Difference between revisions of "Clients:Products/Services Tab"

From WHMCS Documentation

(→‎Admin Scheduled Cancellations)
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{{Client Management}}
 
{{Client Management}}
  
 +
Access the '''Products/Services''' tab at '''Clients > View/Search Clients'''. Then, select a client and click '''Products/Services'''. This tab contains details for all of a client's services, as well as the ability to edit, upgrade or downgrade, move, or delete the product, and run module commands.
  
−
The Products/Services tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Products/Services". It contains details for all a client's services, as well as the ability to edit, upgrade/downgrade, move to another client, delete and run module commands.
 
 
[[File:client_services.png|thumb|Client Products/Services Tab]]
 
[[File:client_services.png|thumb|Client Products/Services Tab]]
  
 
==Managing a Client's Products/Services==
 
==Managing a Client's Products/Services==
  
−
You can locate products/services to manage in a number of ways:
+
You can locate products and services to manage in a number of ways:
  
−
#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
+
*Search for the client in '''Clients > View/Search Clients'''. Then, click the ID of the product you want to manage.
−
#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
+
*Search for the product in '''Clients > List All Products/Services > Search/Filter'''. Then, click the product ID or domain to go to the product details.
−
#Using the [[Admin_Area#Search|Intelligent Search]]
+
*Use the [[Admin_Area#Search|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.
+
This tab allows you to view and modify all of a product's settings. After making any changes, click '''Save Changes'''.
  
−
The first few fields are fairly self-explanatory, such as domain, username, password, dedicated IP and status.
+
==SSL Monitoring==
 +
[[File:admin_area_display.png|thumb|SSL Status Admin Area]]
  
−
==Payment Settings==
+
A padlock icon is displayed in the top-right corner of the tab to reflect the SSL status of the domain. A corresponding icon is displayed in the products/services list within the client area.
  
−
===First Payment Amount===
+
Information on this feature is located on the [[SSL Monitoring]] page.
 +
 
 +
==New Addon==
 +
 
 +
<div class="docs-alert-warning">
 +
<span class="title">WHMCS 7.10 and earlier</span><br />
 +
To add addons in WHMCS 7.10 and earlier, see [[Clients:Products/Services_Tab#Adding an Addon]] below.
 +
</div>
 +
 
 +
You can add new addons to any product. To do this:
 +
 
 +
# Click '''New Addon''' at the top-right of the page.
 +
# Ensure that the '''Parent Product/Service''' and '''Registration Date''' are correct.
 +
# Choose an addon:
 +
#* For predefined addons, choose that addon from '''Predefined Addon'''. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
 +
#* For custom addons, leave '''Predefined Addon''' set to ''None'' and enter a '''Custom Name''', '''Setup Fee''', '''Recurring''', and '''Billing Cycle'''.
 +
#If you don't want to invoice for the new addon immediately, uncheck '''Generate Invoice after Adding'''.
 +
# Click '''Save Changes'''.
 +
 
 +
==More==
 +
 
 +
Click '''More''' to access the following options:
 +
 
 +
===View Invoices===
 +
 
 +
To view invoices for this product, click '''More''' and choose '''View Invoices'''.
 +
 
 +
===Upgrades/Downgrades===
 +
 
 +
<div class="docs-alert-warning">
 +
<span class="title">WHMCS 7.10 and earlier</span><br />
 +
Prior to WHMCS 8.0, this appears as a link next to '''Product/Service'''.
 +
</div>
 +
 
 +
Upgrades and downgrades let you change the product or service and automatically charge or credit the difference. For more information about upgrades and downgrades, see [[Automated Upgrades and Downgrades]].
 +
 
 +
To upgrade or downgrade a product, click '''More''' and choose '''Upgrade/Downgrade'''. Select an '''Upgrade Type''', the '''New Product/Service''', a '''Billing Cycle''', and, optionally, a '''Promotion Code'''.
 +
 
 +
[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=wXEulukuHdo|Watch Video Tutorial]]
 +
 
