Luis
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Posts posted by Luis
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Hi.
I'm having a little trouble understanding how these 2 sets of configurations work
In /admin/settings/subscriptions "Subscription Options", you have a Notifications section with:
- Days before invoice due date (3 in my case)
- Overdue reminder interval days
- Max overdue notifications
But in /admin/settings/billing "Payment Options", you also have these Expiration notices:
- 14 days before expiration
- 13 days before expirations
- etc.
How does that first option "Days before invoice due date" relates to those options below? When will the client receive their invoice expiration notification
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On 8/6/2022 at 11:50 AM, Seb said:
For now you should upload a square logo as we resize it to put it in numerous places where we need a square logo (e.g. mobile)
We'll soon be adding functionality to upload both a square and a full width logo
Would you also consider adding a separate logo for email templates?
I'd like to upload an SVG logo for the UI (which is supported right now), but Upmind also uses that for email templates and some email systems like gmail don't render SVGs.
It would be nice to have a PNG logo for those cases and an SVG version for the UI.
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Is there a way to localize the domain search widget?
<script src="https://widgets.upmind.app/dac/upm-dac.min.js"></script> <upm-dac order-config-url="{orderConfigUrl}/order/product" currency-code="{currency}" ></upm-dac>
Maybe passing the language code as a parameter or query string?
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2 hours ago, Luis said:
Hi
I have my domains managed by Namesilo/Resellerclub largely, but some of those are registered in Porkbun (which has no module yet) and I also have a few custom ccTLD that are managed manually (registrations, renewals, payments, etc.).
For those specific domains I set the "Provisioning configuration" to None in the Manage tab so basically Upmind is only managing the billing and no the provisioning.
I was wondering if there's a way to create a notification/action or report for:
- Domains names that have the Provisioning Configuration set to None
- When they are about to expire, maybe when the invoice is generated.
- But do not include domains whose provisioning is handled automatically by Upmind.
This way I can get a notification and manage the renewal or payment manually. This will be specially useful when the number of domains grow.
Thanks.
It would also be great if instead of sending an email it created a support case (like a task renewal task)
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Hi
I have my domains managed by Namesilo/Resellerclub largely, but some of those are registered in Porkbun (which has no module yet) and I also have a few custom ccTLD that are managed manually (registrations, renewals, payments, etc.).
For those specific domains I set the "Provisioning configuration" to None in the Manage tab so basically Upmind is only managing the billing and no the provisioning.
I was wondering if there's a way to create a notification/action or report for:
- Domains names that have the Provisioning Configuration set to None
- When they are about to expire, maybe when the invoice is generated.
- But do not include domains whose provisioning is handled automatically by Upmind.
This way I can get a notification and manage the renewal or payment manually. This will be specially useful when the number of domains grow.
Thanks.
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In my case, the issue was that my website uses the "www" subdomain and all I needed to do is add that subdomain to upmind.
After that, widget worked fine.
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7 hours ago, Seb said:
The trigger is "invoice pre due"
Great
I've created a template with this hook.
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Hi
I need to create an action to let staff know when a client's invoice is about to expire. What's the trigger I can use for that?
Which one is the action/trigger that's used to notify clients about imminent invoice expiration? (For example, 3, 10 days before expiration).
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3 hours ago, Hivium said:
It is better you open a ticket!
Yes. I believe I’ll turn some of these into tickets. For the sake of organization.
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Hi
this item in the activity log has the invoice number missing.
It’s missing even in the original language, and placeholders are ok on Spanish (where number missing too).
I’m attaching a screenshot.
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Hi
After today’s update. Dates reverted back to English in other languages (at least Spanish)
I’m attaching a screenshot. -
I was also looking for a way to archive this, since in my country they're implementing a digital invoicing platform soon to be rolled out to the general public (now only selected companies are participating).
