Difference between revisions of "New and Improved in WHMCS 8.9"

Revision as of 16:47, 7 February 2024

Now a Release Candidate, WHMCS 8.9 introduces new PayPal® payment gateway modules, extends on-demand renewals to allow early renewals for product addons, and separates admin abilities to view and manage invoices.

You can learn more about the technical details of this release's changes in our Release Notes.

New PayPal Payments Modules

We recommend the new PayPal Payments modules for all new PayPal merchants.

49% of PayPal users abandon their purchases if PayPal isn’t a payment option. The new PayPal Payments payment gateway module helps you maximize your business success by enabling payments with PayPal. You can use this module to process and store payment methods using PayPal’s latest secure tokenization system.

When you enable PayPal Payments, PayPal Smart Buttons allow clients to make one-click payments, including payment with credit and debit cards, during checkout and on invoices.
Enable the additional PayPal Card Payments module to display a separate unbranded option that accepts credit and debit cards using PayPal Advanced Checkout.

You can enable PayPal Payments and PayPal Card Payments at Configuration () > Apps & Integrations.

These new PayPal Payments modules also ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault. PayPal Vault is currently available for PayPal merchant accounts in the US, Canada, the UK, Italy, France, and Spain, with more support coming soon for additional EU markets.

For more information, see PayPal Payments.

On-Demand Renewals for Product Addons

WHMCS 8.9 extends the on-demand renewals feature to include product addons. On-demand renewals make it easy for your customers to renew eligible items before WHMCS generates their next invoice. It requires no manual intervention from you, helping you reduce customer support needs while retaining existing customers and avoiding missed due dates.

You can configure on-demand renewals globally, for all eligible products and product addons on your WHMCS installation, and configure them further on a per-product and per-addon basis.

Get started configuring the global settings for on-demand renewals for product addons in the Ordering tab at Configuration () > System Settings > General Settings.

For more information, see On-Demand Renewals.

Separate Invoice Viewing and Management

Unintentionally editing an invoice can cause serious issues, and the ability to edit them is not necessary for every member of your staff. To help prevent these problems before they happen, we have added a default view-only mode for invoices and implemented a separate View Invoices administrator role permission.

By default, viewing an invoice in the Admin Area now takes you to view-only mode, where you can view invoice contents, resend emails, add payments and credits, credits, and issue refunds if you have the required permissions for those tasks.

To add or delete invoice items, split the invoice, or cancel it, you must first click Manage Invoice to enter invoice management mode.
Admins who already had the Manage Invoices permission in WHMCS 8.8 and earlier will continue to be able to view and edit invoices.

To adjust the permissions for your staff, go to Configuration () > System Settings > Administrator Roles after you complete the WHMCS 8.9 update.

For more information, see Invoices.

Updating to WHMCS 8.9

To take advantage of these changes, you need to update to WHMCS 8.9.

Right now, WHMCS 8.9 is a Release Candidate. We recommend making sure your customizations are up-to-date for the new version and checking the compatibility of any third-party modules you use.

@@ Line 1: / Line 1: @@
-Now in its first Beta release, WHMCS 8.9 introduces new PayPal® payment gateway modules and extends on-demand renewals to allow early renewals for product addons from within the Client Area.
+Now a Release Candidate, WHMCS 8.9 introduces new PayPal® payment gateway modules, extends on-demand renewals to allow early renewals for product addons, and separates admin abilities to view and manage invoices.
 <div class="docs-alert-info">
@@ Line 20: / Line 20: @@
 You can enable '''PayPal Payments''' and '''PayPal Card Payments''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[Apps and Integrations|Apps & Integrations]]'''.
-[[File:apps-and-integrations-paypal-payments.png|600px]]
+[[File:apps-and-integrations-paypal-payments.png|400px]]
 These new '''PayPal Payments''' modules also ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault. PayPal Vault is currently available for PayPal merchant accounts in the US, Canada, the UK, Italy, France, and Spain, with more support coming soon for additional EU markets.
@@ Line 30: / Line 30: @@
 WHMCS 8.9 extends the on-demand renewals feature to include product addons. On-demand renewals make it easy for your customers to renew eligible items before WHMCS generates their next invoice. It requires no manual intervention from you, helping you reduce customer support needs while retaining existing customers and avoiding missed due dates.
-[[File:client-area-renew-services-addons.png|600px]]
+[[File:client-area-renew-services-addons.png]]
 You can configure on-demand renewals globally, for all eligible products and product addons on your WHMCS installation, and configure them further on a [[Products_and_Services|per-product]] and [[Product_Addons|per-addon]] basis.
-[[File:general-settings-ordering.png|600px]]
+[[File:general-settings-ordering.png]]
 Get started configuring the global settings for on-demand renewals for product addons in the '''[[Ordering_Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''.
 For more information, see [[On-Demand Renewals]].
+== Separate Invoice Viewing and Management ==
+Unintentionally editing an invoice can cause serious issues, and the ability to edit them is not necessary for every member of your staff. To help prevent these problems before they happen, we have added a default view-only mode for invoices and implemented a separate ''View Invoices'' [[Administrator Roles|administrator role permission]].
+[[File:view-only-mode.png]]
+By default, viewing an invoice in the Admin Area now takes you to view-only mode, where you can view invoice contents, resend emails, add payments and credits, credits, and issue refunds if you have the required permissions for those tasks.
+* To add or delete invoice items, split the invoice, or cancel it, you must first click '''Manage Invoice''' to enter invoice management mode.
+* Admins who already had the ''Manage Invoices'' permission in WHMCS 8.8 and earlier will continue to be able to view '''and''' edit invoices.
+[[File:invoice-management-mode.png]]
+To adjust the permissions for your staff, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Roles]]''' after you complete the WHMCS 8.9 update.
+For more information, see [[Invoices]].
 == Updating to WHMCS 8.9 ==
-To take advantage of these changes, you need to update to WHMCS 8.9.
+To take advantage of these changes, you need to [[Automatic Updater|update to WHMCS 8.9]].
-Right now, WHMCS 8.9 is in its first Beta release, so we only recommend it for testing and development installations. That gives you plenty of time to make sure your customizations are up-to-date for the new version and to check the compatibility of any third-party modules you use.
+Right now, WHMCS 8.9 is a Release Candidate. We recommend making sure your customizations are up-to-date for the new version and checking the compatibility of any third-party modules you use.

Documentation