bossman

I found this posted a long time ago, but there was never a reply. I'm sure the answer is simple, but I cannot seem to find the answer. I just need to run a report with Product X or product Y, but do not know where to find the product ID's. It would be nice to just have a report in WHMCS that provided all of this info. I know we can figure it out by modifying searches, but I was hoping there was something more cut and dry. "I am looking for a simple click and 'show all' report of all of my product with their corresponding ID. ( the products/services under Report>exports lists the total for all clients and I want to just see my products and their ID )" - Arthur

OK... so this is exactly what we are looking for... but... Oh wow. If it was a bear it would have eaten us. 2 of us could not see it. Do I get some kind of award for the dumbest question of the year? I hope the forum admins show mercy and delete this thread. Thanks for showing me the obvious Brian. Arthur

We are looking for an addon that will allow us to attach files such as PDF's or jpg's to clients accounts or better yet to individual products. I found one under the WHMCS "Project Management Addon" but the search function within WHMCS and on the addon site is less then stellar. If I search "attachments" which right in the description of the addon above, I get no matches. I don't want to miss a hidden gem somewhere so decided to ask here. : Thanks in advance Arthur

Hello. I can't seem to find the exact syntax to do this. We need to add the Client ID and if possible a total account summary to the invoices being sent out. Clients often lose invoices and because we don't have a statement available that is automated. we want to put a line that says "Account Total" and give the account total regardless if it is credit or debit. This is the ENTIRE account, not just the invoice. On this page http://docs.whmcs.com/PDF_Invoice we found "available variables" such as '$userid - Client ID Number ' but I keep breaking the PDF when I try to add it. I would also like to add this variable 'Remittance1' from the top of the template, variable section, but again not having much luck. I'm trying to add it in this file: invoicepdf.tpl Which is where I think it needs to be. Other than changing the font to Helvetica to fix PDF generation, I think this file is factory. Anyone want to throw me a bone?

Agreed. A simple statement like you would get with QB or Simply is needed

This almost sounds like a checkbox function that could be added into WHMCS. IE: Custom field shown in customer interface and invoices (check)

Bump. We're also in need of some accounting reports. 1) Accounts Receivable Aged Report - SUMMARY 2) Accounts Receivable Aged Report - Individual I have details (printed samples) of what is needed. Anyone game for this? We may try to do this via a remote connection to the MySQL database, but having it included in the WHMCS interface would be great. This is where a program like Platypus really excels and WHMCS is left wanting.

This has got to be worth something to someone. Anyone willing and able to do this as a paid project? Or maybe a patch/addition to the existing WHMCS feature set. If people think this is useless, I'm interested in hearing how you deal with the situation above.

We are also looking for this. It would be great to have this on the customer portal and the invoice. It would be even better if you could have the intelligent search include these in the search when you were looking for something. After about 5 services that are the same, it becomes cumbersome to work with customer files when you have to manually go through each product/service to find the correct one.

When in Admin on the client summary page there is the "Manage Credits" link. When you add a value of "20.00CAN" instead of "20.00" in the amount field, the system accepts the input but does not apply a credit. It does not appear that you can correct this so you must delete the credit and create a new one to fix it. Using V 4.21

So are you saying that if I'm using the MD%-off option that the system WILL NOT reset a password and this is normal? So if I turn ON the MD% option the system will generate a new password and then everything will work even if the user does not currently have a password?

Here is the email template. It sends it out to the client, but with no password, so it is like if the password is blank, the system doesn't have anything to change and sends back another blank. Actually, if one is in place, it just sends it. It does not create a new one and change it. Dear {$client_name}, As you requested, your password for our client area has now been reset. Your new login details are as follows: {$whmcs_link} Email: {$client_email} Password: {$client_password} To change your password to something more memorable, after logging in go to My Details > Change Password. {$signature}

It escapes me why the Setup - Promotions does not do this (at least on the recurring part) I don't understand the reason that section of the setup would ask for so much information if it was not used.

We have always had great support as well. No, it's not always the fastest, but as was said earlier, between support and forums things are pretty good. We are new to WHMCS and we are thrilled. I'm not saying it is all perfect, but I can give you a list of software we've been through and not one has worked this well out of the box. I'd rather have a slow response by a skilled technician than a quick response by someone who could jeopardize the database which runs our business.

In the client summary and profile tabs there is the "Reset & Send Password" button. I want to know what is normal for this button. We currently have encryption OFF. (Disable MD5 Clients Password *Checked*) We have clients in our system with no passwords. when we click on "Reset & Send Password", they get an email with... no password. If they request a password reset via the client area reset password procedure, they get an email with... no password. I would assume that a reset would create a random password and send it out to the client, but I'm not too concerned about my assumptions. I'm sure there is a reason behind the design. I just want to know if this is normal activity by the system and if the MD5 setting affects it. I'm sure over time we can put in random passwords for all of our clients to reset. This just caught us by surprise. Thanks Everyone!