Difference between revisions of "Add Funds"
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==Enabling the Feature== | ==Enabling the Feature== | ||
| − | You can enable the add funds option in the client area in the '''[[Credit_Tab|Credit]]'' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''. | + | You can enable the add funds option in the client area in the '''[[Credit_Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''. |
==Adding Funds== | ==Adding Funds== | ||
Revision as of 21:17, 21 January 2022
There are times when a client might want to deposit money with you in advance (for example, if they are about to place several orders or are going on holiday. WHMCS allows for this with 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.
Contents
Enabling the Feature
You can enable the add funds option in the client area in the Credit' tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.
Adding Funds
Both clients and admins can add funds to client accounts:
Adding Funds as a Client
Note
A client cannot add funds until they have at least one active approved order in their account. This is to prevent fraudulent use.
To add funds as a client:
- Click Add Funds on the Client Area homepage.
- Enter the amount to add.
- This can be any amount between the minimum and maximum that you have set.
- The system displays the minimum and maximum on the page.
- Choose a payment method.
- Click Add Funds.
- Pay at the selected gateway.
Adding Funds as an Admin
Admins can create Add Funds invoices on behalf of clients directly from the Admin Area.
To do this:
- Go to the Summary tab in the client's profile.
- Click Create Add Funds Invoice.
- 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.