Changelog Latest release 4 days ago

We renewed the plugin that transmits invoice PDF files to remote FTP server. The plugin is now capable of sending such files attached in email to your accountant on a weekly or monthly basis.

New 3
  • Invoice Archiving plugin is now capable of sending weekly/monthly emails with PDF files attached in a zip file to multiple recipients
  • Archiving Invoice PDF to FTP. New auto-tag for payment method
  • Italian electronic invoicing. Option to use the new XML format that becomes mandatory on January 1, 2021
Improved 1
  • Lot of improvements to Invoice Archiving plugin
Changed 1
  • Plugins > Invoice To FTP renamed Invoice Archiving
Fixed 1
  • Cash flow page. Date/time fatal error

Summary

We introduce Cash Flow in WHMCS to track inflow and outflow operations, investing and financing activities.

New 1
  • Cash Flow statement to track inflow and outflow operations
Improved 2
  • Exception for systems with php-zip not installed (required to download files in .zip archives)
  • Automatic flush of unused directories for File Uploader
Fixed 1
  • Tax Rules > Core. Tax Type and Apply Tax To selects were showing empty
New 1
  • Added support for WHMCS v8
Improved 1
  • Plugin > Invoice to FTP. Improvements to FTP and WHMCS login
Fixed 2
  • The module was sending Low Credit Balance Notifications more than once to the same customer
  • Settings > Credit Balance > Preserve Totals. The module was showing the wrong currency in multi-currency systems
Improved 1
  • Language PHP class (core)
Fixed 1
  • Client > Invoices > Create Credit Note button. Fixed potential Invoice ID Not Found error
New 1
  • Commission Manager > Commissions. Tooltip for records with notes
Improved 3
  • A relevant part of Auto Updater has been improved to correct a potential bug
  • Invoice notes. From time to time BX needs to store some parameters in invoice notes. From now on, such parameters are not visible to end-user
  • Credit Note > Invoice Items (Commissions). If for some reason description is empty (eg. missing translations) the module no longer issues an empty credit note
Improved 1
  • Fallback for Facebook Pixel. Purchase event not triggering properly on some systems
Fixed 1
  • Italian electronic invoicing > Sconto Maggiorazione. This node was showing in the XML multiple times instead of once
Improved 1
  • Facebook Pixel. New method to track purchases when Auto Redirect on Checkout is disabled
Changed 1
  • Warnings > Invoice Sync. Deletable log entries
Changed 3
  • Changed the hook point when the snapshot of currency rates is performed
  • Removed unnecessary entries of BX from Activity Log
  • Warning System > Tax Calculation Method no longer shows as warning

Summary

We made some changes to Snapshot interface that is accessible from Invoice View. Read changelog for details.

New 2
  • Invoice view > Clients Details tab (Snapshot). Editable Tax Exempt status
  • Invoice view > Clients Details tab (Snapshot). For Italian electronic invoice it is now possible to view/edit business type and split payment
Improved 1
  • Invoice view > Clients Details tab (Snapshot) now has a more compact design
Changed 1
  • The minus sign (-) is no longer used for credit notes

Summary

We're making an important change for Facebook Pixel integration.

Undecided customers need a few extra minutes to place an order. Some will go back and forth a cuple of times between different steps of checkout process.

With this in mind, we added a new option that prevents Facebook from uselessly tracking InitiateCheckout and Purchase events for the same customer. This way you statistics will be consistent.

New 2
  • Facebook Pixel. New option to set a timeout for InitiateCheckout and Purchase events
  • Facebook Pixel > CompleteRegistration event. Support for currency and value
Improved 2
  • Notable improvements to Facebook Pixel
  • PHP Language class

Summary

We noticed that WHMCS was not allowing us to track Purchase event on both LinkedIn Insight Tag and Facebook Pixel depending on Auto Redirect on Checkout setting.

To grant full compatibility in all the possible scenarios, please add {$kt_tracking} variable in the head of your viewinvoice.tpl file.

Improved 2
  • Notable improvements to LinkedIn Insight Tag and Facebook Pixel
  • Changed for the better the way the module tracks purchase event for Facebook and LinkedIn

New release, new plugin!

ITF (Invoice To FTP) is a plugin integrated in Billing Extension that is capable of downloading PDF files generated by WHMCS (Proforma, Invoice and Credit Notes) for archiving on a remote FTP server. This process is performed automatically on a daily basis after all scheduled cron tasks of WHMCS have completed.

ITF is particularly useful for companies that use DMS (Document Management System) to process invoices as PDF files to extract data such as invoice numbers, customer names, amounts and link them to accounting workflow and accouting softwares. On a smaller scale, ITF can also be used to make things easier for small and medium-sized companies to organize, achive and transmit invoices to accountants.

Read documentation for more details.

We've also updated Currency Rate Snapshots with new features that have been published here.

New 2
  • Invoice to FTP plugin to archive and organize PDF files on remote FTP server
  • Currency Rate Snapshots. Exchange values available also for Invoice Items
Changed 1
  • All FTP-related features now use BINARY connection in place of ASCII

Billing Extension now keeps an historical currency exchange rate table so that you can display prices on invoices using the exchange rate at the date of the transaction. Read documentation for more details.

New 1
  • Historical Rate Tables for currencies