Save Payment Details for Shared Invoice Payments
Customer can save payment details when paying shared invoices. With additional toggle button setting on admin area to enable/disable saving payment details and auto payments.
Vira 3 days ago
Billing and Invoicing
Save Payment Details for Shared Invoice Payments
Customer can save payment details when paying shared invoices. With additional toggle button setting on admin area to enable/disable saving payment details and auto payments.
Vira 3 days ago
Billing and Invoicing
Add Downloadable Button for Digital Products in Client Area
I’d like my customer to be able to download an image directly after payment from the client area
Vira 4 days ago
CRM
Add Downloadable Button for Digital Products in Client Area
I’d like my customer to be able to download an image directly after payment from the client area
Vira 4 days ago
CRM
In Progress
Default Product Option/Attribute Selection
You can now set product options/attributes to be pre-selected when adding a product to the basket
Vira 5 days ago
CRM
In Progress
Default Product Option/Attribute Selection
You can now set product options/attributes to be pre-selected when adding a product to the basket
Vira 5 days ago
CRM
In Progress
Manage Overdue Notifications for Pending Payments
We’re adding an option to prevent overdue notifications from being sent when a payment is still pending (e.g., with GoCardless)
Vira 9 days ago
Billing and Invoicing
In Progress
Manage Overdue Notifications for Pending Payments
We’re adding an option to prevent overdue notifications from being sent when a payment is still pending (e.g., with GoCardless)
Vira 9 days ago
Billing and Invoicing
Customizable Invoice Number Reset
Ability to reset the invoice number and support for customizing the invoice numbering format, including the prefix and starting number reset
Isma Affiya 18 days ago
Billing and Invoicing
Customizable Invoice Number Reset
Ability to reset the invoice number and support for customizing the invoice numbering format, including the prefix and starting number reset
Isma Affiya 18 days ago
Billing and Invoicing
Completed
Open Support Ticket for End of Billing Term Cancellation Requests
Extend the current functionality to open a support ticket when a client requests cancellation at the end of their billing term
Isma Affiya About 1 month ago
Billing and Invoicing
Completed
Open Support Ticket for End of Billing Term Cancellation Requests
Extend the current functionality to open a support ticket when a client requests cancellation at the end of their billing term
Isma Affiya About 1 month ago
Billing and Invoicing
Completed
Customizable Product Names on Invoices and Contracts Product
Admins can edit the product name both in basket before convert, and on the CP after convert. This name is what should appear in the UI for lists, the overview page, and also on invoice items + invoice PDF.
Vira About 1 month ago
Billing and Invoicing
Completed
Customizable Product Names on Invoices and Contracts Product
Admins can edit the product name both in basket before convert, and on the CP after convert. This name is what should appear in the UI for lists, the overview page, and also on invoice items + invoice PDF.
Vira About 1 month ago
Billing and Invoicing
In Progress
Default Support Staff Role Settings
Adding predefined role groups for support staff to streamline permissions and functionality setup.
Vira About 1 month ago
Support System
In Progress
Default Support Staff Role Settings
Adding predefined role groups for support staff to streamline permissions and functionality setup.
Vira About 1 month ago
Support System
Domain Lists
Hey team, Would be great for accounts with a large amount of domains to have the ability to view a really easy to view domain list which shows a very basic set of information such as Domain Name with TLD, Renewal Date and Status for quick view. Customers who have a large amount of domains with multiple renewals find it hard to stay on top of all the domains that they have :) Thanks for considering
Pete Dawkins About 1 month ago
Billing and Invoicing
Domain Lists
Hey team, Would be great for accounts with a large amount of domains to have the ability to view a really easy to view domain list which shows a very basic set of information such as Domain Name with TLD, Renewal Date and Status for quick view. Customers who have a large amount of domains with multiple renewals find it hard to stay on top of all the domains that they have :) Thanks for considering
Pete Dawkins About 1 month ago
Billing and Invoicing
Improve MercadoPago Specific Functionalities
Add PIX, a bank transfer using QR codes, installment payments, and account balance options to MercadoPago. Integrating Checkout Pro would enhance the functionality https://www.mercadopago.com.br/developers/en/docs/checkout-pro/landing
Vira About 2 months ago
Payment Gateways
Improve MercadoPago Specific Functionalities
Add PIX, a bank transfer using QR codes, installment payments, and account balance options to MercadoPago. Integrating Checkout Pro would enhance the functionality https://www.mercadopago.com.br/developers/en/docs/checkout-pro/landing
Vira About 2 months ago
Payment Gateways
Bulk Pricing Update of existing subscribed products
Currently (as an example) if you want to increase the .COM product registration product by $1, it will only affect any NEW orders for a .COM domain. However if you want to increase the price for everyone that is already subscribed to that product, you would have to go in to each product one at a time. To have to update hundreds, if not thousands of existing products on clients accounts one at a time is just not realistic. My suggestion is to create a simple utility that can do bulk price updates to all clients that are subscribed to a specific product. This way we can perform a price increase with a couple clicks of a mouse.
