Payment Method is missing on invoices and transactions (5.2.10)

[tomb]

Hi there,

 

since we’ve updated to version WHMCS 5.2.10 the payment method is no longer added to paid invoices. Below the transaction section it says „No Gateway“. This happens for clients with default payment method as well as their preferred payment method. Existing paid invoices and past transactions are not affected.

 

I used to mark the corresponding invoice as paid within Billing > Invoices (shop.com/admin/invoices.php)

 

Can anyone confirm this?

Edited October 22, 2013 by tomb

[psfrog]

Hi!

That is not happening for me (using the same version) - both manual added payments and transactions are marked with the correct payment method.

[tomb]

thanks for your reply. What happens if you mark them as paid within in the Invoices list (Billing > Invoices ).

[brian!]

thanks for your reply. What happens if you mark them as paid within in the Invoices list (Billing > Invoices ).

if you tick the checkbox beside the invoice number and hit "Mark Paid", it doesn't show the payment gateway on the pdf invoice... that's the way I used to do it and could never understand why it wasn't showing the gateway.

 

someone did report this as a bug months back and one of the WHMCS guys said that it wasn't a bug, but was designed this way (i'm paraphrasing from memory but that was the gist).. it seems that the way to mark transactions as paid is described on the Transaction page of the documentation - http://docs.whmcs.com/Transactions

 

If you receive a payment that isn't automatically logged in WHMCS, you will need to manually apply it to the invoice. Alternatively if the payment is not for any particular invoice, you should follow the steps below for issuing credit to a client.

 

Begin by locating & opening the invoice to apply the payment to using the Search or Billing > Unpaid Invoices list

1. Next from the invoice management page, select the Add Payment tab
   
2. Enter the details corresponding to the payment including the date, payment method, transaction ID & amount into the fields shown
   
3. Then click the Add Payment button to complete the process

Note: You can add a partial amount, all of the invoice's balance or even apply more than the amount due on the invoice. If you apply a payment to an invoice which is larger than the amount due then any excess will be automatically added as a credit to the user for use on future invoices.

since i've been following that method, all the transactions have been marked correctly.

 

having said that, I haven't received a payment since upgrading from 5.2.9 to 5.2.10, so can't confirm if a new bug has been introduced.. but I doubt that it has.

[tomb]

since i've been following that method, all the transactions have been marked correctly.

 

Thanks for your in-depth answer! I wasn’t aware of this kind of workflow. I did a quick test on our dev system and indeed it’s marked correctly. Anyway, than I will stick with the official method too.

 

 

if you tick the checkbox beside the invoice number and hit "Mark Paid", it doesn't show the payment gateway...

 

We’ve just upgraded from 5.x to 5.2. „My method“ it’s definitely working in 5.x. To me it looks like a bug. Now the „Mark Paid“ Button under Billing > Invoices doesn’t make sense anymore.

[brian!]

We’ve just upgraded from 5.x to 5.2. „My method“ it’s definitely working in 5.x. To me it looks like a bug. Now the „Mark Paid“ Button under Billing > Invoices doesn’t make sense anymore.

well I came to whmcs @ 5.2.4, so I never tried the 5.1 versions - but I do agree that it feels like a bug and doesn't make sense.

 

I assumed marking it as paid on the list that it would default to using the default gateway unless told otherwise - but it didn't... I thought it was an error in my settings and I was manually editing the pdfs to add this gateway text it - so it was only when I saw the previously mentioned thread that I found I wasn't following the "correct" procedure!