How does / Where can a customer see what their credit balance is in Hostbill?

[tallship]

An interesting thought actually.

I just discovered that a customer can't see what their credit balance is if they have outstanding invoices... at least there's nowhere for them to look and see what their credit balance is.

They can do a little math - but this is obviously inconvenient for them, and they shouldn't have to. They should just be able to look under some menu item that doesn't exist (at least I can't seem to find one) and look it up there.

Here's the problem:

   
• If the customer has no outstanding invoices, then their credit balance is displayed on their dashboard. Easy Peasy

   
• If the customer has outstanding invoices, then they have to add up all of their unpaid invoices, and then add the negative balance to the total of all their unpaid invoices to arrive at their credit balance (i.e., change the sign of the negative balance in their dashboard and subtract that from the total of all their unpaid invoices).

   
• if the customer selects one of their invoices, then there is a display at the top of the page, alerting them that they have a credit balance and offering to let them pay the invoice with that credit balance - but it still doesn't say now much their credit balance is!!!

   
• In the admin area, their credit balance is easy to see in their customer account - but that doesn't really help the customer does it?

Does anyone have a better way for the customer to lookup their crediit balance, other than do the math (adding the negative balance to that of the total of their unpaid invoices), or calling us up on the phone and asking my billing department?

[blackrider]

tallship you can edit the /templates/YourTemplate/submenu/dashboard.submenu.tpl  at Line 9 (By default it Calculates the unpaid invoices - current credit and shows the Total Negative or Possitive). So you can add Under this a new line to show the Current Client Credit Balance with {$acc_credit_balance}.  But Remember to remove the calculation at line 9 so it can show the total unpaid ammount cause if you let it there it will confuse the customer.

[tallship]

Hey thanks for that! I'll experiment with that and think that's what I'm looking for

[andika]

Hey thanks for that! I'll experiment with that and think that's what I'm looking for

I got the same problem but this solution shows exactly the same old value ( negative balance + credit).