Jump to content

Seb

Administrators
 View Profile  See their activity

  • Posts

    674

  • Joined

  • Last visited

 Content Type 

Posts posted by Seb

    Sub accounts inside a main account

    in General Discussion

    Posted

    We have a concept of delegates which are on a product level

    So a delegate can view the service in essentially 'read only' mode.

    At some point we're likely to split up the concept of 'clients' and 'accounts' and basicaly we have the foundations for this already - but not imminently

    • Like 1

    Todo List

    in Emails, triggers & notifications

    Posted

    So Logs -> Provision Requests Log -> Unresolved 

    This shows everything that hasn't worked. So for instance renewals that fail. If a renew later works it clears from the list

    We'll be extending product notifications to make tickets a type so that you can have it create tickets for things like terminations. I like the idea of having a manual todo list that things could be added to in the same way.

    • Thanks 1

    GST/Tax Changes

    in News and Announcements

    Posted

    Later today we're rolling out a big change to support flexible tax conditions and specifically GST. Because this adjusts how we've handled tax up until this point, it's a substantial change to the Upmind structure.

    Generally we don't notify for updates etc as we push some many times a week. However, there may be some delays in invoice generation or errors when loading historic invoices for up to 15 minutes while we make this change.

    We're planning to do this upgrade in the next few hours.

     

    • Thanks 2

    Payu Latam

    in Payment Gateways

    Posted

    We built a PayU integration but the company to us seems completely opaque. We've tried contacting them to no avail. It's not clear if the PayU implementation in one country is the same as in other countries. We followed https://developers.payu.com/en/

    We won't do any work on gateways unless we have a senior technical contact at the company we are integrating, as we're currently spending too long trying to work on gateways that have substandard documentation and no way of supporting us. 

    So if there is demand for PayU Latam you will need to ask any contacts at PayU to get in touch with us

     

    Manual import data

    in General Discussion

    Posted

    Hi Hector,

    Thanks for your enquiry

    So three ways to do this: one now, one soon and one later! 

    1. Very soon we're putting a 'quick add' to a client profile, which lets you add an existing service and set the next due date / price etc without going through the order flow. That'll be a quick way of just adding these but you have to do it one by one (or at least customer by customer)

    2. Right now, you could place an order for each customer through the admin order process, and set the basket price to 0. Then once it's in adjust the next due date. But it's a bit clunky. However as long as you have set the system to suppress 0 invoices from customers (settings -> order options) then the customer won't get any notifications or see any invoices.

    3. Later we'll have an import tool that will come from CSV and also from the external providers. That will basically automatically loop 1)

    Thanks

    Seb

    Account credit disable

    in Billing Feature Requests

    Posted

    This has been added (b1359). There is already an option to disable it for clients without active orders, but we will extend this option to disable it completely (unless enabled for a specific user)

    To clarify, there has to be a concept of account credit -- but we will prevent top-ups.

    • Thanks 1
×
×
  • Create New...