Billing Extension

Billing Extension

Developed By Katamaze

Compatible with WHMCS v7.7

State of the art billing!

In Billing Extension there's all our billing experience acquired through years of work with hundreds of customers.

You can configure WHMCS in line with regulations and legislations in force reducing the weight of invoices on your time.

Let's freeze your invoices

Information stored on invoices are fundamental for a correct accounting, for this reason these details shound't change over time.

  • Snapshot for customer data, custom fields, currency and invoice header
  • Admin Panel to modify snapshots
  • Company profile properly applied to each invoice

Billing Extension "freezes" the issued invoices' data to avoid billing errors

Reducing your Paper-Flow

WHMCS generates a large number of invoices. We have decided to optimize this process with OneInvoice and OnePayment. Both allow to issue a maximum of one invoice per month for each customer.

  • With OnePayment you receive a monthly payment from each customer
  • Save up to 18% on transaction fees*
  • 95% reduction on invoices issued and emails sent*
  • Enhanced Renewals for an easier management of renewals
  • Less invoices to record and print

*Calculations based on our case study

Tailor-made for you!

With Billing Extension you can customize invoices, proformas and credit notes individually with no limitations.

  • New Auto-tags to personalize sequential numbering
  • Suppressing unwanted invoices (eg. zero amount, full discount or fully paid by credit)
  • Protect invoices from being edited or deleted

For an easier experience all options are manageable from settings page and grouped by categories.

Ready for European regulations

Thanks to Billing Extension WHMCS will be fully in line with the accounting requirements of the European Union. VAT MOSS? VIES? No problem.

  • Automatic verification of VAT ID directly from VIES
  • MOSS report and customized exports on spreadsheets
  • Proper taxation for customers of foreign countries within the EU
  • Support for cookie regulation

You can rely on a series of tools handling all aspects automatically.

A breath of newness

Automate your and your client's rights and obligations in line with your terms of service. You'll find many new dedicated pages to handle your billing needs.

  • Inform customers and request consent for any changes to the contract
  • Review your pending invoices at a glance from the Billing page
  • Set late fees, global or advanced, all from one place

The best from WHMCS

As you know, WHMCS is a complex and feature-rich system, unfortunately some of its features are only hinted or completely missing. With Billing Extension we have fixed many dysfunctional sides to make the most of all its potential.

  • Ability to create credit notes and unpaid invoices
  • Correct invoicing of credit and overpayments
  • Warning System to detect invoicing issues

Our goal is to keep improving both the module and the basic WHMCS features to provide an ideal user experience.

Customize your billing

All Billing Extension options are applicable globally, on groups or on individual customers. For example, you could use OneInvoice for all customers, OnePayment for a group only, and turn off automatic invoicing for specific customers. Basically, the most specific rule will have priority.

  • Set multi-level rules
  • New filters and options to export to spreadsheets
  • Possibility of inserting an invoice text based on the customer type

Katamaze technology

Billing Extension includes a number of proprietary technologies that enhance the user experience for both the administrator and visitors.

 

Reviews

5 stars
1
1
4 stars
1
1
3 stars
0
0
2 stars
1
1
1 star
5
5

Andrew Azarov @andrew9507

November 26, 2018 at 12:04:21 PM

Support answers within an hour or two usually.
So I guess it changed

It helps us stay compliant in a very rapidly changing EU environment while WHMCS itself is completely non-compliant.
However there are bugs and though extension gets updated almost daily, without auto-update it is a hassle.

The licensing is still bugged and for such a small product puts too much overhead on each page load.

  • 3 months ago
  • Version Number 2.2.5

Quasides @quasides5668

September 13, 2018 at 11:08:27 AM

Support has turned around and is very very resposive.
Currently with the Release of the new BX theres a lot of little things. Every tiket got answered within 24 hours or less.
Fixes are within 48 hours.

Theres also a good healthy exchange about new functions in his addon.

As for the Addon, as EU customer i strongly recommend this.
Not onyl does it snapshot your invoices but now you can prevent accidents by removing delete and edit options for invoices which makes whmcs itself a lot cleaner.
also their new invocie overview is a lot better than the original and the VAT Vies check is an absolute must have.

So whatever happen in the past it seem to be resolved.

  • 6 months ago
  • Version Number 2.0.2

Cril Cril @Cril

January 13, 2018 at 05:44:43 AM

ATTENTION - NO SUPPORT - THE VENDOR CANCELL (or lose) ALL TICKET IN HIS PORTAL AND NEVER NEVER REPLY (WE TALK WITH Colleagues AND ALL PERSONS HAVE THE SAME PROBLEM)

SO, IMPOSSIBLE SOLVE BUG IF NEED.

WE ALLERT YOU, THE SAME OUR EXPERIENCE

  • 1 year ago
  • Version Number 1.5.6
  • Edited

Eric Miller @Genesis-Hosting-Solutions

September 14, 2017 at 05:10:59 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 year ago
  • Version Number 1.5.6

Server Team @serverteam

September 7, 2017 at 08:21:34 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 year ago
  • Version Number 1.5.6

Davide Taralli @arkens

April 6, 2017 at 12:49:56 AM

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.

  • 1 year ago
  • Version Number 1.4.9

Jesus Suarez @jesussuarz

September 20, 2016 at 05:22:21 AM

hello

there is a demo of this module?

I want to try before you buy ...

  • 2 years ago
  • Version Number 1.4.4

Paul Janssen @jibr

July 22, 2016 at 12:23:27 PM

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

August 1, 2016 at 04:23:54 AM (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  
  • 2 years ago
  • Version Number 1.4.3
  • Edited

Version Compatibility


Compatible with WHMCS v7.7

Full Version Compatibility


  • All versions of WHMCS v7.7
  • All versions of WHMCS v7.6
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2
  • 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

v2.2.49 Released March 18th, 2019

Latest Version


Electronic Invoicing with FattureMyCloud integration. The status of a very small amount of XML files was "Unknown". This release will solve the issue with next cron job.

Improved:

  • FattureMyCloud and Electronic Invoicing. Double-check for XML files with Unknown status

Changed:

  • From now on CUP/CIG codes can be managed also for Proformas

Deprecaed:

  • Removed some js scripts that were no longer needed

 

Previous Versions


v2.2.48 Released March 15th, 2019

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This release solves the issue with daily Automated Tasks of Billing Extension.

New:

  • Possibility to filter Invoices that still need to be issued as XML files

Improved:

  • General improvements

 

v2.2.47 Released March 8th, 2019

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There's a new option for Electronic Invoicing that allows you to enable or disable the support for Invoice lots. Normally you should always prefer to generate XML files that contain Invoice lots but paradoxically some Intermediary platforms does not support this mode. If this is your case, make use of this option to save time and efforts.

New:

  • Electronic Invoicing. Support for Invoice lots can be turned on/off

Improved:

  • Major adjustments when issuing Invoices and Credit Notes on systems with Proforma disabled

 

v2.2.46 Released March 7th, 2019

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It is now possible to distinguish between XML files for single Invoices or Invoice lot from just looking at the new badge on Download Now button.

