[How do I charge for setup fees (first year)]

I would do this with a promotion that auto-applies one-time on a specific billing cycle.

[Found these issues with some translations]

These are new strings we've added recently so just not been translated and pushed yet

[Create blueprint with custom information]

Custom blueprints coming in the future (and you'll be able to set them up in the admin area). Not imminent I'm afraid.

[How to create custom invoices]

We tie all invoices to products for reporting, but you can just create a product 'misc' for example and use that - you can of course override the price when adding an order

So you could create a one-time product called 'custom work' and invoice for that for instance

We are going to be doing a 'quick invoice' function which will work how you imagine - but behind the scenes will create a new product.

 

[Link to a product with domain as get variable]

Ah ok so I thought this was a domain

Format is the same, e.g.

pfields[fieldname] = value

so for example

pfields[domain] = test.com

[Link to a product with domain as get variable]

Can you raise a ticket (or if you are happy pasting a link to your brand here, put the brand here) so we can see what's up?

[Manual import data]

Just to loop back to this -- the option to 'quick add new order' and add an existing service is live.

[How do I create an internal use promotion code?]

You can do both or either - you have two options in the flow

You can either override the recurring price - this is done on the product configuration step

OR you can override the basket, which essentially applies a one time discount

[Link to a product with domain as get variable]

No need for the .com as that's known by the product

So for abcde.com

 

https://[brand]/order/product?pid=uuid&pfields[sld]=abcde

 

where uuid is the id of the .com product (com)

and abcde is the domain (abcde)

[Link to a product with domain as get variable]

Variables go like this:

https://[brand]/order/product?pid=uuid&pfields[sld]=abcde

So pfields[name]=value

[Upmind looks...]

Thanks Jeff

Yes we do have those providers planned. Essentially our provisioning system is open source (or on the way to being open sourced) at which point we and others can write integrations.

We've been spending time just closing off a few important features we need before we can really focus on widening integrations. But in summary yes we'll have all of those and more.

In terms of roadmap, we're going to put one out when we're out of Beta likely at the end of 2022. At the moment we don't want to set deadlines and priorities that we might not be able to hit.

[Domain Name API domain register]

Hey @Xurtan

Code is awaiting a final review but should be out soon 🙂

[Report System > Report request]

Tax reports should be out this week or early next

 

For orders by month, that's there as products by month (just filter by 'initial invoice' to remove upgrade + renewals)

[Built in live chat]

Just leaving this link here as useful for others: https://docs.upmind.com/docs/adding-custom-js-live-chat

[How do I create an internal use promotion code?]

There isn't a way to do that -- if it's random characters then clients would not know about it

But as a staff member you can just override the price when ordering for the client?

[India payment gateway]

Hopefully yes - it depends on lots of factors, not least of which is any problems encountered in the integration

[Reports System]

We've released the first version of our reports and exports system

You can get this under insights and reports -> reports

We have added a handful of reports and will be adding many more. It is now very trivial for us to make reports on request.

Let us know if there is something specific you need and we will write an report for you that you can then export.

[How to import multiple registrar domains]

You can now do quick orders under the client account

Go to the client account

Then go 'Place new Quick Order'

Then choose 'Add Existing Service' - you can specify custom activation and renewal dates. You can also override the price if required

Once added, set the provision configuration/registrar, and hit 'get info' and I'd also recommend hitting 'sync due date'

[Account credit to work as fixed discount]

This is what we'll call a 'voucher'. It's planned for sure.

Essentially account credit is real money and it has tax / financial implications. So if you had an service for $100 and there was $50 account credit, the invoice is still for $100.

Vouchers are arbitrary 'fake' discounts you create out of thin area which reduce the price of whatever invoice/service. So if you had a service for $100 and a $50 voucher, the invoice would be for $50.

[Require agreement on terms and conditions when client is created from admin panel]

We already do store when they accept terms. You can get it via the API. Obviously if you create their account then they won't have accepted terms for now - so I would suggest you don't do it like that for now and ask them to create accounts themselves?

[www and https not filtered in cPanel module for domain]

Https:// is not allowed there but www. and a subdomain definitely are. I don't think it's a bug that this is the case -- subdomains are valid cpanel domain names

On a cPanel account creation we do strip the www. and it would be created as the normal domain

[Altering product price during active invoice Error.]

Just to update and close, this issue is fixed.

[Require agreement on terms and conditions when client is created from admin panel]

Issue created (b1443)

We can also store when terms were accepted and from which IP etc

[Automatic VAT calculation for the EU + VAT calculation bugs]

Sure - go ahead and send it over

[Show currency symbol instead of code]

Just to clarify, this is just a frontend display issue - rather than anything actually financial