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Luis

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Posts posted by Luis

    Some billing features I need for custom invoicing

    in Billing Feature Requests

    Posted

    4 minutes ago, gavin said:

    +1. I am using external billing solution for custom products with a different invoice series. It's getting manual but no other way right now.

    I thought of that too but my main issue is that some custom services also include hosting and domains.

    In your case you would be generating the hosting subscription in upmind + a custom invoice for services in another platform, is that right?

    • Like 1

    Some billing features I need for custom invoicing

    in Billing Feature Requests

    Posted

    Hi. 

    I'm putting together a list of a few features I need in order to manage custom invoicing (manual invoicing for some services). I'm having a lot of trouble right now dealing with these cases.

     

    1. Have the ability to create custom invoices on the fly, without having to create a dummy product/service in the catalogue (in case the system needs a product, it should not be visible to us). It should include:

    • Ability to put any product name / description.
    • Ability to set any price for the product (currently you need to have a dummy product and edit the price when ordering, but the price is expressed in terms of discounts and not as the final price of the item, which affecta refunds, credit notes, etc.).
    • Ability to set a future due date.

    2. If you set a custom due date or modify an existing invoice to set a new due date, those invoices should not expire counting from the creation date, but from the due date / new due date. And also:

    • Have the ability to set an invoice not to expire.
    • Have the ability to modify the due date (we already have this) and have the system recalculate the new expiring dates from that new due date.

    3. Products and services associated with these invoices should also kick their expiration dates forward as the invoice is changed.

    • Products and services should not expire by themselves without expiring the invoice.
    • Invoices should not expire without dealing with product expiration (this leaves services and products in an inconsistent state without a payment).

    4. Ability to tell the system in the moment of ordering from the admin area:

    • The invoice's due date (now or a date forward).
    • Tell the system to provision products and services right away even without payment in case you decide the client can pay later (at your own risk).
    • If the invoice is eventually not paid or cancelled, the services should be cancelled and un provisioned (in case of hosting, domain names can't be unprovisioned).

    5. I believe we can have a way to group clients (maybe with client tags or something like that) and set custom expiration dates (or to not expire invoices) and other settings different from the main flow.

     

    Upmind works great when you leave everything to run automatically (which I believe most clients want), but I'm having a hard time managing custom/manual services due to unexpected cancellations, refunds and not having the ability to undo those processes and I sometimes loose track of events, credits and which invoices were paid or not.

     

    Regards.

    • Like 2

    Add an option to avoid invoice/service automatic cancelation.

    in Billing Feature Requests

    Posted

    Hi.

    I invoice many custom services in Upmind and I manually create the order and bump the due date afterwards to avoid immediate cancelation. Basically, I keep bumping the due date until the client pays (manually via ACH too).

    I'm having lots of issues with invoices and products beign automatically cancelled after X days (I believe due to the configuration) and it's a nice feature to have for automatically managed services, but not for manually managed ones.

     

    Would it be possible to add an option to avoid a specific product/service/invoice automatic cancelation? So when configured for certain products, they will never expire until manually resolved.

    Thanks.

    • Like 1

    Adding customers to Upmind that already exists in my Plesk instance.

    in Client Accounts and Security

    Posted

    Hi Eric

    You can add existing services by hitting the + sing on the top right corner and using the option “add new quick order”.  Select the client and use the “add existing service” option. This would avoid the creation of a new account on plesk. 

    After that, go to the newly added service and to the manage tab and use the “get info” button. After you fill a few fields (varies depending on the panel you’re using) it will find and retrieve the information for that particular service. 
     

    From then on, Upmind will manage the service. 

    I used that method to add existing services from cPanel and Enhance. 
     

     

    • Like 2

    How to manually add control panel login details

    in FAQs! How do I do ...

    Posted

    33 minutes ago, Akash said:

    @Seb what's this Vault and how to use it?

    In the Products page I see a new 'Notes & Secrets' tab but there's no option to manully add login details of external panel and nameserver.

    I believe you can add login details in the secrets section. I see it's a key/value pair.

    Maybe you can add some general information (links ant other stuff) on the product notes, and the actual user/password as a secret.

    • Like 1

    Migrating from one control panel to another

    in General Discussion

    Posted

    I tested a little more and with the "Get Info" button it is possible to move the service from one server to another.

    The problem was just to find the relevant information for the API to retrieve. In this case it was the subscription ID that was missing. I'm contacting enhance to ask them to make available the subscription ID in the UI.

    Migrating from one control panel to another

    in General Discussion

    Posted

    I have decided to migrate from my current cPanel to Enhance. I'm doing it gradually and manually account by account.

    The thing is that I have the subscription packages in upmind pointing to the cPanel account, so what I'm doing is (after migrating the account to Enhance) cancel the current subscription and create another one with the new package and then sync the accoun with enhance.

    The actual question: Is there a way to avoid cancelling the Upmind subscription and just point it to Enhance? There are a few fields missing when I do this from the provisioning tab.

    If there's no way, I'd like to suggest a feature, maybe a "move/migrate server" option to re-point the subscription to another server/service/panel (I don't mean doing the migration, only point the subscription to the already migrated service, so no new service is created).

