Billable items and default payment method

[macconnect]

Small issue. When adding billable items (i.e. additional consulting work) for a client that normally pays by mailing in checks, those items are invoiced as "credit card payment" if they get invoiced independently (i.e. on next cron run). There should be a way to set those items to "mail in payment" to match the overall customer account.

 

If the items are lumped into the customer's next usual monthly invoice, there's no issue. The invoice correctly reflects "mail in payment".

 

Any ideas or feedback on this one?

[WHMCS John]

The payment method for billable item invoices is based upon the client's payment method for the client's prior invoice. Try changing the default payment method via their Profile tab to Mail in Payment, and then the billable item invoice should use that gateway in future.

[macconnect]

Just upgraded to 4.5.2 since our older version didn't have the billing method choice in the client profile tab. There it is now, but when we select "mail in payment" as the default and click "save", nothing happens. No error upon saving, but profile tab still says "select to change default".

 

Here's a screen shot:

 

http://dl.dropbox.com/u/16356010/default-billing-method.png

 

How do we know that the default payment method for the client has been changed?

 

Also, this client has never paid by credit card, so the idea that invoicing for billable items is based on the client's previous invoice doesn't appear to ring true. Of course, we were running 4.2.1 up until this morning, so that might have something to do with it.

[macconnect]

[bumped to enable email subscription to the thread]

[WHMCS John]

You can subscribe to threads without needing to post using the "Thread Tools" menu

 

This is the correct behaviour of the dropdown menu, if you look at the payment method under the client's Products/services or Domains tab and any unpaid invoices you'll notice it's changed: http://docs.whmcs.com/Client_Management#Billing_Preferences