Difference between revisions of "Add Funds"

Revision as of 17:06, 18 May 2020

There are times when a client might want to deposit money with you in advance. For example if they are about to place a number of orders, or they are going on holiday. And WHMCS allows for this using the Account Prefunding/Credit feature.

As you will be aware, users already get credits for any overpayments they make on invoices in WHMCS. But with account prefunding the client can make a payment for any amount they choose, at any time, which then adds to their credit balance so it can be applied to any invoices they receive from you.

Enabling the Feature

To enable the add funds option in the client area, go to Setup > General Settings > Credit. Check the enable box and configure the minimum and maximum amounts you want to allow.

Usage

Clients

To add funds as a client:

Log in to the client area.
Click Add Funds on the client area homepage.
Enter the amount to add, which can be anything between the minimum and maximum you have set. The system displays the minimum and maximum on the page.
Choose a payment method and click Add Funds to go to the gateway to pay.

Note
A client cannot add funds until they have at least one active approved order in their account. This is to prevent fraudulent use.

Staff

Staff can create Add Funds invoices on behalf of clients directly from the admin area. To do this, click the Create Add Funds Invoice link on the client's Summary tab and enter the amount. The system will generate an invoice for the client.

Applying Funds to Invoices

After a client has added funds to their account, if they place any new orders, the system will automatically apply credit to them and mark the invoices paid instantly and automatically on checkout.

If the client has outstanding invoices, they can open those invoices via the client area and apply credit from their available balance to them from the invoice page itself. A red box will appear on the invoice showing their credit balance and allowing them to apply credit to any of their outstanding invoices

From the admin area, staff can also apply credit to invoices via the Credit tab when viewing a particular unpaid invoice.

@@ Line 5: / Line 5: @@
 ==Enabling the Feature==
-To enable the add funds option in the client area, go to '''Setup > General Settings > Credit''' and tick the enable box and configure the minimum and maximum amounts you want to allow.
+To enable the add funds option in the client area, [[Credit_Tab|go to '''Setup > General Settings > Credit''']]. Check the enable box and configure the minimum and maximum amounts you want to allow.
 ==Usage==
 ===Clients===
-#For a client to add funds, they first need to login to the client area
-#Then click the '''"Add Funds"''' link on the client area homepage
-#From there they can then enter the amount they want to add, which can be anything between the minimum and maximum you have set which is also displayed on the page
-#They can then choose a payment method and click '''Add Funds''' to be taken to the gateway to pay
-'''Note:''' A client cannot use the add funds until they have at least one active order in their account. This is to prevent fraudulent use by requiring that the customer has both placed and had reviewed and accepted by a member of staff at least 1 order so they can't just signup for your client and start adding funds immediately without any fraud checks having been performed.
+To add funds as a client:
+#Log in to the client area.
+#Click '''Add Funds''' on the client area homepage.
+#Enter the amount to add, which can be anything between the minimum and maximum you have set. The system displays the minimum and maximum on the page.
+#Choose a payment method and click '''Add Funds''' to go to the gateway to pay.
+<div class="docs-alert-info">
+<span class="title">Note</span><br />
+A client cannot add funds until they have at least one active approved order in their account. This is to prevent fraudulent use.
+</div>
 ===Staff===
-Staff can raise Add Funds invoices on behalf of clients directly from the admin area. Simply click the ''Create Add Funds Invoice'' link on the client's Summary tab and enter the amount. An invoice will then be generated for the client to pay.
+Staff can create '''Add Funds''' invoices on behalf of clients directly from the admin area. To do this, click the '''Create Add Funds Invoice''' link on the client's '''Summary''' tab and enter the amount. The system will generate an invoice for the client.
 ==Applying Funds to Invoices==
-Once a client has added funds to their account, if they place any new orders then the credit will be automatically applied to them if available and mark the invoices paid instantly and automatically on checkout.
+After a client has added funds to their account, if they place any new orders, the system will automatically apply credit  to them and mark the invoices paid instantly and automatically on checkout.
-But also if the client has outstanding invoices, they can open those invoices via the client area and apply credit from their available balance to them from the invoice page itself.  A red box will be displayed on the invoice showing the balance they have if they have credit and allowing them to quickly and easily apply credit to any of their outstanding invoices
+If the client has outstanding invoices, they can open those invoices via the client area and apply credit from their available balance to them from the invoice page itself. A red box will appear on the invoice showing their credit balance and allowing them to apply credit to any of their outstanding invoices
-From the admin area, staff can also apply credit to invoices via the '''"Credit"''' tab when viewing a particular unpaid invoice.
+From the admin area, staff can also apply credit to invoices via the '''Credit''' tab when viewing a particular unpaid invoice.

Documentation