Billing Extension

Billing Extension

Developed By Katamaze

Compatible with WHMCS v7.2

▌What is Billing Extension?

Billing Extension is the biggest module ever made for WHMCS and the definitive solution for all your billing needs. It has an extremely wide range of features, from billing to new concepts and ideas that improve your system with many handy tools and also new ways to monetize services that you didn't know you could sell.

▌Isn't WHMCS enough for my billing needs?

WHMCS is a very complex software made for Hosting Providers, Web Agencies and more in general for IT professionals but some parts of it has been left uncompleted. This is the case of the entire billing system which is functional but too basic. It lacks of a lot of essential features and most important it doesn't comply, more or less strongly, with tax regulations and laws of all countries of the world. WHMCS has always been like this since its first release because its developers want to focus on other aspects of the software but luckily they gave us tools to complete and make a perfect billing system.

▌What is the story of Billing Extension?

We use WHMCS since 2008 and with time we have customized hundreds of systems based on the different requirements and needs of clients. Most of the time the number one question was always the billing system therefore we developed and matured our experience in this matter. After so many times and customizations we decided to transfer all our experience in a single module named Billing Extension that is capable to adapt to multiple scenarios and that can be helpful to any company of any country each one with its peculiar regulations and laws.

▌How can the module adapt to my specific needs?

We developed the module always keeping in our mind that every single feature had to be modular because every country and company has its own needs. You can easily configure the module so that it knows what to do. For example if your company is based in the European Union the module automatically knows how to apply taxes including rates and names, if you are asked to generate and submit MOSS reports and so on. The module has so many functionalities that can perfectly adapt to your requirements. We put a lot of effort into many details so that most of the time even the most complex question can be solved in seconds by simply updating settings.

▌Can you name me some features that are strictly related to billing?

The most interesting feature of the module allows you to drastically reduce the total number of invoices generated by WHMCS. Every month the module "compresses" all payments made by every client into one single invoice with all items and transactions inside. By doing this every client receives a maximum number of 12 invoices each year. If you want to go even further, you can enable the Manual Invoicing system that allows you to decide when you want to generate an invoice and for what items. Another interesting feature is the real-time system which checks the validity of VAT numbers against databases maintained by Member States (VIES), VAT MOSS support for EU companies, filter and export transactions and invoices on spreadsheets, create credit notes (also known as reverse invoices) and multi-brand billing that you can use to invoice clients from different brands on the same installation of WHMCS using multiple "pay to text", sequential invoice number, format and much more.

▌What are the value added features?

There are many features that are not directly related to billing but that we decided to include in the module. You can have the cookie compliance acceptance message, an additional client area page from which your clients can view and filter all their transactions, give bonus to clients who upload funds in their account, paid support tickets, incident reporting for emergencies, penalties to clients reporting fake incidents, customized invoice footer text depending on the entity of your clients (company or private) and country (extra-EU, intra-EU, home country), advanced system for late fees, complete support for service level agreement where you can define your working days/hours, holidays, guaranteed response times and many more features.

▌Features list:

  • Cache invoice details (client details, custom fields, currency, brand) when an invoice is created or paid
  • Administrators can update cached details from a simple interface
  • When your company has changed its details you can use your new details without changing old invoices
  • Synchronize invoice date, payment date and sequential invoice number
  • Customize invoice due date
  • For new installation of WHMCS you can define your invoice starting date: january 1 or current date
  • Advanced credit and tax management
  • Suppress obsolete invoices like, for example, invoices with 0 (zero) amount
  • Option to apply tax on add funds invoices or to remove them from the system
  • Define customized billing rules for your clients and groups:
    • Invoice exemption
    • Invoice exemption & no email notifications
    • Manual invoicing
    • Manual invoicing & no email notifications
    • You can assign every client to a specific brand
  • Advanced and complete tax management for level 1 and 2 taxes
  • Level 2 taxes can be set as a fixed amount instead of a percentage
  • Highly customizable late fees system much better than the default one
  • Force client to accept your new terms of service and conditions
  • Simplified invoicing, manual and automatic, to generate a maximum number of 12 invoices per year per client
  • Option to generate invoices automatically for companies and manually for individuals or the contrary
  • Freely combine paid orders into a single invoice
  • Safe billing because it's the module itself that knows its principles
  • Multi-brand billing support where every brand is independent and customizable:
    • Invoice clients from different brands on the same WHMCS
    • Define multiple pay to text, sequential invoice number format, logo etc.
  • Preserve amounts on invoices for payments made with credit
  • Option to always show taxes on invoices even if they're equal to zero
  • Option to keep showing tax amount on invoices paid with credit
  • Payments made with credit balance are visible on invoices in transactions section
  • New client area page for transactions where you client can view all their payments, bonus, credit usages, commissions etc.
  • Convert a proforma into a real commercial invoice in one click
  • Option to generate always commercial invoices instead of proformas
  • Refund invoices in one click creating credit notes / reverse invoices
  • Option to prevent WHMCS from updating Cancelled invoices when they have an invoice number
  • Option to automatically invoice overpayments on invoices in different ways
  • New auto-insert tags available: {USERID} {COUNTRY} {CURRENCY} in addition to {YEAR} {MONTH} {DAY} {NUMBER}
  • Display quantity and unit cost on invoice items
  • Display custom text in invoice footer based on different criteria (e.g. Extra/Intra EU company/individual)
  • Removes unused Configurable Options (zero quantity and not selected) from invoices and email notifications
  • Real-time system which checks the validity of VAT numbers against databases maintained by Member States (VIES)
  • VAT MOSS support for EU companies
  • Filter and export transactions and invoices on spreadsheets
  • EU cookie law compliance message:
    • Define position (always on top or follow as you scroll)
    • Display cookie bar every X days
    • Function to auto-accept cookie policies
    • Link to your cookie policy
    • If consent is denied reidirect visitors to a certain URL
    • Multi-language support and customize colors with color pickers
  • Automatic promotions when clients add funds in their accounts:
    • Give bonus when certain thresholds are reached
    • Incremental growth bonus
  • Provide "premium" support tickets when clients pay for it
  • Full support for Service Level Agreement functionalities and automations:
    • Highlight tickets that are going to expire soon
    • Automatically send notifications to administrators
    • Sell your Service Level Agreement packages
    • Define your working days/hours and holidays which can be recurring or one-time
    • Quickly load default working days/hours and holidays
  • Advanced ticket statistics with graphs:
    • Average response time for every employee
    • Fastest employee in responding to tickets
  • Assign penalties to clients for reporting you false issues
  • Manager for incidents and network issues
  • Perfectly integrated with Commissions Manager and Advanced Localisation modules
  • The module is fully compatible with WHMCS v7, v6 and v5
  • Advanced filters and functionalities
  • Simple and intuitive user interface
  • Uses Smarty templates
  • Multi-language with english, italian and spanish already present but you can easily add new languages
  • Entirely based on PDO API for MySQL connections safe from SQL injection

 

Reviews

5 stars
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4 stars
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3 stars
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2 stars
1
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1 star
3
3

Eric Miller @Genesis-Hosting-Solutions

September 14, 2017 at 12:10:59 AM

Davide (nor anyone else) will ever responds to tickets.

This module talks back to the Katamaze site for registration verification "every" time a page is loaded, and Katamaze's site is down often, causing your own WHMCS site to stop loading.

We abandoned this module and would not suggest it to anyone.