 +
====Upgrade and Downgrade Process====
 +
 
 +
No immediate changes to the product will occur after creating an upgrade order. The changes take effect when the invoice is paid. Then, the product will be updated, the new recurring amount will be set, and, with most supported control panels, the upgrade is fully automated. Finally, the upgrade email specified in the product configuration is sent to the user advising them of the new product's details.
 +
 
 +
You can use the same process for configurable options if the product contains them.
 +
 
 +
====Manual Upgrades====
 +
 
 +
You can make an upgrade without placing an upgrade order (such as a free upgrade) or processing the upgrade before the client has paid for it. To do this:
 +
 
 +
# Use '''Product/Service''' to choose a new product or service.
 +
# Check '''Auto Recalculate on Save'''.
 +
# Click '''Save Changes'''.
 +
# Click '''Change Package''' in '''Module Commands''' to make the change on the server.
 +
 
 +
===Transfer Ownership===
 +
 
 +
<div class="docs-alert-warning">
 +
<span class="title">WHMCS 7.10 and earlier</span><br />
 +
Prior to WHMCS 8.0, this appears as '''Move Product/Service to Another Client''' at the top-right of the page.
 +
</div>
 +
 
 +
[[File:Transfer product.png|thumb|Transfer Product Popup]]
 +
 
 +
To transfer ownership of a product to another account:
 +
 
 +
# Click '''More'''.
 +
# Choose '''Transfer Ownership'''.
 +
# In the box that appears, enter the '''Client ID''' for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and the '''Client ID''' will populate with that ID.
 +
# Click '''Transfer'''.
 +
 
 +
Moving a product or service between accounts within WHMCS will not have any effect on the account on the server.
 +
 
 +
<div class="docs-alert-warning">
 +
<span class="title">Transfers and Invoices</span><br />
 +
Invoices cannot be moved between clients. When you transfer ownership of a product or service, any invoices will remain under the old owner. We recommend that you check the old owner's '''Invoices''' tab for any unpaid invoices for this service and cancel them. To invoice the new owner for the service, move the '''Next Due Date''' forward or back by one day. The system will generate a new invoice the next time that the cron runs.
 +
</div>
 +
 
 +
===Send Message===
 +
 
 +
<div class="docs-alert-warning">
 +
<span class="title">WHMCS 7.10 and earlier</span><br />
 +
Prior to WHMCS 8.0, this appeared at the bottom of the page.
 +
</div>
  
−
The sum total due for the initial payment for this service. It includes the product price + configurable options + any setup fee - discounts.
+
To send a message to the account:
  
−
This value will be used to generate an invoice when Registration Date = Next Due Date
+
#Click '''More'''.
 +
#Choose '''Send Message'''.
 +
#Select an email template from '''Choose Message'''.
 +
#Click '''Send Message'''.
  
−
===Recurring Amount===
+
===Resend Welcome Email===
  
−
The sum total that will be invoiced for this service on renewal. It includes the product price + configurable options - discounts.
+
<div class="docs-alert-warning">
 +
<span class="title">WHMCS 7.10 and earlier</span><br />
 +
Prior to WHMCS 8.0, this appears as '''Resend Product Welcome Email''' at the bottom of the page.
 +
</div>
  
−
This value will be used to generate an invoice when Registration Date =/= Next Due Date
+
To resend a product welcome email, click '''More''' and then click '''Resend Welcome Email'''.
  
−
===Auto Recalculate on Save===
+
===Delete===
  
−
*This checkbox option located to the bottom right of the product details screen updates the recurring amount field when checked
+
<div class="docs-alert-warning">
−
*It can be used after changing the product, configurable options, billing cycle or promo code to auto calculate the new recurring price
+
<span class="title">WHMCS 7.10 and earlier</span><br />
−
*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
+
Prior to WHMCS 8.0, '''Delete''' appears as a red link at the bottom of the page.
 +
</div>
  
−
===Next Due Date===
+
To delete a product, click '''More''' and then click '''Delete'''. Click '''Yes''' to confirm the deletion.
  
