WHMCS questions

[digitall]

Hello everyone. My name is Giancarlo, I'm writing from the isle of Ischia. Our company is using the domain and hosting automation part of WHMCS for quite some time, but we would like to use the billing portion. As we have some minor questions to ask and didn't want to bother the support for that, we preferred to ask the community. We then discovered that we're pretty new to the forum, so the netiquette imposes a proper presentation.

 

Allow us to thank you in advance to anyone that will take his/her time to read trough this message, and a double thanks for any answer!

 

Please note that we're currently using v6.2, an old release, but plan to migrate to v7.1 very soon, so some features could be obvious in the new version!

 

So, here's our question list:

1. The invoice batch export generates a single PDF with all the invoices chained. Is there a way to receive a ZIP file with all the invoices each in their own PDF?
   
2. What is the proper way to discount an element of an invoice without using promocodes or client groups?
   
3. If details of the domain or product have been changed in the client screen, is there a way to check the value that will be applied to the next invoice?
   

[yggdrasil]

Hi,

 

1. You can probably access the invoices directly in the database or export them manually. I don't think this would be hard to accomplish.

 

2. You can edit the invoice directly and add a negative value as another invoice item. Example -50 and it would discount 50 for that invoice. You can discount any invoice you require as you are free to edit the values. So yes, its possible to modify generated invoices.

 

3. I'm not sure if I understand this. Changed where? If you change the price for a domain or product in your WHMCS system it will only change that for new products or domains, not existing ones. Existing customers will be billed at the price listed in their products in WHMCS because you are suppose to honor their purchasing costs. You can of course manually change them or use the Bulk Pricing Updater module (free) if you need to mass edit pricing on existing products for all customers. You can have different prices for the same product for different customers, that is the beauty in WHMCS.

 

You will not regret going with WHMCS. I hope this helps

[WHMCS ChrisD]

The invoice batch export generates a single PDF with all the invoices chained. Is there a way to receive a ZIP file with all the invoices each in their own PDF?

 

Out of the box, this is not possible, it would require some customisation, I might recommend posting a Service Offer & Requests where someone may be able to code something for you, as an alternative you may wish to review the Marketplace which may also have some possible options.

 

What is the proper way to discount an element of an invoice without using promocodes or client groups?

 

As mentioned by yggdrasil, you could alter the invoice after the fact but I would encourage you to seek the advise of your financial advisor first. You could also create a seperate invoice that creates a credit using the Credit System and apply the credit to the original invoice

 

If details of the domain or product have been changed in the client screen, is there a way to check the value that will be applied to the next invoice?

 

If your domain or product is changed this will automatically be updated on the next invoice