Upgrading To Infinity Statements V3.3 Print

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With the release of Infinity Statements V3.3 there have been quite a few changes. The most important of which is the change of the statement layout all together.
Until now, Infinity Statements have been using an "Invoice Payment" statement layout, showing only the list of invoices and the payments on those invoices.
The new statement form will move to use a "Bank Account Statement" layout which does not rely on invoices alone. The Infinity Statements module will now list the account history based on debit (invoices) & credit (payments) transactions much like a bank statement reads.

Some things to keep in mind:
  • Template Changes: Read More
    The new version will not make use of the same veriables and template. Several variables have been added and removed depending on the need of the statement.
    You will need to manually update your template as shown below.
    Please confirm you no longer use variables removed from the module
  • Total Due Variable:
    The total due variable no longer displays the total amount currently invoiced. It will only show the total of all due/overdue invoices and will not calculate the invoices which have not yet become due.
    You may choose hide or show the transactions for invoices not yet due based on the "Exclude Invoices Not Due Yet" option in the General Settings section.
  • {total_paid} & {total_paid_in_period}
    These two variables have been added in recent versions, depending on your needs.
    The Total paid can be used to show the entire payment history amount of a client no matter the date selection
    The total paid in period, will show the total amount paid within the date periods selected
  • Memory Usage
    Because the module calculates the statement from several sources i.e. Credit History / Payment History / Invoice History the memory usage for this script has increased a bit.
    In most cases the memory usage should range between 20MB - 40MB per statement, but for bigger accounts such as reseller's accounts where there are much more transactions the memory usage can easily go up as high as 120MB-150MB.

    It would be wise to keep this in mind if using the HOOK to send statements, If your hosting provider limits your memory usage the HOOK will not complete sending statements to all clients.

    Memory limits should not limit sending statements to all clients from the admin side, as this option uses AJAX/JQuery to submit each statment seperately, thus the statement will only fail sending should a single statement use more memory than your provider allows.

What will I need to change when upgrading?
When upgrading, several changes will need to be done. Please ensure you follow all steps below, as missing one or two may result in reports no longer generating properly.
  1. Download->Unzip->Upload Infinity Statements to your root WHMCS folder.
  2. Open Addons->Infinity Statements->Statement Template
  3. Update your template table. When opening in Code View you can simply replace the rows shown below with the new table rows.
    Current Rows

    <tr style="background-color: #bfbfbf;">
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Date</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Invoice #</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Status</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Debit</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Credit</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Amount</strong>&nbsp;</td>
    </tr>
    <tr>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">&nbsp;-</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">&nbsp;Balance Brought Forward</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">&nbsp;</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">{currency_prefix}&nbsp;{balance_brought_forward}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">&nbsp;{currency_prefix} 0.00</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">{currency_prefix} {balance_brought_forward}</td>
    </tr>
    <tr>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">{invoice_date}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">{invoice_number}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">{invoice_status}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {invoice_debit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {invoice_credit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {running_balance}</td>
    </tr>

    New Rows

    <tr style="background-color: #bfbfbf;">
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Date</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Due Date</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Description</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Debit</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Credit</strong></td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;"><strong>Balance</strong>&nbsp;</td>
    </tr>
    <tr>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">&nbsp;-</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">-</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: center;">&nbsp;Balance Brought Forward</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">{currency_prefix}&nbsp;{balance_brought_forward}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">&nbsp;{currency_prefix} 0.00</td>
    <td style="padding-top: 3px; padding-bottom: 3px; width: 100px; text-align: right;">{currency_prefix} {balance_brought_forward}</td>
    </tr>
    <tr>
    <td style="padding: 3px 5px; text-align: center;">{date}</td>
    <td style="text-align: center; padding: 3px 7px;">{due_date}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: left;">{description}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {debit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {credit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {balance}</td>
    </tr>

  4. Copy the last <tr/> tag and paste it in the text-area at the bottom of the template page.

    <tr>
    <td style="padding: 3px 5px; text-align: center;">{date}</td>
    <td style="text-align: center; padding: 3px 7px;">{due_date}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: left;">{description}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {debit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {credit}</td>
    <td style="padding-top: 3px; padding-bottom: 3px; text-align: right;">{currency_prefix} {balance}</td>
    </tr>

  5. Now please Save Settings.
  6. Go to Addons->Infinity Statements->General Settings
  7. Set the option "Exclude Invoices Not Due Yet" to the apropriate setting for your statements.
  8. Optional: Set the override email address to your's for testing the new statement.
  9. Save Settings
Now your Infinity Statements should be ready to run perfectly.
Should you need assistance in upgrading, please Contact Us for assistance.

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