Remitur Posted November 24, 2017 Share Posted November 24, 2017 Hello. I've "Auto Credit Applying" enabled ("Tick to disable automatically applying credit from a users available credit balance when generating invoices"), so if a domain is in auto-renew mode, a proforma is created and (if the customer has sufficient funds) immediately paid and the domain renewed. Nice, it works great. But sometimes I may need to manually create an invoice, which I don't want to be paid authomatically: I want the customer see it and decide to pay it (using the credit or other way: it doesn't matter). The only way I've found is this: go to client profile, select "manage credits" insert a fake "remove credit" in order to bring user credit to 0 issue the invoice come back to "manage credits" and delete the fake "remove credit" movement It works, but it's tricky and far from being "error proof"... so I wonder if any other way exists to do it. Link to comment Share on other sites More sharing options...
brian! Posted November 24, 2017 Share Posted November 24, 2017 8 minutes ago, Remitur said: It works, but it's tricky and far from being "error proof"... so I wonder if any other way exists to do it. are you using v7.4 ? https://docs.whmcs.com/Credit/Prefunding#Removing Quote By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can turn this off in Setup > General Settings > Credit by toggling the Automatic Credit Use setting to off. i've just manually created an invoice (not recurring) to a test client who has a balance and it didn't automatically pay the invoice when I sent the email... Link to comment Share on other sites More sharing options...
Remitur Posted November 25, 2017 Author Share Posted November 25, 2017 17 hours ago, brian! said: i've just manually created an invoice (not recurring) to a test client who has a balance and it didn't automatically pay the invoice when I sent the email... You're right! But I experienced different WHMCS behaviour: if you manually create an invoice, it keeps standing unpaid but if you add a "billing entry" in a ticket and invoice it immediately, WHMCS marks it "paid" immediately using the available credit (I'm not completely sure that last is a full WHMCS behaviour, or id it' Katamaze's billing extension's reponsability... I'll need to check) Link to comment Share on other sites More sharing options...
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