kcackler Posted April 1, 2008 Share Posted April 1, 2008 Somehow or another, I've set 'Mail In Payment' as the default payment type when I create invoices. I need to change this to CC so that clients with a CC on file will be auto charged for their projects. But for the life of me, I can't find this setting. How do I change the default gateway that is used when I create invoices for my clients? Kevin 0 Quote Link to comment Share on other sites More sharing options...
ckh Posted April 1, 2008 Share Posted April 1, 2008 Same thing happened to me when I enabled mail-in payments, when I create an invoice, it defaults to mail-in-payment but I'd like it to default to paypal. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted April 1, 2008 Share Posted April 1, 2008 Configuration > Payment Gateways. Use the green arrows to move your default gateway to the top. 0 Quote Link to comment Share on other sites More sharing options...
ckh Posted April 1, 2008 Share Posted April 1, 2008 I already have PayPal at the top, which is the one I want as a default and the mail-in option is the last one. Quite possibly then, when you create an invoice, it doesn't check for a default gateway. 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted April 1, 2008 Author Share Posted April 1, 2008 Ditto...CC is at the top but mail in still defaults... 0 Quote Link to comment Share on other sites More sharing options...
Ben-iNetFx Posted April 2, 2008 Share Posted April 2, 2008 It seems to go in alphabetical order. 0 Quote Link to comment Share on other sites More sharing options...
ckh Posted April 2, 2008 Share Posted April 2, 2008 I have Paypal, 2Checkout, manual listed in that order. If it was alphabetical, then I would expect either 2checkout to be the default. Could be that it is the last one on the list or the last one activated? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted April 2, 2008 WHMCS CEO Share Posted April 2, 2008 It's actually first alphabetically in terms of gateway name, not the custom name you give it. So mailin comes before tco and offlinecc. You can change the payment method an invoice has from the Options tab. Matt 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted April 2, 2008 Author Share Posted April 2, 2008 This is just dumb, if you don't mind me saying. When I put a payment gateway at the top of my list, I kind of expect it to be the default. It's stupid to have to make an extra step...IMO. 0 Quote Link to comment Share on other sites More sharing options...
ckh Posted April 2, 2008 Share Posted April 2, 2008 I'd prefer to have it default to a choice of my own, which would be the most used gateway instead of alphabetically. It would just be more convenient and provide one less step. 0 Quote Link to comment Share on other sites More sharing options...
Ben-iNetFx Posted April 2, 2008 Share Posted April 2, 2008 +1 from me too 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted April 5, 2008 Author Share Posted April 5, 2008 Can we get a reply here Matt/anyone? It is senseless for mail in payment to be the default payment method when 99% of my clients pay by CC. (One client uses mail in payment on a regular basis) It's obviously a wanted feature, and wouldn't be more than a line of code to implement, especially since we already have the ability to "Move up/Down" gateways. Just take the gateway that's at the top of our list and make that the default. I would really appreciate this feature. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted April 5, 2008 WHMCS CEO Share Posted April 5, 2008 This has been modified for 3.6.1 Matt 0 Quote Link to comment Share on other sites More sharing options...
ckh Posted April 6, 2008 Share Posted April 6, 2008 Thanks, Matt !!! 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 8, 2008 Author Share Posted May 8, 2008 Matt - Where is this feature in 3.6.1? I assumed that my first payment gateway in the list of gateways would be the default for a new invoice, but that is not the case. Please let me know, as this was my sole reason for upgrading to .1 Kevin 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 11, 2008 Author Share Posted May 11, 2008 *whistles*...Anyone..Anyone at all? 0 Quote Link to comment Share on other sites More sharing options...
Ben-iNetFx Posted May 11, 2008 Share Posted May 11, 2008 Doesn't work for me either 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 11, 2008 Author Share Posted May 11, 2008 Glad someone could confirm it. This new feature is the only reason I upgraded, and I can't even get it to work... 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted May 12, 2008 Share Posted May 12, 2008 I may be wrong here, but perhaps it was updated in 3.6.1 after the first release of 3.6.1 Try downloading the latest 3.6.1 package and see if that makes a difference. I know, it seems a little bit of a strange way to release updates, but it has happened to me in the past. If I am incorrect though with the way updates are done now, hopefully Matt will correct me. Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 12, 2008 Author Share Posted May 12, 2008 OK, so Iceman posted here in this thread...I know because I got an email notification about it. Someone deleted his post. I know that because it's not here anymore. So the question is this: WHY can someone take the time to delete his post but nobody can take the time to answer our question? Seriously - This is just ridiculous. 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted May 12, 2008 Share Posted May 12, 2008 lol... my post is still there as far as I can see. Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 12, 2008 Author Share Posted May 12, 2008 lol...I swear it wasn't there this morning *wipes eyes* Seriously though - Does anybody know how to set the default gateway? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted May 13, 2008 WHMCS CEO Share Posted May 13, 2008 This didn't make it into 3.6.1 but if you open a ticket, the updated file can be provided. Matt 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted May 13, 2008 Author Share Posted May 13, 2008 Thanks Matt. 0 Quote Link to comment Share on other sites More sharing options...
Magik Posted September 24, 2008 Share Posted September 24, 2008 Is this a feature of the new 3.7.1? Credit card being the default? I would also link to change the default method sitewide, how do I do this instead of having to do it individually? 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.