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Everything posted by Seb
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How to manually add control panel login details
Seb replied to hostro24's question in FAQs! How do I do ...
Coming later this week we have a vault feature which will let you do this Then later we have custom provisioning templates 🙂 -
Yes we can add this to the list.
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We're gradually adding more and more here but we have to make sure it then works on all devices. For instance you can now choose heading fonts etc.
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Have created the issue and we'll make this happen
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I can confirm the bug here - we'll fix so you can edit it.
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Thanks to a good suggestion, we've renamed this 'Whitelabelling'.
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Import existing Stripe customers and their subscriptions?
Seb replied to inspry's topic in Pre-Sales Questions
Hi - so two areas here really First, the way we work with Stripe (and I think the only sensible way for us to do it) is that we handle all the subscription 'logic'. And we keep a Stripe token which we charge against. So in terms of handling Stripe subscription login, Upmind wouldn't touch it -- as the logic is all in Upmind. That's needed because for example you can upgrade/downgrade, pro rata refund, pay with different methods -- like orders of magnitude more complex and varied than a simple subscription Second, in terms of importing Stripe payment data you can add a manual token. So in theory you could create the subscription in Upmind, match the due dates, and then just add the payment method into Upmind using the token. I can't see a reason why that wouldn't work. On pro rata -- that's been requested already and we'll add it in future. -
Sorry missed that question @jeffuk - GoCardless is just a token/mandate that you can charge against at any point
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We support direct PayPal payments. We don't yet support PayPal subscriptions. When we do we'll do it properly. Ideally we want to bring out PayPal reference transactions to allow them to be used like a credit/debit gateway
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Hi Darren -- could you open a ticket, we'll take a look at the setup there.
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Yes we can add this, I will add the request
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We changed the ticket format to ABC-123-12345 as we thought incremental ticket IDs was a potential opening for human phishing. Open to suggestions though!
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Yes absolutely - these will be things that we can include in webhooks
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You could set the price to 0 for a cycle - that will work fine
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This requires the 'Javascript embed on order form' feature in our Roadmap
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This is coming in the Vault release in the next week or so
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That sound be all your need -- the api would be /api/admin/clients/search though 🙂
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I've put up a draft roadmap here: https://upmind.com/public-roadmap
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We have this process for GoCardless and it works like a pending payment. So there's a pending payment on the invoice which stops things like suspensions. It should be possible to add this for Stripe SEPA too. Will add to the list
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No news yet but it's on our list
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We're going to return to payment gateways after adding a number of key features. Likely Q1 2023
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We're now set to use the domain lookup features of every domain provider you add- we return the results for the ones that come back first. We'll be adding more in future as well as adding our own caching.
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Yes it is there as an All Invoices GST Report
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You can already build your own using the framework here https://github.com/upmind-automation/provision-workbench which we can review and merge in for you.
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We've just deployed 'deferred provision fields' which allows you to tell clients to configure products after the order is placed. This is quite a demanded feature but it's a substantial change. You can enable it either on a per product basis, or on a product category basis You can choose to collect all data (e.g. domain registrant info) up front or after an order. You can also allow the customer to do both. Please test and let us know if any problems!