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issues with customizing invoices and getting started with billing clients from UCRM

@UBNT-Petr @UBNT-PeterK

 

Having issues with customizing invoices Picture for reference

 

Untitled.jpg

 

 

 

Also some other issues we are running into getting started with getting billing with UCRM Working in our setup

 

 

1. we want all dates to be in this format:  2018.12.27
 
2. 'Label' field should be 'Item' or 'Description', not 'Label'.
 
3. We need to be able to send an invoice immediately.
 
4. Prorating should start the next day.  The installation day should not be in the proration.
 
5.  We need the ability to create a Client in UCRM Mobile App and be able to instantly send the invoice so the installer can bill for service and install before leaving customer premise 
 
Thanks!
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Re: issues with customizing invoices and getting started with billing clients from UCRM

[ Edited ]

Hi @900mhzdude

thanks for your notes, I'll try to give you some answers:

 

1. we want all dates to be in this format:  2018.12.27
 Set it up in System > Settings > Localization
 
2. 'Label' field should be 'Item' or 'Description', not 'Label'.
You are right, this should be fixed. However, you can modify it on your own in System > Customization > Invoice template
 
3. We need to be able to send an invoice immediately.
What do you mean? You can create an invoice manually and send it immediately. If you are talking about automatic invoicing, this is triggered automatically based on the configuration of the client's service. You probably want to set "forward invoicing" and "invoicing start" set to "today"?
 
4. Prorating should start the next day.  The installation day should not be in the proration.
This is up to each WISP. In your case, you can just set the "invoicing start" to "tomorrow" and if you want the invoice to be sent today, set "create invoice 1 day in advance". - this will do what you need.  (you can also invoice the first billing period manually)
 
Note that the invoices are not generated immediately as you save the new service. Click on the auto invoicing button in Invoicing main menu section to trigger the automatic invoicing (which is normally triggered only once per day)
Selection_999(271).png
 
5.  We need the ability to create a Client in UCRM Mobile App and be able to instantly send the invoice so the installer can bill for service and install before leaving customer premise 
Yep, this sounds good, we plan to improve the abilities of the mobile app as well as the interactions with UCRM and UNMS/UNMS mobile app. 
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Re: issues with customizing invoices and getting started with billing clients from UCRM

@UBNT-Petr

 

When I change the "Label" to "Item"  in the invoice template it will not save my changes or is not applying them

 

any ideas?

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Re: issues with customizing invoices and getting started with billing clients from UCRM

on the automatic invoicing  we have forward billing and set to auto send at 10 am

 

but if we click save and send it just sits in the invoice queue until I manually click send (maybe it's waiting for 10 am the next day?)

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Re: issues with customizing invoices and getting started with billing clients from UCRM

@UBNT-Petr

 

Also, its sending overdue alert the day after the invoice is sent

 

this is really bad as we send invoices 7 days before the due date 

 

we have suspend as 15 days after the due date on the 1st of the month

 

but they are getting overdue emails 6 days before the due date

 

 

where is the setting to fix this?

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Re: issues with customizing invoices and getting started with billing clients from UCRM

@900mhzdude Ad the changing of "label" to "item", make sure you remove the "{% trans %}" tags around the text, otherwise it's given to translator and might be overwritten. Also make sure you are actually using the template you changed for your organization (system -> organizations).

 

The "save and send" seems like a bug, same as the overdue email, we'll look into it.

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Re: issues with customizing invoices and getting started with billing clients from UCRM

Ad the overdue notifications, are you sure you have the invoices correctly set up and they are not in fact overdue? Could you please post a screenshot of the overdue notification and the invoice in question? You should be able to see the overdue notification in email log on the invoice's detail.