doublet Posted December 1, 2017 Share Posted December 1, 2017 Hi, I have some doubts about invoicing: 1.- How to prevent to create CERO invoices ? 2.- How to prevent to create invoice after client adding funds ? (invoices are created when customer funds pai next renewals) 3.- How to avoid to create more than one "unpaid" invoices on renewal ? Thanks Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted December 1, 2017 Share Posted December 1, 2017 1 hour ago, doublet said: 1.- How to prevent to create CERO invoices ? 1 Is the product set to Free or Recurring on $0 if its the later it will cause an invoice to be generated 1 hour ago, doublet said: 2.- How to prevent to create invoice after client adding funds ? (invoices are created when customer funds pai next renewals) 3 The Credit system requires an invoice to be generated in order to add funds to the clients account, it is not possible to disable this. 1 hour ago, doublet said: 3.- How to avoid to create more than one "unpaid" invoices on renewal ? 1 Do you mean multiple months of unpaid renewal invoices? Link to comment Share on other sites More sharing options...
doublet Posted December 1, 2017 Author Share Posted December 1, 2017 1 hour ago, WHMCS ChrisD said: Is the product set to Free or Recurring on $0 if its the later it will cause an invoice to be generated Got it .....it was 0 instead of free. 1 hour ago, WHMCS ChrisD said: 2.- How to prevent to create invoice after client adding funds ? (invoices are created when customer funds pai next renewals) This way I'm billing twice some quantity. if one client send $10 of fund, then system generates a $10 invoice. Then on next product renewal ($10) system generates a new invoice. Total amount billed $20. But client paid $10. And my accountant asks me to fix this issue. How to make it correctly ? 1 hour ago, WHMCS ChrisD said: Do you mean multiple months of unpaid renewal invoices? Yes ! Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted December 5, 2017 Share Posted December 5, 2017 On 01/12/2017 at 4:57 AM, doublet said: Got it .....it was 0 instead of free. This way I'm billing twice some quantity. if one client send $10 of fund, then system generates a $10 invoice. Then on next product renewal ($10) system generates a new invoice. Total amount billed $20. But client paid $10. And my accountant asks me to fix this issue. How to make it correctly ? Yes ! Do you have Continous Invoice Generation Enabled? Link to comment Share on other sites More sharing options...
doublet Posted December 5, 2017 Author Share Posted December 5, 2017 3 hours ago, WHMCS ChrisD said: Do you have Continous Invoice Generation Enabled? Yes, this is a must for me. Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted December 5, 2017 Share Posted December 5, 2017 4 minutes ago, doublet said: Yes, this is a must for me. This should create the invoices each month paid or unpaid, could you provide more details on the exact thing you are experiencing to help me identify a solution? Link to comment Share on other sites More sharing options...
doublet Posted February 6, 2018 Author Share Posted February 6, 2018 On 5/12/2017 at 8:43 PM, WHMCS ChrisD said: This should create the invoices each month paid or unpaid, could you provide more details on the exact thing you are experiencing to help me identify a solution? Tell me, what else do you need ? I don't know what to explain .... the issue is that, when I get payment from one proforma invoice, then I do create real invoice, and new invoice gets the next invoice number, but gets that original date of the proforma invoice. This causes that correlative invoices are not in time ordering, and this is not good for accounting. Link to comment Share on other sites More sharing options...
Remitur Posted February 6, 2018 Share Posted February 6, 2018 6 hours ago, doublet said: I don't know what to explain .... the issue is that, when I get payment from one proforma invoice, then I do create real invoice, and new invoice gets the next invoice number, but gets that original date of the proforma invoice. There's a module which fix this issue (and many others): https://katamaze.com/whmcs/product/Billing-Extension But, even if I'm using it, I don't know if suggest it to you... Assistance is missing, in the module there's a number of unfixed bugs, and I'm evaluating to find some other solutions... Which could be a hook, based on InvoicePaidPreEmail ( https://developers.whmcs.com/hooks-reference/invoices-and-quotes/#invoicepaidpreemail ) which: change the date chenge the number of proforma with the right invoice number Link to comment Share on other sites More sharing options...
brian! Posted February 6, 2018 Share Posted February 6, 2018 On 12/1/2017 at 09:47, WHMCS ChrisD said: The Credit system requires an invoice to be generated in order to add funds to the clients account, it is not possible to disable this. though, courtesy of @sentq, you can use an action hook to at least prevent WHMCS from sending those add funds invoice emails to the client. 2 Link to comment Share on other sites More sharing options...
doublet Posted February 8, 2018 Author Share Posted February 8, 2018 On 6/2/2018 at 6:17 PM, brian! said: though, courtesy of @sentq, you can use an action hook to at least prevent WHMCS from sending those add funds invoice emails to the client. Created, since I almost don't use to get "add funds" from my users, I'll keep an eye about this. Another question: How to avoid to create invoice from proforma invoice using old proforma date ? I mean, when user pay and we create invoice, this invoice must use current date, not proforma invoice data ! Link to comment Share on other sites More sharing options...
doublet Posted February 8, 2018 Author Share Posted February 8, 2018 On 6/2/2018 at 1:16 PM, Remitur said: There's a module which fix this issue (and many others): https://katamaze.com/whmcs/product/Billing-Extension Link doesn't work ! Link to comment Share on other sites More sharing options...
brian! Posted February 8, 2018 Share Posted February 8, 2018 7 hours ago, doublet said: Link doesn't work ! he's removed Billing Extension (which was getting poor reviews for the last year) and all his other products from Marketplace too - though has seemingly updated his website. Quote With this release we are going to temporarily suspend the development of the module. We are planning a refactor of Billing Extension from scratch. Link to comment Share on other sites More sharing options...
Remitur Posted February 8, 2018 Share Posted February 8, 2018 Hoping this could be a a good omen for Katamaze: his Billing Extension has a lot of interesting features, but 'cause of his lingering silence I was just going to abandon it ... Link to comment Share on other sites More sharing options...
Recommended Posts