New:

  • Electronic Invoicing. New badge lets you determine what XML files contains Invoice lot
  • Incorrect Invoice Detection is now available also on documents that already have a Snapshot

Improved:

  • Tax exemptions based on States are logged only when the status changes

 

v2.2.45 Released March 6th, 2019

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New:

  • Billing Extension > Invoices. New column available: Invoice ID (system ID)

Improved:

  • Major adjustments to Daily Tasks of Billing Extension
  • Minor tweaks to Electronic Invoices for Organizations
  • Minor tweaks to Conditional Footer Text on Invoices

Fixed:

  • Under certain conditions Online Contract was redirecting customers to an incorrect URL

 

v2.2.44 Released March 4th, 2019

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Let's talk about (again) Canary Islands and more in general about VAT-free regions that always cause us many problems. Few weeks ago we introduced the possibility to specify state-based Tax Rates. For states like Canary Islands you simply had to set 0%. It gets the job done but everytime you come across Invoices with no tax applied and customers with Tax Exempt turned off, you need minutes to understand that it's all correct. In this release we want this process more comprehensible.

There's a new option that allows you to directly specify VAT-free States (preview). For example as soon as we set Las Palmas as VAT-free state, Billing Extension will automatically turn on Tax Exempt status for all the involved customers. Moreover such changes take into account VIES status and customers with Locked Tax Exempt. This way when you submit changes, you won't cause any hurt to customers with special rules applied. Of course changes will reflect on client registration and updates.

In 2.2.43 we released the module as Bundle but in the end we've been forced to undo this change since there are still some customers running very outdated versions of ionCube.

Similarly we tried to address an issue with Daily Cron Job of WHMCS and Automatic Tasks of Billing Extension. Some customer solved their problems but there are sill people experiencing issues therefore we keep investigating.

New:

  • Country/State-based Tax Exempt status (also works on ClientAdd and ClientEdit)
  • Changes to Tax Exempt status have immediate effect on selected customers
  • Changes to Tax Exempt status take into account VIES and Lock status

Improved:

  • Tax Stamp no longer applies when OneInvoice is in use
  • Electronic invoicing. The function that generates XML files is slightly more flexible

Changed:

  • We'll keep releasing the module with specific packages for PHP 7.2, 7.0, 5.6 and Bundle

 

v2.2.43 Released February 28th, 2019

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Starting from this version we decided to release the module as Bundle only. In other words there will be one download option that is compatible with all versions of PHP 5.6, 7.0 and 7.2. The reason is that even though there is an article that explains all details, many customers keep downloading wrong packages.

Improved:

  • Daily Cron Job & Billing Extension Automatic Tasks
  • Electronic Invoicing Widget. Additional details depending on the Intermediary in use

Changed:

  • We're releasing this version as Bundle only. No PHP 5.6, 7.0 and 7.2 provided. Please notice that Bundle works on all PHP versions

Fixed:

  • Electronic Invoicing. Incorrect warning when issuing XML files with Tax Regimes RF02 and RF19
  • Transactions page (Client Area). Links to Invoices were not clickable

 

v2.2.42 Released February 25th, 2019

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In this version we try to address an issue reported by some customers about Automatic Tasks of Billing Extension not completing with the daily Cron of WHMCS (Scheduled VIES checks, XML generation & inspection...).

New:

  • In 2.2.39 we introduced version checker for Billing Extension. This version allows to manually check for updates

Improved:

  • Many small improvements to CSS, HTML, js and translations

Changed:

  • We changed the way BX performs automatic tasks based on WHMCS Daily Cron Job

 

v2.2.41 Released February 20th, 2019

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This release is crucial if you upload electronic invoices manually to intermediary platforms. We made a change that allows to manage XML lot way more easily. Just take a look at this animated gif. Billing Extension automatically ticks/unticks checkboxes for you in case the invoice you are managing is part of a lot.

Improved:

  • Massive actions involving XML lot (Invoices page). Ticking/Unticking checkboxes now have effect on the entire XML lot

Fixed:

  • Some queries involving XML files were using incorrect statements

 

v2.2.40 Released February 19th, 2019

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New:

  • Tax Rules page. Set Tax Rate and Name globally

Improved:

  • Electronic Invoicing. Deleting the XML will flush any existing log for that file

 

v2.2.39 Released February 18th, 2019

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Billing Extension supports WHMCS 7.7.x. We had to make some small adjustments.

We've added a new feature for electronic invoicing that has been fully documented here. It's about Letter of Intent and VAT-free exceptions.

New:

  • The module is compatible with WHMCS version 7.7.x
  • Electronic Invoicing. Letter of intent and VAT-free exceptions
  • The module notifies you when you are running an outdated version
  • Option to display country full name instead of 2 letters ISO code (eg. Italy instead of IT)

Improved:

  • Data validation for electronic invoices is way more fault-tolerant

Deprecated:

  • The module no longer forces you to define the Identifier for Credit Notes

 

v2.2.38 Released February 13th, 2019

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Starting from this release you can run VIES check on specific Invoices so that VIES-related information is updated accordingly. There's also a new alert to report conflicts between Tax-Exempt status and VAT-Free invoices.

If you use Electronic Invoices this release will temporarily flush XML status and logs. Don't panic. All information will be updated with next Cron. If you cannot wait just run the check manually from Invoices page.

New:

  • VIES check can be performed on single invoices

Improved:

  • Some general improvements. Nothing particular

Fixed:

  • Electronic Invoicing (Digiting). The Logs and status of some XML files were incorrect

 

v2.2.37 Released February 6th, 2019

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If you manually import XML files of electronic invoices, this release is pure gold for you. With 2.2.36 we introduced the possibility to customize "Sent" and "Not Sent" directories to match the ones used by your Intermediary. But if you handle the entire process manually, we have great news for you!

Invoices page has been improved to the point that you can perform 14 massive actions on Invoices 6 of which are specificaly made for electronic invoices.

You can download multiple XML files on the fly. Billing Extension will prompt you to download a Zip file that contains all the requested files but there's much more! We received many feedback about intermediary platform not allowing to import individual Invoices and lot together. That's why in the Zip we automatically divide them in two separate folders so that you can easily import them without any hussle.

Similarly you can delete multiple XML files in one click and change their status to "Sent", "Rejected" and "Pending". This feature is ideal for example when you need to mark many Invoices as "Sent". You will no longer need to connect to the FTP node to move files. Billing Extension handles the entire process automatically!

Last but not least it is now possible to trigger the function that automatically issues XML files for all pending Invoices by simply clicking a button that will also double-check the status of all your files.

New:

  • Download and delete Electronic invoices massively
  • All the downloaded XML files are split automatically in two directories. One for Lot and one for single invoices
  • Manual Intermediary. The status of XML files can be updated massively
  • The massive update of XML files reflects also on the structure of FTP node
  • Button to check the status of existing XML files and simultaneously issue new ones for pending invoices

 

v2.2.36 Released February 4th, 2019

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Thanks to the many feedback we received, we managed to spot a new type of overpayment that we didn't yet covered in Billing Extension. We are going to describe you all the possible scenarios that can lead to an overpayment.

1st scenario. Overpayment based on an Unpaid proforma. The total due is 10 euro but your customer pays 20 euro. The overpayment is added as a new line on the same document. This way we have a correct Invoice with a balance of 20 euro.

