lori
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Posts posted by lori
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Hi,
I have a client who is signed up for a monthly web hosting plan. For all of her invoices before the last one, the dates are one month apart, but in her last invoice, the dates were Jul 01, 2014 - Nov 01, 2014, when it should have only been for Oct. 1 - Nov. 1. The amount was the usual amount for one month.
She still has an unpaid bill for Oct. 1 to Nov. 1 that is unpaid and which she just received a reminder for. Any idea how this could happen? Her only service is the one web hosting account. Not really sure where that jul-nov invoice was even generated from.
Thanks,
Lori
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Hi,
Is there a way to include the full total that client owes in their invoice emails and/or reminder notices and allow them to pay their full balance all at once?
My clients have been consistently paying for one invoice only, even when they have 2 or 3 outstanding. They then get annoyed by the reminder emails because they think they already paid. Is there a way to make this process smoother and easier for them? Maybe add an option for them to pay all of their outstanding bills when they click the 'Pay now' link?
Curious how other people handle this. Some of my older clients are low tech, regularly pay late, and get confused if the process of paying their bill isn't seamless. This did not happen when I was using WHMCS, but I can't remember what was different.
Thanks,
Lori
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Top items for me would be the ability to create and send the quote, a way for client to accept the quote, and converting the quote to an invoice when accepted or manually. If it can not be converted manually, it would be nice if there was an option to not send the invoice as soon as it is created because the project may not be starting at the same time as when the quote is accepted.
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I wonder if it makes sense to implement a simple quote system to start with. It would be similar to draft except:
- Clients can receive the quote via email, paper, etc just like invoices
- The quote email would contain a link to Blesta where they can accept to the quote
- Accepting the quote will turn around an invoice.
Depending on the work involved, some other terms could be accepted. For example, half to start, final half due upon completion. etc. Really it needs to be fleshed out more, but I think if we stick to the basics in an initial release, it will work for most people and not take a ton of dev time to implement.
I love this idea too
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Thanks Cody. Definitely makes sense not to send draft invoices to clients. Would probably work better to have a third option for quotes, so regular invoices and quotes could be emailed, but drafts could not. The only difference needed would be the text on the email that is sent to the client. That would also make it easy to convert a quote directly into an invoice.
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On Blesta you have "Draft" option, just change in language file to "Quote" and you will have a Quotes invoice
If you do that, how do you email the quote to the client?
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No changes were made to the server, vhosts, etc. Going to do some tests now to try and get more details.
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Ok, I will see what I can do, but the email links used to be correct. Not really sure why the are not anymore.
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Thanks. I answered in post #4 that my root web directory is set correctly. I am finding this problem hard to troubleshoot. I am going to try again later using a test client. Hopefully I can figure it out.
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Any other ideas about why I may be having this problem? I have hard coded the client account link into the email template so that people would get to the right place, but can not hard code the Pay Now (no login required) link, which still leads to the wrong place. Thanks.
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I changed this sentence:
<p><strong>If you have already paid this invoice or use autopay, there is no need to do anything else.</strong> You will receive a receipt when your payment has been processed.</p>
to add the words 'or use autopay'. The rest of the email is exactly the same as before the problem started.
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I have already searched an did not find a solution. That is why I posted here. I have also noticed that {invoice.payment_url} is having the same problem. This just started happening yesterday after changing the text of a sentence containing no variables/tags.
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I am having this exact problem with the {client_url} variable. My Blesta installation is in a directory called /manage that is inside my root directory. The path to the root directory is set correctly in the system settings. The link in invoice emails is going to /client in the root directory instead of in the /manage directory. Any way to fix this without hard coding the URL into the email template? Thanks.
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Thanks! Turning it on now. Hopefully I won't be back here for a while
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Edited - previous question did not make any sense
I have deleted everything from the invoice_delivery table that had a date_sent value of NULL. All remaining rows have a sent date. Double checking to make sure that if I turn on auto-invoicing, only newly generated invoices will be emailed, and not all of the invoices that are in the invoice_delivery table.
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For some reason, the query only deleted 8 invoices. No time to really figure out why right now, but wondering if any negative effects can happen if I empty the invoice_delivery table and send the invoices that need to be sent manually this month, then turn on automated invoicing after those invoices are sent. Do you know of any problems that can possibly cause? Thanks.
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Yes, that does sound like what I want. The previous instructions sounded like they would be removing/deleting the actual invoices. Thanks for explaining.
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I don't want to delete the closed invoices. I need a record of them. Why does the cron job send closed invoices? Is that by design or a bug?
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All of those results shouldn't be sent?
The cron would deliver invoices from that list, and there isn't a way to change this behavior short of deleting those records or marking them sent by setting a sent date.
No, there are only 30 open invoices. The rest were created in WHMCS and sent from WHMCS and have probably all been paid, although I haven't had the time to cross-reference each invoice. Unlikely I will find that much time, so hoping there is a way to fix this and only have the cron send the open invoices.
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Another strange thing to add to that last post... When I logged back in as admin, I was also redirected to the client login page. When I went back in my browser to the admin login page, I was logged in as admin.
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Hi,
I am having a strange problem with Pay Now links in invoice emails. The link says Pay Now (no login required) and leads to the right place for the client to pay the invoice, but when they get to the page, they are automatically redirected to the client login page. To make matters even stranger, if the same link in the same email is clicked a second time, it goes to the correct page with no redirect. Any idea why/how that could be happening and how I can stop it?
The way I am testing this is by clicking the link in a BCC of an email sent to a client. I was logged in as admin on the same browser that is opening the link, so thought that might be affecting it, but same thing happened after I logged out.
Thanks.
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Thanks. I ran the query and got 113 results. There are not nearly that many invoices that should be sent. The invoice ids appear to correspond to invoices that were created and sent from WHMCS. Is there any way that I can control what will be sent when the cron job runs? I need to find some way around this so that I can turn on automatic invoice emails.
Customers Very Confused By Invoice Emails
in Support
Posted
I was hoping there was already a way, but glad it is already a feature request. Thanks.
Curious if the answer to this was ever discovered:
{% for invoice in invoices %} Invoice #: {invoice.id_code} Previous amount due: {invoice.previous_due | currency_format invoice.currency} Amount due on this invoice: {invoice.due | currency_format invoice.currency} {% endfor %}