[NOT A BUG] Invoice reminders that are partially paid state full balance is due

[mrl14]

I have an invoice from a client with 2 services. They paid for one, making the invoice partially paid. When I send a reminder it tells the user they owe the full amount, this is incorrect.

 

The invoices tab also displays the full amount owed until you select to view it. The user experience here is incorrect and should be fixed.

 

Using 4.3.x

[Matt]

It doesn't do this by default so would indicate an issue with your email template. Just need to ensure that in Setup > Email Templates for the "Invoice Payment Reminder" template that you are using the {$invoice_balance} rather than {$invoice_total} field.

 

Matt

[mrl14]

Thanks Matt, but I would think that for proper usability and clarity to the user that this should be corrected in a future version. Don't see a reason in telling/confusing the end user that they owe the full amount when part of it has been paid.

[othellotech]

You could try reading the response again ...

It doesn't do this by default so would indicate an issue with your email template

[mrl14]

You could try reading the response again ...

 

Thank you but my templates are all default as I do not change them. That's why I reported it as a bug.

[LDHosting]

I can confirm what mrl14 is seeing. Our invoice reminder / payment confirmation templates have never been changed from the default. After reading this post, I thought I'd take a look at what ours are set to:

 

Invoice Payment Reminder

Invoice: {$invoice_num}

Amount Due: {$invoice_total}

Due Date: {$invoice_date_due}

Invoice Payment Confirmation

Due Date: {$invoice_date_due}

Amount Paid: {$invoice_total}

 

Now that I am looking, it appears that all of the 'Invoice Overdue' notices also use {$invoice_total} by default, so those emails would also be incorrect on a part paid invoice.

 

First Invoice Overdue Notice

Invoice: {$invoice_num}

Amount Due: {$invoice_total}

Due Date: {$invoice_date_due}

 

Second Invoice Overdue Notice

Invoice: {$invoice_num}

Amount Due: {$invoice_total}

Due Date: {$invoice_date_due}

 

Third Invoice Overdue Notice

Invoice: {$invoice_num}

Amount Due: {$invoice_total}

Due Date: {$invoice_date_due}

 

Again, these are stock templates, never been edited since we installed WHMCS some time ago.

[brianr]

I can confirm this as well... stock templates on 4.2.1

 

Edit: I also checked all the 4.x release notes (all the 3.x aren't in the wiki) and none mention any template changes.....?

Edited December 8, 2010 by brianr

[brianr]

Matt... Anyone?

[Matt]

Yep my mistake, looks like they haven't been updated. We don't make email template updates as part of upgrades as it would overwrite customised templates so for existing users it's just a case of adjusting the field used manually as I described above and I'll ensure it is updated by default for further releases.

 

Matt

[brianr]

Matt - If a default template is changed from version to version, can we also get it mentioned in the changelog as well so we can make sure it gets updated?

[mrl14]

Thanks for your help Matt. So just to clarify, brand new installs will have this fixed, but current installs need to manually make this modification?

[JLHC]

Thanks for your help Matt. So just to clarify, brand new installs will have this fixed, but current installs need to manually make this modification?

Seem like the case.