katycomputer

When I add a service, the dates are wrong. So, we bill quarterly, the description says "3 Months - $60.00 (Jan 01, 2018 - Apr 01, 2018)" Is there a way to get it to say "3 Months - $60.00 (Jan 01, 2018 - March 31, 2018)"

Sorry - I gave up. It's probably something simple, but I ran out of time for this project.

Is there a way to include more information about the invoice in the various invoice emails? Currently, our client gets an email that says "An invoice has been created for your account and is attached to this email in PDF format." I would like it to include a list of line items in the email so the client can see this is a $30 invoice for web-hosting. Thanks everyone for your continued support, this is a great product that continues to get better and more useful as time goes on! John

Thanks for making this change in 4.2! BTW: I use Softaculous, the update from 4.1 to 4.2 appears to be flawless.

When adding a service, I'd like to be able to set an effective date for that service. Unless I am missing something, the current system has a few ways to achieve this same goal, but they are clunky multi-step affairs. What I am proposing is a field that would default to today, that allows setting of a future effective date. Bonus points if we can set a date in the past with the option to pro-rate or not prorate. When migrating from one system to another, you want to set things up well before the end of the current period, so in my case, I am going to have to spend the better part of New Year's day entering new services. It would be far better if I could enter those services today & mark them effective 1/1. Regarding prior events, this isn't as common, but from time to time your allow a client to receive the benefits of their subscription on Monday, then don't setup the billing until Friday - you still want to capture the 4 days revenue, the current system forces you to create an invoice today for the current period, then remember to setup a recurring service at the start of the next period. Or give up revenue from beginning of current period. Being able to set an effective date would eliminate the greatest burden.

Paul, I found a suitable PNG - it looks great. Thank you.

I converted my logo to pdf, still no joy. I don't have Photoshop to try PDF without transparency.

Bravo!!! Invoice email dropped to 8.3KB

I have noticed that our invoices are 845KB, that's massive. Is there a way to reduce this size?

My logo is in jpg format, I haven't had time to test Paul's suggestion to convert it to a PDF.

Thanks, but "The authorization details given appear to be invalid.","errors":{"user":{"valid":"The API user or key appears to be invalid.""

I am having the same problem. No logo on PDF invoices. Logo settings are set on /admin/settings/company/billing/customization [root@cp ~]# php -i | grep GD GD Support => enabled GD Version => bundled (2.1.0 compatible) [root@cp ~]# Any other ideas?

Very nice. Thank you.

Tyson, thanks. The .htaccess change didn't help. I am running on a cPanel based server with PHP 7.0 If you think of something else, please let me know.

I setup another api key - same error.

I think so, not sure why it wouldn't be set to connect to right company. I setup the API key on: https://katy.com/billing/admin/settings/system/api/ Curl referenced curl -k https://katy.com/billing/api/invoices/add.json Is there something else I need to do to make sure everything is pointing to the same company?

I don't mind editing the source code - what file sets the default state?

Activa, thanks - I'll experiment more when I get "The authorization details given appear to be invalid." issue resolved.

By default /admin/clients/add/ lists "United States", is there a way to specify a default state? 99.99% of our clients are in Missouri, it seems like a lot of aggravation to scroll down the list of states.

Thanks Michael. So if I am reading the documents correctly, first I need to add client, then the contact & user. How do we make sure these all get linked?

I setup API with un: 123 key: ec844ceefaff1d1f2d230ed1ce5b2631 It doesn't seem to be working: [root@cp ~]# curl -k https://katy.com/billing/api/invoices/add.json -u 123:ec844ceefaff1d1f2d230ed1ce5b2631 -d 'vars[client_id]=1' -d 'vars[date_billed]=2013-11-20T16:43:00-07:00' -d 'vars[date_due]=2013-11-20T16:43:00-07:00' -d 'vars[currency]=USD'[B {"message":"The authorization details given appear to be invalid.","errors":{"user":{"valid":"The API user or key appears to be invalid."}},"response":null}[root@cp ~]# Where did I go wrong? After posting this note I delete API user 123

The API document provides this example for adding invoices, how do I add clients via curl / API? curl https://yourdomain.com/installpath/api/invoices/add.json -u username:key -d 'vars[client_id]=1' -d 'vars[date_billed]=2013-11-20T16:43:00-07:00' -d 'vars[date_due]=2013-11-20T16:43:00-07:00' -d 'vars[currency]=USD' -d 'vars[lines][0][description]=Line item #1' -d 'vars[lines][0][amount]=5.99' -d 'vars[lines][1][description]=Line item #2' -d 'vars[lines][1][amount]=3.75' -d 'vars[lines][1][qty]=2' -d 'vars[delivery][0]=email'

It would be great if we had more examples of how to use the API, I tried figuring out how to import customers & their credit card information, I ended up manually rekeying the information - what a waste of time for something that should have been able to be done via a batch import.

As a work-around, I changed one line in: /app/views/admin/default/admin_clients.pdt From: <td><span><a href="<?php echo $this->Html->safe($this->base_uri . 'clients/index/' . $this->Html->ifSet($status) . '/?sort=first_name&order=' . ($sort == 'first_name' ? $negate_order : $order));?>" class="ajax<?php echo $this->Html->safe($sort == 'first_name' ? ' ' . $order : '');?>"><?php $this->_('AdminClients.index.heading_name');?></a></span></td> To: <td><span><a href="<?php echo $this->Html->safe($this->base_uri . 'clients/index/' . $this->Html->ifSet($status) . '/?sort=last_name&order=' . ($sort == 'last_name' ? $negate_order : $order));?>" class="ajax<?php echo $this->Html->safe($sort == 'last_name' ? ' ' . $order : '');?>"><?php $this->_('AdminClients.index.heading_name');?></a></span></td> Hopefully I didn't break something :-)

If you have a number of clients, it would be nice to be able to sort by first_name or last_name when looking for a client. If I manually edit the url to: /admin/clients/index/active/?sort=last_name&order=asc the client list is sorted by last name, so it seems like this would be an "easy" change. I am populating the company field with last_name, first_name; it would be better if we had two columns.