JO Spies Posted November 6, 2017 Share Posted November 6, 2017 Good day, I require help with creating a new invoice for a card payment. I forgot to enable "recurring payment" in our payment gateway settings. We are using Payfast. Client paid via card upon registration but recurring payment obviously didn't take place. Before there was a "pay now" button on the unpaid invoice, but this time it didn't display and therefore I deleted that invoice and have been trying to create a new one. Now upon creating new invoice the client is credited instead. Can anyone advise on how to solve this issue? Much appreciated. JO Link to comment Share on other sites More sharing options...
Vox Posted November 6, 2017 Share Posted November 6, 2017 Hi Jo, Have you followed the instructions here: https://docs.whmcs.com/Invoicing#Creating_Custom_Invoices Link to comment Share on other sites More sharing options...
JO Spies Posted November 6, 2017 Author Share Posted November 6, 2017 Thanks for the response. I have followed the instructions but to no avail... Any idea what could be the issue when credit is given while creating a new invoice... JO Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted November 6, 2017 Share Posted November 6, 2017 Hi Jo, That is indeed odd can you confirm that you are not raising a negative invoice, and what shows on the client log and in the credit manager on the clients profile? Link to comment Share on other sites More sharing options...
JO Spies Posted November 7, 2017 Author Share Posted November 7, 2017 Hi Yes it seems like I am creating a negative invoice as the client's account is credited... Perhaps I am missing something.... I cannot seem to find any other way to create standard invoice. I am stuck... JO Link to comment Share on other sites More sharing options...
JO Spies Posted November 8, 2017 Author Share Posted November 8, 2017 Hello Chris I had to delete existing order and asked client to signup for hosting and register new domain (again) and also use existing domain to sign up for hosting (again)... You can imagine the frustration on his side. This is the scenario.... Upon registering a new domain while signing up for hosting the automated process worked fine... I enabled "use existing domain" while signing up for hosting with his existing domain which is registered with us through our registrar. The two hosting packages display in his account as well as the newly registered domain BUT the existing domain doesn't display under DOMAINS in his account nor does it display in our admin area under his account. Everything seems in order and set to active yet I am not able to activate the domain... The package was created on our server and confirmation received... I cannot change, delete or setup again as he has paid for the services and received all the email confirmation messages. You can imagine the frustration!? Everything is setup so its only a matter of getting this domain to display. Your response is much appreciated. Thanks JO Link to comment Share on other sites More sharing options...
brian! Posted November 8, 2017 Share Posted November 8, 2017 if it were me, i'd add that second domain manually to WHMCS... https://docs.whmcs.com/Importing_Data#Manual_Domain_Only_Entry Quote To add a domain on it's own without a product, follow the steps below: If you haven't already, create the client by navigating to Go to Clients > Add New Client. On the client summary page, click the "Add New Order" link in the Actions panel The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with Leave the Product/Service dropdown menu set at None Leave the Billing Cycle dropdown menu set at Monthly Enter the domain in the Domain text field and select Register as the Domain Registration Option (even though you aren't intending to register it today) Choose the number of years you next want the client to be invoiced for at the time of renewal and tick any addons the user has for their domain Ensure both tick boxes for sending an order confirmation and generating an invoice are unchecked so the user is not emailed about the order you are adding Finally, set the Order Status dropdown to Active and then click the submit button to add the order to WHMCS You will now been shown the order screen summarising the details of the order you just added Now as the final step, you must go to the domain's information page to enter the correct next due and expiry dates aswell as selecting the registrar the domain is registered with if using one of the built in registrars. To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen. You have now finished adding your client. By following the steps above, your client will have not been notified that you've added them and will now be invoiced by WHMCS prior to the next due date for the items you have added to their account. ignore what it says about adding a domain on it's own without a product - the product is already in WHMCS, this will add the domain so that it's available to you in the domains tab in the admin area (and to the client too in their client area). importantly, follow step 8 which is to untick the checkboxes to ensure the client doesn't receive an invoice or order confirmation. Link to comment Share on other sites More sharing options...
JO Spies Posted November 8, 2017 Author Share Posted November 8, 2017 Thank you so much! It worked. You are a LIFE SAVER! much appreciated JO Link to comment Share on other sites More sharing options...
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