Difference between revisions of "Credit/Prefunding"

Revision as of 19:11, 17 January 2022

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.

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.

@@ Line 5: / Line 5: @@
 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.
-==The Credit Log==
+==Manage Credits==
-The credit log allows you to see the full credit history for a customer, including all additions and subtractions.  To view the credit log, follow these steps:
+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.
-#Begin by navigating to the Clients Summary page for the desired client
+For more information, see [[Adding and Working With Credit]].
-#Click the '''Manage Credits''' link
-==Adding Credit to a Client==
+==Checkout and New Orders==
-To issue an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):
+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.
-#Click the '''Add Credit''' button
+==Invoices==
-#Enter a description for the credit (this is only seen by admin users) and the amount of credit to add
-# Click '''Save Changes'''
-The credit will be added to the clients available credit balance immediately.
+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.
-==Removing Credit from a Client==
+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'''.
-To remove an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):
+For more information, see [[Adding and Working With Credit]].
-#Click the '''Remove Credit''' button
+===Credit Issuance===
-#Enter a reason for removing the credit (this is private to admin users) and the amount of credit to remove
-#Click "'Save Changes"'
-The available credit balance will be updated immediately.
-==Applying Credit to an Invoice==
-To apply credit to an invoice, follow the steps below:
-#Navigate to the desired invoice within the WHMCS admin area
-#Select the '''Credit''' tab
-#Under the '''Add Credit to Invoice''' heading, enter the amount of credit you wish to apply from the client's account credit balance to the invoice
-#Click '''Go''' to complete the process
-Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-==Removing Credit from an Invoice==
-To remove credit from an invoice, follow the steps below:
-#Navigate to the desired invoice within the WHMCS admin area
-#Select the '''Credit''' tab
-#Under the '''Remove Credit from Invoice''' heading, enter the amount of credit you wish to deduct from this invoice and return to the client's account credit balance.
-#Click '''Go''' to complete the process
-If the invoice has been paid by credit, you may wish to set the invoice status back to Unpaid and reverse any automation that may have been triggered (eg. moving the service's Next Due Date back one billing cycle).
-==New Orders/Checkout==
-During checkout, if a customer has an available credit balance they will be offered the option to apply credit from their credit balance to the new order.
-The option to apply credit from the available credit balance to the new order will always be selected by default.
-==Automation==
-===Automatic Credit Application===
-By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation.
-You can turn this off in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Credit''' or, prior to WHMCS 8.0, '''Setup > General Settings > Credit'''. Toggle the ''Automatic Credit Use'' setting to off.
-===Credit Issuing===
 Credits are automatically issued to a customers account balance when an invoice overpayment occurs.

Documentation