  • 1 month ago

Server Team @serverteam

September 7, 2017 at 03:21:34 PM

WARNING: You will pay but you will never get the product you ordered. Does not reply to emails, does not answer phone calls, does not respond to support requests. And worst of all, after paying for the order it was not delivered to us. We only lost time and 65 euros.

Never before have we met such customer treatment.

  • 1 month ago

Davide Taralli @arkens

April 5, 2017 at 07:49:56 PM

46 days, no answers. Absolutely unreliable supplier for a billing module.
The support is a nightmare. We never experienced anything like this before with any vendor in years.
Professionally unacceptable behavior .
We purchased from Katamaze the following modules in more than a year:
Billing extension 105USD
Multilanguage Cart 72USD
Advanced Localization 72USD (useful for multibranding invoicing)
and state that the modules, small bugs aside, are well made and reflect the most needs.
On one occasion we also made a request on the forum, and, consistent with the use of a free tool,after a few days, came the reply with the resolution.
This is and remains the only,positive, contact in over a year with the supplier.
In our project, it was planned to add as many modules of the same three licenses for another WHMCS license after testing the vendor at least a year.
Project abandoned after almost two months (February 18, 2017 - April 5, 2017) attempts to speak to the supplier for trivial requests.
Problems have arisen subsequent to our error in the renewal of the license of Multilanguage Cart module.

On 02.14.2017 we receive notification of "first invoice overdue" and we paid through Paypal

02.18.2017 The Katamaze has not yet registered our payment, no invoice, only an unpaid proforma, and so he place our module license in "suspended"

On the same day, we pay again, by mistake, the same proforma, always with paypal (second transaction for the same renewal)

02.18.2017 Ordinary ticket - no answer
We open a standard ticket to report that the proforma in question has been paid twice by mistake, we report the number of the two paypal transactions, ask the reactivation of the suspended license and the issuance of the invoice for the payment made.

No response to the ticket.no invoice.
Let's try on the forum, but it is offline for maintenance. And so it is again from 02.18.2017 to date, with a nice "We will be back soon." Sure.

02.23.2017 Premium ticket - no answer - no invoice for the payment of the premium ticket, no invoice for the paid renewal
Still no response and no invoice. So we open a paid premium ticket (€ 15) to point out the problem of suspended license, ask for our invoice, report again our two paypal transaction and ask a refund for the double payment.

We receive an email notification "Service Unsuspension Notification" for a partially reactivated license, but no answer from our ticket concerning payments, invoicing. The premium ticket is considered solved. Wow.

Having no answers, we respond to the premium ticket on 02.26.2017 asking again for our invoices, information for refund and reporting that the license is only partially active. All with nice screenshots in attachments.
In fact it is impossible to download the module from Katamaze, on 04.05.2017, the module is still suspended.

02.28.2017 premium ticket - no answer
We point out once again the non-fully active module, the double payment with paypal, we ask again for our invoice for renewal and the one for the paid premium ticket, ask informations for the double payment made.
No reply. Katamaze simply refunded 15 euro premium ticket without even a response.
Nice.Well done. Great support.

We give up to make premium tickets, can't get an answer even by paying. We continue in an attempt to get our invoices for the renewal and paid premium ticket, ask for a downloadable paid module and,our double payment.

03.14.2017 two new ordinary ticket - no answer

 1. Ask for refund of double payment.
 2. Ask for our invoices: renewal proforma and premium ticket proforma.
Nothing. No answer again.

03.17.2017 Ordinary ticket - no answer
Summary unanswered requests from 02.18.2017
Ask for invoices again
Ask for license activation with downloadable module
ask for double payment refund

03.31.2017 emergency ticket - no answer again
We need urgently to have invoices for payments made due to tax deadlines.
We ask again: issuing invoices, refunds overpayment, accommodation of module license yet renewed pending.

04.05.2017
No response from the supplier.
Premium Ticket refunded, unanswered
Ticket Emergency unanswered
Ticket ordinary unanswered
still down Forum, not so important, but could be a way to get in touch better than multiples no-answer-tickets

No action for the renewed license that still can not be downloaded.
No invoices despite of payments made.
And we talk about a vendor that develops and sells accounting modules. Does he use them?

We have really been patient long time before writing this review.
The reviews are helpful to new potential buyers,
but a bad review is something unpleasant for those who write it.
We would have preferred a peaceful resolution, but we could not get any answers to so simple legitimate requests,

Summary:
We still have no invoices.
The modules are very well made. in particular the extension Billing module is really full of features.
Once adopted, however, you will be hostage of the poor customer care and support offered by Katamaze with a module that you need for generating invoices.

  • 6 months ago
  • Version Number 1.4.9

Jesus Suarez @jesussuarz

September 20, 2016 at 12:22:21 AM

hello

there is a demo of this module?

I want to try before you buy ...

  • 1 year ago
  • Version Number 1.4.4

Paul Janssen @jibr

July 22, 2016 at 07:23:27 AM

This module was bought by us only to be able to make proper credit invoices as is required by our national law. This module has changed a lot since we bought it last year and added a lot of useful functionality regarding EU / MOSS abilities.

Davide M. @Katamaze

July 31, 2016 at 11:23:54 PM (Edited)

Hi Paul,

Let me clarify few things

> It seems like it's a product that is barely tested and gets bugs fixes at least three times after every release. Of course that would be a good thing to indicate it's a product that will be updated.

We made 50 releases with 142 new features (big ones), 49 improvements and 29 changes in 1 year of activity. Most of the modules that you can download for WHMCS are rarely updated and very frequently patch notes are two lines of text that do not contain any relevant change. Billing Extension is probably the biggest module ever made for WHMCS. The first release of the module only had 22 features meanwhile the latest one has 142. We are talking about a percent increase of +445% in the number of features not to mention that the module works with all versions of WHMCS v5 and v6.

With that being said, it's obvious that such an huge module has more bugs compared to modules that only get 2 or 3 updates every year. The fact that we fix all them promptly is a good news. Also keep in mind that we make no distinctions between serious bugs and small glitches. If you read all our patch notes you'll realize that 95% of bugs are stupid ones (visual bugs, HTML/CSS imperfections and non-fatal errors). Please don't just look at numbers and pretend that they're all critical.

> But every other release you would need to do manual changes. And then a few days later there is another update that will have new changes etc. etc..

There's a very precise reason for this that you can read here (http://docs.katamaze.com/article/module-upgrade-12.html). Let me quote the most relevant part:

«The reason why we ask you to complete these steps manually is that we continuously update all modules focusing on adding new features in very short times. In order to distribute updates frequently and quickly, we do not use any automatic system for upgrades»

I can tell you for sure that the majority of our clients love to get so frequent updates (globally we release 1 update every 3 days) even if this means that sometimes they need to perform few and very simple taks (e.g. find/replace or run a query).

> The developer of this plugin has a system in place where you can buy support for 15 euro per ticket. But why would we need to pay that if we already bought a 1 year support license. Wouldn't make sense.

We use the same exact approach of cPanel. If you have a valid license key you will always get support from 09:00 to 18:00 (Mon-Fri) but if you have an urgent question and you can not wait for our "best effort" response time, you can upgrade your ticket to our priority support and get an answer even when it's night, during weekends and holidays. Long story short, our premium support only grants you a response within 12 hours.

