Redactuk Posted January 28, 2011 Share Posted January 28, 2011 We have a few services that we provide clients that are invoice annually. Until now we've set these up as products/services and then created a new order, and invoiced it. All abit long-winded. Today I decided that we might try using Billable Items. As we could select an existing Product/Service when creating the billable item we expected it would then appear on Client Summa tab and be visble as product/service in the client area, but it is not! What am I doing wrong? 0 Quote Link to comment Share on other sites More sharing options...
reddexdesign Posted January 31, 2011 Share Posted January 31, 2011 Maybe because it isn't a product or service? 0 Quote Link to comment Share on other sites More sharing options...
Redactuk Posted January 31, 2011 Author Share Posted January 31, 2011 Yes these are already set up as products and services, and I've previously included them on orders. 0 Quote Link to comment Share on other sites More sharing options...
Redactuk Posted February 3, 2011 Author Share Posted February 3, 2011 Sorry guys but I need to find out why this is not working. As i've got no response in here, mods can you please move this to bug reports or some other area where i might get a definite response as to why this is not woking as expected. Thank you 0 Quote Link to comment Share on other sites More sharing options...
scurrell Posted February 3, 2011 Share Posted February 3, 2011 Items only appear in the client summary by the placing of an order, either by the client, or by yourself as admin. Billable items don't/can't create orders. Billable items are designed more for one-off type items - e.g. web design, server support, consultancy etc. 0 Quote Link to comment Share on other sites More sharing options...
Redactuk Posted February 3, 2011 Author Share Posted February 3, 2011 Thanks for the reply, but I find this strange Billable items are designed more for one-off type items - e.g. web design, server support, consultancy etc. Then why do billable items pick up your existing products and services from the main drop-down list and have recurring invoicing options?! If I wanted to place a single on-off item against such as web design work against a hosting/domain order then I would simply add it to the invoice created from the original hosting/domain order. The whole purpose in mind of billable items is that thye ARE recurring and therefore you wan to record them. And as they ARE recurring why can't the customer see them in their panel? This makes absolutely no sense at all Does anyone know if this has been put forward as request for change? 0 Quote Link to comment Share on other sites More sharing options...
brycekmartin Posted February 3, 2011 Share Posted February 3, 2011 Well I just came across a great use for this today. The fact that some of my customers are SMB's and prefer to pay by the PO/Invoice/Check method. So I can add a hosting package as a billable item and have the invoice created. Then I can mark it as paid offline. There is no way (that I have found so far) to create an order without choosing my credit card gateway as the payment method. Now, I might be missing something, but if not then this works for my situation. 0 Quote Link to comment Share on other sites More sharing options...
Redactuk Posted February 3, 2011 Author Share Posted February 3, 2011 brycekmartin, The problem is that IF you use a billable item then the hosting package will NOT be visible as a service the customer pays for when they log in! That is the point of my post here... i.e. WHY we can't have billable items that are products/services visible to the customer. Unless you don't want customer to login and see they have hosting with you? 0 Quote Link to comment Share on other sites More sharing options...
brycekmartin Posted February 3, 2011 Share Posted February 3, 2011 See, my setup is that I have WHMCS but I also have WHM. So I can set the customer up in WHM and then import that account into WHMCS and then they can see it as a service. I know its a bit clunky, and I agree it would be nice if you could auto provision it just like an order. 0 Quote Link to comment Share on other sites More sharing options...
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