−
The date upon which the next renewal invoice is due to be paid. A renewal invoice will be generated in advance of this date in accordance with the [[Automation_Settings]] for the Recurring Amount.
+
<div class="docs-alert-warning">
 +
<span class="title">Deletion Is Not Termination</span><br />
 +
Deleting a product from WHMCS will not terminate it on the server. If you want to remove it from the server, use '''Terminate''' in '''Module Commands''' before deleting the record from WHMCS.
 +
</div>
  
−
For one-time services the field is not used so will display "N/A" instead.
+
==Basic Information==
  
−
===Billing Cycle===
+
To view the order for this product or service, click '''View Order''' next to '''Order #'''.
  
−
The frequency with which WHMCS will invoice the product.
+
To select a different product or service to associate with this entry, choose one from '''Product/Service'''.
  
−
For example, if you set this to ''Monthly'' and the recurring amount ''5.00'', WHMCS will invoice the client 5.00, once per month, for this service. Similarly, if this is ''Annually'' and the recurring amount is ''50.00'', WHMCS will invoice the client for 50.00 once per year for this service.
+
These fields contain basic information for the product or service:
 +
* '''Server'''
 +
* '''Domain'''
 +
* '''Dedicated IP'''
 +
* '''Username'''
 +
* '''Password'''
  
−
Only changing the value will not change the price on the client's invoice. To do this, check the '''[[#Auto Recalculate on Save|Auto Recalculate on Save]]''' checkbox before clicking '''Save Changes'''.
+
==Product and Billing Details==
  
−
===Payment Method===
+
===Status===
  
−
Defines the payment method used for invoices generated by this service. With this option it's possible to use a different payment gateway for each of a client's services.
+
The product's current state.  
  
−
The client may ultimately pay using a different payment method if permitted in the [[Invoice_Tab#Clients_Choose_Gateway|General Settings]].
+
If you want to cancel a product that isn't associated with a module, change this to ''Cancelled''. This will prevent the generation of any further invoices.
  
−
===Promotion Code===
+
===Registration Date===
  
−
If you wish to apply a promotional discount to this service, select it from this dropdown menu. Changing the value will not by itself change the price the client is invoiced, to do this tick the [[#Auto Recalculate on Save]] checkbox before clicking Save Changes.
+
The date on which the product or service was ordered.
  
−
===Subscription ID===
+
===First Payment Amount===
  
−
Certain third party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by thye subscription it can be associated with this service in WHMCS.
+
The sum total due for the initial payment for this service. It includes the product price, configurable options, and any setup fee, less any discounts.
  
−
==Running Module Commands==
+
This generates an invoice when '''Registration Date''' is '''Next Due Date'''.
  
−
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:
+
===Recurring Amount===
  
−
*'''Create''' - runs the creation routine and sets the product status to active
+
The sum total that will be invoiced for this service on renewal. It includes the product price and configurable options less any discounts.
−
*'''Suspend''' - runs the suspension routine and sets the product status to suspended. You will be prompted to enter a suspension reason, leave it blank if the client has an unpaid invoice and you want the account automatically unsuspended when paid.
 
−
*'''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==
+
This generates an invoice when '''Registration Date''' is not '''Next Due Date'''.
  
−
*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)
+
===Next Due Date===
−
*Addons can be preconfigured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''' or, prior to WHMCS 8.0, '''Setup > Product Addons'''. 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 date on which the next renewal invoice is due. A renewal invoice will be generated in advance of this date in accordance with the [[Automation_Settings]] for the '''Recurring Amount'''.
  
−
*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
+
For one-time services, this displays '''N/A'''.
−
*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====
+
===Termination Date===
  
−
*To add a new addon, click '''Products/Services''' in Clients Profile.
+
The date on which to terminate the product or service.
−
*Next click on the link '''Click here to Manage''' beside the Addons label, and then click '''Add New Addon''' button.
 
−
*If using a predefined addon, simply choose it from the dropdown and leave the name, price and billing cycle fields empty as they will all be automatically set
 
−
*Alternatively, if adding a custom addon specific to this client, leave the Predefined Addon set to None and enter a custom name, price and cycle
 
−
*If you would like to invoice for the new addon immediately then you don't need to do anything as that will happen by default, or alternatively if you don't want to invoice yet you can just untick the generate invoice checkbox
 
−
*Once happy with the selections, click '''Save Changes''' to complete the process
 
  
−
===Override Auto Suspension===
+
===Billing Cycle===
  
−
*This option can be used to allow extra time for payment to be made for specific individuals
+
The frequency with which WHMCS invoices the product.
−
*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 override the auto suspension until
 
−
* Entering the date 00/00/0000 will permanently prevent the product from being suspended.
 