> If you would like to make changes to your stable installation at least 4 times a month - and are happy with the possible risks of breaking your system due to untested code and the developer of this module introducing new bugs to your existent workflow I can definitely recommend to spend your money on this module.

Until now I can guarantee you that we did not break a single installation of WHMCS since the first release of the module. Even the issues that you reported us were nothing dangerous. It did not brake your system. You were simply unable do download PDF Batch with the correct "invoice prefix" and mark a particular kind of invoices (e.g. duplicated ones) as paid without getting a blank page.

> Be prepared to wait a long time to get answers (not solutions) to problems you submit to katamaze.

Here is the list of all your tickets:

Sent: 19th July at 09:32. Response: 19th July at 15:13
Sent: 18th July at 13:33. Response: 19th July at 15:19
Sent: 18th July at 13:06. Response: 19th July at 15:37
Sent: 21st July at 13:00. Response: 22nd July at 21:47

You got our first responses in a bit less than 24 hours. Not to mention that we could have fixed all issues in few minutes/hours but you did not provide us FTP/Admin access. When you gave us FTP/Admin access few days later you also forgot to gran us all the necessary write/view permissions. When we have finally managed to access to your system, we fixed all your issues in a couple of hours.

I can understand your frustration and that you really needed to download invoice PDF batch. Like I said multiple times in your tickets, it was possible to fix everything in a very short time (minutes/hours) but when we asked for FTP and admin access we got an "It's not possible" from you. I can understand that you do not have an FTP server for some reasons but on the other hand you have to understand also our point of view. It's difficult and we need more time to debug your issues with no access to your system since we were unable to reproduce them on our systems. Submitting multiple tickets or negative reviews does not speed up the process.

Regards,
Davide

Owner@Katamaze  
  • 1 year ago
  • Version Number 1.4.3
  • Edited

Version Compatibility


Compatible with WHMCS v7.2

Full Version Compatibility


  • Selected versions of WHMCS v7.2
        7.2.0 - 7.2.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0
  • All versions of WHMCS v6.3
  • All versions of WHMCS v6.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0
  • All versions of WHMCS v5.3

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By Katamaze

Changelog

v1.5.6 Released September 4th, 2017

Latest Version


  • New: A new, more efficient and effective process to manage overpayments (English - Italian) and credit balance
  • New: The first overpayment is always billed on the same invoice (preview)
  • New: Subsequent ovaerpayments are billed on new invoices
  • New: The system that handles payments with credit balance has been entirely rewritten
  • New: The module now handles 8 different credit balance usage scenarios that have been tested over 350 times
  • New: Proper tax rounding in line with authorities' requirements (English - Italian)
  • New: Total amount of credit applied to invoice displayed as a single line with negative amount (preview)
  • New: New custom report to export invoice data to CSV (preview 1, preview 2)
  • Improved: A large portion of the code has been rewritten and significantly improved
  • Improved: We've made huge improvements to credit balance usage and overpayments
  • Improved: Dates of Paid invoices no longer change after overpayments
  • Fixed: 3 small fixes: unwanted redirect, possible fatal error, misspelled variable name
  • Deprecated: Mode 1 and Mode 2 for overpayments no longer exist
  • Deprecated: Removed many unnecessary functions and action hooks

 

Previous Versions


v1.5.5 Released July 27th, 2017

View/hide detailed changelog

  • New: Preserve Reference Numbers on Invoices
  • New: Reference Numbers automatically added on Invoices
  • New: New button to convert a Proforma into an Invoice in one click
  • New: New page for transactions more integrated with WHMCS
  • New: The new Transactions page is responsive, fully integrated with WHMCS and supports DataTable for real-time filtering
  • New: New option to automatically add Transactions to Billing Child Menu
  • New: The old "Force TOS" has been updated and renamed to "Policy Updates"
  • New: "Policy Updates" now also shows the "Effective Date"
  • New: When Apply Tax to Credit is Enabled and client applies partial credit the module recalculates the correct tax value
  • New: The module automatically refunds credit to clients when they apply an amount greater than the total
  • Improved: Apply Credit functionalities have been hugely improved
  • Improved: Licensing script is more stable
  • Improved: More relevant buttons to convert Proformas into Invoices and Credit Notes
  • Improved: The "Tank you for the payment" redirect now triggers also for cancelled invoices
  • Improved: The "Tank you for the payment" page now triggers more appropriately
  • Improved: The new "Policy Updates" page has been improved
  • Improved: You can change secondary settings of Toggle Invoicing (Mailing System, front-end access) even when it is disabled globally
  • Improved: Small improvements to jQuery scripts
  • FIxed: Auto Credit Applying now works properly with Applt Tax to Credit
  • Deprecated: transactions.php page is no longer used since it has been replaced with a newer version
  • Deprecated: tos.php page is no longer in use since it has been replaced with a newer version

 

v1.5.4 Released July 20th, 2017

View/hide detailed changelog

  • New: New page Settings > Invoicing Settings. Here we moved all settings, features and options of the module
  • New: All settings, features and options has been split into 7 categories
  • New: We added dependencies to settings so that you no longer see options that cannot be enabled
  • New: Implemented a check that can automatically detect and fix conflicts between settings
  • New: All settings now have comprehensive and detailed descriptions
  • New: The module can now retrieve a lot of information about your system so that you no longer need to read and fill tens of forms
  • New: In preparation of a new incoming feature, we started to include in the module a lot of new inactive scripts
  • New: When the module removes an invoice, now it redirects clients to a new "Thank you" page that is fully customizable
  • New: New option to leave or remove 100% discount invoices from WHMCS
  • Improved: The Activation process of the module has been improved
  • Improved: English and Italian translations have been improved a lot with new language variables
  • Improved: We removed a lot of unused language variables
  • Improved: The way the module stores settings has been hugely improved
  • Improved: Whenever possible and appropriate, we use toggle selections instead of HTML selects
  • Changed: All settings of the module have been moved to a single page
  • Changed: MOSS page has been renamed to Reports
  • Fixed: Small fix in a functionality of Service Level Agreement
  • Fixed: Level 3 tax was visible on invoice even when it was equal to zero
  • Deprecated: We removed the setting First Invoice Date > January 1 since it was pretty much useless
  • Deprecated: The option to disable/enable MOSS page (now named Reports) has been removed since this page is very useful also for non-EU companies

 

v1.5.3 Released July 8th, 2017

View/hide detailed changelog

  • New: Invoice Sync: synchronize the sequential number of invoices across all your WHMCS systems
  • New: Invoice Sync works thanks to a webservice created for this purpose
  • New: The webservice supports http/https connections and also self-signed certificates
  • New: Invoice Sync simply needs the URLs of your WHMCS system and an access key
  • New: Invoice Sync has a tool that automatically test the connection between all your systems
  • New: If synchronization fails for some reason, BX notifies you with to-do item in WHMCS
  • New: Invoice Sync respects Sequential Invoice Number Formats in use in all your WHMCS
  • New: BX includes a feature that can be used to generate a random access key for Invoice Sync
  • New: Multi-Brand and Invoice-Sync cannot be used simultaneously therefore BX automatically disables the former if you are using the latter and vice versa
  • Improved: Multi-Brand / Stores page has been redesigned from scratch
  • Improved: Multi-Brand is more readable, compact and easier to understand
  • Improved: Small improvements to Toggle Invoicing page
  • Improved: The quality of translation has improved (English and Italian)
  • Improved: Improvements to various core functions of BX
  • Changed: Multi-Brand tab has been renamed Stores in order to include Invoice Sync
  • Changed: We changed the way we store new constants in database. This will reduce the number of times we ask you to run queries for upgrades