     

    Thanks.

    How to provision after error occured with hosting account

    in Hosting Integrations

    Posted

    3 hours ago, TNeumiller said:

    Hi there,

    when I setup provisioning on my account, I mistyped the packages as shown on my cpanel. When someone purchased hosting, the system attempted to provision the server and set up the hosting account, but the name of the package was wrong. I corrected it and the error isn't showing any longer, but the account did not create the account on my cpanel. How do I trigger it to do that now? Or do I set it up manually now? If manual, how do I connect it to my clients account in Upmind then?  Thanks so much for your assistance. I'm new to this platform and figuring everything out.

    Option 1 

    - go to the service in your panel and then to the manage tab inside that service. 

    - you have a few actions there and there’s a “create account” button. Use that to create the service in cPanel. 
     

    Option 2

    - create the account manually in cPanel

    - go to the same place in the upmind’s panel

    - use the “get info” button. Enter the account name and it will sync with your panel. 

    • Like 1

    New User - Some Questions

    in Pre-Sales Questions

    Posted

    15 minutes ago, Darren said:

    Thanks Luis. I did raise a support ticket about the emailing and it was suggested that I could put incorrect details into the SMTP configuration, or even set the account to restricted so it won't send any emails out.  Will look later.  As for the invoice editing, my cursor changes to a no entry symbol on the text which was why I was wondering if it was only on the paid subscription.

    Well, there were 2 radio buttons there allowing you to select default or custom, but they're missing. Maybe a bug? 

    New User - Some Questions

    in Pre-Sales Questions

    Posted

    4 hours ago, Darren said:

    Hi.  I stumbled upon upmind completely by accident a few days ago. Wow, this looks like a very good solution for me and I wish I'd found it earlier.  I do have some questions though as I've tried to use it over the weekend.  Like most people I am trying to emulate what I do in WHMCS before I move, so I am using a test client etc.

    1. I created a new client manually and upmind immediately sends an email to the client.  Can this be prevented ?  If I want to set my system up before I announce it to my customers I don't want them being emailed and then trying to use the new system.
       
    2. I tried the import from WHMCS, I didn't commit the data in the end.  If I do commit, similar to the previous question, will it send an email to the clients as it creates their accounts ?
    3. It looks like I should be able to edit the invoice layout as it shows me the HTML for it, but the field is read only ?  Is this a paid option ?

    Looking forward to making use of this exciting software, and I'm sure I'll have more questions.

    Darren

    Hi. 

    1/2

    You could try to set some wrong details in the smtp configuration so the system can’t send any emails until you correct them (in /settings/notification_channels). I don't know if there's a general setting to block sending emails.

    On the other hand, there’s a checkbox on each client’s general settings that can be checked to avoid sending email notifications to that specific client.

    3

    In this section, /settings/invoice-template, you can edit the invoice template (it's not read only in my panel). You also have the translation options below, so you can set a different template for each language.

     

    There used to be an option to use the default template or a custom one, but now it's missing.

    Maybe someone on the team can help us with this. @Seb

    image.thumb.png.94117460b94cdb8dc5860a23a0d1a0f2.png

    Dutch Translation

    in Translations

    Posted

    3 hours ago, Machiel92 said:

    Hello,

    Since I am using the dutch translation on my Upmind page I'd like to post here the errors that are being shown:

    Let's start off with the first one in the product catalogue for customers (quite important!)
    The price isn't being showed anymore, it is now showing: _plurals.from_price
    See the screenshot:     image.thumb.png.9d211011ca28f704aa19e747f35f117a.png

    When I look at this page in english it is showing the correct pricing.

    I will post more when I see more!

    Hi.

    I have requested access to the localazy translation system to try to maintain Spanish up to date.

    I see that Dutch is missing many of the translations. I can help you edit the missing phrases you find so they can be updated on the next UI release.

    Please let me know and I'll send you the phrases regarding this specific case so you can tell me the translations (I don't speak the language).

     

    • Like 1

    Custom Invoices + Custom Due Date

    in Billing Feature Requests

    Posted

     

    Hi.

    I'd just wanted to know how far this quick invoice feature is, since I didn't see it in the roadmap. It would be a very useful feature for me, since I usually bill manual services for services (with custom pricing -doable know- and custom item names -not doable-).

     

    I also wanted to request if it's possible to add a way to set invoice's due date to a later date on order creation (only from the admin area). Right now, I need to create the order and then go and change the due date manually. It would be a huge time saver.

     

    Thanks.

    • Like 1

    Service label not showing on manual provisioning service invoices

    in Billing Feature Requests

    Posted

    Hi.

    I noticed that when you have a product using some blueprints: (ex. Domain Name or Web Hosting), invoices include the service label on the item name, making it easier to track.

    I have a few products with manual provisioning type that have labels (example, the domain name) but those labels don't appear on the invoice itself.

    Would it be possible to include the service label on the invoice product item? It would make much easier to track invoices and services.

    I'm attaching an example.

    screenshot1.jpg

    screenshot2.jpg

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