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katycomputer last won the day on November 27 2017

katycomputer had the most liked content!

About katycomputer

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    Advanced Member
  • Birthday 12/16/1962

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  1. katycomputer

    tax inclusive

    Before we take on a new client, we let them know I am a one man band with a couple helpers. The lesson of the day: If you are a one person shop tell the world so they know what to expect. If you are going on vacation, set a message. There are plenty of good things about working with a small shop, with a little communication, everyone is happier. If prospects &/or clients cannot or will not work with a small outfit, it's much better to part ways before everyone gets upset.
  2. katycomputer

    QuickBooks Desktop Integration

    Our volume is low, so we found a simple export procedure to be the best use of resources. I would prefer a fully integrated solution - but that costs money. And at our volume ( a few transactions per day), it isn't a burden to go through the process. I shared the code we created with the forum:
  3. katycomputer

    database diagram

    Paul: I apologize for mis-representing your position on the data diagram - not sure where I got the idea that the diagram is proprietary. Where are the dev docs saved?
  4. katycomputer

    database diagram

    If I remember correctly, this is something the development team views as proprietary information. Blesta is their product they are free to do what they want, but Blesta would be a much better product with readily available diagrams.
  5. katycomputer

    Save Account checkbox should be ON by default

    Currently the default is to have customer pick payment Details and to not copy the contact information. How do I change that so the contact information is copied by default and so that "Credit Card" (our only payment type) is selected? From: & Thanks.
  6. katycomputer

    WHMCS to Blesta

    Thanks Paul - I have confidence you'll do the right thing. Blesta is working well for us, we've been recommending it to a few of our clients.
  7. katycomputer

    WHMCS to Blesta

    I bet it gets fixed sooner if those of us that care about Stripe vote for this feature: https://requests.blesta.com/topic/stripe-pci-compliance Devs are not going to fix something that no one cares about!
  8. katycomputer

    WHMCS to Blesta

    Tyson, I have sympathy for your explanation. The problem we face is Stripe's request that we use their new technology or complete a painful PCI compliance process.
  9. katycomputer

    WHMCS to Blesta

    Personally, I don't see the PCI compliance issue, particularly in my situation where everything is communicated via SSL, we don't store the cards and we typically add a new credit card every 30 days. BUT, Stripe is sending mixed messages, on one hand they tell me I am using untokenized credit cards to their API: https://imgur.com/AgwYL9A On the other hand, when I go to https://dashboard.stripe.com/account/integration/settings they tell me "Good news! You’re using tokenized payment information to securely process payments on Stripe and keep your cardholder’s information safe." My concern is that one day I am going to find that Stripe refuses to process our transactions due to the untokenized credit card issue.
  10. katycomputer

    Save Account checkbox should be ON by default

    Tyson, In the "Make payment" screen, the same trick works with: /app/views/admin/default/admin_clients_account_ccinfo.pdt Thanks for your help.
  11. katycomputer

    Client listing first_name, last_name rather than Name

    I just found smart search - nice feature, really helps when looking for clients! Thanks for a great product.
  12. katycomputer

    Save Account checkbox should be ON by default

    Any chance I could block access to hosts > 100 miles from St Louis?
  13. katycomputer

    Save Account checkbox should be ON by default

    That is very cool!!! I had no idea you did this - that's a terrific trick. Now I need to figure out how to configure geoip!
  14. katycomputer

    Save Account checkbox should be ON by default

    I agree with your comments regarding PCI compliance, but this doesn't change anything relative to my original request. If the client clicks the "ON" box, we are still responsible for PCI compliance whether the box was set on by default or by the client.
  15. katycomputer

    Save Account checkbox should be ON by default

    Interesting perspective, but I disagree. For example, our local phone company had a similar policy. You could only setup auto-pay when your balance was zero. So, their procedure required that you pay the bill, then come back two days later and configure auto-pay - what a PITA, it would be far better to pay and setup auto-pay in one step - and make it as clear and easy as possible. I wrote customer service and told them as much. It seems some-one with your frame of reference thought it would be dishonest for the phone company to make things simple. We use Stripe, so client payment data isn't stored on our server. To be clear, I am not recommending that we force the "Save Account" option, only that it be permitted to be the default, much like I asked that we be able to set the default client State/Province to be "Missouri" where 99% of our clients reside.