2nd scenario. Let's suppose that your customer pays 10 more euro on this same invoice of the previous example. We can no longer update this document since it is a real invoice therefore we issue a new invoice for the overpayment.

3rd scenario. There's a paid invoice. At some point your customer pays it causing an overpayment. We issue a new invoice so that the original invoice doesn't change.

Our module was already addressing the first two scenarios but not the third one. Starting from this release it does. We would also like to mention these other improvements: Custom Directories for Electronic Invoices, Missing State/Region from proformas.

New:

  • Overpayments. This feature now handles a new type of overpayment that was not covered yet by the module
  • Customizable Sent and Not Sent directories for XML files on FTP node for manual electronic invoicing
  • Invoices page. New button available to request a check for all your XML files
  • Client Display Format on Invoices for companies: Full name only, Company name only, Full name & Company name
  • Digiting Intermediary. BX Widget now reports the total number of sent invoices so that you can see when you're reaching limit

Improved:

  • Various improvements for Manual electronic invoicing
  • Tax Rules page. It was not possible to save states with comma in their names (eg. PALMAS, LAS)

Changed:

  • Few releases ago we added function that for security reasons prevent Admins from deleting Sent XML files. We understand that it's a bit too limiting for people who use Manual Intermediary therefore we rever this change

Fixed:

  • Missing State/Region value from proformas
  • Invoices page. Massive actions not working when using select all checkbox
  • XML lot. Incorrect ImponibileImporto

 

v2.2.35 Released February 1st, 2019

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In this release we take a step forward to help you applying correct tax rates for regions with special tax regime. For more details read the project published on our Lab.

New:

  • Additional Tax Rules can be specified for regions / states (Level 1 and Level 2)
  • SdI Intermediary. Digital signature and encryption of electronic invoices

Improved:

  • Digiting Intermediary. Small improvements

Fixed:

  • Overpayments. A wrong condition was causing problems with Invoice numbering and possibly "holes" in Sequential Numbering

 

v2.2.34 Released January 30th, 2019

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As you probably already know, Invoices page of Billing Extension uses our SorTables technology that allows you to add, remove, move, collapse and filter up to 37 columns. This page clearly is way more powerful than the standard one of WHMCS. The problem is that it didn't support massive actions but there's a good news.

With this release Invoices page can be used not only to perform actions like Mark Paid, Mark Cancelled, Mark Unpaid, Send Reminder, Delete but also Snapshot as Invoice, Create Snapshot, Convert to Invoice and Convert to Credit Note. In other words converting multiple proformas into invoices now requires one click!

The second feature we add is very useful if you happen to have a lot of customers from regions and states with special tax regimes like Canary Islands, Liviglio and so on. For them you can finally lock their Tax Exempt status so that it never changes.

New:

  • Tax Exempt status can be locked or unlocked for specific customers in order to preserve its value. This way you can solve billing issues with regions like Canary Island and Liviglio
  • Option to remove unused and unnecessary Configurable Options from Invoice descriptions (e.g. 0 x SSD, Antivirus: No, Backup: Not today)
  • BX Invoices page. The following actions can be performed massively: Mark Paid, Mark Unpaid, Mark Cancelled, Send Reminder, Snapshot as Invoice, Create Snapshot, Convert to Invoice, Convert to Credit Note

Improved:

  • Fattura Elettronica Sicura Intermediary. New fields (username and password) for API connection
  • SdI Intermediary. Added descriptions, colors and log viewer (experimental)
  • Fallback to Detach XML files when they're not found on the FTP Node

 

v2.2.33 Released January 25th, 2019

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News dedicated to this release only available in italian soz :( link.

You can now choose your Intermediary platform in one click:

  • Fattura Elettronica Sicura 100% automated and fully integrated with WHMCS & BX
  • Sistema di Interscambio via FTP Node with digital signature and encryption support
  • Manual to import XML files manually on unsupported platforms

We changed color schemes for buttons and icons of electronic invoices. Colors reflects the effective status of XML files like follows:

  • Orange to generate XML
  • Blue for XML not yet transmitted
  • Green for successfull transmissions
  • Red for errors and rejections
  • White for missing files in FTP node

Moreover the status can be reviewed, filtered and even exported on spreadsheet from Invoice View, Invoices page and also from a new Widget. You can find previews of all these additions in the gallery of this changelog.

Client Custom Fields can now be added as column in Invoices page. Of course this column can be filtered and exported on spreadsheet.

Last but not least we managed to solve long standing issue that was causing troubles to some of our new customers. BX was incorrectly detecting invoices as proformas. For more details about this feature read documentation.

Changelog:

New:

  • Select Intermediary Platform for Electronic Invoicing
  • Fattura Elettronica Sicura (Intermediary platform) fully integrated and 100% automatic including XML notifications
  • Sistema di Interscambio (Intermediary platform) support for Digital Signature and encryption
  • Conditional System Requirements for Electronic Invoicing based on the Intermediary in use
  • Scheduled task that on a daily basis automatically checks and updates the status of transmitted XML files
  • XML status can be checked from Invoice View, Invoices page and Widget
  • Download XML buttons. Color schemes reflect the actual status of invoices
  • Invoices page. Client Custom FIelds column addable, filterable and exportable on spreadsheet
  • Feature to manually fix invoices incorrectly mistaken as proformas

Improved:

  • A conflict between VIES & Split Payment was incorrectly changing Tax Exempt status. It wasn't a bug but an incorrect decision
  • Split Payment not available for Minimum Taxpayer Regime
  • Changing Tax Regime to Minimum Taxpayer Regime automatically removes existing Split Payment rules
  • Exporting invoices on spreadsheet now produces more accurate information for Invoice ID column
  • All links to documenation have been updated in line with recent changes
  • Some improvements to Lara Admin & v4 even though we do not officially support these templates

Changed:

  • VAT Number for Public Administration is no longer a required field
  • Settings page. Logging section renamed to Utilities

Deprecated:

  • Removed DatiPagamento node since it's unnecessary and confusing. For more information read the changelog of 2.2.29

Fixed:

  • One title and one description missing in italian language file

Developer notes:

We updated our documentation for Electronic Invoicing. Please, read it in full before opening tickets.

We understand that it's a long article but it provides a lot of useful information and we would like to spend time developing new features instead of answering to the same questions about Electronic Invoicing :)

Thanks for your understanding.

 

v2.2.32 Released January 16th, 2019

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We continue to improve and add new features based on your feedback in the daily use of Electronic Invoicing.

New:

  • When Electronic Invoicing for foreing countries is disabled the "Generate XML" button no longer appears for non-italian customers
  • We've added some new validations for Electronic Invoicing
  • XML files can't be issued for Draft invoices

Improved:

  • More accurate descriptions for the options of Electronic Invoicing
  • Some refinements to RappresentanteFiscale XML node
  • Encoding for clientsdetails in PDF

Changed:

  • Quality of life change. Restrict mode is no longer used for Draft Invoices

Deprecated:

  • Rappresentante Fiscale > IdPaese removed from Settings. This value - when in use - is always equal to "IT" therefore there's no need to set it

Fixed:

  • IscrizioneREA XML node now produces correct sub-nodes for partnerships

In the upcoming releases we'll focus on implementing Digital Signature of XML files for transmission to SdI.

