djpete Posted December 31, 2009 Share Posted December 31, 2009 I make an invoice. I uncheck everything as I don't want it to go to the customer as I will be changing the due date and the price. But it still goes to the client. I then have to tell them to ignore the first invoice. What have I missed or done wrong? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted December 31, 2009 WHMCS Support Manager Share Posted December 31, 2009 Which version are you running? This isn't the case in 4.1.2. 0 Quote Link to comment Share on other sites More sharing options...
ctbhost Posted December 31, 2009 Share Posted December 31, 2009 what i do in the situation where i want to add to the invoice and send later is i delete the in=voice date and the due date and it will just sit there untill you put some dates in and send it . 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 1, 2010 Author Share Posted January 1, 2010 Latest version John. ctbhost, the prob is that this gets sent as soon as I make the invoice so too late to edit. :-( 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 1, 2010 Author Share Posted January 1, 2010 (edited) Here is a pic of the setup when I create an order.... Sorry its make an order not an invoice. http://img193.imageshack.us/img193/6536/image1ofe.jpg Edited January 6, 2010 by bear edited to link image instead 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 5, 2010 WHMCS Support Manager Share Posted January 5, 2010 The client can't possibly be sent an invoice email as you have the Generate Invoice option unticked when placing the order. 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 5, 2010 Author Share Posted January 5, 2010 Thanks John. I actually just made an order to myself tonight to try to get rid of the error message for new year and DIDNT get an invoice so I dont know whats going on. I am sure they were getting sent before. Appreciate your help and concern. 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 5, 2010 Author Share Posted January 5, 2010 Actually John I made one today and same issue again. I actually DO have make invoice checked when I do them but order confirmation send email NOT checked. The customer still gets the invoice. What am I doing wrong. I want to make the invoice but not send to customer yet until I adjust it (eg add a few more days on due date for instance). Any help appreciated. 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 5, 2010 Author Share Posted January 5, 2010 I think I understand what I need to do. 1. Uncheck order confirmation send email 2. Uncheck Make invoice 3. Then go and make an invoice manually? and adjust due date or any other alters from there??? Is that correct? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 6, 2010 WHMCS Support Manager Share Posted January 6, 2010 Yes, that's correct 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 6, 2010 Author Share Posted January 6, 2010 excellent. I get it now. Thanks John 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 14, 2010 Author Share Posted January 14, 2010 mmm well that hasnt worked for me. I did it that way but the invoice gets auto generated again when its due so I have 2 invoices and a very confused customer! There must be a simple way to tackle this? I've been trying to work it out for 6 mths now. Help. Summary of what I want to do again is: Generate an order but be able to alter the due date and amount on the invoice before it goes to the customer. Sort of like a once off invoice and then hopefully the next one would go to the normal due date or amount. Example: I add an order but I dont want the customer to get nagged straight away so I want to alter the invoice due date to 3 days later so it gives customer 3 days to pay. Example 2: I build a website but do it for a special price for this customer so I need to change the default price that comes up for the product. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 15, 2010 WHMCS Support Manager Share Posted January 15, 2010 I've made a video tutorial for you, I hope this clarifies everything: http://www.screentoaster.com/watch/stVUhQQEBIR19cRVhaX15YUVdS 0 Quote Link to comment Share on other sites More sharing options...
djpete Posted January 15, 2010 Author Share Posted January 15, 2010 Finally I get it!! I can just change the price that way if needed too. And if recurring then it will keep running as per normal without any double ups. Thats all my questions answered there. Will save me a lot of embarrassment. Thanks John for taking the time to do that. I hope it can benefit some other users out there too. Thank you! 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 15, 2010 WHMCS Support Manager Share Posted January 15, 2010 I can just change the price that way if needed too. And if recurring then it will keep running as per normal without any double ups. Yes. Thanks John for taking the time to do that.My pleasure 0 Quote Link to comment Share on other sites More sharing options...
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