Display payment instructions of PDF Invoices
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Danny Turner shared this idea 3 years ago
- Payments/Billing
- 2 Comments
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when viewing invoice in browser with bank transfer as method of payment the bank details show at the top under due date.When the invoice is downloaded the bank details disapear, requiring manually adding code to have bank details show in invoicepdf.This code should be added to original invoicepdf.tpl - see thread - https://whmcs.community/topic/305998-bank-details-not-showing-in-pdf-invoice/
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could you please consider this as new feature in coming whmcs versions because some clients need these details in the pdf .
Thanks for your suggestion.
The PDF Invoice is designed as a static record of the invoice; once emailed or saved it won't update like the online invoice. If a client were to find an old Unpaid invoice in their mailbox or saved/printed with payment instructions, they might send an overpayment.
For this reason, the default behaviour is to direct clients to the client area to view the current status of the invoice and payment instructions.
It's a big assumption people will overpay simply by having the details available isn't it? Surely its not up to you to manage their accounting and reconciliation process. If we were to follow this logic maybe there should never be a static copied emailed as the balance owed might change due to payments... just a simple notice to log in and view the current account balance? Or even perhaps WHMCS should only allow online payments - that way there is no possibility of a mistyped value in a direct bank deposit being made?
Further if logged in, when viewing the invoice in a browser ( not as a PDF) the banking details are shown on this document.. they could print it off or 'save as PDF' from the browser and then over pay from that later if they don't record their own payment history. Simply - we account for all possible client actions and we can't account for all human error. WHMCS has a credit option if needed and it's not impossible to refund a payment in any system I have used.
Please realise in a business of any reasonable size accounting is a separate task and the person managing payments simply wants the approved invoice with all relevant information provided to them. This likely means that they are not given direct account access, just added as a recipient to invoice emails - or the business contact received and forwards on the invoices as approved. Not having the payment information clearly available on an invoice is a problem that need not exist.
Essentially the information is in the system, its presentation / placement is already a 'solved' option ... just allow it to be shown in PDF's also at the WHMCS Site admins selection (default it to off naturally if you do not want to affect 'all users'). If an overwhelming number of excess payments come in once activated then the WHMCS site Admin can disable it.
Yes, I can edit the templates, and yes I have and yes I'm sick of having to remember to re do that or merge edits or check each time there is an update.