Seb

We've deployed quite an advanced billing feature called Invoice Consolidation. This allows clients to receive invoices for multiple services in one go. Under Order Options you can set the default brand options, and then this can be overridden for each client by themselves (or an admin can do it for them). They can also exempt certain services from being consoldidated. You can consolidate invoices - every day (so all services due for an invoice to be raised on one day will be combined) - every week on a certain day - every month on a certain date - at the start of the month - at the end of the month

Sorry for the delay here Pradeep. I can't see why this would happen. Assume it's not happening but please raise a ticket and enable remote access for us if it is i?

I expect we'll have beta until the end of the year. We want to move to the phase where we're adding key features and on to the stage when we are simplifying usage. Being out of beta won't mean that specific provider integrations are all perfect though - our model is that the provider code is open source so in theory anyone can change them, even OpenProvider. The code is here: https://github.com/upmind-automation/provision-provider-domain-names/tree/main/src/OpenProvider

Hi Andaga, We will add SolusV2 in future yes -- we have to focus on the ones that are used most at present. We are working on Virtualisor/Proxmox/OnApp etc The code is however open source - a third party is able to develop a SolusV2 module if they need one urgently and we can review and merge in https://github.com/upmind-automation/provision-provider-servers Thanks Seb

PayPal Legacy Subscriptions is also now supported for callbacks.

Lots of these use different gateway credentials I'm afraid I.e. some are SOAP, some are REST, some taking the callbacks from IPN I think in most cases you would just use one though - probably either Express or Billing Agreements.

Sure, we can do this - will add a request!

Yes - this is done under settings -> invoices -> Hosting '0' invoices from clients I think we will make this the default behaviour

Hi Jason, that's usually because the registrant data isn't there -- or the admin contact info Check under host control -> domain names -> settings And make sure that is filled in.

SolusVMv1 is now live Virtualizor being worked on at present

We start work on Webhooks on Monday week 🙂 The team who are working on invoice consolidation will finish that next week then move to webhooks

Hi Dale, Can you send us an email to [email protected] and we can start the process to reset? Thanks Seb

I think these SAC codes is a feature that we need to add- I think this' description' field is what will be needed to show on the invoice An issue is created 🙂

I agree. It's going to be pretty awesome with settings on a brand, product, client and contract product level (so you can exclude specific services for instance). And you can set a day in the month on which to invoice and a range of time in which to generate the invoices for (So for instance if you generate invoices on the 15th and say 1 month, it'll roll everything up until the 14th of the next month into one invoice).

This is being worked on at present (consolidated invoicing) We hope to have it out this month

For this you could use the client label, and then edit the invoice template to include the label. You could also use notes to store the data that's visible to clients, but it wouldn't be on the invoice. Basically you want a custom service identifier/description right? Feels like that is something we should add as a feature that then gets automatically included on invoices.

Yeah definitely planned and coming -- so it'll be tiered usage post-bay billing I would say this is in our top 5 most requested features!

We'll post in this thread 🙂

It's already there 🙂 Check under the support view Next week we're also releasing a Ctrl+K search which will let you do a search through various things 🙂

Promotions can be quite complicated because there are lots of settings about which are mandatory and some that might not work in conjunction We've gone back to your ticket requesting remote access so we can check. If you can enable remote access we can take a look Yesterday was a bank holiday in the UK - we had emergency support but you would have had slower responses on support tickets.

Just to update this here - the reason this happens is because the logo is square on mobile devices and - so the logo needs to work on multiple screen widths. Obviously the solution is that we have a horizontal logo and a square alternative for mobile devices, which we'll add soon!

This does actually exist -- we added it recently. It's not particularly efficient though so we're likely to add advanced search through everything as a feature in the near future

The team will basically help you to get set up with Upmind - we describe it like this: Our team will help you to configure: - Up to 10 provision configurations - Adding a domain widget to your website - Linking your domain - Setting up SMTP and support tickets - Linking up to 3 payment gateways - Up to 20 products We can't configure the services you offer (e.g. cPanel) but we can link them to upmind for you

Up to you. I would personally just keep billing agreements, but you could in theory have both and call one PayPal Automated Payments, and the other 'PayPal one-off' We'll be releasing traditional PayPal subscriptions soon also, though that comes with problems as it's a 'push' payment.

This is now live. When you ask PayPal to enable reference transactions, they'll come back with a response like Reference Transactions allow you to recharge a customer’s credit card after an initial transaction has been completed. You will not need to input your customer’s credit card information to process a sale. When a buyer purchases an item on your site, a reference transaction ID is generated. You can use the reference transaction ID later to initiate subsequent transactions. As a merchant, you can use a reference transaction ID to capture future payments against a billing agreement. The capture future payment transaction is a reference transaction. As Reference Transactions carry a higher risk than other products, please send an email to [email protected] with the following information so that we can submit an application for Reference Transactions on your behalf. Business information: Business name Business URL Current/anticipated monthly sales via PayPal only (based on the last 3 months) Number of repeat customers (past 3 months) Integration information: Please describe what you intend to use Reference Transaction for. Do you or your buyers need to initiate each subsequent payment themselves or are they processed automatically after the billing agreement is created? Will this service be enabled within your website, mobile app integration, or both? Are you integrating through another payment service provider, such as Worldpay or Ingenico? Do you require the Reference Transactions product for use with your Shopping Cart to offer Subscriptions? (For example Woo-Commerce, Charge-Bee.) Once we confirm receipt of the above information, your application may take up to 3 days to be assessed. Please be aware that we may require more information once your application is processed. If you offer monthly subscriptions, you can activate the feature yourself by downloading the subscription button. For more information go to: https://developer.paypal.com/docs/subscriptions/#how-a-subscriptions-integration-works. If you cannot use a subscription, please specify why. Thank you for contacting PayPal and for being a valued customer. If you have no further questions, you may close the conversation by selecting End Message. If you respond to this message, a member of our team will follow up with you. You need to provide answers to these. Template answers as follows (obviously adjust so it is accurate for your business) Integration information: Please describe what you intend to use Reference Transaction for. Repeat billing of customers who have ongoing relationships with us. These customers pay us irregularly and the amount can vary from time to time. Do you or your buyers need to initiate each subsequent payment themselves or are they processed automatically after the billing agreement is created? Both are possible. The billing agreement can be automatically charged when a service comes up for renewal and an invoice is generated, or the customer can choose to manually pay an invoice or place an order, with the billing agreement as a stored payment method. Will this service be enabled within your website, mobile app integration, or both? Within our website client area Are you integrating through another payment service provider, such as Worldpay or Ingenico? No, we are integrating directly with PayPal. Do you require the Reference Transactions product for use with your Shopping Cart to offer Subscriptions? (For example Woo-Commerce, Charge-Bee.) Yes, we use Upmind.com as our ecommerce software.