JFaught Posted October 12, 2012 Share Posted October 12, 2012 I do hope someone here can assist me. I have not found a way to mark an invoice as sent to collections. It's an option under my tab to pull up all invoices that have been marked as Collections however I have no idea how to change the status of an invoice to this. I can mark it Paid, Unpaid or Canceled but that is all. 0 Quote Link to comment Share on other sites More sharing options...
malfunction Posted October 13, 2012 Share Posted October 13, 2012 Click the invoice number to get to the specific data for that invoice then you can change the status on the options tab. So far we haven't found a way to change more than one invoice at a time which is a pity as accounts going to collections usually have more than one. 0 Quote Link to comment Share on other sites More sharing options...
JFaught Posted October 15, 2012 Author Share Posted October 15, 2012 Thank you! I was given this program to use with so very little instruction from the previous employee and I'm just mucking about in there trying to find things. Thanks again. 0 Quote Link to comment Share on other sites More sharing options...
AssociatedVOIP Posted October 19, 2012 Share Posted October 19, 2012 Also be aware that the invoice, once marked for collections, will not show to the customer as being due in their landing page (after login). I have a ticket with WHMCS support on this issue and I will post the fix here once they resolve it for me. But, they did ask me for a temporary login for my cPanel so they could access the PHPmyAdmin... so I don't think they plan to actually fix the programming problem; but simply to manually change the ticket's due status. Still, I will post their fix here. 0 Quote Link to comment Share on other sites More sharing options...
JFaught Posted October 19, 2012 Author Share Posted October 19, 2012 That is an issue! Thanks for giving me the heads up. 0 Quote Link to comment Share on other sites More sharing options...
AssociatedVOIP Posted October 19, 2012 Share Posted October 19, 2012 Restatement: The collections invoice still shows in the customer's invoice recap page... just not on their landing page in the 'due invoices' table... which also bypasses the ordering blocks normally in place when there is an overdue invoice. So, it's an even bigger issue than I originally thought. Still waiting on WHMCS support... 0 Quote Link to comment Share on other sites More sharing options...
AssociatedVOIP Posted October 19, 2012 Share Posted October 19, 2012 Wow... the moderation team has marked my posts to be moderated before it goes live~! LOL Guess they don't like me being so critical of them today~! 0 Quote Link to comment Share on other sites More sharing options...
AssociatedVOIP Posted October 19, 2012 Share Posted October 19, 2012 (edited) Also be aware that the invoice, once marked for collections, will not show to the customer as being due in their landing page (after login).I have a ticket with WHMCS support on this issue and I will post the fix here once they resolve it for me. But, they did ask me for a temporary login for my cPanel so they could access the PHPmyAdmin... so I don't think they plan to actually fix the programming problem; but simply to manually change the ticket's due status. Still, I will post their fix here. Well, the moderators are blocking my direct posts in this thread... but I know that replying with 'direct quote' overrides~! HEHE Setting an invoice to collections, and the invoice not being marked as due, also overrides WHMCS's built in order blocking for that client. I'm still waiting on WHMCS support... Edited October 19, 2012 by AssociatedVOIP 0 Quote Link to comment Share on other sites More sharing options...
AssociatedVOIP Posted October 19, 2012 Share Posted October 19, 2012 (edited) Also be aware that the invoice, once marked for collections, will not show to the customer as being due in their landing page (after login).I have a ticket with WHMCS support on this issue and I will post the fix here once they resolve it for me. But, they did ask me for a temporary login for my cPanel so they could access the PHPmyAdmin... so I don't think they plan to actually fix the programming problem; but simply to manually change the ticket's due status. Still, I will post their fix here. Well, as usual when trying to get support that refers to their improper script coding... they gave me a cop-out answer: "...collection invoices aren't included in the 'due' statistics because it's designed to be used when you have written off the invoice, like when a dispute is opened by the credit card company." LOL My final reply to them: "In the real business world, closing the account is the answer for when the account is written off... Setting the invoice to collections means that you are still trying to collect. At least that's how it works in the US." So, basically, the way WHMCS is programmed, once you have set an invoice to 'collections' you are only removing it from your overdue invoices calculations; and coincidentally giving the customer the opportunity to move their account away without paying if you forget to 'close' their account. Who votes for WHMCS to change their name to: WHMPartiallyCompleteSolutions ? Edited October 19, 2012 by AssociatedVOIP 0 Quote Link to comment Share on other sites More sharing options...
Infopro Posted October 19, 2012 Share Posted October 19, 2012 Wow... the moderation team has marked my posts to be moderated before it goes live~! LOLGuess they don't like me being so critical of them today~! New users posts, and under other certain circumstances posts and new threads are indeed moderated. Being critical is not one of them. if the WHMCS software is not doing what you'd like it to be doing, please do feel free to open a new Feature Request and let the team know your thoughts. Please also try to remain professional and courteous if you would as well. I know the moderator here, he runs a very tight ship. 0 Quote Link to comment Share on other sites More sharing options...
disgruntled Posted October 19, 2012 Share Posted October 19, 2012 I believe that the avenues used are correct. Invoice creation payment late (apply fee) Invoice unpaid (send to collections) I do believe that the invoice should be marked as collections and still left intact to prevent new ordering while in collections but as far as the invoices being payable once in collections, this isnt normal practice, usually you will send to your inhouse collections department and they will contact the client and twist their arm some, however this doesnt always bring payment so then you would need to "sell on" the debt to a debt recovery agency, at this point you would then close the clients account. Of course this would be the case for a larger bill, its not viable to do it for a few pounds/dollars whatever, in this case you would simply write off the debt and close the clients account. dont delete them as they would just re register and re order but if its closed they would have to use a new name, email etc etc, and there will always be a way to track down a rogue client with some simple database searches. usually same paypal, or card number or some such info that will match the two, ofcourse this needs some careful consideration and ofcourse simply set account to pending for your staff to look over the account and do a manual check. 0 Quote Link to comment Share on other sites More sharing options...
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