Difference between revisions of "Credit/Prefunding"
(→Invoices) |
|||
| (4 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
WHMCS supports account credit. | WHMCS supports account credit. | ||
| − | Credit allows customers to have a prepaid balance on their account. This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations. | + | Credit allows customers to have a prepaid balance on their account. Clients automatically receive credits for any overpayments they make on invoices in WHMCS. The optional credit system, however, allows the client to make a payment for any amount they choose, at any time, which then adds to their credit balance so it can be applied to any invoices they receive from you. This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations. |
When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated. | When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated. | ||
| Line 7: | Line 7: | ||
==Manage Credits== | ==Manage Credits== | ||
| − | You can view the full credit history for a client, add credit, and remove credit by clicking '''Manage Credits''' in the '''Summary''' tab of the client's profile. | + | You can view the full credit history for a client, add credit, and remove credit by clicking '''Manage Credits''' in the '''[[Clients:Summary Tab|Summary]]''' tab of the client's profile. |
For more information, see [[Adding and Working With Credit]]. | For more information, see [[Adding and Working With Credit]]. | ||
| Line 19: | Line 19: | ||
You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance. | You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance. | ||
| − | By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''Credit''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. | + | By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. |
For more information, see [[Adding and Working With Credit]]. | For more information, see [[Adding and Working With Credit]]. | ||
Latest revision as of 18:29, 21 April 2022
WHMCS supports account credit.
Credit allows customers to have a prepaid balance on their account. Clients automatically receive credits for any overpayments they make on invoices in WHMCS. The optional credit system, however, allows the client to make a payment for any amount they choose, at any time, which then adds to their credit balance so it can be applied to any invoices they receive from you. This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations.
When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated.
Manage Credits
You can view the full credit history for a client, add credit, and remove credit by clicking Manage Credits in the Summary tab of the client's profile.
For more information, see Adding and Working With Credit.
Checkout and New Orders
During checkout, if a customer has an available credit balance, they can apply credit from their credit balance to the new order. This is always selected by default.
Invoices
You can apply credit to or remove credit from an invoice in the invoice's Credit tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the Automatic Credit Use setting in the Credit tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.
For more information, see Adding and Working With Credit.
Credit Issuance
Credits are automatically issued to a customers account balance when an invoice overpayment occurs.
Overpayments can be triggered by an admin user applying payment to an invoice for more that the balance due or by an automated payment gateway callback. For example, a common cause of this is when a client sets up multiple PayPal Subscriptions.
Credit log entries due to invoice overpayments will appear in the credit log with a description as follows:
Credit for Overpayment of Invoice #1234
Where 1234 is the Invoice ID.