delator Posted September 10, 2008 Share Posted September 10, 2008 what is the point of the "payment method" on creating an invoice from within the admin? actually - maybe people want to make it so payments are specifically put through paypal for a certain invoice, so please change it to look like: payment method: [first option is empty] [tick box to lock dropdown option to the invoice] label it "lock payment method to invoice". otherwise if people don't want to lock it on - please get simply add an empty line to the drop down menu, or at least tell me how to add it default in my template. Thanks guys. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted September 10, 2008 Share Posted September 10, 2008 Why should the drop down menu to select payment gateway need locking in the admin area? Afterall there are a whole range of options you could change in the admin area that would screw things up much worse. 0 Quote Link to comment Share on other sites More sharing options...
delator Posted September 10, 2008 Author Share Posted September 10, 2008 no, you didn't understand - it would lock the payment method on the CLIENT, so the ADMIN can set the invoice to be only paid via a certain gateway. it's not an option i want - i'm just wondering why the payment method is there to begin with... ... and if it's going to stay there, at least give a blank option as default - i don't want to confuse my clients in thinking they have to pay with the first option shown on the invoice. anyways, "payment method" under options - should default to an empty option. "no gateway" sounds like you are giving them no options on the invoice. just bad english. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted September 10, 2008 Share Posted September 10, 2008 In that case untick "Clients Choose Gateway" in Configuration > General Settings > Invoices Tab. If a client wants to use a different gateway for a certain invoice its a quick and easy job for a member of staff to change it. 0 Quote Link to comment Share on other sites More sharing options...
delator Posted September 12, 2008 Author Share Posted September 12, 2008 mate, you have no idea what i'm on about. - leave clients choose gateway - that's all good. - allowing the admin to set the default gateway on an invoice - is a stupid option - UNLESS the standard option on the invoice option is a BLANK option, not currently set to paypal, as it is for me. .... this is what *can* confuse some of my clients - they aren't nerds, they are "mom & pop" business owners who have a website - everything needs to be in simple terms, and for the WHMCS invoice to be randomly set to a gateway payment *can* confuse. i would like there to be a default to BLANK, so if you have 2 gateways activated, bank payment, and paypal payment - THEN there are 3 options in the drop down: " " - default, and selectable for admin | and visible but not selectable for client. "bank transfer" "paypal" clearer? 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted September 12, 2008 Share Posted September 12, 2008 .... this is what *can* confuse some of my clients - they aren't nerds, they are "mom & pop" business owners who have a website - everything needs to be in simple terms, and for the WHMCS invoice to be randomly set to a gateway payment *can* confuse. It doesnt "randomly" set anything - it uses the *first* of the gateways *you* have enabled for that product group. If you've clients that are so stupid they cannot select how they want to pay, i'd be very very scared .... 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted September 12, 2008 Share Posted September 12, 2008 That why we don't give customers the choice on individual invoices. They choose which gateway to use during signup (and we offer an explanation of each). If they want to change then they can contact us and it's a 30 second job for an admin to change. 0 Quote Link to comment Share on other sites More sharing options...
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