hatster Posted April 28, 2011 Share Posted April 28, 2011 Hi, We process a lot of clients via direct debit and think the easiest way to bring this in is use the monthly csv file from the bank and credit each customer with the direct debit amount before the invoice is raised. I notice that if i add credit to a user it doesnt show on the daily income on the home page. if i then create an invoice the invoice is automatically paid from the credit but still doesnt show on the daily income total. is this a bug, or is there a way to fix this ? Thanks, Kev. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted April 28, 2011 WHMCS Support Manager Share Posted April 28, 2011 How are you adding the credit, via the List Transactions page? If you're doing it via the Manage Credits page then no transaction is created so it won't be recorded as income. 0 Quote Link to comment Share on other sites More sharing options...
hatster Posted April 29, 2011 Author Share Posted April 29, 2011 How are you adding the credit, via the List Transactions page? If you're doing it via the Manage Credits page then no transaction is created so it won't be recorded as income. Thanks for the info, so how should we do it ? we really need to do this via the API.... 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted April 30, 2011 Share Posted April 30, 2011 If clients are paying by D/D then you are "requesting" the payment, so should have an invoice already - so the correct solution is use pay the invoice ... If you're collecting in advance of invoice in most countries you're breaching the d/d guidelines, but you'd applyit to WHMCS by adding a *transaction* (payment) not a *credit* 0 Quote Link to comment Share on other sites More sharing options...
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