PUQ Mautic

Cancellation Request

The Cancellation Request extension helps manage unpaid and canceled invoices by transitioning them to a "Cancelled" status or removing already canceled invoices, both manually and via cron jobs.

Description

PUQ Customization module WHMCS

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The "Cancellation Request" extension is designed to streamline the management of invoices, specifically targeting those with products in a cancelled status and termination dates that are at least a month in the past from the current date.

Here are the key functionalities offered by this extension:

1. Automatic Status Change: This feature automatically changes the status of all unpaid invoices whose associated products are marked as cancelled and have termination dates that are at least a month old from the current date.

2. Invoice Item Deletion: Invoices often contain multiple items, some of which may be cancelled products. With this extension, invoice items that are marked as cancelled and have termination dates at least a month in the past from the current date are automatically deleted. This helps keep your invoices clean and up-to-date, removing unnecessary clutter and improving overall clarity.

3. Cron Job Configuration: The extension is configured to execute these actions based on chosen cron jobs, allowing for automated processing according to your specified schedule. This ensures consistency and reliability in managing cancellation requests without manual intervention.

4. Manual Functionality: While automated processing is the primary mode of operation, the extension also offers manual functionality. This enables administrators to manually trigger the execution of these actions as needed, providing flexibility and control over the cancellation request process.

Overall, the "Cancellation Request" extension simplifies the handling of cancellation requests within your invoicing system. By automating status changes and invoice item deletions for eligible products, it helps maintain accuracy and efficiency in managing cancellations, ultimately enhancing the overall invoicing experience for both administrators and clients.

Configuration

PUQ Customization module WHMCS

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Enabled - Enabling or disabling all custom functions of this extension affects the automation and visibility of its features in the client area. When extension disabled, the automation capabilities and related features provided by the extension will not be active or visible to clients. However, as an administrator, you will still have access to configure and utilize the extension's functionalities through the administration interface. This gives you the flexibility to control the visibility and automation aspects of the extension based on your specific needs and preferences.

Enable Cancellation Request - Enable or disable cancellation request functions.

Cancellation Type - Choose type of cancellation request to allow the client.

Enable auto cancel invoices - Enable or disable automatic transfer of invoices to the cancel state, services that are currently terminated

Cron - Choose the cron job during which the cancellation request will be executed

Action - What should happen to the invoice: "Cancel" or "Cancel, then Delete"

Auto Delete invoices after - The number of days the invoice must be in the Cancel state after which the invoice will be automatically deleted (only applies when Action = "Cancel->Delete").

Safe test

PUQ Customization module WHMCS

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image-1707907643159.png

Invoices for cancel - Unpaid invoices whose products have a status of cancelled and the termination date of the products is not closer than a month ago to the current date.

Invoices for delete - Invoice items that have a status of cancelled and the termination date of the products is not closer than a month ago to the current date.

All of this happens automatically as described in the configuration you've set up, but there's also the option to perform all actions manually.

Run action Cancel - Manual execution of the function that changes the status of all unpaid invoices whose products have a status of cancelled, and the termination date of the products is not closer than a month ago to the current date, to cancelled.

Run action Delete - Manual execution of the function that deletes invoice items that have a status of cancelled and the termination date of the products is not closer than a month ago to the current date.