 

v1.5.2 Released June 23rd, 2017

View/hide detailed changelog

  • New: Toggle Invoicing: Clients can provide you their SMTP credentials in order to send 100% white label emails to their clients (preview)
  • New: Toggle Invoicing: New Email Template for Consolidated Renewal Reminder (white label) to send notification to sub-accounts of your clients for products/services that are about to expire (preview)
  • New: Toggle Invoicing: New option that can be used to grant or deny access to Toggle Page
  • New: Multi-language support for all Consolidated Renewal Reminders
  • Improved: Toggle Invoicing: Email Template of Consolidated Renewal Reminder has been updated to include more informations (preview)

 

v1.5.1 Released June 19th, 2017

View/hide detailed changelog

  • New: Support for Level 3 taxes based on Products/Services and/or Groups of products (preview)
  • New: Level 3 taxes are visible on invoice and fully customizable (preview)
  • New: Clients that are still using WHMCS v5 can now enjoy Bootstrap 3 on Billing Extension
  • New: Added support for Code Prettify by Google (preview)
  • Improved: Tax Rules page redesigned from scratch (preview)
  • Improved: Integration page redesigned from scratch (preview)
  • Improved: The entire Integration process has been made easier and quicker
  • Improved: Lots of improvements to CSS, template files, PHP and language files
  • Improved: Improved compatibility with WHMCS v5
  • Fixed: Small bug with Toggle Invoicing

 

v1.5.0 Released April 15th, 2017

View/hide detailed changelog

  • New: Toggle Invoicing. A new way to invoice clients on WHMCS (English - Italian)
  • New: It allows you to generate a monthly invoice for your clients
  • New: Save big money on transaction fees. Clients will send you a single monthly payment instead of multiple micro-payments
  • New: Instead of making mess with tens of proformas, notifications, cancellation requests, a separate management for domains, products/services, addons etc. now your clients can control everything from one page with simple Renew/Stop toggles
  • New: The page uses DataTable the same jQuery plug-in used by WHMCS for dynamic tables therefore there are no requirements or compatibility issues
  • New: Clients using Toggle Invoicing the first day of every month will receive a "Consolidated renewal reminder" about all their domains, products/services, addons, configurable options and billable items that are due within the next month
  • New: Clients can also assign specific groups of products to sub-accounts. For example Web Agencies that are registering domain names on behalf of their clients with you, now can assign every domain, product and addon to the corresponding client using WHMCS sub-accounts.
  • New: Moreover, when they receive their monthly invoice (HTML and PDF version), they will know who is the owner of a given domain or product. In this way they can easily manage renewals and payments with their clients
  • New: All features, pages and invoices of Toggle Invoicing support multiple languages
  • New: The "Consolidated renewal reminder" notification can be customized from Email Templates
  • New: Toggle Invoicing can be enabled globally or just for specific clients or groups of clients
  • New: We have carefully reproduced all the dependencies between products and addons so that for example if the renewal of an addon with "Suspend Parent Product" enabled is turned off, the module automatically turns off the renewal of the parent product
  • New: Similarly, the module knows how to deal with all the different types of "Invoice Action" of Billable Items and their custom recurring cycles. The only limitation is that you can't use "Days" and "Weeks" as a recurring cycle since obviously they're not compatible with monthly invoicing
  • New: The monthly invoice does not differ from a standard invoice of WHMCS therefore there are no problems with domain renewals, and with the unsuspensions of products/services and addons
  • New: If a client is using Toggle Invoicing, the module automatically adds a button in the toolbar so that he can reach the page to manage renewals and contacts
  • New: New filters added to Clients tab in Billing Extension
  • Improved: Exported XLS files encoding for VAT MOSS reports
  • Improved: Countless small improvements to action hooks, jQuery libraries and scripts
  • Fixed: Small error in a query involving "Paid with credit" payment method

 

v1.4.9 Released January 31st, 2017

View/hide detailed changelog

  • New: New feature that notifies you when the validity of a VAT number changes on VIES
  • New: The module can update the tax exempt status of a client depending on VIES check result automatically
  • New: If you prefer to review all cases manually, the module always notifies you about changes on the VIES in the to-do list
  • New: You can now enable Tax Exempt status for specific clients. This will overrides all other settings
  • Improved: Tax Rules page has been improved. Clients page has been updated
  • Improved: The hook that triggers the check on VIES has been improved a lot

 

v1.4.8 Released January 16th, 2017

View/hide detailed changelog

  • New: Invoices can be filtered and exported on Excel by range of dates (invoice date, due date and payment date)
  • New: Multi-Brand: you can now have different logos on invoices for every brand (preview)
  • New: Invoice tab: you can now view/export subtotal, total, tax and taxrate for every invoice
  • New: Simplified Invoicing: now it can be enabled for specific clients and not only globally for all clients
  • New: You can re-run VIES check on the fly with a new button that appears next to "Invalid VAT number"
  • Improved: Invoice view: buttons now showing up when using a particular Italian language translation for the back-end of WHMCS
  • Improved: Conditional PayToText is now more reliable
  • Improved: Client Custom Field Snapshots: when the value is empty the field is not displayed
  • Improved: Customized billing settings for clients (Clients tab) have been improved a lot
  • Improved: The entire Apply Tax To Credit feature has been redesigned from scratch with huge improvements

 

v1.4.7 Released November 11th, 2016

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  • New: Late Fees: the module can now handle multiple currencies based on exchange rates
  • New: Late Fees: the module now nullifies late fees based on the payment date
  • Improved: The use of custom invoice footer based on VIES check has been improved a lot
  • Improved: Small CSS/HTML improvements in template files
  • Improved: Custom Pay To Text based on invoicedate was not working properly under certain conditions
  • Improved: Invoice date no longer changes when a proforma that has been converted into an invoice becomes paid
  • Improved: The entire Late Fees system of Billing Extension has been redesigned from scratch. Now it's more reliable and smart
  • Changed: We changed a core function of the VIES so that you use Intra/Extra EU and company/individual check result in invoicepdf and viewinvoice files

 

v1.4.6 Released October 11th, 2016

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  • New: In this release we made countless changes and improvements so that the module can work with all versions of WHMCS 5, 6 and 7
  • New: The module is fully compatible with WHMCS v7, v6 and v5
  • Improved: Many HTML/CSS/js improvements
  • Improved: The module has been retested to confirm that it works properly with WHMCS v7
  • Improved: Of course we have also verified that the same package still works with WHMCS v6 and v5
  • Improved: Even if WHMCS 5, 6 and 7 are very different from each other, the template files can automatically adapt to the version in use in your system
  • Improved: We've added and/or extended support for jQuery and Bootstrap on the old WHMCS 5
  • Improved: Same goes for Font Awesome Icons. Now they work correctly even on WHMCS 5
  • Improved: We have included the latest version of Font Awesome Icons for all versions of WHMCS
  • Improved: Small improvements to English and Italian language files
  • Changed: Normalized several Smarty plugins so modifiers can keep working also with older version of Smarty

