? Their web server seems to be down. My ClientStatements is saying "Contact Support" (unable to process statement). Thanks, Ken

Andrew's tip above might be useful in some cases, but seems to require the user to view the invoice list, and either memorize or copy the invoice numbers somehow...that might work in certain circumstances, but not in cases where there is a large payment that might apply to a dozen or more invoices. I like WHMCS, but I don't understand either why such a core area (applying payments) is so weak. K

Thanks, Lar, but I am thinking that the checkbox/list interface works best, because it seems more natural to have a control somewhere that would tell you how much of the transaction has been applied, and/or how much remains. And, you'd probably want to have the invoice number, date, and amount, and that might be crowded in a dropdown list, if I am understanding correctly... Thanks, K Example: =========================================== Transaction: $500, PayPal, Transaction Number, etc. --- Open Invoices for this client: Inv# Date Amount Checkbox 134 1/1/09 100 X 212 4/1/09 200 X You have applied $300, and have $200 remaining ===========================================

Yeah to the last poster. That would be a vast improvement...maybe the Enter transaction screen should list open invoices for that client with those very checkboxes.

Wow, that's interesting. I didn't see that on the screen, which would have been helpful. I think I ended up just applying the big payment to the first invoice, and then applied bits of the credit manually. Thanks for the reply. Best, Ken

From the feature list, it looks like a lot of work went into 4.0. However, there seems to some stupidity in the processing of payments. First, the docs say that one should create a transaction for a payment received by applying it to an invoice. I was shocked to see that when I entered a transaction not on an invoice, it does not show up as a credit that I can apply to invoices. This seems to be a bug, in any case. Registering an incoming payment transaction should create a credit. So I have to apply an $X000 payment to an $X00 invoice, which really doesn't make any sense to me, but OK. Then, there seems to be no easy way to multi-select the invoices, and mass apply a credit. So, from each invoice, I have to click the client's name, then scroll the invoice list, and manually apply a credit to each one, and in this case, there are almost 20. Then, when I open the invoice, the available credit is listed at the top of the page, and the invoice total is at the bottom. The invoice amount is not the default, or suggested, credit to apply. Duh. So I have to scroll down, and copy the invoice total into the credit box, then manually do the same thing on the other 19 invoices. It would be great if this could get some attention. Best, Ken

Why is it important? I had one host who had a setup where no particular domain was "special" or reseller, but I forget the details. I think that I just had a WHM login that wasn't tied to any domain. Anyway, because the reseller domain is the largest, I am tempted to move it last, and use the smaller and less important ones as testers. Thanks for the tips. I'll intend to report back... Ken

So, if I have 6 packages on one WHM instance, which are replicated in WHMCS, and I am moving to another hosting company, what needs to happen for optimal smoothness of the transfer? Should I replicate the packages manually on the new server? Is there a way to pump them down to the new server from WHMCS? My new host is importing the cPanel domains for me, but it seems that I recall from prior moves that the move works better if the packages exist first. Matt is implying that only the name needs to exist, but then where do the limits come from on the newly replicated domain, if only WHMCS knows about them. Or will WHMCS create the package if it doesn't exist already? Can anyone clarify? Thanks, Ken

Interesting. It looks like SugarCRM has about 8 partners in the UK, including British Telecom My understanding is that BT is deploying Sugar as a utility/service to their customers as a value-add. vTiger has made, what, one release in the past two years? From a Corporate and stability viewpoint there is no comparison. Look back to MACscr's post about the vTiger forums, and the chaos there that was almost palpable from halfway around the World. Hopefully, things are better now. Thanks for bringing this back up, because it made me go look again, and it looks like vTiger may have more current and more advanced Joomla! integration, so there's definitely some good stuff in there, and no one solution fits all. Thanks! Ken

Thanks, Matt- It's even easier.... Just turn these functions off in the frontend configuration. Somehow, I missed those the first time around Thanks, K

Hosting Plans | Register Domain |Transfer Domain |View Cart But I don't sell domain registration or Transfer. Where/what do I change to get these items out of this menu. Thanks, K

I just did a replace in the template file for that page, to put my logo file in place of the stock one in the Client Area. In the Admin, I replaced the default logo with my own, too. Simple: Use Firefox, Install Firebug, restart, open the page, F12 to launch Firebug, click inspect, and highlight the top banner area. Firebug will tell you the CSS to edit and the file name to replace. Maybe you won't mind giving up the space so much as long as the logo is your own?

Very cool. Now I know that I changed more files than I had remembered. The module unzips a folder called something like WHMCSChecksums, but there is a folder inside called something like WHMCS_Checksums that is where the action is, the .php love, and that's the folder that has to be under the WHMCS ./modules/admin - probably perfectly clear to most, but took me a minute to find why I was getting a blank screen. Cool! Thanks! Ken

There is no comparison. SugarCRM is a real company with over 1000 Corporate paying customers, and vTiger is not. I went to SugarCon last year, and it was a good show. One of the war stories was some Brighthouse Networks, supposedly the #6 cable provider in the U.S., using Sugar as the platform for most of their internal processes. Sugar has some warts for sure, and you really can't talk to the developers like you can with vTiger, but they have their act reasonably together, the way that $30 MM in V.C. money helps anybody look like they have their act together. I am finding that WHMCS meets a lot of needs in hosting, though, from integrating with WHM, to scheduled and ad-hoc billing, so kudos to the team! Best, K

I don't have SSH access. I am waiting for my host to generate the 3.71 MD5. Anyone care to post it? Thanks, Ken

Can I just empty tbldomains if those switches don't work?

OK, looking at one client both invoices ARE for domains. I don't have the situation you are describing, where $0 invoices are a benefit. Is there a way to suppress $0 invoices, or all domain invoices, or should my queries setting the next invoice date way in the future solve it for now? I think that both of the first two listed above would be good switches in the back end. Oh, the attachment is for one of the accounts that is getting domain invoices, just for context. Thanks, Ken

Update `tblhosting` set nextinvoicedate = "2099-01-01" WHERE `billingcycle` = "Free Account" might suppress the hosting invoices to Free (hosting) Accounts