Difference between revisions of "Client Groups"
From WHMCS Documentation
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*You can assign a Group Discount that will apply to all future orders & invoices for those clients | *You can assign a Group Discount that will apply to all future orders & invoices for those clients | ||
*You can set the group to be exempt from suspensions or terminations | *You can set the group to be exempt from suspensions or terminations | ||
| + | *The [http://wiki.whmcs.com/Client_Management#Billing_Preferences Separate Invoices] feature can be specified for an entire group | ||
Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use. | Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use. | ||
Clients can be assigned & changed to other groups from the Clients Profile area. | Clients can be assigned & changed to other groups from the Clients Profile area. | ||
Revision as of 10:02, 4 March 2011
Client Groups allow you to group various clients together and quickly identify them at a glance.
- You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns
- You can assign a Group Discount that will apply to all future orders & invoices for those clients
- You can set the group to be exempt from suspensions or terminations
- The Separate Invoices feature can be specified for an entire group
Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use.
Clients can be assigned & changed to other groups from the Clients Profile area.