  
−
==Cancelling a Service==
+
For example, if you set this to ''Monthly'' and '''Recurring Amount''' is <tt>5.00</tt>, WHMCS will invoice the client 5.00, once per month, for this service. Similarly, if this is ''Annually'' and '''Recurring Amount''' is <tt>50.00</tt>, WHMCS will invoice the client for 50.00 once per year for this service.
  
−
===Auto Terminate/Fixed Term===
+
Only changing the value will not change the price on the client's invoice. To do this, check '''[[Clients:Products/Services_Tab#Auto Recalculate on Save|Auto Recalculate on Save]]''' before you click '''Save Changes'''.
−
You can setup products to automatically terminated after a set number of days from the date of signup. For more information refer to [[Products_and_Services#Pricing_Tab|Configuring Products/Services]].
 
  
−
===Clients Self Service===
+
===Payment Method===
−
WHMCS can completely automate the process of product cancellation or wait for manual confirmation. To do this, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' or, prior to WHMCS 8.0, '''Setup > General Settings > Other'''. Then, enable the '''Show Cancellation Link''' option.
 
  
−
Clients can then request cancellation of any of their products & services directly from the client area.
+
The payment method used for invoices generated by this service. This allows you to use a different payment gateway for each of a client's services.
  
−
To fully automate cancellation and have the module terminate command run (for example to remove the hosting account from the server) check '''Cancellation Requests''' in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings > Cancellation Requests''' option.
+
The client may ultimately pay using a different payment method, if you permit it in [[Invoice_Tab#Clients_Choose_Gateway|General Settings]].
  
−
Now when the cron runs any services with a cancellation request due today will be removed from the server and the status changed in WHMCS to Cancelled. The process runs as follows:
+
===Promotion Code===
  
−
*Client clicks ''Request Cancellation'' button on the product details page in client area
+
To apply a promotional discount to this service, select it here. Only changing the value will not change the price the client is invoiced. To change it, check [[Clients:Products/Services_Tab#Auto Recalculate on Save]] before you click '''Save Changes'''.
−
*They're prompted to provide a cancellation reason and provided 2 choices for the cancellation - either '''Instant''' (on next cron run) or at the '''End of the Current Billing Cycle'''.
 
−
*If a matching domain exists under the client's account in active status with ''Auto Renew'' enabled, the customer is given the option to disable auto renew too - thereby leaving the domain to expire.
 
−
*Any unpaid invoices for the product will be cancelled ([[Invoice_Tab#Cancellation_Request_Handling|if enabled]])
 
−
*A notification email is sent to administrators and you will be able to review the reason provided in '''Clients > Cancellation Requests'''.
 
  
−
====Manual Cancellation====
+
==Module Commands==
−
If the Cancellation Request setting is '''not''' enabled then at this point you must navigate to the cancellation requests page, click through to the service page and click the '''Terminate''' module command button to remove the account from the server. The cancellation request is then moved from the ''Open Requests'' page to ''Completed Requests''.
 
  
−
====Automated Cancellation====
+
If the product or service is linked to a module, this section will display. This allows you to execute any of the commands available in the module.  
−
If the Cancellation Request setting '''is''' enabled the cancellation request will be actioned when the daily automation cron runs on the appropriate day. For example if the ''Immediate'' option was selected it will be terminated on the next cron run, if ''End of Billing Period'' was selected it will be terminated when the cron runs on the service's Next Due Date.
 
  
−
=====One Time / Free Products=====
+
The most common functions are:
−
Cancellations are not processed for products that have no future due date such as Free or One Time products. If your client submits a cancellation request for this type of product, it will need to be processed manually. As of Version 7.7, the cancellation button is not shown on products that are Free or One Time.
 