 

v2.2.31 Released January 15th, 2019

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In addition to PHP 7.2+, 7.1+ and 5.6+, it is now possible to download the module as Bundle. For more information read Choosing package for download. As for the rest this release includes some small improvements and changes.

New:

  • Billing Extension can be downloaded as Bundle (PHP 5.6 and onward support in the same package)
  • DataRiferimentoTerminiPagamento node in XML

Improved:

  • Invoice PDF. Conditional footer no longer shows HTML entities in TCPDF

Changed:

  • Electronic Invoicing validations. Firstname and Lastname are required only when Company Name is empty
  • We changed "Guess my business type" function to be less restrictive

Developer notes

In this release we continue to add new unnecessary nodes to XML files due to Intermediaries. Yes, we're a bit saracstic :)

Our initial goal was to generate XML files as "small" as possible to ease transmissions and save disk space for Conservazione Sostitutiva that usually costs depending on space used. We were focusing on adding only the mandatory nodes and values but Intermediaries seem to love to scare people with unnecessary validations and put emphasis on nodes that are not needed.

We kind of give up. We'll keep adding all nodes they want even though they're completely useless.

 

v2.2.30 Released January 12th, 2019

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As we anticipated in our Lab, this release focuses on adding support to CUP/CIG codes for electronic invoices towards Public Administration.

The module will automatically add a new column on Invoice View that lets you set those codes when needed. Click on the provided icon (the small toggle inside CUP/CIG column) to open a modal from which it is possible to define both codes and eventually turn on the option to make them recurring on subsequent invoices.

New:

  • CUP/CIG codes support for electronic invoicing toward the Public Administration
  • CUP/CIG codes can be set as recurring for specific invoice items
  • CUP/CIG support automatically shows up only on invoices toward the Public Administration
  • In line with what has been introduced in 2.2.29, ImportoTotaleDocumento and Causale are now available in the XML
  • System Requirement check for Electronic Invoicing now validates also PrefissoProgressivo

Improved:

  • Tweaks to XML validations

 

v2.2.29 Released January 10th, 2019

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Some of you found quite strange that the XML files generated by BX always have a Due Amount equal to zero. This is perfectly fine.

First off the node that contains Due Amount is not mandatory. It is used when you still need to collect payments from customers. As you probably already know, in WHMCS XML files are issued only when invoices get paid therefore there's no need to specify a Due Amount.

Some customers in fact could find confusing that you are asking to pay an invoice that has already been paid in WHMCS. Not to mention that when Due Amount is specified some other fields become mandatory.

That said, it is also true the opposite namely that customers see AliquotaIVA, ImponibileImporto, Imposta but not Due Amount and they think that it's an error.

What to do now? Who is right? What is the correct approach? As usual no one knows therefore it's up to us. Considering the feedbacks we received, we go for the second option. From now on Electronic Invoices will have Due Amount even though it wouldn't be necessary.

New:

  • Added DatiPagamento node

Improved:

  • Tax and VAT ID validations for Organizations and Public Administration are more flexible
  • We made the function that checks Electronic Invoicing configuration more visible converting it into a button instead of a link

Fixed:

  • Invoice Created notification for Proformas was interrupted by OneInvocie (manual send)

 

v2.2.28 Released January 9th, 2019

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The documentation has been updated to provide information about the use of Electronic Invoice among multiple installations of WHMCS and/or stores (e.g. Magento, Prestashop, physical stores...).

Generally speaking in this release we added many new checks, validations and messages that will help you configuring Electronic Invoicing. Moreover sole proprietorship customers can now find new options to properly issue electronic invoices.

New:

  • Electronic Invoicing. Added many new validations, checks and error messages to help you filling all the required information in line with requirements
  • New fields available for sole proprietorship using Electronic Invoicing in WHMCS
  • New option to escape special characters stored inside CDATA nodes for Intermediari platforms that do not fully support CDATA

Changed:

  • CapitaleSociale input type changed from Text to Number
  • Updated descriptions and filed names in line with recent changes

Fixed:

  • VIES panel was no longer visible in backend due to a ";" added twice in a jQuery script

 

v2.2.27 Released January 8th, 2019

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In this release we changed the way Natura and RiferimentoNormativo nodes on XML files are added. Both fields are required when AliquotaIVA is equal to zero.

Before this release, we were forcing Natura and RiferimentoNormativo based on intra/extra EU status and on the fact that WHMCS is used to provide services.

In the end we realised that this was an hypercorrection also because we found out that some of our customers are using WHMCS not to sell services but for things like rentals that follow a different legislation. That said, from now on BX will be more flexible to use.

Improved:

  • Email address (PEC) is no longer capitalized
  • Even though we support only the official templates of WHMCS (backend), we improved our JS/CSS so that BX is usable also with Lara Admin
  • Due to a very weird glitch we found on the WHMCS of our customer, we added a feature that makes sure that "p" namespace in the XML is always added as prefix to FatturaElettronica node

Changed:

  • Natura and RiferimentoNormativo are no longer based on intra/extra EU status but on the value of AliquotaIVA

 

v2.2.26 Released January 7th, 2019

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We fixed some issues described here in our Lab. If you had problems importing some XML files due to the following reasons:

  • Lowercase Provincia and CodiceFiscale
  • Credit Balance applied on invoices
  • Coupon Codes applied on invoices or items with negative amounts

Simply delete the XML in question from Invoice View and reissue it.

New:

  • Special characters in XML files are stored in CDATA instead of UTF8 encoding

Improved:

  • Credit usage on Invoices reflects on Electronic Invoices
  • Coupon codes and items with negative amounts reflects on Electronic Invoices
  • Invoices page. Order by Electronic Invoicing is more accurate
  • Codice Fiscale and Provincia properly formatted

Fixed:

  • EsigibilitaIVA node not showing for Intra-EU individuals on XML files
  • On systems with Enable Proforma Invoicing Disabled BX was reissuing Invoice Numbers incorrectly

 

v2.2.25 Released December 31st, 2018

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Invoices with discounts, promotions and coupon codes applied need to be handled in a particular way according to the specifications of Electronic Invoicing.

We noticed that in some occasions such lines could not be detected as discounts therefore we changed a bit the script involved. It's a bit complicated to explain but the short version is that from now on BX will double-check data and will not blindly trust WHMCS to detect discounts.

Improved:

  • Coupons and discounts for Electronic Invoicing are detected more accurately
  • Backward compatibility for FontAwesome icons on Assisted Profilation page

 

v2.2.24 Released December 29th, 2018

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Till now we considered Codice Destinatario a mandatory filed for companies because many of you requested us to do so. In reality this field is not strictly necessary.

Yes, an italian company that doesn't even have a PEC address to use as Codice Destinatario sounds pretty strange but let's face it. Even though customers could provide details from an handy page, there's no guarantee that they will care.

People are lazy. Many will simply ignore the newsletter that you are probably already sending about Electronic Invoicing until they realize that they can't get the invoice that they wanted leaving you with tens of tickets to handle.

For this reason and to save you from headache, we are making the following change. From now on Codice Destinatario is an optional field also for companies. For PA it's still required.

