Difference between revisions of "Products and Services"

Revision as of 16:37, 12 January 2021

Configure products via Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.

For basic instructions for creating your first product group and product, see Setting Up Your First Product.

Watch the video tutorial for this feature Configuration Service: Have our team configure WHMCS for you.Services

Product Groups

Product groups organize products on the order form. Each group has a separate page, so you can split products into categories or across several pages for ease of display. For example, you may wish to list your shared hosting plans separately from reseller plans. Clients can switch between groups on the order form or you can link to them directly (see Links below).

To create a product group:

Click Create a New Group.
Enter a Product Group Name. This will display on the order form.
Use the URL that WHMCS generated from the group name, or enter your desired URL.
Enter a Product Group Headline and Product Group Tagline.
If you want to use a different template from the default for this group, select an Order Form Template. Normally, all product groups use the system default order form template in General Settings.
Check the Available Payment Gateways to offer on the checkout page for products in this group.
Check Hidden to hide the group on the order form.
Click Save Changes.

To edit the group at a later date, click the corresponding edit icon in the Products/Services list.

To customize display sorting, see Sorting.

Products

To create a new product:

Click Create a New Product.
Choose a Product Type.
Choose the Product Group that you just selected.
Enter a Product Name.
Select a Module. For example, for hosting plans hosted on a Plesk server, select Plesk.
Toggle Create as Hidden to hide or show the product on the client-side order form.
Click Continue and then configure the tabs on the page that appears. For more on these tabs, see the sections below.
After you configure the additional tabs, click Save Changes.

To edit the product at a later date, click the corresponding edit icon in the Products/Services list.

To customise display sorting, see Sorting.

Details

Details contains general information about a product, including its name and product group:

Product Type, Product Group and Product Name — See the Products section above.
Product Description — The detailed information that relates to this product on the order form.
- The system maintains line breaks when you format a description.
- When using HTML, we recommend avoiding new lines unless you want them to appear in the end result.
Welcome Email — The email template to send when activating the product. You can create custom email templates to use on different products. For more information, see Email Templates.
Require Domain — The domain registration option on ordering. You should always enable this for hosting and disable it for other products that don't require a domain name.
Stock Control — The available quantity of an item (for example, servers) or a limited special-offer product. Check this to enable the limit, and then enter the remaining quantity. WHMCS will stop orders when it reaches zero.
Apply Tax — Whether to apply tax rules to this product. For more information, see Tax/VAT Rules.
Featured — Display a product more prominently on some supported order forms.
Hidden — Whether to show the product on the order form. Customers will still be able to order this using the direct order links.
Retired — Whether to hide the product from admin area menus, like the product menu in the client's profile.

Pricing

Pricing lets you specify the prices and duration of the product.

Price Grid

Payment Types — Select Free, One Time, or Recurring. If you select One Time or Recurring, the pricing grid will appear. Enable each billing cycle by checking Enable.
- For One Time products, enable One Time/Monthly and enter your prices into that column.
- For Recurring products, check Enable for the billing cycles that you want to offer with the product.
- For Setup Fee in each column, enter any setup fees for a given billing cycle. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
Allow Multiple Quantities — Select whether clients can multiples of this product on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
- No: Disables the option to specify a quantity for this product
- Yes - Multiple Services : Each unit represents its own individual service instance. Eg. Specifying a quantity of 10 will create 10 service records upon ordering, each with its own price.
- Yes - Scaling Service: Each service instance allows a quantity to be defined. Eg. Specifying a quantity of 10 will create one service, the service price is multiplied by the numbers of units specified.
Recurring Cycles Limit — For Recurring payment types, the default value (0) will invoice indefinitely until cancelled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering 5 on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
Auto Terminate/Fixed Term — You can set up products that automatically terminate after a set number of days from the service's registration date.
- To enable this, enter the number of days to wait before terminating and choose an email template to send to the client when the termination occurs (for example, an up-selling email to promote your paid products in the case of a trial, or confirmation of payment completing for installment payments). Set Auto Terminate/Fixed Term to 0 to disable this feature.
- Entering a number in this field terminate the product when the cron job runs that many days after the product registration date.
- Use this to offer free trial products for a certain period of time or time-limited products that should only recur for a certain number of cycles before stopping.
Termination Email — If you entered an Auto Terminate/Fixed Term value, select an email to send to the client at product termination.

Note:
Termination Email only includes custom product-type email templates. For more information on creating a custom email template, see Email Templates.

Prorata Billing — This allows you to bill products on a specific day of the month and charge a prorata amount at the initial time of order. If you check this, the system will charge all clients on one specific day each month. Otherwise, the product will use the default anniversary billing system (for example, Jun 15–Jul 15). Changes to this setting apply to new orders only.

Note:
Prorata billing is not compatible with the free domain logic or having domain renewal invoices that the system generates further in advance than other products.

Prorata Date — The specific billing date for all sales of the product. If you set this to 1, the system will charge all clients on the 1st of each month.
Charge Next Month — After this day of the month, the system will also charge a client for the next month in their initial payment when signing up on a monthly billing cycle.
- If you don't enable this, if you have set the prorata date to 1, and a client signs up on the 30th of the month, they would only pay a small amount.
- If you enable this, they would pay the prorated amount plus the next month in advance.
- To prorate a product but not to enable this feature, set Prorata Date to a normal value and Charge Next Month to 32.

Module Settings

This tab specifies which server type the product will use and how WHMCS will behave when someone orders this product.

