Quick question: Pending clients?

[thernes]

If a client has status as pending, will the invoices still be sent to this client?

 

thanks

[Adam]

Hey,

 

They should still get invoices...

 

From,

Adam

[thernes]

Thanks, Adam.

 

Any way of creating new clients and new orders and not having that first invoice sent?

Guess I could just temporary change their e-mailadress....

[PPH]

when adding them make sure email notice is off and when adding an invoice, product etc choose paypal subscriptions and change them after they are added.

[thernes]

Hey George and thanks for the tip. With your solution, no invoice is created. I would like the invoice to be created, but it should not be sent out

[Matt]

No, there is no way to do that.

[Patty]

Hey George and thanks for the tip. With your solution, no invoice is created. I would like the invoice to be created, but it should not be sent out

 

I'm glad you asked about this too. I just reposted a similar question about this issue here, before I saw your post: http://whmcs.com/forums/viewtopic.php?t=3532

[thernes]

No, there is no way to do that.

 

 

Roger that, Matt. Would it be possible to maybe include an admin option in a future version that would allow a new order to be placed by the admin and a checkbox not to send out the invoice right away? (or a "Generate invoice-button on the order" or something similar) Lately I've had to create a lot of new orders manually that is not supposed to be due the same day, so having the option of editing the new order I create before sending out a the invoice would be great.

[rbro]

If a client has status as pending, will the invoices still be sent to this client?

 

thanks

 

Are you talking about the initial signup invoice, or recurring invoices? I've yet to use this software in production, but it seems to me that an initial invoice/receipt should get sent out upon signup and submission of payment. If an account is still set as pending, then I assume it has yet to be created on the server (unless it was manually changed back to pending from active) and future invoices should not be sent. Once it's set to "active" and the account created, then invoices should be sent according to the billing cycle. Is this not how it works? I have no idea, this is just my assumption of how I think things oughta work. Am I far off Matt?

[thernes]

If a client has status as pending, will the invoices still be sent to this client?

 

thanks

 

Are you talking about the initial signup invoice, or recurring invoices? I've yet to use this software in production, but it seems to me that an initial invoice/receipt should get sent out upon signup and submission of payment. If an account is still set as pending, then I assume it has yet to be created on the server (unless it was manually changed back to pending from active) and future invoices should not be sent. Once it's set to "active" and the account created, then invoices should be sent according to the billing cycle. Is this not how it works? I have no idea, this is just my assumption of how I think things oughta work. Am I far off Matt?

 

That was how I was hoping it would work, but apparently the pending clients will also receive the invoice immediately when the order is created and confirmed.

[Patty]

That was how I was hoping it would work, but apparently the pending clients will also receive the invoice immediately when the order is created and confirmed.

 

This is one of the reasons why I set up a pool here http://whmcs.com/forums/viewtopic.php?t=3532

so Matt can see if more people need the option to create invoices as pending so they won't be emailed right away, giving the admin time to review them before they're emailed to clients.

 

I believe a lot of people would like to have more control over the creation and emailing of invoices and this feature would allow that.

 

Let's hope Matt will look at it this way too and implement it in a future version. That would add more functionality to WHMCS and make it more complete I think.

[rbro]

If a client has status as pending, will the invoices still be sent to this client?

 

thanks

 

Are you talking about the initial signup invoice, or recurring invoices? I've yet to use this software in production, but it seems to me that an initial invoice/receipt should get sent out upon signup and submission of payment. If an account is still set as pending, then I assume it has yet to be created on the server (unless it was manually changed back to pending from active) and future invoices should not be sent. Once it's set to "active" and the account created, then invoices should be sent according to the billing cycle. Is this not how it works? I have no idea, this is just my assumption of how I think things oughta work. Am I far off Matt?

 

That was how I was hoping it would work, but apparently the pending clients will also receive the invoice immediately when the order is created and confirmed.

 

I'm confused. I think until I have my own clients imported and have this thing running in a production environment, it's going to be hard for me to get a handle on the logic behind it. I don't care if a new client receives an initial invoice before the account is set to active. I guess I'm not understanding the dilemma here. Your not saying that a pending client will continue to receive invoices if they're not set to active are you? I don't think it would make a difference to me. If they're paying upon signup, then they should get some type of receipt or invoice marked paid in addition to their welcome email and the account should be set to active once the admin approves it. If they're going to mail in a check, then they can receive an invoice marked unpaid and the account should remain pending until the check is received and then the admin approves it. How does the WHMCS initial signup and invoice process being discussed here differ from the one in Modernbill 4?

[Matt]

There is no difference. What these two users are saying is that they wish to be able to add an order without sending the client an invoice - and to do this, you simply use the PayPal Subscriptions payment gateway.

 

Matt