  
−
===Admin Scheduled Cancellations===
+
*'''Create''' — Runs the creation routine and sets the product status to '''Active'''.
−
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. Any unpaid invoices for the product will be cancelled and will suppress any further renewal invoices from generating for this product and terminate it when the next due date is reached.
+
*'''Suspend''' — Runs the suspension routine and sets the product status to '''Suspended'''. You will be prompted to enter a suspension reason; leave it blank if the client has an unpaid invoice and you want the account automatically unsuspended when paid.
 +
*'''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'''. If you want to cancel a product or service that's associated with a module, click '''Terminate'''. After you do this, no further invoices will be generated.
 +
*'''Change Package''' — Runs the upgrade or downgrade routine for the selected product.
 +
*'''Change Password''' — Runs the password modification routine for the last saved password value.
  
−
The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled.
+
===Metric Statistics===
  
−
===Admin Immediate Cancellation===
+
If the product or service is linked to a module, this section will display. This section lists all of the '''[[Products_and_Services|Metric Billing]]''' items for the product or service.
  
−
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.
+
Click '''Refresh Now''' to update the list with the most recent data.
  
−
==Upgrades/Downgrades==
+
==Addons==
  
−
===Admin Area===
+
Product addons allow you to bill for additional items related to the main product on independant billing cycles from the product. Addons can be preconfigured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''' or, prior to WHMCS 8.0, '''Setup > Product Addons'''.
  
−
If you would like to change the product/service a client is assigned to and automatically charge or credit the difference for that change then you need to use the Upgrade/Downgrade process. You'll find the option for this next to the Products/Services dropdown menu on the Products/Services Details page within the clients profile. To use it, simply navigate to the product you want to change, click the Upgrade/Downgrade link, and in the popup that appears make the new product & billing cycle selections as required and it will give you a preview of what the charge will be for the remainder of the current cycle and allow you to create an order/invoice for that change if happy.
+
You can also create custom addons that aren't predefined. Users can order predefined addons from the client area product details page.
  
−
[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=wXEulukuHdo|Watch Video Tutorial]]
+
===Mananging Addons===
  
 +
Existing addons display with edit and delete icons for managing them.
  
−
There will no immediate changes to the product after creating an upgrade order, the actual product or config option changes won't take effect until the invoice is paid. But as soon as the invoice is paid the product will be updated, the new recurring amount will be set, and with most supported control panels the upgrade is fully automated with the new package details/changes being passed over to the server module being used. Finally the upgrade email specified in the product configuration is sent to the user advising them of the new products details.
+
In WHMCS 7.10 and earlier, the list shows the number of addons a product has. Click '''Click here to Manage''' to view, edit, or delete addons.
  
−
The same process can also be used for configurable options changes and billing the difference for those if the product contains them.
+
===Adding an Addon===
  
−
===Client Side===
+
To add an addon in WHMCS 7.10 and earlier:
  
−
Clients can also place orders for upgrades & downgrades themselves if you have permitted it in the product configuration. This allows clients to order upgrades/downgrades and complete them automatically without the need for any staff involvement.
+
# Click '''Click here to Manage'''.
 +
# Click '''Add New Addon'''.
 +
# Choose an addon:
 +
#* For predefined addons, choose that addon from '''Predefined Addon'''. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
 +
#* For custom addons, leave '''Predefined Addon''' set to ''None'' and enter a custom name, price, and cycle.
 +
#If you don't want to invoice for the new addon immediately, uncheck '''Generate Invoice'''.
 +
# Click '''Save Changes'''.
  
−
For more information, including how to allow clients upgrades and how the upgrade charges are calculated, please refer to the [[Automated Upgrades and Downgrades]] section
+
To add an addon in WHMCS 8.0 or later, see [[#New Addon]] above.
  
−
===Manual Upgrades===
+
==Payment, Suspension, and Termination==
−
There may be occasion when you wish to make an upgrade without placing an upgrade order (such as a free upgrade) or processing the upgrade before the client has paid for it. To achieve this:
 
  
−
#Navigate to the client's Products/Services tab,
+
===Subscription ID===
−
#Change the product from the dropdown menu,
 
−
#Tick "Auto Recalculate on Save" checkbox,
 
−
#Click Save Changes,
 
−
#Finally click the "Change Package " Module Command button to make the change on the server.
 
