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Holiday issue with Invoices requires to be resolved


m8internet

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I am going on two holidays during 2014, and have advised all my customers of this

 

The only issue I have not been able to resolve is the Invoices which include Domain Name renewals, when these are due in my absence

The Domain Name renewals are processed manually

I therefore have a list of the affected customers

These invoices need to be sent out in advance, otherwise the Domain Names will expire (along with all the issues that creates)

 

The only practical solution I can find is to manually adjust each service and to then use the Create Invoice feature

The customers then make payment and the renewals processed

On my return the services are then returned to their corrected values (correcting before would result in a duplicate new Invoice which has already been paid)

 

Does anyone know of any other methods?

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Hi,

 

Did you try "Invoice selected items" button which is on the summary client page (admin area).

 

Just select the domains or the services you want to make invoices early for. and press the button. It will create invoices which can be paid by your customer.

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When you are on the Client Profile page in the admin area, /admin/clientssummary.php?userid=1

 

You will scroll down and you will see the services and domains, put a check in the boxes that you want to invoice for, then scroll to the bottom of the page and it will allow you to invoices for the selected services/domains..

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Hello,

are you running latest version of WHMCS? because your signature said Using WHMCS since 11 December 2011, running v5.0.3 since 27 April 2012

No, still running version v5.0.3

Unable to upgrade (as next version failed to load)

Therefore this option will not be possible

Looks like I will have to manually adjust each product / service, wait payment, then amend after payment

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