Individual External file attached to email template

[gabigrigore]

Hello,

 

I need to know how can I attach a pdf or any other external file (in this case a fiscal invoice in electronic format) to a custom message that we have created in invoice mail templates.

For easier understanding of the process, the steps we take are as follows:

- a pro-forma invoice (the invoice generated in whmcs we consider it a pro-forma) is generated and sent to the customer (in € because the payment is done in local currency at the exchange rate of the day of the payment);

- the client pays the pro-forma and receives the payment confirmation;

- we issue (in a dedicated/standalone accounting program) a fiscal invoice in local currency in pdf format that we have to send to the customer.

I have created the email template in the invoices section for that but cannot see the possibility to attach the fiscal invoice as an external file (generated by an accounting program) to this message. That template is only allowing attachment of a standard (one for all clients) file.

Is there a way to do this? The WHMCS version we use is quite old (5.2.7).

Thank you very much!

[brian!]

it's a pity about the local currency part - I assume that it's a currency that WHMCS can't automatically get the exchange rate for.

 

when you say you have to send the fiscal invoice to the customer, is it a legal requirement to do so by email ? if so, it's probably going to be difficult to do this automatically with WHMCS, regardless of which version you're using - certainly couldn't do it via the email template settings, so you'd probably be looking at writing an action hook.

 

an alternative way to do it, again regardless of which version of WHMCS you're using, would be to upload the fiscal invoice PDF to the customer's profile - the customer can then download the PDF by logging into their client area whenever they want - a link should be visible on their home page upon logging in.

 

http://docs.whmcs.com/Clients:Summary_Tab#Files

 

The files section in a client's summary allows you to upload files specific to that customer.

• This can be used for documents, agreements or other downloads specific to the individual
  
• Files can be set as Admin Only to only be viewed by admins, otherwise they show on the Client Area Homepage for the client to be able to download
  
• Files are uploaded to the /attachments directory and can be added and managed from the Client Summary page in the admin area
  

you could then modify your email template to tell them their fiscal invoice is available by logging into their client area.

[gabigrigore]

Hello Brian,

Thank you very much for the answer. The currency (RON) is convertible by WHMCS but we started in this way almost 10 years ago (when the exchange rate was more volatile from day to day) and we stayed the same until now. Maybe we change it if we upgrade to a newer version of WHMCS (sorry to see that no lifetime licenses are available anymore which could be a no-go for an upgrade) or it won't be necessary if/when we join the €.

So, basically the only way is to upload the invoice in the customer's account, am I right?

[brian!]

Hi,

 

Thank you very much for the answer. The currency (RON) is convertible by WHMCS but we started in this way almost 10 years ago (when the exchange rate was more volatile from day to day) and we stayed the same until now. Maybe we change it if we upgrade to a newer version of WHMCS (sorry to see that no lifetime licenses are available anymore which could be a no-go for an upgrade) or it won't be necessary if/when we join the €.

I should have guessed it was RON - you won't believe the number of times that i've been asked over the years about having RON and EUR on the same invoice..

 

So, basically the only way is to upload the invoice in the customer's account, am I right?

it's about the only built-in way I can think of without spending money on writing a custom solution.