Twilight I.T. Staff About 2 months ago
Billing and Invoicing
Bulk Pricing Update of existing subscribed products
Currently (as an example) if you want to increase the .COM product registration product by $1, it will only affect any NEW orders for a .COM domain. However if you want to increase the price for everyone that is already subscribed to that product, you would have to go in to each product one at a time. To have to update hundreds, if not thousands of existing products on clients accounts one at a time is just not realistic. My suggestion is to create a simple utility that can do bulk price updates to all clients that are subscribed to a specific product. This way we can perform a price increase with a couple clicks of a mouse.
Twilight I.T. Staff About 2 months ago
Billing and Invoicing
Add Logos in Parent Settings for Child/Parent
Add logo to customize branding for both parent and child account
Vira About 2 months ago
Billing and Invoicing
Add Logos in Parent Settings for Child/Parent
Add logo to customize branding for both parent and child account
Vira About 2 months ago
Billing and Invoicing
Completed
Store card (debit and credit) on payment
If the payment provider shares the card type, it will be automatically detected and saved during the transaction.
Vira About 2 months ago
Billing and Invoicing
Completed
Store card (debit and credit) on payment
If the payment provider shares the card type, it will be automatically detected and saved during the transaction.
Vira About 2 months ago
Billing and Invoicing
In Progress
Add phone number to client profile in admin
Show customer phone number in admin area under client profile prominently. (The default phone number)
Seb de Lemos About 2 months ago
CRM
In Progress
Add phone number to client profile in admin
Show customer phone number in admin area under client profile prominently. (The default phone number)
Seb de Lemos About 2 months ago
CRM
Bulk Update Invoice generation/termination dates per CP/product type
Set invoice generation timeframes per product, and bulk update affected contract products.
Seb de Lemos About 2 months ago
Billing and Invoicing
Bulk Update Invoice generation/termination dates per CP/product type
Set invoice generation timeframes per product, and bulk update affected contract products.
Seb de Lemos About 2 months ago
Billing and Invoicing
Pelican support
Hello! :) I am incredibly happy to have stumbled upon UpMind, it’s genuinely amazing! I am very excited. I hope this isn’t the wrong place, but would it be possible to consider supporting Pelican (a successor to the fantastic Pterodactyl) game server hosting panel as a first party integration for provisioning? Home | Pelican Game server hosting is niche comparatively, but there genuinely would be plenty of people who would ‘jump ship‘ immediately to get away from the pain that is WHMCS or FOSS alternatives in the billing system space. Of course, game server hosting is a different type of product and different category to web hosting, but there are similarities, and Pelican’s API is relatively straight simple. WHMCS Module for reference In the long term, supporting Pelican would be HUGE, as Pelican will be ‘the Panel‘ for game server hosting soon enough, with only some using custom panels, or Pterodactyl/TCAdmin as legacy products. If not I understand, and I look forward to the possibility of creating a custom integration for provisioning via the API. Is there any rough ETA for when this would be possible and when the API will be accessible/useable?
James Owen About 2 months ago
Provisioning
Pelican support
Hello! :) I am incredibly happy to have stumbled upon UpMind, it’s genuinely amazing! I am very excited. I hope this isn’t the wrong place, but would it be possible to consider supporting Pelican (a successor to the fantastic Pterodactyl) game server hosting panel as a first party integration for provisioning? Home | Pelican Game server hosting is niche comparatively, but there genuinely would be plenty of people who would ‘jump ship‘ immediately to get away from the pain that is WHMCS or FOSS alternatives in the billing system space. Of course, game server hosting is a different type of product and different category to web hosting, but there are similarities, and Pelican’s API is relatively straight simple. WHMCS Module for reference In the long term, supporting Pelican would be HUGE, as Pelican will be ‘the Panel‘ for game server hosting soon enough, with only some using custom panels, or Pterodactyl/TCAdmin as legacy products. If not I understand, and I look forward to the possibility of creating a custom integration for provisioning via the API. Is there any rough ETA for when this would be possible and when the API will be accessible/useable?
James Owen About 2 months ago
Provisioning
Completed
Cancellation Requests: Additions
Admins will have control over whether clients can request immediate cancellations and enhance the cancellation process for clients.
Vira 2 months ago
Billing and Invoicing
Completed
Cancellation Requests: Additions
Admins will have control over whether clients can request immediate cancellations and enhance the cancellation process for clients.
Vira 2 months ago
Billing and Invoicing