Seb

In theory you could model promotions to auto-apply to do this, yes. The rules would be applied to the new product. Note that this isn't a condition of the free trial but just of the promotions engine.

Hi Luis, this is set under settings -> currencies -> Calculate Missing Currency Prices (see screenshot) However it does look like the reference here doesn't update once it is toggled, so we'll check that!

We did try to get NameSRS in but didn't have much progress getting API access. If you have an account with access, then we'd love some test credentials to dev against if you can raise a ticket?

It's coming soon - just a bit more tidying to do!

I understand what it is you want, yes. So basically to nullify the invoice but not to mark it as credited/cancelled, so the service is still renewed. We'll see what we can do.

That's right - we basically made a design + security decision to not ever store passwords. And where we store any credentials it wouldn't be exposed to clients or accessible via the api.

SSL cert blueprints upcoming yes -- once the blueprint is in we'll then be rolling out a lot of SSL providers

Just to confirm we have full consolidation support now. Under settings -> order options We will put a full guide together on what these options mean, but you can consolidate daily, weekly or monthly. Clients also have the ability to manage their own consolidation settings.

Yes you can do this 1. Make a product option category under settings -> product catalogue -> product options 2. Make the category required (see screenshot) 3. Add a product option under that category called 'Setup Fee' with a one-time cost 4. Assign that product option to the product

Just to explain this a little more as what's being asked for here - You can at the moment order hosting (or any service that requires a domain name) using either a domain lookup (DAC) - Clients can alternatively override the DAC by clicking 'Use an existing or external domain' (see screenshot). They can then enter their own subdomain. What this request is basically for is for us to put in restrictions on what that custom domain name can be. So we can have a rule which says it must be [xyz].domain.com However, I'm not sure how we would do availability lookups on this - so I guess we would accept anything and then afterwards if it is rejected they would have the opportunity to try another?

The code is now written and will be reviewed and then pushed https://github.com/upmind-automation/provision-provider-shared-hosting/pull/32

Just adding some transparency on payment gateways and process here We've got a new team member starting in December who will lead payment gateways and our goal is to open source payment gateways in the same way we have done it for provisioning configurations. This means that anyone will be able to write modules for different gateways that we don't have first party integrations for.

We will add this. It is also supported in Stripe but we need to add some additional features to support it

We will add this to the list of integrations.

You can 'delete' a client account, and you can also disable their login (under settings -> security) but we wouldn't by default have a client account status However, you can create a custom client field (settings -> client fields) and create one for admin only called status? You could then filter the clients based on that custom field.

We are really close to this - import from CSV. It's been a huge task but it is in the final stages before release

So the way we've designed this to do this is to take the monthly report and then just add it as a journal entry Basically there are two journal entries - Invoices raised, and payments in, then balanced against customer balances (Accounts repayable) and amounts outstanding (accounts receivable) - Deferred revenue vs recognised revenue We don't have automation for posting that to Xero or Quickbooks yet but what most people do is just take that manual journal and post it once a month Alternatively you could post every single invoice (and the get invoice from the reports - invoices). But to do that you're basically doing cash accounting, rather than accrual accounting. Does that make sense? We'll put some guides and examples together on this soon

Hi Isaac Sorry for the delay. We can fix it for you if you just message us at [email protected] Thanks Seb

You can see the supported providers here now; https://github.com/upmind-automation/provision-provider-domain-names#readme Auda and EurID are written and will be merged soon. Google WorkSpace wouldn't come under domains but under a separate mail category (along with OpenXchange, Titan Mail, and O365)

We fully support Thai Baht 🙂

If you access via my.upmind.com you should be able to log in using the default domain and then change the domain. Or you can contact us and we can switch to the default domain Or, if you just want to point the subdomain to our servers, IPs would be: 13.248.215.36 76.223.77.48

That error occurs if there is a block against the IP accessing it. We have firewalls that block based on different activity based on certain timeframes. It's pretty rare for a block to happen to an actual user. If you message us your IP address when this occurs we can check the logs - but all our blocks are typically temporary for a few minutes at most anyway

To add to this now, you can also set up BCCs on email templates to use the Trustpilot invite service, but we do not think this is the best solution because you are sharing your emails with a third party

Yes you can set grace period and termination dates for domains under each TLD. It's a bit clunky still to be honest because it can't be set in bulk yet. We don't yet support redemptions, so we would just suggest marking it closed/terminated on grace period end, and if a customer wants redemption you charge them the reactivation fee.

You can use the notes function to do this - but it is not structured and it happens after the order is placed So both the staff member and client can add notes and secrets to products. Adding custom fields to a product that aren't part of the external provisioning is also being worked on