Some things to me don't seem consistent in how they function in WHMCS

[Damainman]

I've come across alot of things, but I'm going to post just some of them here. Hopefully I'm over looking something, or these are common issues that can easily be fixed. I'm running the latest version of WHMCS with no customizations.

 

1. When creating Quotes it allows you to post customer notes. How can I do this with an Invoice?

- My clients require me to explain to them exactly what they are paying for in the invoice. Depending on the work the description i need to give them can be 3 paragraphs long or more.

 

The alternative would be to put the full description of the charges in the invoice field area since it expands. But doing this causes the price to be placed in the middle instead of at the top when viewing the invoice in the client area web page. And the alternative to this would be to put the description in another field below the type of charge they are getting, but that results in have a $0.00 charge being placed on the invoice.

 

I believe if you can write public client notes for quotes, then you should be able to do the same for invoices.

 

I also believe that if Invoices can have expandable fields to type descriptions, then so should quotes. Quotes and Invoices are basically almost the same time, so they should attempt to have the same time of functionality and layout.

 

2. Why does the customer address appear so weird in the Quote PDF? It appears normal and perfect in Invoices but in Quotes it looks weird. Examples:

 

- Invoice:

Imagination Inc

ATTN: John Doe

123123 N Street

Hollywood, FL, 33312

United States

 

- Quote:

Imagination Inc

ATTN: John Doe

123123 N Street

Hollywood,

FL

33312

US

 

3. Also for quotes:

 

It takes my "Pay to Text" and puts it below my company name, and makes it look weird, because my company name now appears twice.

 

The alternative is to remove my company name from the "Pay to Text", but then when viewing online invoices in the client area the Pay To field only contains my address, and not my company name.

 

If the "Invoiced To" field has the company name of the client, wouldn't it look more consistent to have the "Pay To" field have my company name as well instead of just my address?

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Thank you in advance for any replies or assistance :0).