  
−
==Moving a Service to another Client==
+
Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by the subscription it can be associated with this service in WHMCS.
−
[[File:Transfer product.png|thumb|Transfer Product Popup]]
 
−
#From the Products/Services tab of the service you want to move, click '''Move Product/Service to Another Client''' located at the top-right of the page
 
−
#A popup box will appear (you will need popup blockers disabled to use this)
 
−
#In the popup enter the ID of the new owner. If you don't know the client's ID the Search field can be used to search by name, company or email address. Click the client's name and the ID will be filled in.
 
−
#After selecting the desired click, click the '''Transfer''' button
 
−
#The item will then be transferred, the window will close, and the original window will refresh to show the product under its new owner.
 
  
−
'''N.B.''' Moving a products/service between clients within WHMCS will not have any affect on the account on the server.
+
===Override Auto-Suspend===
  
−
===Invoices===
+
Check this to allow extra time for payment to be made by specific individuals. Then, enter a date. The system will wait until that date to suspend the account, if it is still unpaid.
−
Invoices cannot be moved between clients, therefore when moving a product/service any invoices will remain under the old owner. Therefore it would be advisable to check the old owner's Invoices tab for any unpaid invoices for this service and cancel them. If you wish to invoice the new owner for the service, move the Next Due Date forward/back by one day and a new invoice will be generated when the cron next runs.
 
  
−
==Misc. Options==
+
Entering <tt>00/00/0000</tt> as the date will permanently prevent the product from being suspended.
  
−
===Admin Notes===
+
===Auto-Terminate End of Cycle===
  
−
Here staff can enter private notes about the client to be displayed to other staff viewing this service under the Products/Services tab. Notes entered here are separate from those entered under any other service, domain or the client's Summary tab.
+
Check this to automatically terminate the product at the end of the billing cycle. Optionally, enter a reason for the termination in '''Reason'''.
  
−
===SSL Monitoring===
+
When you check this, unpaid invoices for the product will be cancelled and further invoices will not be generated.
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[[File:admin_area_display.png|thumb|SSL Status Admin Area]]A padlock icon is displayed in the top-right corner of the tab to reflect the SSL Status of the domain. A corresponding icon is displayed in the products/services list within the client area.
 
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<br / >
 
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Information on this feature is located on the [[SSL Monitoring]] page.
 
  
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===Deleting a Product/Service from a Client===
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<div class="docs-alert-warning">
 +
<span class="title">Automation Settings</span><br />
 +
The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled to use this functionality.
 +
</div>
  
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#From the Products/Services details page of the product you want to delete, scroll to the bottom and click the red '''Delete''' link
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==Misc. Options==
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#After clicking this link, you will be asked to confirm if you are sure you want to delete the item
 
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#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
 
  
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'''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.
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===Admin Notes===
  
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===Send Message===
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Use this area to enter private notes about the client. Other staff can view these notes when viewing the product or service. Notes entered here are separate from those entered elsewhere in WHMCS.
  
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Use the dropdown located at the bottom of the page to send a 'Product' type email template to the client, or select the "New Message" option to compose a new email from scratch. General and Domain type emails can be sent using the dedicated dropdowns under the Summary and Domain tabs.
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===Auto Recalculate on Save===
  
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===Resending Product Welcome Email===
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Check this to update the '''Recurring Amount''' when you click '''Save Changes'''.
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To re-send a product welcome email simply navigate to the client's Products/Services tab and click the "Resend Product Welcome Email" button at the bottom of the page.
 

Revision as of 18:16, 27 August 2020

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |


Access the Products/Services tab at Clients > View/Search Clients. Then, select a client and click Products/Services. This tab contains details for all of a client's services, as well as the ability to edit, upgrade or downgrade, move, or delete the product, and run module commands.

Client Products/Services Tab

Managing a Client's Products/Services

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

  • Search for the client in Clients > View/Search Clients. Then, click the ID of the product you want to manage.
  • Search for the product in Clients > List All Products/Services > Search/Filter. Then, click the product ID or domain to go to the product details.
  • Use the Intelligent Search.

This tab allows you to view and modify all of a product's settings. After making any changes, click Save Changes.

