agprime Posted June 24, 2009 Share Posted June 24, 2009 Hey, I am pretty new with WHMCS. I want to use it only for customer care, order organizer, not for invoicing. I have my business in Romania, and it's pretty ugly with invoicing directly with WHMCS. I would like my clients to be able to perform the order, see the order final value and finish the order. After that, I will manually check the order status, generate a invoice based on his order, and send it to it's email address. After that all billing will be done manually. How can I achieve this? Simply, I would just like to not confuse the user and just not generate automatic invoice. Thanks 0 Quote Link to comment Share on other sites More sharing options...
agprime Posted June 25, 2009 Author Share Posted June 25, 2009 Practically I want to use whmcs as a client management tool, and do the invoicing separately, they should be able to create an account, and I will manually invoice the separately. Is this so hard to achieve ? 0 Quote Link to comment Share on other sites More sharing options...
equipc Posted June 25, 2009 Share Posted June 25, 2009 Just remove the cron jobs. 0 Quote Link to comment Share on other sites More sharing options...
Boss Posted June 27, 2009 Share Posted June 27, 2009 Do not run the automated cron job, but I think what you really want is in the Configuration section under Ordering, choose the option "Select to not automatically redirect and just show the order completed page" 0 Quote Link to comment Share on other sites More sharing options...
agprime Posted June 29, 2009 Author Share Posted June 29, 2009 (edited) Just remove the cron jobs. But the invoice is still generated, I don't want to confuse the client with any invoice. After he orders a package he sees: Order Confirmation Thank you for your order. You will receive a confirmation email shortly. Your Order Number is: 3046891427 If you have any questions about your order, please open a support ticket from your client area and quote your order number. Attention! Your order has been completed but you have not yet paid for it so it will not be activated. Click on the link below to go to your invoice to make payment. Invoice #4 And he's got unpaid invoices in his account too! I see that if I manually create a new order, I can check to not automatically generate invoice, can't I just check that to be default for all orders? (including those completed by clients) Later edit: My Link is http://hosting.ag-prime.com/ Edited June 29, 2009 by agprime 0 Quote Link to comment Share on other sites More sharing options...
Boss Posted June 29, 2009 Share Posted June 29, 2009 You create a quote then. Apart from that you can also change the wording of the invoices, you can also create your own email templates that are sent out upon orders being placed etc, you can also change the wording for a large number of things through the Language files. For example I had to change my "Invoices" name to "Tax Invoice" my countries tax legislation. (Which in my opinion is stupid because we have to make Cash Sale dockets also read "Cash Sale Tax Invoice). 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.