From Module Name, select the type of server you're using. If a product has no specific module to link to, set it to Autorelease to simulate activation and send a welcome email.
Select your desired options. The options you will see depend on your module. For more information about each module, see the Provisioning Modules section.
Select one of the four automation settings for product activation:
- Automatically setup the product as soon as an order is placed — Set it up instantly. Usually, you would use this for free products.
- Automatically setup the product as soon as the first payment is received — Perform the setup as soon as the customer pays for the order.
- Automatically setup the product when you manually accept a pending order — Perform the setup only when an admin has manually reviewed and accepted the order.
- Do not automatically setup this product — Never auto-set-up the product. Admins can still initiate manually from the product details page under a clients profile.

Metric Billing

Metric Billing
Metric Billing displays in Module Settings when you select a module that supports this feature (WHMCS version 7.9 and above).

To enable a metric for billing or display purposes, set the toggle to On. If you enable a metric, it will appear within the client's product details view of the client area. An admin will always see all metrics, enabled or disabled, within the admin area when viewing a service for a product that reports metrics.

To configure pricing for a metric, click Configure Pricing for that metric.

For usage and configuration instructions, see Usage Billing.

Custom Fields

From this tab you can create custom fields for this product. This allows you to collect additional order form information that you need to supply the product.

Field types consist of text boxes, menus, checkboxes, link or URL fields, and password fields. Text in password fields appears as asterisks (****).
You can set fields as admin-only for private data, required or optional on the order form, displayed on the order form, displayed in the client area, or displayed on invoices (such as VAT numbers).

For more information, see Custom Fields.

Configurable Options

Use this tab to select the configurable options to associate with the product. You can display them on the order form or in the client area. Configurable Options are options that alter the price of the product.

For more information, see Addons and Configurable Options.

Upgrades

This tab allows you to specify whether the client can upgrade or downgrade from this product to another. WHMCS can fully automate upgrades and downgrades for many of the modules.

Select the products that the product can be upgraded or downgraded to.
Use Ctrl+Click to select multiple products.
Check Configurable Options to enable upgrading configurable options, if there are any on the product.
Select an Upgrade Email template to use when a client upgrades to this product. You will first need to create a new product email template under Configuration () > System Settings > Email Templates.

For more information about how WHMCS calculates and processes upgrades and downgrades, see Automated Upgrades and Downgrades.

Free Domain

Use this tab to configure the offer of a free domain with a product. WHMCS lets you offer free domains with your packages when customers purchase them with certain payment terms. For example, you might want to offer a free domain when someone purchases a package annually.

For Free Domain, choose whether and how to offer a free domain.
Select one or more Free Domain Payment Terms to set the billing cycles that are required for a product to receive a free domain.
Select one or more Free Domain TLDs to set which TLDs can be used for a free domain.

For more information on how to configure this, see Offering Free Domain Registration.

Other

The penultimate tab contains miscellaneous settings such as product affiliate rates, product downloads, and overage billing.

Custom Affiliate Payout — The custom payout rate for this specific product if it's using the built-in affiliate system. This setting overrides or disables the system default commission rate.
Affiliate Pay Amount — The percentage or amount paid for a purchase of this product, depending on your choice for the setting above.
One Time Payout — Check this to pay only a one-time commission.
Subdomain Options — Enter a domain in the format ".yourdomain.com" if you want to offer a free subdomain option for the domain at signup. You can offer more than one by entering a comma separated list (for example, ".yourdomain.com,.yourdomain.net").
Associated Downloads — The files to automatically release to the customer when the product is activated.
- Click Add Category to create a new category of downloads.
- Click Quick Upload to upload a new file.
- See Product Downloads Distribution for more information.
Overages Billing — Enables billing for the product based on disk and bandwidth usage for the month. Refer to Disk Space and Bandwidth Overage Billing for more information.
Soft Limits — Enter the soft limits for Disk Usage and Bandwidth.
Overage Costs — Enter the overage costs for Disk Usage and Bandwidth.

Links tab

This tab contains the URLs to link to for this product.

Each URL will add the product to the shopping cart and jump straight to the configuration step.
There are many more possible variations. For more information, see Linking to WHMCS.

Sorting

Groups and products are sortable using the crosshair icon on the appropriate row. This is on the left for groups and the right for products.

After moving, a success message will appear on the top right of the page to confirm that the system saved the sort order. It is not possible to move products between groups using the drag-and-drop method.

Feature Highlights

Feature Highlights allow you to define features and their values for products in a way that WHMCS can interpret for comparison-based display.

The system supports Feature Highlights for most order form templates. For more information, see Standard Order Form Templates.

@@ Line 64: / Line 64: @@
 **For '''Setup Fee''' in each column, enter any setup fees for a given billing cycle. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
 *'''Allow Multiple Quantities''' — Select whether clients can multiples of this product on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
+** ''No'': Disables the option to specify a quantity for this product
+** ''Yes - Multiple Services'' : Each unit represents its own individual service instance. Eg. Specifying a quantity of 10 will create 10 service records upon ordering, each with its own price.
+** ''Yes - Scaling Service'': Each service instance allows a quantity to be defined. Eg. Specifying a quantity of 10 will create one service, the service price is multiplied by the numbers of units specified.
 *'''Recurring Cycles Limit''' — For '''Recurring''' payment types, the default value (<tt>0</tt>) will invoice indefinitely until cancelled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering <tt>5</tt> on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
 *'''Auto Terminate/Fixed Term''' — You can set up products that automatically terminate after a set number of days from the service's registration date.

Documentation