Apologies if this is already covered elsewhere.
I've searched the settings, documentation & the forum - I've found related issues, but not a separate thread for this exact request.
We would like to give our clients the ability to merge their own invoices, rather than using the 'Pay All' or 'Pay Selected' option. (which is the 'mass pay' option in the admin area)
On many occasions a client will pay for 3-4 current invoices at once, using the 'Pay Selected' option.
While we are happy that the feature does the job of minimising payment transactions, it creates a whole range of problems/confusion by creating an additional invoice:
WHMCS creates invoice 'E', showing invoices 'A', 'B', 'C' & 'D' as line items. It then credits the existing invoices - without referencing the new Invoice 'E' - which makes it difficult tell when the transaction was actually processed (especially for a client who is revisiting a single invoice).
We don't have an issue if the client contacts us & requests to merge invoices (which we do via the admin area).
However, there are some instances were this isn't always practical or the client just simply isn't aware.
The 'mass pay' feature is available to both admins & the client, so we're hoping that the 'merge invoices' could be implemented as a feature in the client area as well.
Note: From what I can gather, merging invoices may not be practical/allowed in certain countries.
So maybe this can be implemented as an option in the settings, like the current 'Enable Mass Payment' found in the General Settings.
I've searched the settings, documentation & the forum - I've found related issues, but not a separate thread for this exact request.
We would like to give our clients the ability to merge their own invoices, rather than using the 'Pay All' or 'Pay Selected' option. (which is the 'mass pay' option in the admin area)
On many occasions a client will pay for 3-4 current invoices at once, using the 'Pay Selected' option.
While we are happy that the feature does the job of minimising payment transactions, it creates a whole range of problems/confusion by creating an additional invoice:
WHMCS creates invoice 'E', showing invoices 'A', 'B', 'C' & 'D' as line items. It then credits the existing invoices - without referencing the new Invoice 'E' - which makes it difficult tell when the transaction was actually processed (especially for a client who is revisiting a single invoice).
We don't have an issue if the client contacts us & requests to merge invoices (which we do via the admin area).
However, there are some instances were this isn't always practical or the client just simply isn't aware.
The 'mass pay' feature is available to both admins & the client, so we're hoping that the 'merge invoices' could be implemented as a feature in the client area as well.
Note: From what I can gather, merging invoices may not be practical/allowed in certain countries.
So maybe this can be implemented as an option in the settings, like the current 'Enable Mass Payment' found in the General Settings.