SSL Monitoring

SSL Status Admin Area

A padlock icon is displayed in the top-right corner of the tab to reflect the SSL status of the domain. A corresponding icon is displayed in the products/services list within the client area.

Information on this feature is located on the SSL Monitoring page.

New Addon

WHMCS 7.10 and earlier
To add addons in WHMCS 7.10 and earlier, see Clients:Products/Services_Tab#Adding an Addon below.

You can add new addons to any product. To do this:

  1. Click New Addon at the top-right of the page.
  2. Ensure that the Parent Product/Service and Registration Date are correct.
  3. Choose an addon:
    • For predefined addons, choose that addon from Predefined Addon. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
    • For custom addons, leave Predefined Addon set to None and enter a Custom Name, Setup Fee, Recurring, and Billing Cycle.
  4. If you don't want to invoice for the new addon immediately, uncheck Generate Invoice after Adding.
  5. Click Save Changes.

More

Click More to access the following options:

View Invoices

To view invoices for this product, click More and choose View Invoices.

Upgrades/Downgrades

WHMCS 7.10 and earlier
Prior to WHMCS 8.0, this appears as a link next to Product/Service.

Upgrades and downgrades let you change the product or service and automatically charge or credit the difference. For more information about upgrades and downgrades, see Automated Upgrades and Downgrades.

To upgrade or downgrade a product, click More and choose Upgrade/Downgrade. Select an Upgrade Type, the New Product/Service, a Billing Cycle, and, optionally, a Promotion Code.

Watch Video Tutorial

Upgrade and Downgrade Process

No immediate changes to the product will occur after creating an upgrade order. The changes take effect when the invoice is paid. Then, the product will be updated, the new recurring amount will be set, and, with most supported control panels, the upgrade is fully automated. Finally, the upgrade email specified in the product configuration is sent to the user advising them of the new product's details.

You can use the same process for configurable options if the product contains them.

Manual Upgrades

You can make an upgrade without placing an upgrade order (such as a free upgrade) or processing the upgrade before the client has paid for it. To do this:

  1. Use Product/Service to choose a new product or service.
  2. Check Auto Recalculate on Save.
  3. Click Save Changes.
  4. Click Change Package in Module Commands to make the change on the server.

Transfer Ownership

WHMCS 7.10 and earlier
Prior to WHMCS 8.0, this appears as Move Product/Service to Another Client at the top-right of the page.

Transfer Product Popup

To transfer ownership of a product to another account:

  1. Click More.
  2. Choose Transfer Ownership.
  3. In the box that appears, enter the Client ID for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and the Client ID will populate with that ID.
  4. Click Transfer.

Moving a product or service between accounts within WHMCS will not have any effect on the account on the server.

Transfers and Invoices
Invoices cannot be moved between clients. When you transfer ownership of a product or service, any invoices will remain under the old owner. We recommend that you check the old owner's Invoices tab for any unpaid invoices for this service and cancel them. To invoice the new owner for the service, move the Next Due Date forward or back by one day. The system will generate a new invoice the next time that the cron runs.

Send Message

WHMCS 7.10 and earlier
Prior to WHMCS 8.0, this appeared at the bottom of the page.

To send a message to the account:

  1. Click More.
  2. Choose Send Message.
  3. Select an email template from Choose Message.
  4. Click Send Message.

Resend Welcome Email

WHMCS 7.10 and earlier
Prior to WHMCS 8.0, this appears as Resend Product Welcome Email at the bottom of the page.

To resend a product welcome email, click More and then click Resend Welcome Email.

Delete

WHMCS 7.10 and earlier
Prior to WHMCS 8.0, Delete appears as a red link at the bottom of the page.

To delete a product, click More and then click Delete. Click Yes to confirm the deletion.

Deletion Is Not Termination
Deleting a product from WHMCS will not terminate it on the server. If you want to remove it from the server, use Terminate in Module Commands before deleting the record from WHMCS.

Basic Information

To view the order for this product or service, click View Order next to Order #.

To select a different product or service to associate with this entry, choose one from Product/Service.

These fields contain basic information for the product or service:

  • Server
  • Domain
  • Dedicated IP
  • Username
  • Password

Product and Billing Details

Status

The product's current state.

