A few basic questions..

[CrustyDOD]

Hello

 

I'm currently trying out WHMCS and so far it looks good

 

Since i went over it quickly and before i buy it, i'll ask here a few questions and i hope someone can answer me.

 

1. Tax. Is there a way to define the amount of tax in the invoice? I guess i could use php or smarty to do this and show it on invoice but still.

 

2. Is there a way to use multiple order forms. For example, one order form for hosting/domains, second order form for something else, like addon features for hosting. Totally seperated forms.

 

3. Can you define when to send email to client. For example, set 30 days for domain name, set 14 days before hosting expires.

 

4. Kinda connected to the 3. question, can you set multiple days. For example, send email to client 30 days before domain name will expire, send different email 15 days before domain expires.

 

5. Is there a way to define my own order number? For example to start from 7000 and for each order go 1 up, 7001, 7002,...

 

That's it for now, if i got any more i'll ask

[Adam]

1. Tax. Is there a way to define the amount of tax in the invoice? I guess i could use php or smarty to do this and show it on invoice but still.

 

In v3 STABLE tax support is added and it will show on the invoice.

 

2. Is there a way to use multiple order forms. For example, one order form for hosting/domains, second order form for something else, like addon features for hosting. Totally seperated forms.

 

Yes, you can sell anything with WHMCS. You can sell shared, reseller, vps, dedicated servers and others. You can have the option called Configurable Options and Custom Fields, which lets you add text boxes, and add-ons products per product/service.

 

3. Can you define when to send email to client. For example, set 30 days for domain name, set 14 days before hosting expires.

 

Currently, its one day for all. Send invoices x days before due and so on. I think theirs is a request for products to have different emails to be sent out for x days you set.

 

4. Kinda connected to the 3. question, can you set multiple days. For example, send email to client 30 days before domain name will expire, send different email 15 days before domain expires.

 

For invoices yes, the first email is an invoice made email. While each email after that is a reminder.

 

5. Is there a way to define my own order number? For example to start from 7000 and for each order go 1 up, 7001, 7002,...

 

No. But WHMCS doesn't start on order number 1. I think its random - but not sure.

 

From,

Adam

[s1rk3ls]

5. Is there a way to define my own order number? For example to start from 7000 and for each order go 1 up, 7001, 7002,...

 

No. But WHMCS doesn't start on order number 1. I think its random - but not sure.

 

Order numbers and ticket id's are large random numbers - this is what your customer will see.. internally, there is an order id which you can see that starts at 1.

 

Ticket ID: #217615

Order #7312226344

 

Invoice numbers which are seen by clients also start at 1 from my recollection, but you can always modify the mysql table to set the insert_id to whatever you want and it will increment from there. This is what I did... its just been a while and I don't remember exactly

 

SET insert_id = 7001

[CrustyDOD]

In v3 STABLE tax support is added and it will show on the invoice.

OK, is it known then V3 will be out as stable?

 

For invoices yes, the first email is an invoice made email. While each email after that is a reminder.

How do you mean? If user doesn't pay for the service, he can get another email reminding him to pay?

So reminding user 30 days before and then 15 days that service will be disabled is not possible. You can send 1 reminder tho if i saw correctly. Well i guess that should do it for now altho more options would be great

 

 

No. But WHMCS doesn't start on order number 1. I think its random - but not sure.

Reference number is the word i was looking for

 

s1rk3ls, yes, i checked the tables and its in orders table called id and that is not hard to change, so its ok. Not sure what ordernum is used for but hey

 

One more question!

Is there any API available for client area? Since everything is encoded, changing code in order form is impossible and using custom order forms would give another + to this app.

 

So far looks good, the only big - is encoded files for client area. Don't really care about admin area that much but if there is no API for client area and files are encoded then that's a big - for me.

[Matt]

The whole point with WHMCS is it doesn't need an API. You can edit the look and add code via the template files and add any functionality without having to use an API. This makes it much easier to add anything as you just use regular PHP coding.

 

Matt

[CrustyDOD]

ok, fair enough even tho source for client would be nice

 

One more thing, is support center (tickets) disabled in trial version? Or am i missing something cause i keep getting:

You are not assigned to any ticket departments so cannot view or reply to any tickets

error. I'm full admin and i haven't seen nowhere to select which user belongs to which support department..

 

confused..

[Matt]

Try looking in Configuration > Manage Administrators. You'll see the option to assign the admin to departments when editing their permissions.

[CrustyDOD]

Ups.. How did i miss that.. thx..

[CrustyDOD]

One more question!

Is it possible to remove or select which email will be sent. For example, i don't want the user to receive email "Order Confirmation".

[Adam]

One more question!

Is it possible to remove or select which email will be sent. For example, i don't want the user to receive email "Order Confirmation".

 

Hey,

 

You can change whats in that email, but can't remove it so it won't send it.

 

From,

Adam

[CrustyDOD]

 

Hey,

 

You can change whats in that email, but can't remove it so it won't send it.

 

From,

Adam

That i know i can change it but changing it is not what i would like to see cause the second email is in our case useless.

 

Hope Matt will make this emails selectable per admin choice.

 

Must say that i'm impressed that the developer of the app is so active and helpful on the forums. Not something you see everyday. Big +!!

[MarkSB]

Try looking in Configuration > Manage Administrators. You'll see the option to assign the admin to departments when editing their permissions.

 

Hi Matt

 

I have just installed the trial version today and am also getting the message:

Access Denied
You are not assigned to any ticket departments so cannot view or reply to any tickets

 

I have looked through the configuration menu and can't see a Manage Administrators entry on my installation. Is there anything I have done wrong?

[isdoo]

You need to assign your various previously set-up support departments to each admin.

 

Under Configuration / administrators

 

Click on the edit button to the left

 

Tick the relevant boxes against Assigned Departments

[MarkSB]

Thanks isdoo,

 

i have found that setting now. I was just a bit thrown as the menu entrie is now called "Administrators" without the manage in front of it.

 

Thanks for the help. All is good now.

[Calliopebar]

kool!! thanks Adam answer some of my questions I had