New Setup Going Live = Panic & Questions

[Ulysses]

While I'm sure there are easy answers to these basic questions, I just can't find them or figure them out. All our questions are to do with making sure existing clients we added manually will be processed properly and without errors when the system first comes into use on 1 March 2007:

1) We added all our clients' credit card details via CLIENTS PROFILE > Summary > View/Edit Credit Card Information. Where do clients update their credit card details?

2) Where/how do we generate or control the auto generation of recurring invoices? Example: How do we send a recurring invoice due on (say) 1 May 07 before the due date - 7-days before for monthly and 1 month before for annual charges?

3) As 1 May will be our first actual use of the system, we need to check invoices before they go out. How do we generate (2 above) before the due date and manually send each invoice?

NOTES:
a) We imported client accounts via WHM & added their current info manually.
b) We then added their domains (as PayPal) then deleted the orders as we could not change the order dates to the correct dates.
c) We invoice our clients 7 days before the due date for monthly recurring charges and 1 month before the due date for annually recurring charges
d) We charge all our clients credit cards ourselves (without middle men) on the 1st of the month
e) We process all credit cards manually on the due date

Thanks

[Dominic]

1) Through their My Details page within their client area. From their profile in the admin centre, click 'Login as Client' and then 'My Details'.

2) Config > General > Automation settings. There's only one setting for how far in advance you'd like invoices generating, though - you can't do it per-billing-cycle.

3) You could mangle all the e-mail addresses in the database through a simple SQL query, to ensure no e-mails reach their recipient. If you have any clients with due dates in the past, though, they will be suspended and/or have their card charged. Can probably get around that by the 'Generate Invoices' button on the homepage but I've never used it so couldn't say ;)

Hope that helps :)

[Ulysses]

Hi Dominic,

:shock: :shock: From what you say, I think we have a serious problem.

1) We tried logging into several client areas (via admin and as the client) and there is no credit card info to be seen, let alone edited.

http://sokerplastik.com/client-area.gif

2) I just checked, and we have invoice generation set to 14 days before due date. All or due dates are 1st of the month, so they should have been generated a week ago - and nothing has been generated.

http://sokerplastik.com/automation.gif

Thanks Dominic, but this is not good news.

Is Matt up yet??

[Iceman]

Hi Ulysses,

Is the cron job running as expected each night?

Cheers,
Paul

[Ulysses]

Hi Ulysses,

Is the cron job running as expected each night?

Cheers,
Paul
Hi mate,

No idea really. I know it's there, but not if it's working or not. Where would you check it actually ran?

[Iceman]

Hi mate,

No idea really. I know it's there, but not if it's working or not. Where would you check it actually ran?

Do you get an email each night/morning stating something like the following?
--------
Cron Job Report for 24-04-2007 23:00:03
5 Invoices Created
1 Invoice Payment Reminders Sent
0 Accounts Suspended
0 Tickets Automatically Closed
--------

To be honest I'm not sure if that is an automatic email or if you need to enable the email (and where to do it).

Cheers,
Paul

[Ulysses]

Nope. Haven't seen that one. I get all the usual WHM cron notices for backups, cpanel updatest etc etc - but not seen that one.

Just had a squizz at cPanel and the only WHMCS one is:
0 9 * * * php -q /home/ourdomain/public_html/support/admin/cron.php

Can't see what's in cron.php either as it's another encrypted file!

[JohnLB]

Hi
In the admin panel, go Utilities, and then Activity Log and check to see if the cron job is running
John

[Ulysses]

Hi
In the admin panel, go Utilities, and then Activity Log and check to see if the cron job is running
John
Hi John,

Utilities > Activity Log has no crons jobs logged. What do you recon is stuffed?

[JohnLB]

Hi
Please open a support ticket and give us your admin login details, admin login URL and your control panel access/URL and we will look at this for you.
John

[Iceman]

1) We tried logging into several client areas (via admin and as the client) and there is no credit card info to be seen, let alone edited.
Yes, I have to agree with you here. The only way I can find that a client can edit their CC details is via an Invoice.

Surely there is another more direct way?

Cheers,
Paul