Freeagent WHMCS and Gocardless integrations


#1

I currently use whmcs for hosting billing.

I am going to make a plugin so that whmcs uses freeagent for the invoicing
and billing and will check for confirmed payments there.

Several clients have gocardless subscriptions for hosting setup.

Will freeagent be able to A set these up so that anyone with a recurring
bill will be encouraged to setup a gocardless subscription and B track them
against the invoices each month? Most of them are the same amounts so will
it find a specific identifier for the individual transaction.


#2

Have you started work on this project yet?

I was thinking of getting something done with the following features.

  1. API integration with the FreeAgent
  • new account creation in FreeAgent from WHMCS with per client invoicing
    (random unique 4 character account code with all invoices starting from
    0001 i.e ABCD0001)
  1. Hook that will
  • when invoice is created,
  • instead of sending it to client, will use FreeAgent API that will send
    the invoice
  • when user will access the invoice in WHMCS, it will not allow him to
    download pdf, but it will resend it again
  1. Clientarea place to list all the history (taken from FreeAgent API)

#3

Hi Simon,
Have you started work on this at all yet? - I was about about to start
work on the something myself but have just been Googling around first!On Tuesday, 4 February 2014 16:08:00 UTC, simon parker wrote:

I currently use whmcs for hosting billing.

I am going to make a plugin so that whmcs uses freeagent for the invoicing
and billing and will check for confirmed payments there.

Several clients have gocardless subscriptions for hosting setup.

Will freeagent be able to A set these up so that anyone with a recurring
bill will be encouraged to setup a gocardless subscription and B track them
against the invoices each month? Most of them are the same amounts so will
it find a specific identifier for the individual transaction.


#4

Go Wegrammi.com and submit a ticket for quotation and assistance for “WHMCS sync to FreeAgent module”. They’ve already installed the module and configure the module and synced my Paypal and stripe accounts for me and everything is working great!


#5

… B track them against the invoices each month?

DoubleAgent can automatically reconcile your GoCardless payouts in FreeAgent. For each payout, it looks for the customers whose payments are in the payout, then finds or creates invoices for each in FreeAgent, then settles them with the payout funds, as well as booking the GoCardless fees.