Revision as of 10:07, 16 June 2010

Adding Products/Services

• To add products/services to a clients account, the add order process has to be used
• You can do this from the Client Summary page by clicking the Add Order link in the Actions panel

Managing a Clients Products/Services

You can locate products/services to manage in a number of ways:

1. Search for the Client in Clients > View/Search Clients, and then from the Client Summary page click the ID of the product you want to manage from the list
2. Search for the Product in Clients > List All Products/Services > Search/Filter, then click the product ID or domain to be taken to the product details
3. Using the Intelligent Search

The Products/Services details page inside a clients profile allows you to view and modify all of a products settings. After making any changes, you need to click the Save Changes button to save your edits.

Running Module Commands

If the product/service is linked to a module, you will have a Module Commands row towards the bottom of the page. This allows you to execute any of the commands available in that module. Modules can have custom functions but the most common ones are:

• Create - runs the creation routine and sets the product status to active
• Suspend - runs the suspension routine and sets the product status to suspended
• Unsuspend - runs the unsuspension routine and sets the product status back to active
• Terminate - runs the termination routine and sets the product status to terminated
• Change Package - runs the upgrade/downgrade routine for the selected product
• Change Password - runs the password modification routine for the last saved password value

Addons

• Product addons allow you to bill for additional items related to the main product but on independant billing cycles from the product (unlike Configurable Options which have to bill on the same cycle)
• Addons can be preconfigured in Setup > Product Addons but you can also create custom addons for specific clients which aren't predefined for flexibility
• Preconfigured addons can be ordered by clients from the client area product details page

Mananging Addons

• The Products/Services details page shows the number of addons a product has with a Click here to Manage link just below the domain field
• To view/edit or delete addons you need to click that link and a popup will open
• Any existing addons will be displayed with edit and delete icons for managing them

Adding Addons to Users

• To add a new addon, click Products/Services in Clients Profile.
• Against Addons option you should the No. of addons that client has already.
• Click on the link Click here to Manage then click Add New Addon button.
• If using a predefined addon, choose it from the dropdown and leave the name, price and billing cycle fields empty as they will all be automatically set
• If adding a custom addon specific to this client, leave the Predefined Addon set to None and enter a custom name, price and cycle
• Once complete, click Save Changes to add it to the product
• If due for invoicing, the next cron run will generate the first invoice for it or you can invoke it immediately by clicking the Generate Due Invoices link in the Actions panel of the customers Clients Summary page

Auto Recalculate Recurring Price on Save

• This checkbox option located to the bottom right of the product details screen updates the recurring amount field when checked
• It can be used after changing the product, configurable options or billing cycle to auto calculate the new recurring price
• It is off by default so that any discounted rates or custom pricing are not overwritten as these aren't taken into account by it

Overide Auto Suspension

• This option can be used to allow extra time for payment to be made for specific individuals
• It allows you to set a date to hold the suspension until and then it will only suspend if it's still unpaid when that date is reached
• The checkbox to enable it is at the bottom of the Products/Services details tab under a Clients Profile
• Tick that box and then in the date field that appears, choose the date you want to overide the auto suspension until
• Entering the date 00/00/0000 will permanently prevent the product from being suspended.

Invoicing Early

There may be times where a client asks for you to invoice them for the next renewal date early. To do this in WHMCS,

1. Begin by navigating to the Clients Summary page for the client you want to invoice
2. Now tick the boxes of the Products/Services/Addons and/or Domains you want to generate an invoice for
3. To complete, click the Invoice Selected Items button to create the invoice(s) for them
4. Multiple invoices may be created if the due dates and payment methods differ as invoicing rules are obeyed as normal

Note: You won't be able to generate another invoice if an invoice has already been made for the next due date.

Automated Upgrades/Downgrades

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 a full term of the new product/service to which they upgrade or downgrade.

For more information refer to Automated Upgrades and Downgrades

Cancelling a Product/Service

Clients Self Service

By enabling the Show Cancellation Link option in Setup > General Settings > Other, clients can request cancellation of any of their products & services directly from the client area. The user is provided 2 choices for the cancellation - either Instant or at the End of the Current Billing Cycle. When requested by a user, you will receive notification by email and you will be able to review the reason provided in Clients > Cancellation Requests.

The cancellations process can be fully automated by enabling the appropriate setting in Setup > Automation Settings and will result in cancellation requests being actioned when the daily automation cron runs. However, if you would prefer to do it manually then you can review pending requests by going to Clients > Cancellation Requests periodically. The requests are divided into two categories - Open & Completed - and you would just need to manually terminate any Open requests listed there.

Admin Scheduled Cancellations

As an admin user, you can schedule the termination of a product at the end of the currently active period by going to the Products/Services tab, ticking the Auto-Terminate End of Cycle option and optionally entering a reason/note for it. This will surpress any further renewal invoices from generating for this product and terminate it when the next due date is reached.

Admin Immediate Cancellation

Finally, if you want to cancel or terminate a product or service immediately then you simply need to locate the item you wish to cancel, and from the Products/Services page, click the Terminate button if the product is linked to a module or if not, manually change the dropdown status from Active to Cancelled. Once you've done this, no further invoices will generate for the item.

Moving a Product/Service to another Client

1. From the Products/Services details page of the product you want to move, click Move Product/Service to Another Client located at the top-right of the page
2. A popup box will appear (you will need popup blockers disabled to use this)
3. In the popup, a dropdown will appear of clients for you to select the client to move it to
4. After selecting the desired click, click the Transfer button
5. The item will then be transferred, the window will close, and the original window will refresh to show the product under its new owner.

Note:' If you have the Clients Dropdown disabled in General Settings then instead of a dropdown or clients you will get a text input box to enter the Client ID you want to move the product to.

Deleting a Product/Service from a Client

1. From the Products/Services details page of the product you want to delete, scroll to the bottom and click the red Delete link
2. After clicking this link, you will be asked to confirm if you are sure you want to delete the item
3. If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next product/service under that client

Note: Deleting a product from WHMCS will not terminate it on the server. If you wanted to remove it from the server aswell, you need to run the Terminate Module Command as explained above before deleting the record from WHMCS.