Invoice View

[hostyork]

Hi, I've been struggling with WHMAutopilot for a few years and I'm very pleased to have found this solution. I'm evaluating and testing it and most probably will buy the License.

 

One thing I have noticed is that when you go to view an invoice the business name is not displayed. Am I missing something? Is there an option to include a business name in the invoice?

 

Keep up the great work

 

Andrew

http://www.hostyorkshire.com

[Matt]

The business name should be displayed at the top of the invoice by the logo you have included and in the Pay To details. Not sure why it wouldn't be on your invoice - have you edited the templates?

 

Matt

[hostyork]

Hi Matt, it's the name of the business I'm sending the invoice to, not my business.

[s1rk3ls]

I see what you are refering to... in the "Invoiced to" box of the printable invoice. You can add this yourself by editing the file "viewinvoice.tpl" in your template directory, locate the section starting with "$LANG.invoicesinvoicedto"

 

To add the company name either above or below the existing $clientsdetails.firstname and $clientsdetails.lastname, add the following:

 

{if $clientsdetails.companyname}
{$clientsdetails.companyname}

{/if}

 

Alternatively, if you want to address it to only the persons name or company name, but not both:

 

{if $clientsdetails.companyname}
{$clientsdetails.companyname}

{else}
{$clientsdetails.firstname} {$clientsdetails.lastname}

{/if}

 

Just look out for for customers who do silly stuff like put "None" or have spaces in the company field on their account as this may skew the output

 

Hth,

[Matt]

Hi,

 

I've now added this to be in the default viewinvoice template file for the next release.

 

Regards,

 

Matt

[hostyork]

Excellent! Thanks very much for your help.

 

Just one other quick question. When we try and buy the license it wants to take it from our credit card instread of paypal funds. Is this normal? Can;t we just pay via funds already in paypal?

 

Cheers

 

Andrew

http://www.hostyorkshire.com

[Matt]

Hi Andrew,

 

It's not trying to take the funds from your credit card, but because its trying to setup an automated subscription to make your payment automatically each month its a requirement of PayPal that you have a credit card as a backup solution for if your account is empty. If your account has money in it, it would use that but they require the card for you to signup to it. If you want to pay manually each month instead, just open a ticket and we'll set you up to receive invoices.

 

Regards,

 

Matt

[hostyork]

Hi matt, I'd rather just pay the invoices when they come and then if the solution suits me pay for the annual licence once I'm happy.

 

Cheers

 

I'll open a ticket