Difference between revisions of "Credit Tab"
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===Enable/Disable=== | ===Enable/Disable=== | ||
| − | + | Check to enable the add funds system allowing customers to buy credit held in their account which can then be used to pay invoices. Invoices generated ''after'' credit has been added will automatically be used towards paying the balance. Both you and your customers can manually use the credit to pay invoices generated ''before'' credit was added. | |
The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit. | The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit. | ||
===Require Active Order=== | ===Require Active Order=== | ||
| − | We recommend | + | We recommend checking this option to ensure that clients can only add funds to their account when you have manually approved at least one order. Unchecking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures. |
===Automatic Credit Use=== | ===Automatic Credit Use=== | ||
| − | + | If you check this option, any credit on a client's account automatically applies to the generated invoice immediately. Credit added after invoice generation will not be automatically applied. | |
| − | + | Unchecking this option means no credit will be applied automatically and needs to be manually added by your staff or the client. | |
===Credit on Downgrade=== | ===Credit on Downgrade=== | ||
Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled. | Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled. | ||
Revision as of 16:53, 17 December 2021
General Tab | Localisation Tab | Ordering Tab | Domains Tab | Mail Tab
Support Tab | Invoices Tab | Credit Tab | Affiliates Tab | Security Tab | Social Tab | Other Tab
For information regarding the credit system in WHMCS refer to this page.
Enable/Disable
Check to enable the add funds system allowing customers to buy credit held in their account which can then be used to pay invoices. Invoices generated after credit has been added will automatically be used towards paying the balance. Both you and your customers can manually use the credit to pay invoices generated before credit was added.
The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit.
Require Active Order
We recommend checking this option to ensure that clients can only add funds to their account when you have manually approved at least one order. Unchecking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.
Automatic Credit Use
If you check this option, any credit on a client's account automatically applies to the generated invoice immediately. Credit added after invoice generation will not be automatically applied.
Unchecking this option means no credit will be applied automatically and needs to be manually added by your staff or the client.
Credit on Downgrade
Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.