If you want to cancel a product that isn't associated with a module, change this to Cancelled. This will prevent the generation of any further invoices.

Registration Date

The date on which the product or service was ordered.

First Payment Amount

The sum total due for the initial payment for this service. It includes the product price, configurable options, and any setup fee, less any discounts.

This generates an invoice when Registration Date is Next Due Date.

Recurring Amount

The sum total that will be invoiced for this service on renewal. It includes the product price and configurable options less any discounts.

This generates an invoice when Registration Date is not Next Due Date.

Next Due Date

The date on which the next renewal invoice is due. A renewal invoice will be generated in advance of this date in accordance with the Automation_Settings for the Recurring Amount.

For one-time services, this displays N/A.

Termination Date

The date on which to terminate the product or service.

Billing Cycle

The frequency with which WHMCS invoices the product.

For example, if you set this to Monthly and Recurring Amount is 5.00, WHMCS will invoice the client 5.00, once per month, for this service. Similarly, if this is Annually and Recurring Amount is 50.00, WHMCS will invoice the client for 50.00 once per year for this service.

Only changing the value will not change the price on the client's invoice. To do this, check Auto Recalculate on Save before you click Save Changes.

Payment Method

The payment method used for invoices generated by this service. This allows you to use a different payment gateway for each of a client's services.

The client may ultimately pay using a different payment method, if you permit it in General Settings.

Promotion Code

To apply a promotional discount to this service, select it here. Only changing the value will not change the price the client is invoiced. To change it, check Clients:Products/Services_Tab#Auto Recalculate on Save before you click Save Changes.

Module Commands

If the product or service is linked to a module, this section will display. This allows you to execute any of the commands available in the module.

The most common functions 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. You will be prompted to enter a suspension reason; leave it blank if the client has an unpaid invoice and you want the account automatically unsuspended when paid.
  • 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. If you want to cancel a product or service that's associated with a module, click Terminate. After you do this, no further invoices will be generated.
  • Change Package — Runs the upgrade or downgrade routine for the selected product.
  • Change Password — Runs the password modification routine for the last saved password value.

Metric Statistics

If the product or service is linked to a module, this section will display. This section lists all of the Metric Billing items for the product or service.

Click Refresh Now to update the list with the most recent data.

Addons

Product addons allow you to bill for additional items related to the main product on independant billing cycles from the product. Addons can be preconfigured in Configuration () > System Settings > Product Addons or, prior to WHMCS 8.0, Setup > Product Addons.

You can also create custom addons that aren't predefined. Users can order predefined addons from the client area product details page.

Mananging Addons

Existing addons display with edit and delete icons for managing them.

In WHMCS 7.10 and earlier, the list shows the number of addons a product has. Click Click here to Manage to view, edit, or delete addons.

Adding an Addon

To add an addon in WHMCS 7.10 and earlier:

  1. Click Click here to Manage.
  2. Click Add New Addon.
  3. Choose an addon:
    • For predefined addons, choose that addon from Predefined Addon. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
    • For custom addons, leave Predefined Addon set to None and enter a custom name, price, and cycle.
  4. If you don't want to invoice for the new addon immediately, uncheck Generate Invoice.
  5. Click Save Changes.

To add an addon in WHMCS 8.0 or later, see #New Addon above.

Payment, Suspension, and Termination

Subscription ID

Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by the subscription it can be associated with this service in WHMCS.

Override Auto-Suspend

Check this to allow extra time for payment to be made by specific individuals. Then, enter a date. The system will wait until that date to suspend the account, if it is still unpaid.

Entering 00/00/0000 as the date will permanently prevent the product from being suspended.

Auto-Terminate End of Cycle

Check this to automatically terminate the product at the end of the billing cycle. Optionally, enter a reason for the termination in Reason.

When you check this, unpaid invoices for the product will be cancelled and further invoices will not be generated.

Automation Settings
The "Cancellation Requests" setting in Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings must also be enabled to use this functionality.

Misc. Options

Admin Notes

Use this area to enter private notes about the client. Other staff can view these notes when viewing the product or service. Notes entered here are separate from those entered elsewhere in WHMCS.

Auto Recalculate on Save

Check this to update the Recurring Amount when you click Save Changes.

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