Difference between revisions of "Add Funds"
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==Enabling the Feature== | ==Enabling the Feature== | ||
| − | To enable the add funds option in the client area, | + | To enable the add funds option in the client area, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > [[Credit_Tab|Credit]]''' or, prior to WHMCS 8.0, '''Setup > General Settings > Credit''']]. Check the enable box and configure the minimum and maximum amounts you want to allow. |
==Usage== | ==Usage== | ||
Revision as of 12:50, 5 August 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 Configuration () > System Settings > General Settings > Credit or, prior to WHMCS 8.0, 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.