Feature Request. Mark invoice as processed

[Skten]

A quick suggestion - it would be nice to have the ability to mark a service or renewal as processed prior to an invoice being marked paid. This is specifically the case with a TLD renewal, where we renew a domain prior to receiving payment, customer then makes payment only to have the domain have another year added to it.

 

To avoid this currently we have to go edit the invoice and delete the line item.

[scurrell]

To avoid this currently we have to go edit the invoice and delete the line item.

 

Simpler to set the domains registrar as "Email" to prevent it being submitted for renewal on payment.

[Skten]

Someone then however needs to manually keep track of it and adjust the domain again once payment has cleared.

[PC-Mike]

I had this happen the other day too (although fortunately being a .co.uk domain it refused to renew and gave me back an error message - but could see this being a pain on .com domains!)

 

As OP says, having an option to mark it as renewed before payment would be the handiest. Should be easy enough to code in.

 

Mike

[othellotech]

to manually renew prior to payment if you're taking teh financial risk, then view the invoice

duplicate the existing domain renewal line (but the new line wont be tied to the domain so wont trigger the automation) and delete the original line

 

of course the simplest method is to send the invoices far enough in advance with plenty or reminders so they actually pay and get the renewal - no financial risk, no manual work, no "fiddling" with invoices

[PC-Mike]

to manually renew prior to payment if you're taking teh financial risk, then view the invoice

duplicate the existing domain renewal line (but the new line wont be tied to the domain so wont trigger the automation) and delete the original line

 

of course the simplest method is to send the invoices far enough in advance with plenty or reminders so they actually pay and get the renewal - no financial risk, no manual work, no "fiddling" with invoices

 

That is a work around which does work. However it is hardly "intuitive" or user friendly for us.

 

I think the suggestion by Skten is therefore a good one.

[9DollarDomains]

+1 on this feature. Almost a 'bug' as far as I'm concerned - not quite, but just about.

 

The program already has a 'Add Payment' to the invoice, which will trigger a renewal event. The ability to 'mark an invoice as paid' really (to me) sounds like simply marking it as paid, and it shouldn't trigger a renewal event.

 

We today had a instance where a customer's invoice was paid, but we (incorrectly) though the payment had been refunded. We ''MARKED INVOICE AS UNPAID" which makes it 'unpaid' but doesn't do anything else. Two minutes later, we realize his payment had gone through originally, so we "MARKED INVOICE AS PAID", which then triggered a domain renewal.

 

At the very least, there needs to be a 'DO YOU WANT TO RENEW ANY RENEWABLE ITEMS?" question when using the 'Mark an invoice as Paid".

[Sriram]

I have made a official feature request for this now. It is available here. http://requests.whmcs.com/responses/mark-invoice-as-processed

 

Thanks to the OP for creating this thread. I go through this problem day in and day out. Does deleting the line item work for anyone. Otherwise what is the workaround for this issue.?