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katycomputer

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Everything posted by katycomputer

  1. katycomputer
    Is there a client group setting that says "Try every x days"? Or does it always try every day?
  2. katycomputer
    We have one client that gets paid on the 3rd Wednesday of the month, so we have her service set to renew on the 15th, and attempts her debit card every day until it gets approved. This works fine for this customer, however for other customers that get a new card, are out of town - whatever, every day is a bit much. How is everyone else dealing with this situation? I don't want to drop client A. In a perfect world all the charges would go through as planned. In a near perfect world the charge would be attempted every day, but the client would only get a failed notification every few days. Alternatively, we could attempt client A every day until it's successful, other clients would get an attempt every 3 days after a fail.
  3. katycomputer

    tax inclusive

    katycomputer replied to cloudmate's topic in Bugs

    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.
  4. katycomputer
    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:
  5. katycomputer
    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?
  6. katycomputer
    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.
  7. katycomputer
    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.
  8. katycomputer
    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.
  9. katycomputer
    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!
  10. katycomputer
    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.
  11. katycomputer
    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.
  12. katycomputer
    Tyson, In the "Make payment" screen, the same trick works with: /app/views/admin/default/admin_clients_account_ccinfo.pdt Thanks for your help.
  13. katycomputer
    I just found smart search - nice feature, really helps when looking for clients! Thanks for a great product.
  14. katycomputer
    Any chance I could block access to hosts > 100 miles from St Louis?
  15. katycomputer
    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!
  16. katycomputer
    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.
  17. katycomputer
    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.
  18. katycomputer
    It turns out your get invalid CAPTCHA if you tried to register with a name instead of an email address - there seems to be a bug somewhere...
  19. katycomputer
    When clients pay their bill, it would better for all concerned if the "Save Account" checkbox was enabled by default. I am on page /client/pay/method/79 Lacking this change in default setting, it would be good if we could set this default in /config/blesta.php Lacking this option, it would be good to know where to change it in source file. BTW: I tried creating this topic on https://requests.blesta.com/ the site wouldn't let me register an account. I kept getting invalid CAPTCHA
  20. katycomputer
    Michael Dance solved this issue for me. LastPass was filling in client names on katycomputer.com, but not katy.com I am confused by its behavior in this situation, but happy it's not a Blesta issued. Thank you Michael
  21. katycomputer
    I moved Blesta to a new domain (same cPanel server), everything seems fine except when I edit client 45 via /admin/clients/edit/45, the first & last name is replaced with client #1's information. The address is Client 45's address, payment method shows client 45's information I am on version 4.2.1 Any ideas? Jim's name gets changed to "John"
  22. katycomputer
    Found it - Thank you so much!
  23. katycomputer
    I want to change my Blesta forum email address, but cannot find the setting within my profile - what am I missing?
  24. katycomputer
    OK, I guess it's going to be one of those agree to disagree issues.
  25. katycomputer
    I guess we are looking at it differently. I am looking at the invoice covering the time period 1/1 - 3/31 with a renewal date of 4/1. Put another way you wouldn't say an invoice covering 2018 goes from 1/1/2018 - 1/1/2019, you would say 1/1/2018 - 12/31/2018
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