PrePay for services and Cash payments

[bossman]

Hello All

 

I can't seem to figure out how to allow someone to pre-pay for services if there is no invoice generated in the system. You can't use the "add credit" from the client summary page because it does not show up in the transaction list. This is needed to reconcile the money at the end of the day.

 

Can someone point us in the right direction?

 

What is suggested for cash customers. I don't see a "gateway" to use for this. We have people who walk in the door to pay with good old fashioned CASH. Do we set the gateway to none or what is the suggested method of taking care of this?

 

Arthur

[bossman]

Hello All

 

I can't seem to figure out how to allow someone to pre-pay for services if there is no invoice generated in the system. You can't use the "add credit" from the client summary page because it does not show up in the transaction list. This is needed to reconcile the money at the end of the day.

 

OK.... so is via the Transaction tab?

[othellotech]

I can't seem to figure out how to allow someone to pre-pay for services if there is no invoice generated in the system. You can't use the "add credit" from the client summary page because it does not show up in the transaction list. This is needed to reconcile the money at the end of the day.

 

Login as the Client, click "Add Funds", follow on-screen prompts - better yet, get them to do it

 

Or just put in the transaction leave the invoice-id blanks and tick the "apply as credit" box.

[bossman]

THANK YOU!

 

I realize that some of this is painfully obvious to many, but being new, it can be a bit like chasing your tail.

[9DollarDomains]

Login as the Client, click "Add Funds", follow on-screen prompts - better yet, get them to do it Or just put in the transaction leave the invoice-id blanks and tick the "apply as credit" box.

OK, I'm also having problems with this. I have customer's that want to pre-fund their accounts, and then use those credit later on when they order products/services.

 

So, if they click the 'Add Funds' link on thier 'Client Area - Home' screen, they see.

 

You can add funds to your account so that invoices are automatically paid
when they are generated. All deposits are non-refundable.

Minimum Deposit $10.00 USD  
Maximum Deposit $200.00 USD  
Maximum Balance $500.00 USD  

You must have at least one active order before you can add funds so you cannot
proceed at the current time!

So, it doesn't look like they can simply choose to 'pre-fund' an arbitrary amount at an arbitrary time?

 

Also, if they do have a credit, and if they go to order products, when they are checking out, they don't see any obvious way to apply that credit to their order. I know it says that ''invoices are automatically paid when they are generated'', but that doesn't seem to be happening, at least not in a way that's obvious to the customer (or to me.)

 

We don't normally do much with the credit/funds system, so I'm confused on how this is supposed to work. THANX 4 THE HELP.

Thank you,

[scurrell]

So, it doesn't look like they can simply choose to 'pre-fund' an arbitrary amount at an arbitrary time?

 

If there's never been an order, then there's no fraud check, so they could be using stolen details to pre-fund their account.

[9DollarDomains]

If there's never been an order, then there's no fraud check, so they could be using stolen details to pre-fund their account.

Oh, I'll try this in another account then. I used my personal account, and I do have pre-existing invoices, but perhaps they were never created as an 'order' exactly... I may have just manually entered the domains into the database. Thanx, I'll try it from another account.

[9DollarDomains]

OK, yes, that was the initial problem - I guess I'd never actually created an 'order' in that account. So, I logged into another account that has had orders created, and it no longer presents me with this "You must have at least one active order before you can add funds so you cannot proceed at the current time!" warning message.

 

However, the second part of this is still confusing to me and to my customers. If they do have a credit on their accounts - shown in their 'credit balance' - and they place a new order, on the "/cart.php?a=checkout" page, it says "Total Due Today" and shows the entire balance. That's throwning people off.

 

If they select PayPal and proceed past that anyway, on the next screen (the "viewinvoice.php?id=11425" screen) it will then show the correct balance, but through the order process and on the checkout screen, it should show the correct amounts as well, shouldn't it? Particularly on the last checkout, where it says "Total Due Today" it should have the correct total. Is there a way to show the correct total, without having to do a custom template somehow?

 

THANX 4 THE HELP.

Thank you,

[m8internet]

What is suggested for cash customers. I don't see a "gateway" to use for this. We have people who walk in the door to pay with good old fashioned CASH. Do we set the gateway to none or what is the suggested method of taking care of this?

I use "Mail In Payment" for this

This then covers any other offline form of payment; cheque, cash, postal order, postage stamps, etc