Cheers, all. Given the DOTW this week I thought I’d post the notes I’ve been writing down while I’ve been testing, but figured if I post it here then I can find it again if there’s something I want to test or check later.
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BUGS
I’ve run into these but to be fair it was right after this was released, so some might be fixed already.
* Invoice paid with credit shows “[object Object]” in the Transaction ID.
* Invoice paid with Stripe Credit doesn’t show the “Applied Balance” that shows on the Stripe invoice, so there’s no indication how it was paid, giving the confusing impression that the customer’s card was charged. Under “Payment Method” it says “Unavailable.”
* Outstanding invoices are not created in Stripe – invoices only created once marked paid. Not sure if this is a bug or just a limitation of the Stripe API.
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FEEDBACK
I haven’t yet started using the system with clients, and here are some things holding me back.
* Need to be able to modify, cancel/void, and fully delete invoices that have been sent to the client but not yet paid.
* Need to be able to manually process payment to a card on file from my end. In WHMCS I can “attempt capture” to an issued invoice, so if they have a card on file I can charge their card any time.
* Auto-pay for one-time invoices. WHMCS will also automatically charge the default card on file on the invoice due date if it hasn’t yet manually been paid. The email template I designed tells the client that the payment has been scheduled and which card will be charged so they have a chance to update it if needed.
Basically right now in WHMCS I can simply issue invoices and forget about them — they automatically pay themselves when they’re due and my clients get various notifications that I’ve designed to keep them informed but don’t have to do anything unless they have no card on file. Some clients need things urgently and simply tell me to charge their card so I can get started — so I can issue an invoice and immediately run their card for it if needed (I often do this if they need something shipped, so I can quote them the full cost, they can agree, then I can place the order and charge them without having to further wait for them to pay and then go back to place the order). Additionally, instead of a retainer, for some clients I do a “monthly tab,” where I create an invoice that they can see that I add to as we go, which auto-pays itself to their card on file at the end of the month. So they can just send me a quick email and say “put it on my tab” and it all goes through with minimal effort. It’s too nicely automated to give up, even if your system is prettier. ;-)
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LESS IMPORTANT FEEDBACK
I’d love these features but probably would still move a couple of clients without them.
* If the auto-charge card on file feature above is added, clients should have a setting that lets them opt-out. (i.e. keep a card on file but have a setting they can turn on that prevents me or the system from charging their card, except for subscriptions).
* Would like to be able to pause a subscription and schedule it to automatically re-start on a certain date (clients should get an email before it restarts).
* When billing a client it gives the option of selecting a website, but it seems like the dropdown should be limited to only sites that the client’s been added to, or at least warn if we select a site that isn’t associated with the client. Also, if you select a site, it doesn’t let you select no site again.
* Would like to edit the emails, specifically the greeting text and signature.
* Would like to choose whether emails include the full template or only the inner content. This is because it does not work with my email templates in Branda, because it puts the entire template inside Branda’s message tag, and so for example I now have two logos at the top.
* Brand colors don’t seem to work in the email templates for the buttons, but maybe they do for some? I can’t remember which email this was in.
* Would love if the credit card brand logo and the last four digits under “Payment Method” could be included in the email body as well.
* Would love for the invoice notes be in the invoice email body as well.
* If possible it’d be cool if the emails synced with Stripe’s emails, so we could turn them on and off from there and could use the more complex automation Stripe offers.
* Would like if Stripe Credit could be managed from the Hub, as there’s currently no way for clients to see their credit or how much they have left.
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GENERAL HUB CLIENT
These issues are still holding me back from giving clients access to the Hub client at all.
* Cannot disable the Configs tab entirely in the role permissions. Currently allows hiding the default configs, but the tab is still visible even though it doesn’t allow doing anything.
* Same as above for the SSH and Staging tabs in the Hosting tab.
* Not holding me back per se but would like to put a full horizontal logo in the Hub client header, instead of just the tiny icon.
LASTLY….
* This has nothing to do with clients but in the Role permissions editor under Hosting, the last item “update Bruteforce Attack Prevention Settings” should have a capital U. ;-P
* Stoked about everything in the roadmap. ;-)