 

v1.4.5 Released September 22nd, 2016

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  • New: You can now filter and export invoices on spreadsheets
  • New: You can now use VIES check result to display the right customized footer message on invoices
  • New: VIES check result is now visible on export-transactions spreadsheet
  • Improved: The code of Force TOS has been improved
  • Improved: We added an additional check regarding Force TOS feature
  • Improved: The logic behind VIES check has been improved
  • Improved: VIES check on client's profile. The Update Now was redirecting always to client with ID 1
  • Changed: The disposition of form controls in Force TOS section has been changed
  • Changed: After so many releases, we decided to change the look of mouseover tooltips
  • Fixed: A very small glitch has been found and fixed in invoicepdf.tpl file
  • Fixed: Some country flags in MOSS page were missing

 

v1.4.4 Released July 31st, 2016

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  • New: MOSS. The report is now more flexible. You can now find 30 countries instead of 12
  • New: MOSS. You can now find "MOSS countries" option in the dropdown along with "European countries" and "Non-EU countries" etc.
  • Improved: Newly registered clients are no longer asked to re-accept your terms and conditions
  • Improved: VIES/VAT validation. For the module now it makes no difference if VAT numbers are provided with or without country code
  • Improved: Small HTML improvements made in Settings page
  • Improved: You can now disable Multi-brand independently from the status of Advanced Localisation
  • Improved: Clients were unable to read your terms before accepting changes. The module now allows them to visit that page
  • Fixed: Fatal error occurring when using Overpayments (Mode 1) only on some installations of WHMCS because of missing language files
  • Fixed: Search/Filter by date or range of dates was not working properly on some pages
  • Fixed: Some variables of Billing Extension were ignored in PDF Batch export
  • Fixed: The pagination of Clients tab (exemptions) was not working properly
  • Fixed: Fatal error «country column cannot be null» occurring under very particular circumstances

 

v1.4.3 Released June 16th, 2016

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  • New: All dates in all pages of the module now reflect the date format in use in your WHMCS
  • Improved: Small improvements to all Search/Filter made on database
  • Changed: All datepickers in all pages of the module have been updated to display the same the date format in use in your system
  • Fixed: The Search/Filter by date in Transaction page was not working properly
  • Fixed: A small function was not returning the expected output under particular conditions. In any case it wasn't a critical issue
  • Fixed: Small visual bug regarding Clients page
  • Deprecated: Removed an unnecessary javascript file

 

v1.4.2 Released June 13th, 2016

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  • New: New option to keep showing tax amount on invoices paid with credit
  • New: New option to always show taxes on invoices even if they're equal to zero. This feature is crucial for companies that are exempt from taxation
  • New: New position for EU Cookie Bar: Bottom of the page with scroll follow
  • Improved: Due to recent changes to Highcarts, the JavaScript library that the module uses to generate graphs, we added a function that automatically detects the version installed in your WHMCS. Long story short it will always work
  • Fixed: EU Cookie Bar no longer overlaps CAPTCHA codes, domain lookup and toolbar of WHMCS
  • Fixed: Image not showing in transactions page (wrong path)
  • Fixed: This is not really a bug fix but EU Cookie Bar was showing up HEAD instead of BODY even if all modern browsers were automatically correcting it

 

v1.4.1 Released June 1st, 2016

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  • Improved: Clients and Billing pages now open slightly faster. We managed to serve the same contents with a single query instead of two
  • Improved: The function used to convert proforma into invoices now correctly shows the right invoice number also in the H1 title of the back-end
  • Changed: We made few small and noncritical changes so that the module now works slightly better with WHMCS 6.3.1
  • Fixed: Fatal error occurring under certain conditions related to multi-brand billing. This fix was already included in previous release so we are just making it official
  • Fixed: Fatal error of Smarty occurring in Settings page. Also this fix was already included in previous release
  • Fixed: In the previous release we have wrongly included in Settings page a part of the old HTML code
  • Fixed: Removed some unnecessary "if" conditions and a pointless WHERE statement inside a query
  • Fixed: The function used to convert proforma into invoices was keeping the "Proforma #" prefix still there

 

v1.4.0 Released May 9th, 2016

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  • New: Multi-brand billing can be used to bill clients from different brands from the same installation of WHMCS (preview)
  • New: Indipendent home country, pay to text, company name, sequential invoice number format and next paid invoice number for every brand
  • New: Multi-brand works thanks to a new integration between Billing Extension and Advanced Localisation
  • New: Multi-brand works with dedicated domains/subdomains for each brand (e.g. brand A it.example.com, B uk.example.com, C anotherexample.com)
  • New: Multi-brand can be easily turned on/off and configured in few clicks from a simple interface
  • New: An enormous amount of new scripts and functions has been added in this release
  • New: Clients page (the old Exemptions page) allows you to assign every client to specific brands (preview)
  • New: Shortcut to manage the assignment of brands for every client in their Summary page (preview)
  • New: Feature to auto-assign clients to brands depending on the domain name that they're using to register on your WHMCS
  • New: Clients can be moved anytime from a brand to another but all their existing invoices will stay with the original brand
  • New: Check results of the VIES are now visible only on the profiles of European clients
  • Improved: The HTML/CSS code of Integration page has been improved a lot
  • Improved: Improved the quality of English and Italian languages of the module
  • Improved: An action hook was always running two times instead of one without causing any issue. Now it properly runs only once
  • Improved: All core functions of the module has been re-tested to make sure that they still work as expected with all the new features
  • Changed: The old Invoice footer and Pay to text sub-menus of Settings page have been merged under Invoice PDF
  • Changed: The old EU cookie law and TOS acceptance sub-menus of Settings page have been merged under Legal
  • Changed: We decided to hide the uncompleted feature that generates sequential paid invoice numbering across multiple WHMCS systems since multi-brand billing could take its place
  • Changed: Exemptions page has been updated to include new features necessary for multi-brand billing and it has been renamed to Clients
  • Changed: The feature that converts proforma into invoices in one click has been updated to comply with the functionalities of multi-brand billing
  • Fixed: Some small HTML/CSS inaccuracies has been fixed
  • Fixed: Little visual bug in Clients page (previously named Exemptions) that was causing success and error boxes to appear out of container
  • Fixed: The code that the module used to submit new contents in the back-end of WHMCS was a bit inaccurate

 

v1.3.44 Released April 29th, 2016

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  • Improved: The module is based entirely, with few exceptions, on PDO. We're gradually removing all the exceptions so that it will be ready for PHP7
  • Improved: The code of some functions and hooks has been improved
  • Changed: VAT MOSS support has been added with version 1.3.4 almost one year ago. After so many tests, we no longer consider this feature a BETA
  • Changed: For the second time we tried to implement the feature that generates sequential paid invoice numbering across multiple WHMCS systems. We made a lot of changes but this feature is still not enough stable to use so we keep it disabled
  • Bug fix: Fixed a very complex bug that was causing duplicate entries on monthly invoices. Read upgrade instructions for more details
  • Bug fix: Fixed a bug that was causing a neverending redirect. This fix was already included in previous release so we are just making it official

 

v1.3.43 Released April 24th, 2016

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  • New: Force client to accept your new terms of service and conditions
  • New: Change in one click the version number of your TOS
  • New: Insert the URL to your terms of service so that clients can read them before accepting changes
  • New: Clients must accept your new terms of service and conditions otherwise the module doesn't allow them to access any other page
  • New: You can edit and customize the page where clients need to accept your TOS
  • New: The page where clients need to accept your TOS is available in multi-language

