Difference between revisions of "On-Demand Renewals"
From WHMCS Documentation
| (7 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
| − | We added on-demand renewals in WHMCS 8.8. | + | * We added on-demand renewals for products in WHMCS 8.8. |
| + | * In WHMCS 8.9 and later, you can also enable on-demand renewals for eligible product addons. | ||
</div> | </div> | ||
| Line 6: | Line 7: | ||
== What are On-Demand Renewals? == | == What are On-Demand Renewals? == | ||
| − | + | ||
On-demand renewals allow clients to pay for their next billing cycle in advance of invoice generation. This can help you retain your existing customers and avoid customer support needs due to requests for early invoices. | On-demand renewals allow clients to pay for their next billing cycle in advance of invoice generation. This can help you retain your existing customers and avoid customer support needs due to requests for early invoices. | ||
| − | + | ||
[[File:CLIENT_RENEW_SERVICES_88.png|300px|On-demand renewals in the Client Area]] | [[File:CLIENT_RENEW_SERVICES_88.png|300px|On-demand renewals in the Client Area]] | ||
| − | + | ||
<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
| − | * On-demand renewals '''only''' renew eligible | + | * On-demand renewals '''only''' renew eligible products and product addons. |
| − | * On-demand renewals are not available for addons | + | * On-demand renewals are '''not''' available for predefined addons, services that use metric billing, or domains. For more information, see below. |
| + | * In WHMCS 8.8, on-demand renewals are '''not''' available for any product addons. | ||
</div> | </div> | ||
| + | |||
| + | == Domain Renewals and On-Demand Service Renewals == | ||
| + | |||
| + | The table below outlines the differences between domain renewals and on-demand service renewals: | ||
| + | <table class="table table-striped table-condensed"> | ||
| + | <tr> | ||
| + | <th></th> | ||
| + | <th>Domain Renewals</th> | ||
| + | <th>On-Demand Service Renewals</th> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>On-Demand Renewals</td> | ||
| + | <td>No</td> | ||
| + | <td>Yes</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Sends Renewal Notices</td> | ||
| + | <td>Yes</td> | ||
| + | <td>No</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Configuration</td> | ||
| + | <td>Enable '''Enable Renewal Orders'''.</td> | ||
| + | <td>Configure the related global and product-specific settings.<br /><br />For more information, see [[#Enabling_On-Demand_Renewals|Enabling On-Demand Renewals]] below.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Client Area Navigation Display</td> | ||
| + | <td>Displays when you enable '''Enable Renewal Orders'''.</td> | ||
| + | <td>Displays when the client has a service that supports on-demand renewals.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Renewal Price in the Shopping Cart</td> | ||
| + | <td>Uses the most recent renewal pricing for the domain at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]'''. <div class="docs-alert-info">Domain renewal pricing typically fluctuates to reflect current market prices.</div></td> | ||
| + | <td>Uses the existing '''Recurring Amount''' pricing as the renewal price. Typically, this is the service's price when the customer placed the initial order. </td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Promotions</td> | ||
| + | <td>Customers can use new promotion codes when placing renewal orders for domains. <div class="docs-alert-warning">Domain renewals do '''not''' use the domain's existing promotion codes.</div></td> | ||
| + | <td>Customers cannot add new promotion codes when placing renewal orders. Any promotion codes that they already applied to a service will apply to the service renewal order and appear on the renewal invoice. However, promotion codes will '''not''' apply to service addons or appear on the renewal invoice for them.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>Eligibility</td> | ||
| + | <td>Domains are eligible if they are in the ''Active'', ''Grace'', ''Redemption'', or ''Expired'' statuses. Domain renewals can occur within renewal limit restrictions but '''not''' past grace or redemption period limits. | ||
| + | </td> | ||
| + | <td>Services are eligible if: | ||
| + | <ul> | ||
| + | <li>The associated product or product addon supports on-demand renewals.</li> | ||
| + | <li>The associated product or product addon uses the recurring payment type.</li> | ||
| + | <li>The associated product or product addon does not use metric billing.</li> | ||
| + | <li>The service's status is ''Active''.</li> | ||
| + | <li>There are no unpaid invoices for the service.</li> | ||
