Questions about providing new products to customers.

[TheGiveAway]

Hi,

I am using WHMCS for my copy-writing reselling company.

1. When a customer orders a package, I go to my providers website, and order a package there.

For the first month, it isn't a problem, since I order a package right away from the provider.

But when it is recurring, and I have to do it every month, how can WHMCS notify me when a new invoice was

created for a customer, the customer paid for it, and now I have to make a new order for him for this month?

2. How is it possible to keep track of customers that wait for their package to arrive.

If for example,a customer made an order, I made an order from the provider's website, but the provider forgot to deliver.

Is there a way to see which customers are waiting for their orders, by descending order of Dates?

3. Will the question 2, can work as well on recurring orders? meaning that when a new month starts, the order will become "pending" again and awaiting delivery?

 

Thanks!

[sentq]

1) 2) 3) If it help let WHMCS create To-Do item each time and order need to be delivered, so you can check your Todos daily and see what orders need your attention.

 

also you can send reminders to your email (daily) that will include non-completed To-Do items.

[TheGiveAway]

How is it possible to create an automated todo item?

 

And in addition, in case a customer orders and pre-pays for several months ahead, how is it possible to make it remind me each month, and stop reminding me when the customer stops paying?

 

Thanks a lot for all the help!

[sentq]

when invoice is paid create new To-Do item using SQL query, then you can use daily cron job action hook to send email to you using WHMCS API:

http://docs.whmcs.com/Hooks:InvoicePaid

http://docs.whmcs.com/Hooks:DailyCronJob

http://docs.whmcs.com/API:Get_To-Do_Items

http://docs.whmcs.com/API:Send_Admin_Email

[TheGiveAway]

Awesome! Thanks!

I will try to implement it immediately!

When the WHMCS version upgrades, will I need to add the code every time?

Thanks!

[sentq]

only after the release of V6 you may be forced to change few things to get it to work

[TheGiveAway]

Thanks for all the help, once again.

I just checked the API of ToDo items, and it is a GET API

how is it still possible to set a new ToDo task if I can only get information using this API?

Thanks!

Edited May 21, 2015 by TheGiveAway

[brian!]

there is a database table, tbltodolist, that stores them - so if you add a new entry to the table, it should be visible in the admin area... and available via the API

[TheGiveAway]

I see,

thanks!