Difference between revisions of "Automated Upgrades and Downgrades"
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With the automated upgrading & downgrading features in WHMCS, your clients can upgrade or downgrade the products and packages they have with you from the client area. When they place an upgrade or downgrade order, they will be refunded what they haven't used of the current cycle on the existing product/service and then charged for the remainder of the cycle at the new product/services price. The next due date doesn't change. | With the automated upgrading & downgrading features in WHMCS, your clients can upgrade or downgrade the products and packages they have with you from the client area. When they place an upgrade or downgrade order, they will be refunded what they haven't used of the current cycle on the existing product/service and then charged for the remainder of the cycle at the new product/services price. The next due date doesn't change. | ||
| − | In order to place an upgrade/downgrade order, the client has to login to the client area, go to | + | In order to place an upgrade/downgrade order, the client has to login to the client area, go to '''My Products/Services''', click the '''View Details''' button next to the product or service they wish to manage and then click on the buttons to either upgrade the Package or upgrade the Configurable Options. |
==Package Upgrades Configuration== | ==Package Upgrades Configuration== | ||
| − | In order to allow clients to upgrade and downgrade their package, you need to | + | In order to allow clients to upgrade and downgrade their package, you need to specify exactly which products can be upgraded and downgraded to from each of your packages. This is done in '''Setup > Products/Services''' on the '''Upgrades''' tab of the product configuration. |
| − | To select multiple products that can upgraded/downgraded to, hold the Ctrl key while selecting the products in the list. | + | To select multiple products that can upgraded/downgraded to, hold the '''Ctrl''' key while selecting the products in the list. |
==Configurable Options Upgrades Configuration== | ==Configurable Options Upgrades Configuration== | ||
With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area. | With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area. | ||
Revision as of 22:19, 24 August 2009
How it works
With the automated upgrading & downgrading features in WHMCS, your clients can upgrade or downgrade the products and packages they have with you from the client area. When they place an upgrade or downgrade order, they will be refunded what they haven't used of the current cycle on the existing product/service and then charged for the remainder of the cycle at the new product/services price. The next due date doesn't change.
In order to place an upgrade/downgrade order, the client has to login to the client area, go to My Products/Services, click the View Details button next to the product or service they wish to manage and then click on the buttons to either upgrade the Package or upgrade the Configurable Options.
Package Upgrades Configuration
In order to allow clients to upgrade and downgrade their package, you need to specify exactly which products can be upgraded and downgraded to from each of your packages. This is done in Setup > Products/Services on the Upgrades tab of the product configuration.
To select multiple products that can upgraded/downgraded to, hold the Ctrl key while selecting the products in the list.
Configurable Options Upgrades Configuration
With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area.