Changelog Latest release 9 days ago

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
Improved 2
  • Electronic invoicing > Codice Fiscale is always stored in uppercase
  • Electronic invoicing > Codice Destinatario is stored in uppercase for SdI and IPA and lowercase for PEC
Fixed 2
  • Electronic invoicing > Client Profiling not working due to a typo in source code
  • Invoice Sync not working on systems with shared invoice/credit note numbering
Fixed 1
  • A typo was preventing the module from sending notification about updates and few other types of notification

New option to automatically send an email notification to specific administrators when an overpayment occurs.

New 2
  • Settings > Billing Preferences. New feature to send an email to administrators when overpayments occurr
  • Italian electronic invoicing > Client profiling. BX now logs changes to the following details: business name, vat ID, tax ID and Codice Destinatario
Improved 1
  • Italian electronic invoicing > Client profiling. BX no longer logs any activity when clients/admins submit profiling without changing any value
Changed 1
  • Settings > Billing Preferences. Overpayment feature has been renamed Invoice Overpayments
Fixed 1
  • Settings > Billing Preferences > Suppression Notification (Admin). The name/username of the administrator wasn't showing in email body
New 1
  • Italian Electronic Invoicing. Customers profiling automatically resets when nationality changes
Improved 2
  • Workaround for a potential collation error on system with oudated WHMCS tables
  • Italian electronic invoicing. Cedente Prestatore > Denominazione. Length increased from 28 to 80
New 3
  • Electronic Invoicing > Client profiling. When an Administrator profiles a customer his/her email is logged
  • Customer Retention. Shortcut in WHMCS header automaticaly filters Pending requests
  • SEO-Friendly URL support for Customer Retention and backward compatibility for FontAwesome 4
Improved 1
  • Various improvements to Customer Retention (js, css, tpl and code)

Pending Cancellation Requests (Customer Retention) are highlighted in WHMCS stats bar and also in Billing Extension tabs. It is also possible to add notes on the fly.

New 2
  • Customer Retention. Administrators can add notes on the fly for each cancellation request
  • Statistics and shortcuts to manage/review Cancellation Requests for WHMCS Customer Retention
Improved 1
  • Customer Retention > Domains. Singular/plural support for EPP Codes / Authinfo

Summary

Starting from this release you can finally make use of Customer Retention strategies in WHMCS. Read documentation for more details and previews.

New 2
  • Customer Retention. Increase customer loyalty and decrease turnover by managing cancellation requests
  • BX loads countries from json files using a new system that overcomes potential issues with Crons that don't run with local PHP
Deprecated 1
  • Fallbacks to load countries from json files for the following plugins: WebService, Italian Electronic Invoices
New 1
  • New auto-tag {ID} for Invoices and Credit Notes
New 1
  • Fallback for Swiftmodders' template that was forcing uppercase on electronic invoices
Improved 1
  • Fallback for WHMCS 7.7+ to prevent having Company Tax ID twice on invoices
Fixed 1
  • Small fix to a previously introduced fallback for WHMCS 7.7