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zitu4life

Create a new ticket every time new invoice is generate by automation

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Hello there

How can I have WHMCS open new ticket every time new invoice is generate by automation?

better would be a hook, but how to define what messages to have on that new ticket!

Any idea @brian!  @Kian

These would be very very helpfull.

Edited by zitu4life

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or even better create a ticket with that invoice on attachment or any thing that highlight that invoice item lines

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14 minutes ago, zitu4life said:

How can I have WHMCS open new ticket every time new invoice is generate by automation?

an invoice created hook that runs the OpenTicket API ?

8 minutes ago, zitu4life said:

or even better create a ticket with that invoice on attachment or any thing that highlight that invoice item lines

I think attaching would be a pain.... and you could get invoice line items from the relevant db table and add them to the content of the ticket message.

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Ok.  I will share more details to see if helps what my new crazy idea are.

I found out-there a better solutions software for my business need...Same time I do not want to leave WHMCS completely, as I have some invests made on WHMCS, and also WHMCS is my website front-end too. So the idea is using new solution software and WHMCS only for what is missing on new solutions software + whatever could still be useful on WHMCS. I will reduce WHMCS costs reducing number of total WHMCS clients, it will be directly -10 USD\month on my business model.

1 -I have about 90 -100 clients with no valid email on WHMCS (fake email), as these clients do not have email them selves, so they never access client area, they never receives email to...These clients are already on group name NO VALID EMAIL, no now have them on WHMCS means extra costs, as they do not take full advantages of WHMCS.

2 - I will create new client named GENERAL CLIENTS (NO VALID EMAIL) and will assign a lot of services only on this new client. those services will be services from those clients with no email valid.

3 - Later I will canceled on each client with no valid email related service that will become attached to GENERAL CLIENTS (NO VALID EMAIL)...with this i will reduce my total amount of client by -100, and become on tier up to 250 active clients (plus I can buy branded licensed on my theme front end developer as it is a WHMCS reseller, so will pay with discount about 14 dollar\month , instead of paying currently 25.45 dollar to be on tier 500 clients active.

WHMCS will stop been my main management software as it was during 4 year. I will still use it, as I will still been on hosting business too. Other Software that I will start use, will have all my clients,  and WHMCS too, but will have as inactive. 

As my new software do not have automation on invoices, I still need WHMCS. I starting simulating this on my WHMCS DEV.

image.png.588e30fd037b234f82f7037e9592d686.png

 

image.thumb.png.4060941c665d4896f169ce012be5841f.png

 

image.png.f5fd0cc7cd782752eb1bfe44eb6cfc57.png

There is 4 invoices there #38 #39 #40 #41 each invoice is from one difference client with different invoice items.

image.png.8e27aa593bbfe05c99c15800b393e82a.png

image.png.320594bb0f9776dffdfc02e0271cce01.png

image.png.acdd25e17f3677cf201b22b715ccf6a6.png

image.png.cfb08b110c1e88fa9eca0a9d2e3672bf.png

PS: My service is not HOSTING, so less stress with mixing it on one single client.

Needing to add a new ticket is just to remember an agent (staff) that there is a new to do item...Copy and paste those invoice items to new software we will start using.

Case A) Brian1 has a hosting with my company, so Brian already a registered client (active) that will become an inative client.

 > Brian1 service's will be replicated on my new client named NO EMAIL, so automation will get working and same way and our company will never forget to create that invoice to brain.

I hope WHMCS has no limit on the number of active services I can add on one single client.🤐

With these changes I will have every time to open invoice to know exactly from what client that invoice is allocated, but I have a staff that can do that for me.

Any more elegant idea is very welcome out-there!!!!!!

PS: Still having WHMCS automation + support tickets + CMS dynamic front-end website + My own payment gateway integrated on country rules (developed opensource) + an easy way to send mass email to my clients even they are allocated as inactive + some reports + PM + a few others thing...all of this for only 14\month is not a bad deal until one day I found one only solution to do everything.

Not sure this will work fine, that is why will test on DEV before. having and ticket automatically created is just in case an agent knows that pending task is created to him, that is copy invoice lines and go the other system and paste it there as invoice (whenever WHMCS creates BILLING).

PS: I never uses WHMCS PDF invoices, only text messages on email templates

Edited by zitu4life
WHMCS PDF invoices

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to make those invoice items more traceable I could even do this when add them...

image.png.5f75f33ad4c3bc38cc5fc7e238370064.png

and on invoice will look like this 

image.png.c845024086fdae06fa7834794aac974c.png

So as client ID: 55 already exists on WHMCS as inactive client anytime I know that invoice generated is for that client and my new software system already has also those same ID imported from WHMCS.

PS: And what if could exist an hook that after those special invoices are generate and Scan those invoice items and create a real invoice on those related client ID present on those invoices and later canceled first invoice....these can be done manually but it is not mandatory, as i said before WHMCS is not our official invoice for accountable.

these changes will make me gets down far 250 active clients and save some dollars.

Edited by zitu4life
Add PS note

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