| + | <li>The service's '''Next Due Date''' is within the renewal period limits.</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
== Enabling On-Demand Renewals == | == Enabling On-Demand Renewals == | ||
| Line 21: | Line 80: | ||
<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
| − | When you enable on-demand renewals, they will be available for both existing services '''and''' future purchases of the applicable products. | + | When you enable on-demand renewals, they will be available for both existing services '''and''' future purchases of the applicable products and product addons. |
</div> | </div> | ||
| Line 28: | Line 87: | ||
[[File:ADMIN_GENERAL_SETTINGS_ORDERING_88.png|300px|Enabling On-Demand Renewals globally]] | [[File:ADMIN_GENERAL_SETTINGS_ORDERING_88.png|300px|Enabling On-Demand Renewals globally]] | ||
| − | You can configure on-demand renewals for your entire installation in the '''[[Ordering_Tab|Ordering]] tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''. | + | You can configure on-demand renewals for your entire installation in the '''[[Ordering_Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''. |
* On-demand renewals are disabled globally by default. | * On-demand renewals are disabled globally by default. | ||
| − | * Your settings for individual products can override this setting | + | * Your settings for individual products and product addons can override this setting. |
| − | |||
| − | |||
| + | For more information, see [[Ordering Tab]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals]. | ||
| + | |||
=== Enable On-Demand Renewals for Individual Products === | === Enable On-Demand Renewals for Individual Products === | ||
[[File:ADMIN_PRODUCTS_AND_SERVICES_OTHER_ON_DEMAND_RENEWALS_88.png|300px|Enabling On-Demand Renewals globally]] | [[File:ADMIN_PRODUCTS_AND_SERVICES_OTHER_ON_DEMAND_RENEWALS_88.png|300px|Enabling On-Demand Renewals globally]] | ||
| − | You can configure on-demand renewal settings for individual products | + | You can configure on-demand renewal settings for individual products at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''. |
| + | |||
| + | * In WHMCS 8.9 and later, you can find these settings in the '''Pricing''' tab. In WHMCS 8.8, they are in the '''Other''' tab. | ||
| + | * The settings that you configure here can override the global '''On-Demand Renewals''' setting. | ||
| − | For more information, see [[Products and Services]]. | + | For more information, see [[Products and Services]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals]. |
| + | |||
| + | === Configure On-Demand Renewals for Individual Product Addons === | ||
| + | |||
| + | In WHMCS 8.9 and later, you can configure on-demand renewal settings for individual product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Product Addons]]'''. | ||
| + | |||
| + | * You can find these settings in the '''Pricing''' tab. | ||
| + | * The settings that you configure here can override the global '''On-Demand Renewals''' setting. | ||
== Renewal Period Lengths == | == Renewal Period Lengths == | ||
| Line 51: | Line 120: | ||
<table class="table table-striped table-condensed"> | <table class="table table-striped table-condensed"> | ||
<tr><th>Monthly</th><th>Quarterly</th><th>Semi-Anually</th><th>Annually</th><th>Biennially</th><th>Triennially</th></tr> | <tr><th>Monthly</th><th>Quarterly</th><th>Semi-Anually</th><th>Annually</th><th>Biennially</th><th>Triennially</th></tr> | ||
| − | <tr><td>31</td><td>92</td><td> | + | <tr><td>31</td><td>92</td><td>184</td><td>366</td><td>731</td><td>1096</td></tr> |
</table> | </table> | ||
| Line 59: | Line 128: | ||
Enter <tt>0</tt> to disable on-demand renewals for that billing cycle. | Enter <tt>0</tt> to disable on-demand renewals for that billing cycle. | ||
</div> | </div> | ||
| − | + | ||
== How Do My Clients Renew Early? == | == How Do My Clients Renew Early? == | ||
| − | After you have enabled on-demand renewals for at least one product, clients will see the option to renew the applicable services in the Client Area. | + | After you have enabled on-demand renewals for at least one product or addon, clients will see the option to renew the applicable services in the Client Area. |
[[File:CLIENT_HOMEPAGE_RENEWING_SOON_88.png|300px|Renewing from the Client Area Homepage]] | [[File:CLIENT_HOMEPAGE_RENEWING_SOON_88.png|300px|Renewing from the Client Area Homepage]] | ||
After choosing to renew one or more services, they will complete the same shopping cart checkout process that they use for other purchases. | After choosing to renew one or more services, they will complete the same shopping cart checkout process that they use for other purchases. | ||
Latest revision as of 17:39, 7 February 2024
- We added on-demand renewals for products in WHMCS 8.8.