That said, don't panic. It will change nothing for you. Revenue Agency in fact allows the sending of XML files with '0000000' in place of Codice Destinatario for companies. It's just that the Agency will not deliver the invoice to the end user on his PEC address or Intermediario. Such clients will need to manually retreive invoices directly from the website of Revenue Agency.

People that still want to use Codice Destinatario as a mandatory field need to contact us. We will provide you a workaround even though you should probably reconsider your decision. There's no need to be so rigorous. The only thing you'll get from this are lot of tickets from customers complaining.

Changed:

  • Codice Destinatario is now an optional field

We know that for some of you it could be frustrating to see so many updates in such a short time. Right now we're focusing on delivering you the best possible solution so that you can start the new year without fighting so much against Electronic Invoicing. We promise you that we will slow down as soon as we can.

 

v2.2.23 Released December 29th, 2018

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This release was scheduled for yesterday late in the afternoon but we've gone a little bit further to fix and improve as much as possible till late night.

New:

  • Many improvements to Assisted Profilation feature
  • Assisted Profilation. Backward compatibility for systems running an outdated version of WHMCS and FontAwesome
  • WebService for electronic invoicing now runs slightly faster
  • Settings page. Many descriptions have been updated
  • Some improvements to Install/Uninstall functions of BX and of its Plugins

Improved:

  • Proforma Number Format. For new installations BX will use {ID} instead of {NUMBER}

Fixed:

  • Under certain conditions VIES check wasn't working properly
  • English notation with thousands separator causing an error generating XML files
  • Incorrect calculation of totals for Credit Notes on systems with Inclusive taxes

 

v2.2.22 Released December 27th, 2018

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Improved:

  • Small CSS improvement in Settings page of BX

Fixed:

  • Billing page of BX. Error due to ONLY_FULL_GROUP_BY option enabled on MySQL

 

v2.2.21 Released December 26th, 2018

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Improved:

  • BX Invoices page. Added natural sorting for Invoice Number column

Fixed:

  • The "Show on Invoice" option for Client Custom Fields was ignored by Snapshots
  • BX Payments page. Reference column was showing values incorrectly

 

v2.2.20 Released December 23rd, 2018

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This release is huge. It contains so many improvements and new features that it would require us an enormous amount of time to describe them.

We don't want to write a wall of text therefore let us simply show you some stats. 37% of the script that generates XML files and data for WebService is brand new. Checks has been reduced by 19% since we managed to simplify many aspects.

We invite you to update the module as soon as possible in order to use the many improvements.

New:

  • We developed a "Guess my Business type" script that automatically determines the business type of each customer when they did not complete the "Assisted Profilation"
  • "Guess my Business type" also automatically applies the necessary fallbacks when the business type of a customer cannot be determined

Improved:

  • The script that prepares, validates and normalizes data for Electronic Invoicing (WebService & XML) has been redesigned from scratch. The improvements are huge
  • Also the Warning System for Electronic Invoicing has been redesigned from scratch. Improvements are tangible
  • We have personally generated and tested 21 different types of XML files and submitted them to Revenue Agency. They have successfully passed all checks
  • All data saved in XML are now double-checked to make sure that special chars don't cause any issue
  • Customers automatically lose Split Payment status when they change their business type to individual, professional and organization
  • WebService of Electronic Invoices provides way more data

Deprecated:

  • The option to ignore VIES response when issuing Electronic Invoices has been hidden from interface because we suspect that it's overcorrection. We will continue to monitor the situation

 

v2.2.19 Released December 22nd, 2018

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Lot of improvements to Assisted Profilation (yep, we renamed this feature) that can be seen in the attached screenshot on our website for version 2.2.19. Moreover the integrated WebService will provide information about business type of each italian customer:

  • Invididual
  • Professional
  • Company
  • Organization
  • Public Administration

New:

  • Assisted Profilation. Added a new entity / business type: Organizations
  • Assisted Profilation. Mandatory fields are now visible from the beginning
  • Assisted Profilation. Highlighted missing or invalid data
  • New feature to request PEC address to your customers (optional)
  • WebService provides information about business type of each customer Changed
  • "Assisted Add" renamed "Assisted Profilation"

Guess what? Tomorrow there will be another release with new fetures and improvements. Keep sending feedback!

 

v2.2.18 Released December 21st, 2018

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Changes and improvements are mostly in data stored on XML files.

New:

  • New option to turn on/off FTP passive mode for XML files

Improved:

  • Search XML by ProgressivoInvio is now case sensitive
  • Refining data on XML files

 

v2.2.17 Released December 20th, 2018

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First off take a look at the gallery for version 2.2.17. It's full of images that shows you how we implemented the concept of Split Payment in WHMCS. Learn how to use it reading the documentation.

Secondly we made an important change to how we deal with missing or incorrect billing details provided by customers. Initially we wanted to adopt a strict approach forcing customers to provide such details but based on your feedback we changed our mind.

In such cases instead of stalling all the opertations, the module will issue the electronic invoices with the available data. For example if a customer says "I am a company" but refuses to provide his company name and/or a valid VAT Number, the electronic invoice will be registered to an individual.

The basic principle is that it's not your responsibility if customers do not provide you complete billing details. If they are interested in receiving correct invoicing they need to update their details accordingly.

Don't miss developer notes below.

New:

  • Split Payment support for Public Administrations and state-owned companies
  • Billing details for Electronic Invoicing. All pages has been updated to support Split Payment functionalities
  • VIES panel (client profile) for Italian customers now shows the exact business type / entity
  • We added a several fallbacks to help you issuing XML files even for customers with missing or incorrect billing details Improved:
  • Added checks and validations for Zipcodes in Electronic Invoicing
  • Tax ID and VAT Number can be both present in the XML if customer provided both details Changed:
  • VIES doesn't change Tax Exempt status when the customer is Italian with Split Payment enabled Fixed:
  • In particular conditions "IdFiscaleIVA" node in the XML file was showing wrongly

In next release we'll focus on perfecting "Nature of the transaction" for tax-exemped customers.

Moreover in next few days we can finally link you the website of the Intermediario that is fully compatible with Billing Extension and FTP node. Before the end of the year we will also publish a very detailed news with relevant information you need for Electronic Invoicing to start 2019 without any trouble.

 

v2.2.16 Released December 19th, 2018

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We introduce you a new page from which Italian-based Providers can request their customers billing details required for the upcoming Electronic Invoicing.

Users will be asked to update their details in line with the new regulations from a simple interface that helps them with clear messages. Once profiles has been correctly updated, they can easily review their status from clientarea.

More information about the new page and what kind of validations are involved, are described in this new section of documentation.

New:

  • New page that helps customers to provide billing details for Electronic Invoicing
  • Option that shows a new sidebar that helps even further understanding Electronic Invoicing
  • Formal validation for Italian Partita IVA including last character control digit plus VIES
  • Formal validation for Italian Codice Fiscale including Firstname and Lastname checking
  • Validation of Italian Codice Destinatario
  • Conditional billing requirements depending on business type / entity
  • New table that stores business type for each customer (Company, Public Administration, Individual, Professional)

Improved:

  • Improved English and Italian translations

 

v2.2.15 Released December 15th, 2018

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We keep perfecting Electronic Invoicing adding new useful features and improving some aspects reported by customers.

