Account Addons vs Billable Items

[BobC]

What am I missing here?

 

I want invoices to reflect individual account changes from the base price. For example, for one client with web hosting, I want the following to appear on the invoice when it is created. The invoice base is $8.95 USD a month but the customer pays for 6 months prepaid:

 

 

1. 6-Months Prepayment Discount: $-8.95 (1 Month)
   
2. 6-months Dedicate IP (w/1-Month Prepayment Discount): $12.50
   
3. 2 Free Domain Names: $0.00
   

 

I also want those items to appear in Portal Home > Client Area > My Products & Services > Product Details in the Account Addons section of the display (when viewing the details).

 

Regardless of whether I use Addons or Billable Items, I cannot seem to get both things to happen. That is, the items either appear in the invoice (Billable Items) or on the Details Display in the Portal (Account Addons). How do I get it to display in both areas? Do I need to set them up in each area? What affect, if any, does it have on the bottom line of the invoice to do it one way, or the other, or both ways?

 

I submitted this as a ticket but have not received a satisfactory answer and ended up just more confused than I was before I started. To my mind, an invoice should show the starting price and ALL discounts or additional charges. The same information needs to be available to the customer when they review their product details.

 

Thanks for any help.

Edited May 1, 2010 by BobC

[thehost5968]

sorry but you are confusing me so could I ask if you can post the ticket reply from support then from that we may be able to help a bit more

[BobC]

sorry but you are confusing me so could I ask if you can post the ticket reply from support then from that we may be able to help a bit more

 

I do not know why you are confused. When issuing an invoice, each item that affects the account should be listed (not just by WHMCS but for every company issuing an invoice). So, the invoice starts with a base price and then lists all adjustments (credits and debits) to that price.

 

In the case of WHMCS, I can do this just fine by adding the adjustment items to Addons in the account's Products/Services tab. However, when the customer logs into the Portal and looks at Portal Home > Client Area > My Products & Services > View Details, those adjustments do not display unless they are listed under the account's Billable Items tab in WHMCS. If I include the adjustments in the Billable Items tab but not the Addons, the items show up in the Portal very nicely but do not show up in the invoice when created..

 

Not only do I want the items to be listed on the invoice, but I want the customer to be able to see them when reviewing their account details in the Client Area of the Portal. The only way to do this, it appears, is to list the items in WHMCS in both the Products/Services > Addons and in Billable Items. This seems to be redundant. Is there any other way to do this other than by listing the account/invoice adjustments twice?

 

I would post the reply from support but it was a long thread with different responses.