- In WHMCS 8.9 and later, you can also enable on-demand renewals for eligible product addons.
On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to renew services early, before the system generates their next invoice.
Contents
What are On-Demand Renewals?
On-demand renewals allow clients to pay for their next billing cycle in advance of invoice generation. This can help you retain your existing customers and avoid customer support needs due to requests for early invoices.
- On-demand renewals only renew eligible products and product addons.
- On-demand renewals are not available for predefined addons, services that use metric billing, or domains. For more information, see below.
- In WHMCS 8.8, on-demand renewals are not available for any product addons.
Domain Renewals and On-Demand Service Renewals
The table below outlines the differences between domain renewals and on-demand service renewals:
| Domain Renewals | On-Demand Service Renewals | |
|---|---|---|
| On-Demand Renewals | No | Yes |
| Sends Renewal Notices | Yes | No |
| Configuration | Enable Enable Renewal Orders. | Configure the related global and product-specific settings. For more information, see Enabling On-Demand Renewals below. |
| Client Area Navigation Display | Displays when you enable Enable Renewal Orders. | Displays when the client has a service that supports on-demand renewals. |
| Renewal Price in the Shopping Cart | Uses the most recent renewal pricing for the domain at Configuration () > System Settings > Domain Pricing. Domain renewal pricing typically fluctuates to reflect current market prices. |
Uses the existing Recurring Amount pricing as the renewal price. Typically, this is the service's price when the customer placed the initial order. |
| Promotions | Customers can use new promotion codes when placing renewal orders for domains. Domain renewals do not use the domain's existing promotion codes. |
Customers cannot add new promotion codes when placing renewal orders. Any promotion codes that they already applied to a service will apply to the service renewal order and appear on the renewal invoice. However, promotion codes will not apply to service addons or appear on the renewal invoice for them. |
| Eligibility | Domains are eligible if they are in the Active, Grace, Redemption, or Expired statuses. Domain renewals can occur within renewal limit restrictions but not past grace or redemption period limits. | Services are eligible if:
|
Enabling On-Demand Renewals
You can enable on-demand renewals globally, for all products and services on your WHMCS installation, and configure them further on a per-product basis. You can also specify the maximum length of the on-demand renewal period for each billing cycle.
When you enable on-demand renewals, they will be available for both existing services and future purchases of the applicable products and product addons.
Enable On-Demand Renewals Globally
You can configure on-demand renewals for your entire installation in the Ordering tab at Configuration () > System Settings > General Settings.
- On-demand renewals are disabled globally by default.
- Your settings for individual products and product addons can override this setting.
For more information, see Ordering Tab and Configuring On-Demand Renewals.
Enable On-Demand Renewals for Individual Products
You can configure on-demand renewal settings for individual products at Configuration () > System Settings > Products/Services.
- In WHMCS 8.9 and later, you can find these settings in the Pricing tab. In WHMCS 8.8, they are in the Other tab.
- The settings that you configure here can override the global On-Demand Renewals setting.
For more information, see Products and Services and Configuring On-Demand Renewals.
Configure On-Demand Renewals for Individual Product Addons
In WHMCS 8.9 and later, you can configure on-demand renewal settings for individual product addons at Configuration () > System Settings > Product Addons.
- You can find these settings in the Pricing tab.
- The settings that you configure here can override the global On-Demand Renewals setting.
Renewal Period Lengths
When you enable on-demand renewals, you can also set the length of the maximum on-demand renewal period for each applicable billing cycle.
The default values below are also the maximum values that you can set:
| Monthly | Quarterly | Semi-Anually | Annually | Biennially | Triennially |
|---|---|---|---|---|---|
| 31 | 92 | 184 | 366 | 731 | 1096 |
However, the system will not consider a service eligible for renewal outside of its current billing period. If, for example, you enter 31 for the Monthly billing cycle, but the current month only has 28 days, the renewal period will only be 28 days.
Enter 0 to disable on-demand renewals for that billing cycle.
How Do My Clients Renew Early?
After you have enabled on-demand renewals for at least one product or addon, clients will see the option to renew the applicable services in the Client Area.
After choosing to renew one or more services, they will complete the same shopping cart checkout process that they use for other purchases.