[NOT A BUG] 5.2.3:Credit Balance

[zhaorong65]

Hello.

When I install or upgrade to whmcs5.2.3,I discovered, Credit Balance does not appear in the Clients the Profile.

The administrator will not modify the Profile of Credit Balance from Clients.

This is a very troublesome problem, I hope you can handle.

Thank you very much.

[WHMCS JamesX]

While viewing the Summary tab of a client profile, from within your WHMCS administrative area, click the Manage Credits hyperlink (under Invoices/Billing) to manage their credit. You can find more information at Client Management: Managing Credit.

[wsa]

I like the old way better

[zhaorong65]

me too...I also like the old way better

[Troy]

You mean the old way where you can simply modify the credit balance on the profile page? How would you ever be able to audit changes to that balance? I always thought the ability to easily update the credit balance there was a bad thing. You need to record a reason for changes along with a positive or negative adjustment so that anyone reviewing an account can see why the credit balance is what it is and be able to explain it to a client.

[Matt]

You mean the old way where you can simply modify the credit balance on the profile page? How would you ever be able to audit changes to that balance? I always thought the ability to easily update the credit balance there was a bad thing. You need to record a reason for changes along with a positive or negative adjustment so that anyone reviewing an account can see why the credit balance is what it is and be able to explain it to a client.

Exactly. This was the logic behind the change, along with new additional staff permissions to allow editing client profile info but not being allowed to issue/alter credits, and so it's not something we consider a bug.

[leckley]

Exactly. This was the logic behind the change, along with new additional staff permissions to allow editing client profile info but not being allowed to issue/alter credits, and so it's not something we consider a bug.

 

How does one go about editing/resetting the credit balance now?

 

I have had to "reset" the credit balance on numerous occasions due to WHMCS constantly reflecting a credit on an account when it does not actually exist any longer under manage credits -or- has this issue been completely resolved?

Edited April 4, 2013 by leckley