06-13-2018 09:40 AM
where are in a huge need of UCRM's ticketing, customer database, and calander options but our network is just not ready for the biling part yet... anyway we can use UCRM and it not do any of the billing part and enable billing after we have all our stuff in its data base and feel safe with it?
06-14-2018 12:08 AM
what you are looking for is the "In-app demo mode" - this ensures no billing emails or other emails are sent to clients until you configure everything.
You can turn this mode on during the initial wizard (on the last page) or later at yourdomain/wizard/lets-start
You can even run UCRM for a while with the invoicing enabled, all emails will be sent to you (not to your clients), later you can prune all the test invoices and keep all the remaining settings, services, etc during the "demo mode termination".
09-21-2018 10:31 AM
We have used UCRM for a while in production mode and unforchantly the company I am working for has sold and the new company is migrating everything to their own billing system. How do I disabled invoicing in production mode other then check the box don't approve automatically under every client profile?
09-21-2018 10:50 AM
you need to manually go into each client and delete the billing tag
09-23-2018 09:16 AM
We had to set up a payment processor with UCRM and wait for UCRM to be able to accept a payment online without using the Client Zone.
Now we are going to have to move UCRM off of our UNMS/UCRM server so that UNMS doesn't intercept port 443 when a customer is directed to UCRM to pay online.
And we have to set up the UCRM server so that it's reachable on the Internet so that customers can pay online.
We had to set up all of our customers as Quotes so UCRM wouldn't think that service had started and start racking up month after month of billing while we work out these issues.
And we had to remove the Billing tag for all contacts so that UCRM wouldn't email a Quote when we made a new Client.
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09-24-2018 06:32 AM
- view details of this request to see some workarounds how to disable outgoing invoice emails.