Ordering Tab

Configuration () > System Settings > General Settings
General Tab | Localisation Tab | Ordering Tab | Domains Tab | Mail Tab
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The Ordering tab allows you to configure the appearance of the order form and the ordering experience.

You can access this tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Order Days Grace

You can grant your customers a grace period to make their first payment on an order before an invoice becomes overdue (thus avoiding late fees). Useful for the delay in setting up standing order and direct debit instructions.

Default Order Form Template

Choose the appearance of the order form your clients will see by default. The thumbnails show a small preview of each template. For more information, see Standard Order Form Templates.

On-Demand Renewals

• We added on-demand renewals for products in WHMCS 8.8 and for product addons in WHMCS 8.9. For more information, see On-Demand Renewals.
• The on-demand renewal configuration for individual products or product addons will override the global setting.
• On-demand renewals only renew eligible services and service addons. They are not available for predefined addons, services that use metric billing, or several other configurations.

Check to enable on-demand renewals globally for all products and product addons on your WHMCS installation.

After you enable on-demand renewals, you can also specify the maximum length of the maximum on-demand renewal period for each applicable billing cycle. Enter 0 to disable on-demand renewals for a specific billing cycle.  

In WHMCS 8.9 and later, you can also select the global behavior for product addons:

• Select Use Global Settings to use the above global settings for product addons.
• Select Use Parent Product Settings to use the on-demand renewal settings for the parent products.
• Select Disabled to disable on-demand renewals for product addons.

Enable TOS Acceptance

Enabling will cause a checkbox to appear on the checkout page with the link to your Terms of Service set beneath. If the customer does not accept the TOS the order will not be created.

Sidebar Toggle Option

Some order form templates display product categories in a sidebar when the visitor clicks Show Menu. The sidebar and button can be removed completely by unchecking this option.

This currently applies to premium_comparison, pure_comparison, and cloud_slider.

Auto Redirect on Checkout

When PayPal® Checkout is enabled, WHMCS will redirect clients to PayPal® to complete the subscription regardless of the selected value. The PayPal Basic module will not override this setting.

Choose the behaviour when a customer places an order on the checkout page:

1. Not automatically redirect and just show the order completed page — The order completed page will display a message allowing the client to log in to the Client Area to pay the outstanding invoice.
2. Select to automatically redirect the user to the invoice — An invoice will display order details and a payment button.
3. Select to automatically redirect the user to the gateway — The payment gateway will display and request their payment details.

Allow Notes on Checkout

A text box will appear allowing your clients to enter a message to you. It is included on the order page. Any notes can be read on the view order details page.

Monthly Pricing Breakdown

Enabling this divides your quarterly, semi-annual, annual, and biennial prices into the equivalent monthly price. For example, a product with an annual price of $120 would be divided by 12 months and the price displayed as $10/month.

The shortest billing cycle configured for each product will be the billing cycle shown by default within the cart.

Block Existing Domains

Enabling prevents visitors mistakenly or maliciously ordering a new product with a domain name that is already pending, active or suspended in your system.

No Invoice Email on Order

Ticking this option will stop the Invoice Created/Credit Card Invoice Created emails from sending when a new order is placed. An invoice will still be generated, use this option to reduce the number of emails clients receive.

Skip Fraud Check for Existing

If you use one of our Fraud Protection modules, enabling this option will skip these checks for customers with at least 1 active order.

Only Auto Provision for Existing

When you enable this option, WHMCS will only automatically provision services and register domains if the client already has an existing service or domain in the Active status. This allows you to prevent fraud by offering full automation for clients that you have already reviewed and fraud-checked while requiring manual review for everyone else.

Enable Random Usernames

By default usernames are generated based on the first 8 letters of the product's domain name with a number added if said username is already in use. By enabling this option a random 8 character username will be generated instead.

Signup Anniversary Prorata

With this option enabled all products will be prorated to each client’s original signup date (per the client Summary tab). All of a client’s products will renew on the same day regardless of when they order, but the date will be different for each individual client.

• You must enable Prorata Billing in the Pricing tab at Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.
• The Prorata Date setting will be overridden by the client’s signup date.

Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).

Enable Product Cross-selling

We added cross-selling and product recommendations in WHMCS 8.5. For more information, see Cross-selling and Product Recommendations In WHMCS.

Check this to enable the display of product recommendations in the Client Area shopping cart.

Product Cross-sell Locations

We added cross-selling and product recommendations in WHMCS 8.5. For more information, see Cross-selling and Product Recommendations In WHMCS.

Check the locations in which you want product recommendations to display to users. You can select:

• Display after adding a product to the cart
• Display on the Review & Checkout page
• Display on the Checkout page
• Display on the Order Confirmation page

Product recommendations only display on the Review & Checkout and Checkout pages once per cart session. They will not display again until the client makes a purchase and then adds the product to a new cart session.

Number of Cross-sells

We added cross-selling and product recommendations in WHMCS 8.5. For more information, see Cross-selling and Product Recommendations In WHMCS.

Enter the number of product recommendations to display to a customer in the Client Area shopping cart. This setting helps to prevent an excessive number of recommendations from appearing in a single list in the shopping cart and can provide a better overall customer experience.

Recommend Existing Services on Order Confirmation

We added cross-selling and product recommendations in WHMCS 8.5. For more information, see Cross-selling and Product Recommendations In WHMCS.

Check to display product recommendations for previously-purchased products to authenticated clients on the Order Confirmation page.

Product Cross-sell Style

We added cross-selling and product recommendations in WHMCS 8.5. For more information, see Cross-selling and Product Recommendations In WHMCS.

Check to provide details about why products are recommended.