Results 1 to 13 of 13

Thread: Invoices to invoice contact only

  1. #1
    Join Date
    Nov 2009
    Posts
    23

    Default Invoices to invoice contact only

    I know it's been said numerous times before, although I'm not sure why it hasn't been adopted. It would be great if when you assign a new contact and mark them as the billing contact, that they are the only recipient of invoice and invoice reminder emails, instead of both the main profile contact and the billing contact receiving the invoices.

    Is this planned for a future release?

  2. #2
    Join Date
    Dec 2008
    Posts
    432

    Default

    Could you not make the billing contact the main profile account and then set up the other user with full access but untick invoices?

  3. #3
    Join Date
    Nov 2009
    Posts
    23

    Default

    Quote Originally Posted by Damo View Post
    Could you not make the billing contact the main profile account and then set up the other user with full access but untick invoices?
    You could I guess, not a bad suggestion, but I'm not a fan of workarounds when it should really be a standard feature to not notify the main profile contact.

    I'd fix it myself if the code wasn't encrypted

  4. #4
    Join Date
    Jan 2009
    Location
    Spokane, WA
    Posts
    539

    Default

    The main account is considered the admin and thus its role is to get all emails regarding there account.

  5. #5
    Join Date
    Dec 2008
    Posts
    432

    Default

    I see it the same as sgrayban too. The main contact would be for all communications - including billing. The additional profiles would be the select users.

    "Standard features" for you may not be so standard for others. For me it's about understanding how the package works and if it's not the same as business process, how I can manage the best way to compromise on it.

  6. #6
    Join Date
    Dec 2009
    Posts
    28

    Thumbs up

    Quote Originally Posted by webolution View Post
    I know it's been said numerous times before, although I'm not sure why it hasn't been adopted. It would be great if when you assign a new contact and mark them as the billing contact, that they are the only recipient of invoice and invoice reminder emails, instead of both the main profile contact and the billing contact receiving the invoices.

    Is this planned for a future release?
    Unless this ha been adopted in the v4.2 already, then PLEASE, yes, we need this option. Just the other day I received a complaint from both a customer himself and his accounts administrator that read something along the lines of,

    "I have asked you several times before to PLEASE not send invoices to xyz. ALL invoices should be sent to me and me only. Please ensure that this request is taken seriously." (For whatever their reasons might be.)

    Thus far I have worked around the problem by setting myself as the main contact and adding both the actual main contact and the accounts person separately. But that is by no means an adequate solution. (Password reset emails for one thing.)

    I do appreciate the vendor side (us, in this case) of an argument where we want to give every possible contact a copy of an invoice to increase the chances it gets paid. But there are circumstances where certain people are not required or welcomed to see financial information. One example might be when a public relations role is assigned as the main contact, in cases where that role can be filled by any number of differing staff on a day-to-day basis.

    So, in essence, I whole heartedly agree with webolution.

    A sanity check is also required, I suppose, such that if the main contact does not get invoices, there should be a warning appear if no contact is set to receive invoices.
    Last edited by gruvin; 04-12-10 at 12:18 AM.

  7. #7
    Join Date
    Nov 2009
    Posts
    23

    Default

    Quote Originally Posted by gruvin View Post
    I do appreciate the vendor side (us, in this case) of an argument where we want to give every possible contact a copy of an invoice to increase the chances it gets paid. But there are circumstances where certain people are not required or welcomed to see financial information.
    My sentiments exactly. I'd love to be able to disable certain account 'owners' from getting invoices since they have a dedicated accounts team and the owner does not want the invoice related emails.

    I know of a number of other WHMCS users who would love this feature - I know it's probably not a high priority but it'd be a feature welcomed with open arms

  8. #8
    Join Date
    May 2010
    Posts
    91

    Default

    +1 from me for this feature

  9. #9
    Join Date
    Mar 2010
    Posts
    16

    Default

    +1 from me too for this feature

  10. #10
    Join Date
    Oct 2009
    Posts
    18

    Default

    +1 from me too for this feature

  11. #11

    Default

    +1 mee too

  12. #12
    Join Date
    Nov 2008
    Posts
    170

    Default

    +1 from me for this feature

  13. #13
    Join Date
    Apr 2008
    Posts
    4

    Default

    +1 from me as well...
    please give us this option.

Similar Threads

  1. invoice to different contact
    By stui in forum Customisation & Integration Questions
    Replies: 0
    Last Post: 10-04-11, 08:51 AM