I was thinking on getting a list of all generated invoices every day, hour or so, and programmatically generate the legal local invoices in a third party system. But it would be nice if there's a way to do this in Upmind somehow, so we'll be able to manage everything in one place.
There are some libraries available for anyone to use.
I don't know if this would be something you would be interested on doing, but may I also send you a copy of the documentation? I believe people would be looking for a billing system once this is rolled out and mandatory and I am looking for something to offer to my clients.
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Just now, Machiel92 said:
Aaah, thanks. Then this topic can be closed since it is a duplicate.
And I think there was already someone that asked for a quotation option?Yes, this is it. I recently started migrating to Upmind. Manual invoice descriptions would be very handy, I do custom website development and sometimes quotes/services are different for each client.
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2 hours ago, Machiel92 said:
Hello,
I'm currently using a different invoicing system, in that system I can create a invoice for a customer without the need to create a new product.
So for example, if I get a new customer that likes to get a new website created. I want to make an quotation without the need to create a product. Sometimes I need to add a one time service to the quote or invoice. It would be nice if we can make this possible.
This way it gives control without the need to create a new product.I believe it is related to this
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I believe that 0$ invoices are affecting the "Average invoice value"
Would it be possible to hide 0 invoices from the reports everywhere?
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Hi.
These 2 items don't have translatable tags in localazy.
Options inside those are not localizable either.
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On 7/8/2022 at 8:23 AM, Viswanath VB said:
dark mode for front end and back end.
+1
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7 minutes ago, Aziz said:
The problem with this ,
lets say i have one
abc.co.uk
and abc.pk
i will end up with two backend panel which will create confuction
what else you can suggest
One last thing
they recently implemented invoice templating
/admin/settings/invoice-template
I didn’t take a look yet but maybe you can put some logic on the code.
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1 minute ago, Aziz said:
The problem with this ,
lets say i have one
abc.co.uk
and abc.pk
i will end up with two backend panel which will create confuction
what else you can suggest
I see,
i haven’t tried multi brand yet so I don’t know if it’ll let you run on the same backend or how it would work.
Maybe someone on the staff could advise you better on that.
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5 minutes ago, Aziz said:
We have a Company in UK and Pakistan
Both are Reg with GOVT with VAT
its leagally required that we show the local country offical adress and VAT /GST number on the invoice
So i want if user sign up or placed the order from Pakistan they should get invoice template of Pakistan and if a custumer placed the order from other country the system should give them invoice from Uk company
example : if some one placed order from EU people get invoice from ireland company and if some one placed order from USA they get USA a dress onCOmpany
ADOBE
Adobe Systems Software Ireland Ltd
4-6 Riverwalk Citywest Business Park Dublin 24
Ireland VAT No: GB779019395
.
Maybe having a brand for each case would work.
i haven’t tried myself, but maybe you can set one for Pakistan and the other for the UK company. -
Hi.
I'm seeing some issues when showing invoice numbers in the UI. Some invoices show a double # before the number.
I believe the problem is that localazy's placeholder for invoice number {orderId} already renders a # before the number but it has an additional # before (#{orderId}).
It can be fixed in the translated version by removing the first #, but not in the original text.
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2 hours ago, Vineet said:
Payment Gateway Razorpay available for integration and Resellerclub for Domain Register is available
Resellerclub is available as registrar in Upmind
Razorpay is marked as coming soon.
You can check integrations here
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6 hours ago, Host1 said:
please what payment gateways do you have for Nigeria
These are currently available. I don't know if one of them applies to you. I believe Paystack?
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1 hour ago, Seb said:
Just replying here as there's been a significant update in that you can now edit your own invoice PDF templates in your admin area
This is a great feature!
Some headings are not wrapping correctly in mobile
in UI/UX Improvements
Posted
I have a few headings showing incorrectly on mobile. They're wrapping in the middle of a word.
Changing headings font for a narrower one solves the issue for most of them but it would be nice it they could work with any font.
I'm attaching screenshots. The images correspond to:
Thanks.