Apply transaction to invoice automatically?

[scristopher]

Hello,

Maybe I am missing something here, or maybe its just not possible at all, but I am hoping someone can help me with an answer. 

We are nearly ready to use WHMCS, but one small detail is how transactions and invoices work. What we need to be able to do is add a transaction, and if a invoice ID is not specified the transaction should be put towards the oldest invoice. What I have seen is that a credit can be applied to the account if you are not specifying a invoice ID and the credit will then be applied to any new invoices which is nice indeed but I am wondering if there is a way to get the transaction to apply to a old invoice if we do not specify an invoice ID. 

 

The reason this matters is because sometimes we will take in 50 mail in payments a day, and it is somewhat of a longer process for staff to add a transaction for each account that we are posting mail in payments for and have to look up each invoice that needs to be paid. Its also more time consuming for them to add the transaction as a credit then have to goto each clients account to apply the credit to their oldest invoice. 

 

Would it be possible to use a custom hook to pull in the oldest invoice ID to the add transaction page so that after the client id is keyed into the "Related Client" field it pulls that oldest unpaid invoice ID into the Invoice ID(s) box?  I also thought about trying to use a hook here, but there is no hook for addCredit as far as I know which takes place after addTransaction, so thats the issue with trying to use a hook. I also thought it *might* be possible to make an addon module for this, but I would really rather use WHMCS's transaction system and not a 3rd parties if at all possible. 

[scristopher]

I'm totally stumped here, am I just using whmcs wrong or looking for something that is impossible?

[scristopher]

Welp, guess its not possible, I will start looking for another platform then. 

[scristopher]

Thanks for everyone following up on my question, though payfast and transactions had nothing to do with my question in the end I ended up getting my original post resolved. Really what I needed to know was how to invoke intelligent search. Also, for some reason every post and reply I make has to be moderated still even though I am no longer a new user, so you probably wont see this update for about 8 hours if at all.

[scristopher]

9 hours ago, spartanza said:

This is a pitty no one helped this user.

I am currently having an issue where my WHMCS is not recording the transactions on invoices paid via the gateway i use, even though it used to.

Can anyone direct me to the setting, or config I need to re-enable this again?

Yeah, I feel like it was too, its pretty frustrating.

 

8 hours ago, WHMCS ChrisD said:

@spartanza What gateway are you using?  Are the invoice being marked as paid?

This is even more frustrating. When a staff member quotes the previous comment about nobody helping a user then continues on with this and still doesn't try to help the original poster...