Custom Client, Billing and Ordering Questions

[publicisapac]

Hi,

 

Before buying the nonbranded version of this product, we need to confirm the following:

 

1. Can we create a custom order payment method? We are providing this service to internal departments and to order we want the department to enter their billing code as the payment method.

2. The above department billing code is saved as a custom field in the client details.

3. Is it possible to export all unpaid invoices to a csv or xls and sortable by department billing code?

4. Can we hardcode the company name field on the order form to be a dropdown list with all our internal department names?

5. Are we able to disable the internal ticket solution and instead link the support section to our own external ticketing system via URL? ie; when user clicks on the support tab, it will take them to our external ticketing system. Same with the knowledge base.

6. Is it possible to customise the client portal to remove sections and simply show My Details, My Services and My invoices?

[Payton Designs]

To answer your questions.

 

 

1. Can we create a custom order payment method? We are providing this service to internal departments and to order we want the department to enter their billing code as the payment method.

 

- Yes, it's something can be created.

 

2. The above department billing code is saved as a custom field in the client details.

 

- Sure, can be added in.

 

3. Is it possible to export all unpaid invoices to a csv or xls and sortable by department billing code?

 

- Not at the moment, but something can be developed along side your custom gateway.

 

4. Can we hardcode the company name field on the order form to be a dropdown list with all our internal department names?

 

- Yup.

 

5. Are we able to disable the internal ticket solution and instead link the support section to our own external ticketing system via URL? ie; when user clicks on the support tab, it will take them to our external ticketing system. Same with the knowledge base.

 

- Definitely.

 

 

6. Is it possible to customise the client portal to remove sections and simply show My Details, My Services and My invoices?

 

- Yes.