New:

  • Electronic Invoicing. The module reports also System Requirements errors on Invoice View
  • Electronic Invoicing. Error reporting on Invoice View now reports all errors and not just the first found

Improved:

  • VIES Scheduled Checks now runs slightly faster
  • Electronic Invoicing. Warnings don't show up on invoices older than date limit set in the plugin
  • The deactivation of Electronic Invoicing now removes all its existing warnings

Fixed:

  • Warning System. Electronic Invoicing > System Requirements. FTP-related errors not showing

 

v2.2.14 Released December 14th, 2018

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Billing Extension gives you detailed information when it fails to generate an XML for Electronic Invoicing. This information is accessible from the integrated Warning System but starting from this release it's also possibile to read details about errors directly on invoice view (preview).

We've also added an handy feature to intercept and override the XML before Billing Extension uploads and save it. For more details take a look at core/BillingExtension_Admin/resources/einvoiceit/__Overrides.php file. The script is open source and commented in Italian. Documentation is not available at the moment. Please do not use it if you are not a developer.

New:

  • Electronic Invoicing. Overrides mode is now available
  • Overrides class has some methods included: UploadXML, RegisterXML, Truncate, Replace, TimeStamp

Improved:

  • Electronic Invoicing. Codice Destinatario 0000000 and XXXXXXX are not applied more correctly

Fixed:

  • Invoices page. Filter by Overdue was not returning any results

 

v2.2.13 Released December 13th, 2018

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Billing Extension is now fully compatibile also with v4 Admin template in addition to blend (preview). The release also includes minor improvements.

New:

  • Billing Extension supports v4 template (backend)

Improved:

  • Electronic Invoicing. Dedicated script to handle VAT Number, Tax ID and Codice Destinatario

Deprecated:

  • Removed a feature that was "too strict" with Custom Fields

 

v2.2.12 Released December 12th, 2018

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Some clients were experiencing an "Oops" page soon after fully paying a proforma with credit balance when Invoice Suppression > Fully Paid by Credit is Enabled. Now this issue has been fixed.

Improved:

  • The module catches potential "Oops" pages more accurately

 

v2.2.11 Released December 11th, 2018

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Some tweaks and corrections. Sadly in the previous release we forgot to remove a testing routine that caused issues to clients using OneInvoice. In this release we removed that function.

Improved:

  • Installer. Online Contract table automatically populated with all registered accounts including inactive and closed ones
  • Issuing Credit Notes on systems where Proformas are disabled, is now slightly faster

Fixed:

  • VIES Scheduled Checks were triggering unnecessarily also for customers with no VAT Number
  • OneInvoice. Sadly we forgot to remove a debug function that caused issues with invoices and cron job

As for Electronic Invoicing, please continue submitting your feedback using Lab or opening a ticket. It helps us a lot since we focusing on a major update to make the process of issuing XML files easier.

 

v2.2.10 Released December 8th, 2018

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This release is pretty much big. We managed to address some long-standing issues that have been reported during the last few weeks. We had to recreate big portions of some core features. Below you can find more details about issues we solved:

New:

  • OneInvoice. Reference and link between suppressed invoices and their relative invoices

Improved:

  • Integration Code has been hugely improved to handle more data sets and encodings on PDF and View Invoice
  • Invoice PDF. When Company Logo is set from BX, it automatically overrides the default one of WHMCS
  • The script that handles invoice suppression is now more accurate in providing details
  • Installer. Possible loop caused by an invalid value for General Settings > Invoices > Invoice # Incrementation
  • Major tweaks to OneInvoice to solve some potential issues
  • The module now logs more activities in the Activity Log of WHMCS
  • Billing Extensioin Widget. Backward compatibility for WHMCS\Carbon and Carbon\Carbon classes

Fixed:

  • Invoice PDF and View Invoice. Custom fields based on Snapshots were not always shown properly
  • VIES Scheduled Checks. Activity Log wasn't logging user IDs

For the entire month of December we are going to invest our time in making Electronic Invocing for Italian companies more reliable to use. We received a lot of feedback and there are many small details that we need to look into.

For many people Electronic Invoicing is still a cryptic argument. In fact it is. That's why we wrote a detailed tutorial. Please read it before opening a ticket. This will help us to focus on constructive feedback and to deliver updates faster.

 

v2.2.9 Released November 30th, 2018

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This is a perfective release with some improvements and a minor bug fix.

New:

  • Electronic Invoicing panel on Invoice View. New style and feature that doesn't let you generate XML files for old invoices

Improved:

  • Electronic Invoicing. More accurate "pre flight checks" when generating XML files
  • VIES panel on Invoice View no longer shows up on Proformas to avoid any possibility of confusion
  • VIES panel on Invoice View is now more comprehensive and looks better

Fixed:

  • Invoice View. Missing argument causing the "Generate Now" button to fail in creating XML file for Electronic Invoicing

 

v2.2.8 Released November 29th, 2018

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We are glad to annonce that we've finally completed Invoice Sync that allows to share Invoice Numbering and Credit Note Numbering across multiple installations of WHMCS. Click here to see a preview of the new settings. For more details, read the documentation.

New:

  • Invoice Sync. Share Invoice Numbers on multiple WHMCS
  • Invoice Sync works with Invoices and Credit Notes
  • Warning System detects and reports issues occurred during the process of synchronization

 

v2.2.7 Released November 27th, 2018

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We developed a Widget from which you can monitor existing Warnings and suppressed invoices.

New:

  • Widget to monitor Warnings and Suppressed Invoices
  • Notices for suppressed invoices can be dismissed in one click

 

v2.2.6 Released November 23rd, 2018

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We've added a new auto-tag {ID} for proformas and updated documentation accordingly. Moreover we added a some interesting features to ease Fatturazione Elettronica.

New:

  • Fatturazione Elettronica. New option to turn on/off automatic creation of XML with daily Cron of WHMCS
  • Fatturazione Elettronica. New option to set a date starting from which invoices will be processed into XML files. The date is based on Invoice Date.
  • New auto-tag {ID} for proformas

Improved:

  • Fatturazione Elettronica. Improved queries used to collect data from database

Changed:

  • Fatturazione Elettronica. Some options have been rearranged in Settings page

 

v2.2.5 Released November 14th, 2018

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This release contains a lot of refinements, new features and some bug-fixes.

New:

  • Electronic Invoicing. Turn on/off formatted XML to save up to 30% disk space
  • Electronic Invoicing. Dedicated field for italian ID Code etc.
  • Electronic Invoicing. The WebService now also returns Invoicing errors and "raw" data
  • Electronic Invoicing. The module is capable of detecting even more errors
  • A new feature makes sure that invoice date for Invoices and Credit Notes can't be inadvertently updated
  • Snapshots. All Customfields can be edited including ones not originally included in the Snapshot

Improved:

  • Plugin "Fatturazione Elettronica" not installing on MySQL servers with "innodb_large_prefix" enabled
  • Invoice View. The "Enable Edit" mode for Invoices and Credit Notes triggers more accurately
  • Electronic Invoicing. Additional arguments in the XML schema
  • Small improvements to HereLang and Italian translations
  • Payments page (Admin). Filter by Reference was not working as expected

Changed:

  • Default sort order of Invoices table

Fixed:

  • For a number of reasons VIES Check wasn't always working from Invoice View
  • HereLang. Ukranian and Iran flags not showing because of a typo

 

v2.2.4 Released November 9th, 2018

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In this release we made big improvements to ease the installation of the module. We have totally renewed the system that preserves your settings and customizations defined in WHMCS and EU VAT Addon including the importation of complex Snapshots.