 

v1.3.42 Released April 5th, 2016

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  • Improved: Small improvements to some functions
  • Fixed: A long standing bug with custom footer text on invoices has been fixed. The module now properly detects home country and intra/extra EU countries
  • Fixed: Fixed an issue with Apply tax to credit. The module no longer adds taxes to clients with Exempt from Tax enabled

 

v1.3.41 Released April 3rd, 2016

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  • New: Real-time system which checks the validity of VAT numbers against databases maintained by Member States (VIES)
  • New: When adding a new clients with a VAT number the module can automatically check its validity
  • New: When editing a clients with a VAT number the module can automatically check if the VAT number is still valid
  • New: If necessary you can manually rerun checks on VAT numbers in one click still in real-time
  • New: The module stores the results of the latest check on VIES in your database so that you can get additional informations (preview)
  • New: The additional informations available are: country code, VAT number, request date, validity, ownership, address
  • New: You can now exempt from tax companies from specific countries
  • New: New function to load prefefinite tax rules just for countries of European Union
  • New: One-click configuration so that the module can immediatelly start to work with VIES in line with EU regulations
  • Changed: Tax rules page has been updated in order to support the new VAT MOSS and VIES functionalities
  • Fix: Minor bug fixed (PHP Warning with array_filter)
  • Fix: Minor bug fixed (PHP Warning with foreach)
  • Fix: Minor bug fixed (PHP Warning with GetCurrencies function of the module)
  • Fix: Morocco appearing wrongly in North America under Tax rules

 

v1.3.40 Released March 7th, 2016

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  • New: New modality to handle overpayments: Mode 1
  • New: New modality to handle overpayments: Mode 2
  • Improved: The old Invoice overpayments feature, now called Overpayments > Mode 1, has been improved and works in a more correct way
  • Improved: Improved the interactions between the module and transactions
  • Changed: The Invoice overpayments feature has been changed to support two different working modalities (Mode 1 and Mode 2) and renamed to Overpayments. Refer to Upgrade instructions for more details
  • Fixed: Fixed a bug that was causing weird totals on invoices full paid with credit and with Simplified Invoicing enabled

 

v1.3.39 Released February 22nd, 2016

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  • New: Documentation for this module is now available on docs.katamaze.com (English) and docs.katamaze.it (Italian)
  • Fixed: Fixed a bug that was causing problems with sending emails with attached invoices via Cron. Refer to Upgrade Instructions for more details
  • Fixed: Image not showing in six/transaction.tpl template

 

v1.3.38 Released January 18th, 2016

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  • New: New feature for SLA (Service Level Agreement). In addition to Email Warnings, the module can now display warnings in the back-end of your WHMCS
  • New: The first warning is in the header placed right after Ticket(s) Awaiting Reply (preview)
  • New: The other one is directly visible in ticket view. Next to every ticket that is going to expire soon according to your Service Level Agreement, you will find an icon in a new column (preview)
  • New: The module has 29 warning icons that you can use for SLA warnings (20 animated images and 9 static) that you can easily choose from a this simple interface (yep, there's also Chuck Norris... how clould you miss a ticket marked with his face?)
  • New: Don't like icons? You can upload your ones in images/sla in the root directory of the module. Please keep in mind that images must be 16x16 pixels
  • New: If there are no tickets that are going to expire soon, the module doesn't show any icon
  • Improved: SLA support page. Opening hours showing Update button even with no records available
  • Fixed: In version 1.3.34 we fixed an issue with (I quote) Fatal error when using simultaneously the standard Late Fee system and the advanced one included in the module but we noticed that we had simply reduced the occurrence of this error. Now this issue *has been fixed for real
  • Fixed: New year new tax rates. All predefined tax rates have been updated accordingly

 

v1.3.37 Released January 13th, 2016

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  • Improved: On some servers base64 function is disabled and this causes the pages of the module to load slower. We then developed a replacement for base64 when the module detects that this function is disabled on your server
  • Fixed: Very complex bug when accessing WHMCS from multiple hostnames
  • Fixed: Fixed a small issue with the EU Cookie Bar on Safari
  • Fixed: Some images not showing in transaction page
  • Fixed: Missing arrows in jquery datepicker

 

v1.3.36 Released January 8th, 2016

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  • Improved: The code of all action hooks has been improved
  • Improved: Improved sync invoice date & invoice payment feature
  • Fixed: Sync invoice date & invoice payment not working properly
  • Fixed: Function causing a premature end of script
  • Fixed: Action hook causing a premature end of script
  • Fixed: Few missing images
  • Fixed: jquery-ui images not appearing in some places

 

v1.3.35 Released January 7th, 2016

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  • New: Graph that allows you to know who is the the fastest employee in responding to tickets
  • New: Graph that allows you the average response time for each employee
  • New: You can now search/filter Draft invoices. The module automatically adds this option only if you are running version 6.2 or greater of WHMCS
  • Fixed: Module Activation: mod_billingextensiontrans table not created correctly

 

v1.3.34 Released January 6th, 2016

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  • New: Extended support for Level 2 taxes with fixed rate. Viewcart page now shows correct amounts
  • New: The module now handles and stores tax2 and taxrate2 in preparation of a new feature that will be released later
  • New: New section in Integration page where you can find tips and tricks of the module Improved: Apply Credit now works better when used in combination with Apply tax to credit option
  • Improved: Enormous amount of improvements for Credit management
  • Changed: All functions related to Credit have been entirely redesigned
  • Changed: Automatic Integration code has been updated in line with recent changes
  • Fixed: Fatal error when using simultaneously the standard Late Fee system and the advanced one included in the module
  • Fixed: Fixed many small bugs

 

v1.3.33 Released December 28th, 2015

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  • New: You can now use quantity in invoice items. The module automatically shows the unit cost on invoice
  • Improved: Tax Level 2 (fixed rate)
  • Changed: Integration page has been updated to include new informations
  • Fixed: Invoice totals not showing
  • Fixed: Tax Level 2 not showing properly

 

v1.3.32 Released December 18th, 2015

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  • New: Tax manager for Level 2 taxes
  • New: Level 2 taxes can have their own rates and names for every country
  • New: Level 2 taxes can be based on a fixed amount instead of a percentage (required in some countries)
  • New: Tax rules page now asks you if you want to enable or disable tax support in one click
  • New: In order to not overload Tax rules page with many informations, Level 2 taxes are hidden by default but always visible when they have been defined
  • New: Option to generate invoices automatically for companies and manually for individuals or the contrary
  • Improved: EU Cookie bar script has been improved
  • Improved: Spanish language file updated to version 1.3.31
  • Changed: Tax rules page has been updated
  • Changed: The "Import predefined rules" function in Tax rules page has been updated so that it ignores Level 2 taxes
  • Fixed: Very complex bug when using localised domains (e.g. example.es, example.it, example.de etc.) of Advanced Localisation module
  • Fixed: SLA support page. The style of Cron section was not perfect on WHMCS v5
  • Fixed: SLA support page. The style of Working hours section was not perfect on WHMCS v5

