I am considering using WHMCS for billing and serving customers in a Wireless Internet Service Provider (WISP) business that also does some web hosting and dial up. Here are some of the challenges that I have identified after using the demo. Please tell me if these can be addressed of if this package is just not right for us.
1. We must install systems before billing starts. So if a person orders a package then we do not want them to be billed until after the install is complete. Is there some way a person can place an order for a package but then we can manually set when that order is paid for and charges begin?
2. Is there a way to batch print invoices that do not have automated payment so we can mail out invoices via paper mail. We want to migrate people to automated payment but this company we are buying is all paper now.
3. In the ticketing system, the e-mail address is a required field but our perspective customers may not have e-mail addresses and we don't even have e-mail addresses for some customers (not yet anyway). Not only is the e-mail field required, it also seems that it must be unique. We'd like the e-mail address to be optional and for the system to not send e-mails if the field is blank. Can this be changed?
4. The tickets have a department field but I wish that they could have an additional type/category field that could list the type of ticket within a department. I tried creating a custom field for this and that sort of works but you need to go to the custom tab to view it. For example, for our support tickets, we have tickets for wireless, dial-up, e-mail, networking, computer, and hosting. All these are in the Support department but different people do these different types of tickets. It would be good to be able to list the tickets according to a specific category.
5. In the clients list view, is there a way to change the fields that are listed and can I add custom fields to the list? If there is a template for this that I could edit then that would be wonderful. For us, we want to list IP addresses and Mac addresses in that list.
6. Can the list of product types be easily changed to add things like Wireless Internet and Dial-up Internet in addition to the current: Shared Hosting, Reseller Hosting, VPS/Dedicated, and Other?
Please note that the good things this product does are not mentioned here. I am really pleased with many features. I am a long time user of WHMCS in another business.
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CountryConnections
I am considering using WHMCS for billing and serving customers in a Wireless Internet Service Provider (WISP) business that also does some web hosting and dial up. Here are some of the challenges that I have identified after using the demo. Please tell me if these can be addressed of if this package is just not right for us.
1. We must install systems before billing starts. So if a person orders a package then we do not want them to be billed until after the install is complete. Is there some way a person can place an order for a package but then we can manually set when that order is paid for and charges begin?
2. Is there a way to batch print invoices that do not have automated payment so we can mail out invoices via paper mail. We want to migrate people to automated payment but this company we are buying is all paper now.
3. In the ticketing system, the e-mail address is a required field but our perspective customers may not have e-mail addresses and we don't even have e-mail addresses for some customers (not yet anyway). Not only is the e-mail field required, it also seems that it must be unique. We'd like the e-mail address to be optional and for the system to not send e-mails if the field is blank. Can this be changed?
4. The tickets have a department field but I wish that they could have an additional type/category field that could list the type of ticket within a department. I tried creating a custom field for this and that sort of works but you need to go to the custom tab to view it. For example, for our support tickets, we have tickets for wireless, dial-up, e-mail, networking, computer, and hosting. All these are in the Support department but different people do these different types of tickets. It would be good to be able to list the tickets according to a specific category.
5. In the clients list view, is there a way to change the fields that are listed and can I add custom fields to the list? If there is a template for this that I could edit then that would be wonderful. For us, we want to list IP addresses and Mac addresses in that list.
6. Can the list of product types be easily changed to add things like Wireless Internet and Dial-up Internet in addition to the current: Shared Hosting, Reseller Hosting, VPS/Dedicated, and Other?
Please note that the good things this product does are not mentioned here. I am really pleased with many features. I am a long time user of WHMCS in another business.
Thanks Much!
Mark
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