New:

  • New feature that allows to "Force Import" of Snapshots

Improved:

  • Importing Snapshot. The functionality has been totally renewed
  • Improved the interaction with EU VAT Addon during installation to preserve all your customizations
  • Big improvements for systems that are not using proformas involving sequential numbering, document type, dates and snapshot
  • False negative error occurring on View Order page
  • Small tweaks to Installer code

 

v2.2.3 Released November 8th, 2018

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In this release we make possible to define custom MySQL ports to connect the module to your database.

Improved:

  • The module now supports servers with custom MySQL ports

 

v2.2.2 Released November 6th, 2018

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In this release we fix 2 bugs involving VIES exception for Greece and Charset causing issue in Invoices and Tax Rules pages of Billing Extension.

We've also beautified the look of Electronic Invoicing in Invoice View. Open the gallery to see the differences.

New:

  • Automatic correction of tbltax charset to support UTF8 tax names

Improved:

  • Plugin Fatturazione Elettronica. When the plugin is deactivated the column "FatturaPA" is removed from SorTables

Fixed:

  • VIES. Exception for Greece using GR country code instead of EL
  • Charset problem in Invoices and Tax Rules pages

 

v2.2.1 Released October 30th, 2018

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This version doesn't change anything that you can notice from interface but we did a lot of improvements to our Elecronic Invoicing WebService.

Improved:

  • Lot of improvements to our WebService for Electronic Invoicing

 

v2.2.0 Released October 29th, 2018

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In this release we're finally making possible to install our plugin for Electronic Invoicing (Italy). To ease the switch to our solution, we wrote an article in our documentation where we describe all details.

Let us know your thoughts and feel free to share with us information you think are important by adding a comment here.

We have also added 2 new features that has been described in our Lab: VIES notification & automatic checks.

New:

  • VIES notifications when Tax Exempt status change for customers
  • VIES notifications can be turned on/off for specific Admin Roles
  • The frequency of VIES Scheduled Checks can be customized
  • FTP node for Electronic Invoicing (Italy)
  • Webservice for Electronic Invoicing (Italy)
  • Electronic Invoicing (Italy). From Invoice View it's possible to generate, download, delete XML Invoices and view batchs
  • Implemented over 70 checks to validate Electronic Invoicing (Italy) data plus a reporting tool
  • MagicInput. Implemented password field type with automatic encryption

Improved:

  • Automatic Upgrades. An internal funcion has been redesigned from scratch

Deprecated:

  • Removed some deprecated files

Fixed:

  • Billing page. Livesearch causing "Generate Invoice" fail

 

v2.1.10 Released October 26th, 2018

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In this release we add a new feature that has been requested by many of you. From now one you can create Credit Notes based Invoice Items! Let's see how it works.

First off use the existing checkboxes to select the items you want to refund with a credit note. Once done, expand the dropdown menu where you will find a new option named Generate Credit Note. As soon as you click it Billing Extension issues the credit note for the items you've just selected and redirects you to the newly created credit note.

Both invoice and credit note will be linked so that you can quickly review all the things involved in the process. The module informs you about all the documents involved and lets you open them on new pages.

To help you understanding how to issue credit notes, we published a new article in our documentation that we encourage you to read: Issuing Credit Notes.

New:

  • Issue Credit Notes based on Invoice Items
  • Security check that makes sure that it's not possible to issue multiple credit notes for the same invoice items

 

v2.1.9 Released October 24th, 2018

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To intrinsically improve the security of our modules, in this realease we are making sure that no one can use Directory Browsing to explore the structure of our files. We used the same approach used by WHMCS. You can find more details in Inhibition of Directory Browsing in our Lab.

New:

  • To improve security Directory Browsing is no longer available in Billing Extension
  • Snapshot. The module stores also empty Custom Fields so that it is possible to fill them at a later stage

Fixed:

  • Settings were not properly displayed under certain conditions

 

v2.1.8 Released October 18th, 2018

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Corrective release where we fix some errors occurring on newer versions of MySQL. Small improvements to Installer.

Improved:

  • Small improvements to Installer

Fixed:

  • Some queries causing errors on newer versions of MySQL

 

v2.1.7 Released October 9th, 2018

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In this release there's an important change even though it's not visible. We changed and improved the way our File Uploader stores information on your system. Click here for more details. Besides this, we've also fixed and improved some other aspects of the module.

New:

  • Automatic conversion and removal of settings.php files from all galleries

Improved:

  • Online Contract. More efficient checks
  • Improved the structure of some MySQL tables

Changed:

  • File Uploader now uses .conf files instead of .php to save the configuration of each gallery

Fixed:

  • Settings > VIES. When updating values the module was opening the wrong collapse menu
  • Tax Rules. MySQL query general error

 

v2.1.6 Released October 5th, 2018

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Corrective maintenance to remove unnecessary files (read notes below), resolve a low-risk vulnerability in File Uploader, deliver a small improvement to Tax Stamp plugin and to fix a possible error in the installer.

Improved:

  • Plugin Tax Stamp. It is now possible not to set any minimum amount required to charge tax stamp cost on invoices
  • Improved the code of File Uploader to cover a possible low-risk vulnerability

Changed:

  • Removed a directory that was not supposed to be part of the official release

Fixed:

  • Invoices page. Error occurring on invoices paid with Payment Methods that had been removed from WHMCS

Make sure to remove modules/addons/BillingExtension/js/file-upload/server directory with all its contents. The directory contains images that we uploaded just to test File Uploader even before Billing Extension v2 was released.

 

v2.1.5 Released October 3rd, 2018

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In this release we made it possible to use plugins for Billing Extension. The first plugin we bring you is Tax Stamp. Read documentation for more details.

New:

  • Plugin section to expand functionalities of Billing Extension
  • Plugin to apply Tax stamp on invoice

 

v2.1.4 Released October 1st, 2018

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After more than 3 years we've changed the way we deliver updates for the better. Learn more about this important change by clicking here.

New:

  • The upgrade of the module no longer requires manual intervention to apply changes to database

Improved:

  • Small changes to the structure of some tables to avoid possible errors

Fixed:

  • Late Fees. It was not possible to cancel existing late fees
  • Installer was not deleting bx_refid table on module Deactivation

 

v2.1.3 Released September 22nd, 2018

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Billing Extension is now capable of handling VIES errors instead of returning a generic one. These errors are now logged in Warning System and Activity Log of WHMCS.

As a result, we've updated our guide on Reference Numbers to include further details. We even show you how you can add reference numbers on viewinvoice.tpl and invoicepdf.tpl with a complete snippet.

In preparation for the new plugins system, we've started to include in the module some language strings and template files that are not yet functional at this stage.

