Revision as of 21:06, 26 April 2022

The Ordering tab allows you to configure the appearance of the order form and the ordering experience.

You can access this tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Order Days Grace

You can grant your customers a grace period to make their first payment on an order before an invoice becomes overdue (thus avoiding late fees). Useful for the delay in setting up standing order and direct debit instructions.

Default Order Form Template

Choose the appearance of the order form your clients will see by default. The thumbnails show a small preview of each template. For more information, see Standard Order Form Templates.

Enable TOS Acceptance

Enabling will cause a checkbox to appear on the checkout page with the link to your Terms of Service set beneath. If the customer does not accept the TOS the order will not be created.

Sidebar Toggle Option

Some order form templates display product categories in a sidebar when the visitor clicks Show Menu. The sidebar and button can be removed completely by unchecking this option.

This currently applies to premium_comparison, pure_comparison, and cloud_slider.

Auto Redirect on Checkout

Choose the behaviour when a customer places an order on the checkout page:

1. Not automatically redirect and just show the order completed page — The order completed page will display a message allowing the client to log in to the Client Area to pay the outstanding invoice.
2. Select to automatically redirect the user to the invoice — An invoice will display order details and a payment button.
3. Select to automatically redirect the user to the gateway — The payment gateway will display and request their payment details.

Allow Notes on Checkout

A text box will appear allowing your clients to enter a message to you. It is included on the order page. Any notes can be read on the view order details page.

Monthly Pricing Breakdown

Enabling this divides your quarterly, semi-annual, annual, and biennial prices into the equivalent monthly price. For example, a product with an annual price of $120 would be divided by 12 months and the price displayed as $10/month.

The shortest billing cycle configured for each product will be the billing cycle shown by default within the cart.

Block Existing Domains

Enabling prevents visitors mistakenly or maliciously ordering a new product with a domain name that is already pending, active or suspended in your system.

No Invoice Email on Order

Ticking this option will stop the Invoice Created/Credit Card Invoice Created emails from sending when a new order is placed. An invoice will still be generated, use this option to reduce the number of emails clients receive.

Skip Fraud Check for Existing

If you use one of our Fraud Protection modules, enabling this option will skip these checks for customers with at least 1 active order.

Only Auto Provision for Existing

When this option is enabled, products/services will only be automatically provisioned and domains will only be automatically registered if the client already has an existing active order. Orders can only be made active by an admin user after manual review and therefore using this option allows you to have full automation for people you've already reviewed & fraud checked, but no automation for new users - a very helpful way to combat fraud.

Enable Random Usernames

By default usernames are generated based on the first 8 letters of the product's domain name with a number added if said username is already in use. By enabling this option a random 8 character username will be generated instead.

Signup Anniversary Prorata

With this option enabled all products will be prorated to each client’s original signup date (per the client Summary tab). All of a client’s products will renew on the same day regardless of when they order, but the date will be different for each individual client.

• You must enable Prorata Billing in the Pricing tab at Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.
• The Prorata Date setting will be overridden by the client’s signup date.

Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).

Enable Product Cross-selling

Check this to enable the display of product recommendations in the Client Area shopping cart.

Product Cross-sell Locations

Check the locations in which you want product recommendations to display to users. You can select:

• Display after adding a product to the cart
• Display on the Review & Checkout page
• Display on the Checkout page
• Display on the Order Confirmation page

Number of Cross-sells

Enter the number of product recommendations to display to a customer in the Client Area shopping cart. This setting helps to prevent an excessive number of recommendations from appearing in a single list in the shopping cart and can provide a better overall customer experience.

Recommend Existing Services on Order Confirmation

Check to display product recommendations for previously-purchased products to authenticated clients on the Order Confirmation page.

Product Cross-sell Style

Check to provide details about why products are recommended.