1. Add a checkbox to sync the Order creation
date as the start date of the Transaction.
When creating or editing
an Order, check the "Transaction Date" box to automatically set the
Transaction start date to match the Order creation date.
For example, if you don't
check this box and create an Order on September 12, 2024, but then create a
Transaction on January 8, 2025, the service will start on January 8, 2025.
If you check the box, the
service will start on September 12, 2024, even if the Transaction is created
later.
Note: This checkbox
cannot be edited for Orders that already have a Transaction.
The "Transaction Date" checkbox only affects the start and end dates of the service, not the Invoice or Payment dates.
2. Send email notifications to customers when their service is nearing expiration.
The system will automatically send email reminders to
customers based on their service expiration date when the Cronjob runs.
·
If the service has a Billing Plan Unit of
"Day", the system will send a reminder 1 day before expiration.
·
If the service has a Billing Plan Unit of
"Month", the system will send a reminder 3 days before expiration.
·
If the service has a Billing Plan Unit of
"Year", the system will send a reminder 30 days before expiration.
For example: If a Transaction expires on January 8,
2025, the system will send a reminder email on January 5, 2025, via the
Cronjob.
If a Transaction has expired but its status remains as "Active," the system will still send an email. You can change the status to "Complete" to stop receiving these emails.
3. Send order confirmation emails to
customers.
- Step 1: Modify the Email Template within the Setup section.
- Step 2: Navigate to the desired Order and select the "Send Email" option to dispatch the notification.
