xlegends Posted July 25, 2019 Share Posted July 25, 2019 Hi, I have a question regarding client credits. When applying a credit to client, the credits do display in generated invoices for them to use. However, there is no option to use it during new orders unless the charge fails or mail option is used. In other words, the invoice has to be generated first and displayed. When making new orders they dont see the generated invoice until its paid so they never have the option to use the credit until its paid and too late. 0 Quote Link to comment Share on other sites More sharing options...
xlegends Posted July 25, 2019 Author Share Posted July 25, 2019 I've investigated this further and the issue is happening on only 2 default templates. Template Six - Default Order Form Template - Boxes - Modern Please report this bug, latest version of Chrome 0 Quote Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted July 25, 2019 Share Posted July 25, 2019 @xlegends thanks for your post, the Boxes & Modern Order Form Templates are both Deprecated Order Form Templates meaning these shopping cart templates no longer receive updates and may not be compatible with the latest features. This list is provided as a reference only. https://docs.whmcs.com/Discontinued_Order_Form_Templates 0 Quote Link to comment Share on other sites More sharing options...
xlegends Posted July 26, 2019 Author Share Posted July 26, 2019 Ok thanks chris, I look the "Pure Comparison" now. 0 Quote Link to comment Share on other sites More sharing options...
xlegends Posted July 26, 2019 Author Share Posted July 26, 2019 While we're on the credits topic, if a client has a pending credit but is on Auto CC process, will the credit be taken off the invoice without user interaction? 0 Quote Link to comment Share on other sites More sharing options...
steven99 Posted July 26, 2019 Share Posted July 26, 2019 Correct, any credit on the account would be applied on the due date of the invoice just before it tries to charge the card. This will be indicated in the invoice as a credit line item in the balances and within the admin as "Credit card + partial credit" or "fully paid with credit" depending on which outcome the credit made. 0 Quote Link to comment Share on other sites More sharing options...
xlegends Posted July 27, 2019 Author Share Posted July 27, 2019 ok cool, thx steven.. Cause I noticed with manual pay, they do have the option to save the credit for another time. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted July 27, 2019 Share Posted July 27, 2019 6 hours ago, xlegends said: Cause I noticed with manual pay, they do have the option to save the credit for another time. there is the option to disable automatically using any credit balance on recurring invoices... https://docs.whmcs.com/Credit_Tab Quote With this option ticked any credit on a client's account is automatically applied to the invoice as soon as it is generated. Credit added after invoice generation will not be automatically applied. Unticking this option means no credit will be applied automatically, and needs to be manually added by staff/the client. 0 Quote Link to comment Share on other sites More sharing options...
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