Disable Payment Reminder Notifications on a Per Account Basis
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theProduct shared this idea 7 years ago
- Clients
- 10 Comments
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The automated 'Payment Reminder Notification' is useful in most situations, however, for clients that have setup automated payments on the day that the invoice is due - it's a redundant reminder, and we've received a few requests to disable it.
Similar to how the "Don't Send Overdue Emails" option can be set on a per account basis, a similar "Don't Send Payment Reminders" checkbox in each client's profile would also be a huge help.
Similar to how the "Don't Send Overdue Emails" option can be set on a per account basis, a similar "Don't Send Payment Reminders" checkbox in each client's profile would also be a huge help.
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This could be done, I'm shure off it
There is some conditional language in the templates.
Now - I don't know how the "Credit Card Invoice" template is triggered, but our system seems to send out the "Invoice Created" template.
I use the following block as part of the template:
[co]
"Automatic Credit Card Withdrawal" is how we named our credit card gateway.
I created a client group named "Automatic Withdrawal" and assigned it to those specific Autopay clients. Then used similar conditional language in the invoice/reminder templates starting with {if $client_group_name eq "Automatic Withdrawal"}. Hope this helps others while we wait for couple more years to get this solution implemented. - All the best.
Of course, due to the limitation of only being able to assign (1) client group to client, this won't work if you already use a client group for your clients. (Here's the feature request for allowing a client to belong to multiple client groups = https://requests.whmcs.com/topic/add-client-to-multiple-client-groups ), make sure to head over there and give it a thumbs up too.
These two features alone would provide huge functionality and improve automation ability.
Back to the drawing board.
Still be much better if this could be built in option of course, preferably a tick box for each service (so hosting = subscription, all else (domains etc...) get normal billing).
1. Add a client group (in my case, Automatic Hosting Payments) and check the box saying to separate invoices.
2. Add the following to your configuration.php file:
[co]
$smarty_security_policy = array(
'mail' => array(
'php_functions' => array(
'strpos',
'isset',
'empty',
'count',
'sizeof',
'in_array',
'is_array',
'time',
'nl2br',
'var_dump',
),
),
);
3. The invoice items that you want this to apply to need some kind of common string. In my case, all my hosting plans have "Level" in the title.
4. Add the following to the top of your email template and adjust the first two variables - the first is the string that's used in the names of the invoice items, the second is the name of the client group:
[co]
{assign var = "group_name" value = "Automatic Hosting Payments"}
{assign var = "auto_pay_true" value = []}
{foreach key = k item = v from = $invoice_items}
{var_dump( strpos($v.description, $search_term) )}
{if strpos($v.description, $search_term) === false}
{$auto_pay_true[] = "false"}
{else}
{$auto_pay_true[] = "true"}
{/if}
{/foreach}
{if ( $client_group_name eq $group_name ) and ( in_array( 'true', $auto_pay_true ) )}
{assign var = "auto_pay" value = "true"}
{else}
{assign var = "auto_pay" value = "false"}
{/if}
5. After that you can use
[co]
Holy hell. Hope this helps someone. But I hope more that WHMCS adds some kind of core solution for this.
- Global checkbox for "Disable invoice emails for subscriptions," where both the "new invoice" email and the reminders would be disabled if the client sets up automatic payments.
- Would work for Stripe, PayPal, or any other gateway that allows auto payments.
- The first invoice, as well as manually-emailed invoices, would still be sent.
- Could be overridden on a per-client basis, in case there are people who do want to receive reminders.
- Some kind of conditional language in the email templates saying "your invoice will be automatically paid on..." so that clients who do want reminders and who've set up auto payments aren't confused.
I don't know how much of that is possible but if anyone knows how to accomplish at least the last one, please let me know. I keep getting people thinking they need to pay their invoice and it's a pain emailing everyone back to tell them that no, it'll be automatically paid...
So this feature should be also able to give the Manager a complete control to configure emails - Fo which Alerts etc. So Basically a Small Module can be made form where the email Alerts can be controlled, configured and Designed (Customized) for the organisation.
Having "per client automation controls" mirror the global ones would be good.
My clients all have PayPal subscriptions and they only want the recipe of payment, they don't want the invoice.