New:

  • VIES error handling: Invalid input, service unavailable, member state uavailable, timeout, server busy
  • VIES error are recorded and displayed in Warnings of Billing Extension and WHMCS Activity Log

Improved:

  • Reference numbers on invoices now support multi-language and are even easier to implement

 

v2.1.2 Released September 20th, 2018

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We noticed that Publish and Publish and Send Email buttons on invoice view work very strangely. In theory they should simply change proforma status from Draft to Unpaid but in reality they were also resetting Invoice Number.

On a stock-WHMCS this is not a problem since Invoice Number is always empty until the proforma turns into an invoice. However in Billing Extension this value is already set since we allow to customize proforma numbers. As a result we fixed this problem in this release.

We've also added a new feature that has been requested in our Lab. From now on you can show the original reference numbers (proforma numbers) on all invoices using 2 new variables available in viewinvoice.tpl and invoicepdf.tpl. You can find details in documentation.

New:

  • Publish & Publish and Send Email (Invoice view) now managed by Billing Extension
  • Reference numbers available on all invoices

Improved:

  • Admin > Payments. Template updated to show more information about reference numbers

 

v2.1.1 Released September 19th, 2018

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We tuned some features and make it possible to translate language files of module with Language Overrides.

Now we're working on implementing Fatturazione Elettronica and Marca da bollo with a brand new concept in WHMCS: plugins!

New:

  • Online Contract: as a client is deleted the module deletes also information about contract acceptance
  • As a client is being added to WHMCS from admin interface, the module automatically accept contract version for him
  • Module's Language files overrides. Customize translations in the same way you do for WHMCS

Improved:

  • Online Contract. Improved functionalities

Changed:

  • In few section was possible to see the codename we used while developing Billing Extension. We changed that
  • VIES Client Custom Field. Now you can leave "None" but VIES will not work

Fixed:

  • Error on servers with PHP 7.0 that were using ionCube 10.2.x and BX package with PHP 5.6+ support

 

v2.1.0 Released September 13th, 2018

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Many of you asked us to reintroduce Transactions page in clientarea. We gave to this project in out Lab the highest priority.

The new Transaction page uses DataTables. You can see a preview here, here and here. We've also implemented a feature that can automatically add this page to your navbar.

Other than that, we continue improving the upgrade functionality that helps people to move from Billing Extension v1 to v2.

New:

  • Transactions page for clientarea
  • Option to add Transactions page in clientarea navbar
  • The new TinyMCE of WHMCS 7.6.x is fully supported
  • Customers accessing Enhanced Renewals when this feature is disabled are redirected to Access Denied page

Improved:

  • The function that issues document numbers for proformas, invoices and credit notes has been hugely improved
  • Depending on WHMCS version in use, Mercury will use correct TinyMCE
  • Further improvements to Installer when upgrading from BX v1 and EU VAT Addon
  • Small improvements to Tax Rules

 

v2.0.2 Released September 11th, 2018

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This is a corrective release in which we focused on making the process of invoice suppression more reilable and easier to use.

Billing Extension wasn't "catching" invoices paid with Automatic Credit Use. The same goes for orders manually added by admistrators simultaneously with the option to apply credit. Now this has been fixed and the module detects invoices fully paid by credit more accurately.

We've also added a new feature that prevents WHMCS from sending specific notifications (Invoice Created and Invoice Payment Confirmation) for invoices that have been suppressed for reasons described here. In the linked article you will also find a detailed description of our new Suppression Notification feature.

New:

  • When an invoice is suppressed the module prevent WHMCS from sending any related email notification
  • New option in Settings. You can select an Email Template to send when an invoice is suppressed
  • The module creates log for all actions that occurr during installation in Activity Log

Improved:

  • The module detects when invoice suppression is required more accurately
  • Added new checks that make sure that Company Profile is updated correctly
  • Company Profile. VIES is automatically disabled when country changes from intra-EU to extra-EU
  • When Admin has no default language set in WHMCS the installer will use English
  • Settings page. Improved redirects on change

Fixed:

  • Installer error when importing Invoice Data Snapshots from WHMCS

 

v2.0.1 Released September 7th, 2018

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Thanks to all feedback received, we managed to quickly spot and fix some errors.

New:

  • Viewing suppressed invoices: new page instead of "Invoice not found" alert
  • Invoice suppression: new "Order Completed" page

Improved:

  • Order View: improved the quality of information provided
  • Small improvements in Utilities PHP class

Fixed:

  • In particular circumstances invoice suppression wasn't working as expected
  • Fixed some errors in the Upgrading tool of the module

 

v2.0.0 Released August 31st, 2018

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This version of Billing Extension is more than just a release. It's a brand new software redesigned from the inside out from. You can find more information in the official announcement. Here we focus on giving instructions regarding new installations and upgrades of the module.

The installation process is pretty much straight forward. Simply follow Modules' installation guide.

On the contrary the upgrade from older versions requires a particular attention. The module can automatically detect previously installed versions of Billing Extensions and migrade all your data. You can find all information here: Upgrade to version 2.

If you experience issues, please submit a bug-report. If you have any suggestions let us know by using request a feature.

 

v1.5.10 Released August 22nd, 2018

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This is a corrective release. We fixed few small bugs and improved the reporting tool Katamaze InvoiceData that is accessible from Reports > More > Others. Did you know that it can be used to filter and export invoice informations on CSV file?

Improved:

  • Small improvements to Katamaze InvoiceData (Reports > More)

Fixed:

  • Transaction page: missing variables in some tooltips
  • Billing page: Split feature was no longer available

 

v1.5.9 Released May 10th, 2018

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This release contains a "quality of life" change. We removed a feature to give you more control over Billing Extension behaviour.

Improved:

  • Redirection after invoice suppression for WHMCS 7.4+

Deprecated:

  • Part of "Cancelled Invoices" feature has been removed

 

v1.5.8 Released April 19th, 2018

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In WHMCS 7.2+ the development team made an important change that affects the way Billing Extension works.

Simplified Invoicing, Toggle Invoicing and Manual Invoicing require the module to remove proformas from the system as soon as they become paid. This way Billing Extension can create invoices at a later stage helping you to reduce the number of generated invoices.

When an Administrator adds a payment to a proforma from WHMCS back-end now there's an "Oops!" error stating that the invoice ID does not exist. This happens because in version 7.2+ this event has been elevated "Fatal error". In this release we addressed this issue to finally show an info box instead of a forceful fatal error.

Improved:

  • Proforma suppression: graceful exit instead of fatal error

 

v1.5.7 Released April 5th, 2018

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We updated some parts of the module to ensure compatibility with newer PHP versions 7.1 and 7.2.

Improved:

  • Compatibility with PHP 7.1 and 7.2
  • Compatible with ionCube 10

 

v1.5.6 Released September 4th, 2017

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  • 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

 

v1.5.5 Released July 27th, 2017

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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.

Commercial
Account Statements Module

Send account statements to customers

Free
Microsoft Cloud Solutions (CSP) - Office 365, Microsoft 365 and more! - Suited for both direct and indirect CSP partners.

Office 365, Microsoft 365 and up to a 1,000 Microsoft cloud solutions, completely automated!

Free
Advanced Billing For WHMCS

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

Commercial