Difference between revisions of "New and Improved in WHMCS 8.9"
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| − | + | 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. | |
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
You can learn more about the technical details of this release's changes in our [[Version 8.9 Release Notes|Release Notes]]. | You can learn more about the technical details of this release's changes in our [[Version 8.9 Release Notes|Release Notes]]. | ||
</div> | </div> | ||
| − | + | ||
== New PayPal Payments Modules == | == New PayPal Payments Modules == | ||
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<div class="docs-alert-success"> | <div class="docs-alert-success"> | ||
We recommend the new '''PayPal Payments''' modules for '''all''' new PayPal merchants. | We recommend the new '''PayPal Payments''' modules for '''all''' new PayPal merchants. | ||
| − | </div> | + | </div> |
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| − | 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 | + | According to PayPal's research, 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 with support for disputes and displaying balances in the WHMCS Admin Area, PayPal Smart Button payments in the Client Area checkout, and the safety of PayPal's latest secure tokenization system. |
| − | + | ||
| − | [[File:client-area-checkout | + | [[File:client-area-checkout-paypal.png|600px]] |
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* 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. | * 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. | ||
| − | * | + | * The additional '''PayPal Card Payments''' module automatically activates when you enable '''PayPal Payments''', giving you the choice to display a separate unbranded option that accepts credit and debit cards using PayPal Advanced Checkout. |
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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]]'''. | 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.png|400px]] | ||
| + | |||
| + | These new '''PayPal Payments''' modules also ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault. Currently, PayPal Vault is available for PayPal merchant accounts in the United States, Canada, the United Kingdom, Australia, and the following EU countries: | ||
| − | + | Belgium, Bulgaria, The Republic of Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, Greece, Hungary, Italy, Lithuania, Luxembourg, Latvia, Malta, Netherland, Poland, Portugal, Romania, Sweden, Slovenia, and Slovakia. | |
| − | + | ||
| − | + | For more information, see [[PayPal Payments]] and [https://help.whmcs.com/m/payments/l/1782848-start-using-paypal-payments Start Using PayPal Payments]. | |
| − | + | ||
| − | For more information, see [[PayPal Payments]]. | + | == On-Demand Renewals for Product Addons == |
| − | + | ||
| − | == 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. |
| − | + | ||
| − | 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]] |
| − | + | ||
| − | [[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. | 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 | + | [[File:general-settings-ordering.png]] |
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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'''. | 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]]. | 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 == | == Updating to WHMCS 8.9 == | ||
| − | |||
| − | |||
| − | + | To take advantage of these changes, you need to [[Automatic Updater|update to WHMCS 8.9]]. 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. | |
Latest revision as of 17:57, 6 March 2024
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.
Contents
New PayPal Payments Modules
We recommend the new PayPal Payments modules for all new PayPal merchants.
According to PayPal's research, 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 with support for disputes and displaying balances in the WHMCS Admin Area, PayPal Smart Button payments in the Client Area checkout, and the safety of 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.
- The additional PayPal Card Payments module automatically activates when you enable PayPal Payments, giving you the choice 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. Currently, PayPal Vault is available for PayPal merchant accounts in the United States, Canada, the United Kingdom, Australia, and the following EU countries:
Belgium, Bulgaria, The Republic of Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, Greece, Hungary, Italy, Lithuania, Luxembourg, Latvia, Malta, Netherland, Poland, Portugal, Romania, Sweden, Slovenia, and Slovakia.
For more information, see PayPal Payments and Start Using 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. 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.