 

v1.3.31 Released December 10th, 2015

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  • New: Support for Service Level Agreement
  • New: Define your work time (days and hours) and weekends
  • New: Define holidays (one-time or recurring) observed by your company
  • New: Load predefined holidays for Italy, Spain, France, Germany, Poland in one click (feel free to send me the list of holidays observed in your country so that I can include it in the module)
  • New: Load predefined working times in one click (e.g. Mon-Fri 09:00-13:00 14:00-18:00)
  • New: Sell products to your clients that give them access to support under certain conditions
  • New: For every "support product" you can define a SLA: work time yes/no, always yes/no, guaranteed response time (in minutes)
  • New: Automatically send an email to all administrators when a ticket is going to expire soon according to the SLA of a given client
  • New: The "SLA email" for administrators is fully customizable from Email Templates
  • New: The "SLA email" is already set and inside of it you can find and use a lot of custom variables
  • Changed: The language file for the Spanish version of the module has been updated. Thanks to J.J. for providing the file (the new support page is not yet available in Spanish)
  • Fixed: "Invoice #" string appearing instead of "Credit note #"

 

v1.3.30 Released December 3rd, 2015

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  • Changed: Integration page has been updated with new contents and descriptions
  • Fixed: Some misspelled words has been corrected
  • Fixed: Integration > Cache Paid Invoices. This function was wrongly caching all invoices instead of paid ones only
  • Fixed: Small issue with PDF invoices in version 5.0.6 (release date 16-05-2013) of WHMCS or older
  • Fixed: Small issue with currency format on invoices in older versions of WHMCS (v5)
  • Fixed: In very particular conditions there was a Fatal error appearing when downloading PDF invoices from Admin area
  • Fixed: Customized footer text not recognizing Intra/Extra EU correctly for some countries

 

v1.3.29 Released November 13th, 2015

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  • New: Brand new Transactions page in client area for WHMCS V6. The new page now uses the same style of Six template
  • New: In the Transactions page you can now find filters. You can filter transactions by type (payments, add funds, bonus) by date from X to Y and by billing status (billed, not billed, not due)
  • Changed: The module now includes jquery-ui.css. This file is needed for the new Transactions page in client area
  • Fixed: Transactions Log page. The result of a filter by date was not displaying records with the same value of the selected date
  • Fixed: Two little bugs fixed in an action hook

 

v1.3.28 Released November 11th, 2015

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  • New: When the module suppresses an invoice, WHMCS redirects administrators to "Invoice ID Not Found" error page. Since it's an annoying problem, the module now automatically recognizes when an invoice has been suppressed and redirects administrators to a better looking and comprehensive page
  • New: When you get redirected to this page the module allows you to quickly open Client profile, Transaction Log or go back to Order screen when applicable
  • Improved: The code of some functions has been improved
  • Improved: Some queries have been tweaked
  • Fixed: There was a conflict between a CSS class that was using the same name of another class in the frontend of WHMCS V6 templates

 

v1.3.27 Released October 10th, 2015

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  • Changed: Integration Code in invoicepdf.tpl has been moved to an external php file so that you no longer have to update the integration code when it changes
  • Fixed: Clients details were no longer cached on Invoice Created due to a bug of previous release
  • Fixed: Cached currency suffix and prefix were not used
  • Fixed: GroupSimilarLineItems function of WHMCS causing a visual bug

 

v1.3.26 Released September 30th, 2015

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  • New: Prevent WHMCS from updating invoices as Cancelled when they already have an invoice number
  • New: Transactions page now shows a link to the related invoice
  • Improved: Incremental Growth promotions: bonus text is now available in multi-language
  • Improved: Incremental Growth promotions: jQuery for real-time calculation of bonus has been updated so that it works with new templates
  • Improved: Automatic Integration and Manual Integration have been improved. Refer to Upgrade instructions for more details

 

v1.3.25 Released September 24th, 2015

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  • New: Mass Update proformas. You can now convert proformas into invoices massively in one click
  • New: Automatic Integration. It's now easier to integrate the module in your viewinvoice.tpl and invoicepdf.tpl
  • Changed: Integration Code is no longer based on {php} Smarty tag but on Action Hooks
  • Changed: Integration page has been entirely updated
  • Fixed: jQuery select/deselect all checkboxes now working

 

v1.3.24 Released September 12th, 2015

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  • New: VAT MOSS reports now available for Netherlands
  • Fixed: Refund button not appearing on invoices full paid with credit
  • Fixed: HTML/Smarty syntax appearing wrongly twice in the header
  • Fixed: Smarty if statement appearing wrongly twice in the toolbar

 

v1.3.23 Released August 10th, 2015

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  • New: New and highly customizable late fee system much better than the default one
  • Improved: When you submit a form in the Setting page the module now redirects you to the tab you were using
  • Fixed: Small visual bug with HTML in Exemptions page
  • Fixed: Cache data button not working properly
  • Fixed: Bug in Invoice Editor page with comparisons between cached and live data
  • Fixed: VAT MOSS tab not appearing in the toolbar of the module when the selected page was Tax Rules
  • Fixed: PHP Warning appearing while loading invoices with error reporting is enabled

 

v1.3.22 Released July 20th, 2015

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  • New: The module now cache currency value also for invoice items and transactions
  • Improved: Day after day the module is getting bigger and there comes a time when old functions must be updated. Said that, one of the main functions used by Integration Code has been entirely redesigned. Now it's a lot more performant than its predecessor
  • Fixed: Cached invoices showing the current currency instead of the locked one

 

v1.3.21 Released July 17th, 2015

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  • New: Simplified Invoicing: you can now freely combine paid orders into a single invoice using checkboxes. It's great in case you have to group specific orders, products and domains in a single invoice
  • New: EU cookie bar: option to redirect visitors to a specific URL when they deny consent to the placing of cookies
  • New: It is now possible to manually cache invoices individually by clicking on a new button that is visible on all unlocked invoices
  • New: New tooltips on mouseover in config page (Setup > Addon Modules > Billing Extension > Configure)
  • New: Multilanguage support in config page (Setup > Addon Modules > Billing Extension > Configure)
  • Improved: CSS, template files and jQuery have been updated to automatically recognize if you are running WHMCS 6 or greater versions and consequently adapt to its style and libraries
  • Improved: In order to fully support version 6 of WHMCS, every single feature has been re-tested but please keep in mind that we can't guarantee you that it's 100% functional since, at this stage, version 6 is not recommended for production use
  • Fixed: EU cookie bar not saving cookies properly on Safari browser
  • Fixed: The module now properly shows "yesterday", "tomorrow", "today" for dates. This function had been wrongly removed with the previous release of the module

 

v1.3.20 Released July 7th, 2015

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  • Fixed: New rule for Exemptions: Manual Invoicing & No Email
  • Fixed: New rule for Exemptions: Exempt & No Email
  • Fixed: You can now download the module for PHP 5.4 or newer and 5.3 or older directly from client area
  • Improved: In the notes of invoices the module had to store some informations in order to let you use advanced features. These informations where visible to clients and administrators but now they are hidden
  • Changed: Added a note in configuration page of the module to point out a possible conflict between 2 settings
  • Changed: VAT MOSS page is now hidden when this functionality is turned off
  • Fixed: Customfields wrongly shifted when updating their sort order

