TheBT Posted February 22, 2011 Share Posted February 22, 2011 Is it possible to directly send the final invoice to my customers and not the proforma invoice? So that they would receive the mail/pdf that they normally would receive when their invoice has been paid. In the current system they always first receive an email to tell that their is a new invoice. The invoice number is also another number then the final one (when I mark them as paid). I won't use the automated payment systems or accept creditcards. All my clients pay directly by bank transfer (as in my old invoice system). I already looked at different places and tried out different things, but it's not working as I would like. Thanks 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted February 22, 2011 WHMCS Support Manager Share Posted February 22, 2011 If you don't want to send proforma invoices simply disable Setup > General Settings > Sequential Paid Invoice Numbering. 0 Quote Link to comment Share on other sites More sharing options...
mpkossen Posted February 23, 2011 Share Posted February 23, 2011 I think that's not his issue, John. I think he has the same issue I have. Sequential invoice numbering currently means having to send a Proforma invoice and a final one. It would be much simpler if the invoice numbers would just be assigned sequentially when the invoice is being created and kept at that. The customer then receives the invoice when you create it and can use that copy as the final invoice. The payment confirmation is than just that, and not a final invoice. Currently, you have to explain to people what a proforma invoice means and how it works. This prevents me from using the invoicing part of WHMCS, because customers simply don't understand why this procedure is needed. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted February 24, 2011 Share Posted February 24, 2011 It would be much simpler if the invoice numbers would just be assigned sequentially when the invoice is being created and kept at that Thats the default method (you only need the sequential system enabled if you want separate pro-forma and paid invoices) 0 Quote Link to comment Share on other sites More sharing options...
mpkossen Posted February 25, 2011 Share Posted February 25, 2011 (edited) Thats the default method (you only need the sequential system enabled if you want separate pro-forma and paid invoices) Are you sure? Because there's not way to set the next invoice number if not using sequential paid invoice numbering (that I know of). Besides, there's no way to prefix it or even control the format (again, that I know of). I think WHMCS adds an actual invoice number (other than the ID) only when it has been paid, and uses the ID before that. The problem with proforma invoices is that they are not legally valid invoices. With only a proforma invoice, I would never be able to force a client to pay unless I have an actual invoice (which is only being made after I mark the proforma invoice as paid). That's why I cannot use proforma invoices (without risks). Edited February 25, 2011 by mpkossen 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted February 25, 2011 WHMCS Support Manager Share Posted February 25, 2011 You may find this helpful: http://forum.whmcs.com/showthread.php?t=35973 0 Quote Link to comment Share on other sites More sharing options...
mpkossen Posted February 25, 2011 Share Posted February 25, 2011 That's quite new to me, thanks. I'll have a look and see if that has the desired result. 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.