New Invoice Status

[Basheer]

Hi friends,

 

I need to differentiate my invoices to new status 'unpaid in 2014'. I want to create a new invoice status named unpaid 2014 and list all invoices ,those invoices created in 2014 and not paid till date.

 

Is this possible to create a custom invoice status in whmcs ?

 

And new status should list in filtering too

 

 

Thank you

Bash

Edited June 27, 2017 by Basheer

[AffordableDomainsCanada]

You can create custom Order Status from the admin control panel:

 

Setup >> Other >> Order Status

[Basheer]

But i need a custom invoice status.

[brian!]

But i need a custom invoice status.

unlike Orders and Support Tickets, there isn't a method to define new invoice statuses in the Admin Area - the existing statuses are all hard-coded from within WHMCS... nor do I believe can you alter the dropdown to add new custom statuses (or even if you did, they wouldn't work)

 

however, if you really need to do this, I suspect the easiest way to add a custom invoice status would be to alter the tblinvoices database table directly via phpmyadmin or similar - though make a backup first and take care.

 

first, just add your custom status to the invoice(s) you want to use this new status - for the sake of simplicity, i'd suggest making the status one word (e.g don't add spaces!) - though it's possible that it may happily work with spaces - try it and see!

 

 

and then on the invoices.php page in the admin area, you can get a list of these invoices using the custom status by typing a specific URL filter - invoices.php?status=Unpaid2014

 

I would suggest either bookmarking that URL in the browser, or modifying sidebar.tpl in your admin template to show the link there, e.g for Blend...

 

<span class="header"><img src="images/icons/invoices.png" class="absmiddle" width="16" height="16" /> {$_ADMINLANG.invoices.title}</span>
<ul class="menu">
   <li><a href="invoices.php">{$_ADMINLANG.invoices.listall}</a></li>
   <li><a href="invoices.php?status=Paid">- {$_ADMINLANG.status.paid}</a></li>
   <li><a href="invoices.php?status=Draft">- {$_ADMINLANG.status.draft}</a></li>
   <li><a href="invoices.php?status=Unpaid">- {$_ADMINLANG.status.unpaid}</a></li>
   <li><a href="invoices.php?status=Overdue">- {$_ADMINLANG.status.overdue}</a></li>
   <li><a href="invoices.php?status=Cancelled">- {$_ADMINLANG.status.cancelled}</a></li>
   <li><a href="invoices.php?status=Refunded">- {$_ADMINLANG.status.refunded}</a></li>
   <li><a href="invoices.php?status=Collections">- {$_ADMINLANG.status.collections}</a></li>
   <li><a href="invoices.php?status=Unpaid2014">- Unpaid In 2014</a></li>
</ul>

 

you could also use the Invoices Report to get a list of the invoices with any custom status.

 

- though bear in mind two things:-

 

1. any sidebar template tweaks you make might be lost during a WHMCS update...

2. it might have consequences in the client area as to how unpaid/overdue invoices are calculated - though that may be a good thing depending upon your reasons for doing this.

 

 

[Basheer]

Thank You Brian .. I will check this ........