 

v1.3.19 Released June 30th, 2015

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  • New: Option to auto-accept cookies for EU Cookie Bar when visitors continue to browse your website
  • New: Invoice Editor: you can re-Sync cached custom fields with new ones in your WHMCS
  • New: Invoice Editor: next to every cached value now you can now find current value "live" from database
  • New: Invoice Editor: you can easily and quickly replace cached values with live ones in your WHMCS in one click
  • New: Invoice Editor: it's now possible to delete specific custom fields from cached invoices / proformas
  • New: Invoice Editor: the ID and field name of custom fields are now read only for security reasons. They can be edited only clicking on the "unlock" checkbox.
  • Improved: Hugely improved functionalities with transactions made with credit balance
  • Improved: Invoice Editor page has been improved a lot
  • Improved: Invoice Editor: page optimized to display contents better
  • Changed: Invoice Editor: custom fields are now saved and displayed respecting sort order defined in WHMCS
  • Changed: Re-defined the function that moves due date X days after invoice date since in particular situations it wasn't working as expected
  • Fixed: Exemption rules not saving
  • Fixed: Bug on transaction page (front end)
  • Fixed: Refund / Reverse invoice number not working as expected with Sequential Paid Invoice Numbering disabled

 

v1.3.18 Released June 5th, 2015

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  • New: Add exemption rules by groups of clients
  • New: Enable manual invocing for specific clients or groups of clients
  • New: Persistent exemption and manual invoicing rules by groups
  • New: Detailed front end page where clients can view all their transactions

 

v1.3.17 Released June 1st, 2015

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  • New: Fully customizable and multi-language disclaimer for EU Cookie Law. Quick and easy. There's no need to put any code in your template
  • New: Added support for multi-currency system in Premium support (paid support tickets)
  • New: Added support for multi-currency system when assigning penalties to customers
  • New: Custom Client Fields now have descriptions available in the editor page
  • New: The Refund functionality now also copies "relid" and "type" fileds in the newly created credit note
  • New: New language: Spanish
  • Changed: All tables of the module are now in UTF8
  • Fixed: Customized Pay To Text not saving
  • Fixed: Some language strings were not appearing

 

v1.3.16 Released May 25th, 2015

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  • New: The module now tracks all payments made with credit and stores them in transaction log
  • New: Clients can now find in their invoices also transactions made with credit balance
  • New: "Dummy" Payment Gateway used to track credit usage
  • Improved: Transaction Log page now shows Payment Method column and its relative search filter
  • Improved: Integration code has been improved a lot
  • Changed: The German Compliance feature that preserves amounts on invoices has been rebuilt

 

v1.3.15 Released May 21st, 2015

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  • New: Transaction Log page now handles, stores, displays and allows you to filter Payment Method
  • Improved: Better looking buttons on invoice page
  • Fixed: New customized buttons not showing properly

 

v1.3.14 Released May 21st, 2015

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  • New: Customizable footer text now includes new criteria: home country company/individual
  • New: When you refund an Invoice the module now creates a credit note / reversed invoice that represents an exact copy of the related invoice but with negative amounts
  • New: In the credit note / reversed invoices created by the module you can now find a button that allows you to quickly navigate between the credit note and the related invoice
  • New: In the refunded invoices created by the module you can now find a button that allows you to quickly navigate between the invoice and the related credit note / reversed invoice
  • Improved: The module no longer allows you to refund an Invoice that has been already refunded
  • Fixed: 2 small bugs

 

v1.3.13 Released May 12th, 2015

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  • Improved: Small improvements to Settings page
  • Fixed: Fixed a bug with automatic promotions

 

v1.3.12 Released May 11th, 2015

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Beta version never released to the public

 

v1.3.11 Released May 11th, 2015

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  • New: Added full support for all currency formats (e.g. 1234.56, 1,123.56, 1.234,56, 1,234)
  • New: Pay to text (the details of your company on invoices) can now be cached based on range of dates. It's useful in case your company changes address or moves to a new city. Your details will be left untouched

 

v1.3.10 Released May 7th, 2015

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  • New: For new installation of WHMCS you can now define first invoice date: January 1 or current date
  • Improved: Settings page is now better, prettier and user-friendly
  • Improved: Refund functionality has been improved. You can now refund also unpaid invoices
  • Fixed: Fixed bug with customized due dates
  • Fixed: Fixed bug with invoice footer text

 

v1.3.9 Released April 27th, 2015

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  • New: Option to automatically remove from invoice descriptions and email notification all the unused Configurable Options (zero quantity, not selected or specified)
  • Changed: In preparation for the release of our new module Commission Manager (automatically pay commissions to your salespeople) we have integrated both modules
  • Fixed: small bug fixes

 

v1.3.8 Released April 15th, 2015

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  • New: Option to generate always invoices instead of proformas
  • New: Refund invoices in one click creating credit notes / reverse invoices
  • Improved: Improved spreadsheets exporting tool. Now there are even more filters and data available
  • Fixed: Error when using WHMCS from the official App (Android and iOS)

 

v1.3.7 Released April 11th, 2015

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  • New: Display custom text in the footer of every invoice based on different criteria: Extra/Intra EU company/individual
  • Improved: Added more options and filters when exporting transactions on spreadsheets

 

v1.3.6 Released April 7th, 2015

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Beta version never released to the public

 

v1.3.5 Released April 6th, 2015

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Alpha version never released to the public

 

v1.3.4 Released April 3rd, 2015

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  • New: Invoice due date can be customized
  • New: Option to suspend the generation of invoices when clients add funds (required in some countries)
  • New: Option to automatically bill overpayments on invoices
  • New: In addition to {YEAR} {MONTH} {DAY} {NUMBER} auto-tags it is now possible to use also {USERID} {COUNTRY} {CURRENCY}
  • New: VAT MOSS support for EU companies
  • New: Filter and export transactions spreadsheets

 

v1.3.3 Released April 1st, 2015

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RC never released to the public

 

v1.3.2 Released March 27th, 2015

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Beta version never released to the public

 

v1.3.1 Released March 23rd, 2015

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Alpha version never released to the public

 

v1.3.0 Released March 18th, 2015

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  • New: Cache invoice data (client details, custom field, currency...) when invoice is generated or when it's paid
  • New: Interface for administrators that can be used to edit cached invoice data
  • New: Synchronize invoice date, payment date and progressive ID number of invoice
  • New: Advanced manager for credits and taxes
  • New: Suppression of obsolete invoices like for example the ones with 0 (zero) amount
  • New: Advanced manager for billing exemptions
  • New: Tax management
  • New: Simplified billing (manual and automatic) that can be used to generate a maximum number of 12 invoices per year per client
  • New: Secure billing since The module understands its principles
  • New: Preserve total due and subtotal on invoices paid, partially or fully, with credit (required in some countries)
  • New: Generate unpaid invoices (real invoices with ID number)
  • New: Automatic promotions when clients add funds into their accounts. The bonus can be based on thresholds or on an incremental growth
  • New: Provide Premium support (paid tickets)
  • New: Assign penalties to clients for reporting fake issues
  • New: Manager for incidents and network issues
  • New: Advanced filters and functionalities
  • New: Simple and intuitive user interface
  • New: Uses Smarty templates
  • New: The module supports multi-language
  • New: New language: English
  • New: New language: Italian
  • New: Entirely based on PDO API for MySQL connections safe from SQL injection

 

See also

CleanHTML Invoice and Quote Template

CleanHTML Invoice and Quote Free template.

Free
GST WHMCS Module For India

As WHMCS does provide tax rules options where you can configure your GST tax but we have some extra features in our module that makes it stand out and necessary to use.

Free
Commissions Manager

Automatically pay commissions to your salespeople, resellers etc.

Commercial
Advanced Billing For WHMCS

Introduce extra billing models and charge your clients for actual server resource usage.

Commercial
Account Statements Module

Send account statements to customers

Commercial