Difference between revisions of "Automated Upgrades and Downgrades"
(→Package Upgrades Configuration) |
|||
| Line 3: | Line 3: | ||
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 for the remainder of the cycle at the new product/services price. The next due date doesn't change. | 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 for the remainder of the cycle at the new product/services price. The next due date doesn't change. | ||
| − | <p>'''Old | + | <div align="center"> |
| − | Price | + | <p>'''Old Product/Service'''<br /> |
| + | Price Per Day * Number of days until next due date = Amount Credited</p> | ||
| − | <p>'''New | + | <p>'''New Product/Service'''<br /> |
| − | Price | + | Price Per Day * Number of days until next due date = Amount Debited</p> |
| − | <p>Amount | + | <p>'''Total Payable Today = Amount Debited - Amount Credited'''</p> |
| + | </div> | ||
| − | + | ==Clients Self Service== | |
| − | == | + | In order to place an upgrade/downgrade order, the client has to login to the client area, navigate to the '''My Products/Services''' section, click into view the full details for the product or service they wish to manage, and then select the options to either upgrade the Package or upgrade the Configurable Options. |
| + | |||
| + | ==Admin/Staff Upgrades== | ||
| + | |||
| + | Staff can also create upgrade orders from the admin area. Staff are not restricted to just the products or options that are defined in the product config, so any single package can be upgraded to any other. Using the upgrade process will create the prorata invoice for the difference, and then auto provision it upon payment. To create an upgrade order from the admin side, simply navigate to the product that is to be upgraded and then click the '''"Create Upgrade/Downgrade Order"''' link displayed to the top right of the product config. | ||
| + | |||
| + | ==Configuration== | ||
| + | |||
| + | ===Product Upgrades=== | ||
In order to allow clients to upgrade and downgrade their package, you need to specify exactly which products can be upgraded and downgraded to from each of your packages. This is done in '''Setup > Products/Services > Products/Services''' on the '''Upgrades''' tab of the product configuration. | In order to allow clients to upgrade and downgrade their package, you need to specify exactly which products can be upgraded and downgraded to from each of your packages. This is done in '''Setup > Products/Services > Products/Services''' on the '''Upgrades''' tab of the product configuration. | ||
| Line 19: | Line 29: | ||
To select multiple products that can upgraded/downgraded to, hold the '''Ctrl''' key while selecting the products in the list. | To select multiple products that can upgraded/downgraded to, hold the '''Ctrl''' key while selecting the products in the list. | ||
| − | ==Configurable Options Upgrades | + | ===Configurable Options Upgrades=== |
With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area. | With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area. | ||
Revision as of 01:25, 15 April 2012
Contents
How it works
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 for the remainder of the cycle at the new product/services price. The next due date doesn't change.
Old Product/Service
Price Per Day * Number of days until next due date = Amount Credited
New Product/Service
Price Per Day * Number of days until next due date = Amount Debited
Total Payable Today = Amount Debited - Amount Credited
Clients Self Service
In order to place an upgrade/downgrade order, the client has to login to the client area, navigate to the My Products/Services section, click into view the full details for the product or service they wish to manage, and then select the options to either upgrade the Package or upgrade the Configurable Options.
Admin/Staff Upgrades
Staff can also create upgrade orders from the admin area. Staff are not restricted to just the products or options that are defined in the product config, so any single package can be upgraded to any other. Using the upgrade process will create the prorata invoice for the difference, and then auto provision it upon payment. To create an upgrade order from the admin side, simply navigate to the product that is to be upgraded and then click the "Create Upgrade/Downgrade Order" link displayed to the top right of the product config.
Configuration
Product Upgrades
In order to allow clients to upgrade and downgrade their package, you need to specify exactly which products can be upgraded and downgraded to from each of your packages. This is done in Setup > Products/Services > Products/Services on the Upgrades tab of the product configuration.
To select multiple products that can upgraded/downgraded to, hold the Ctrl key while selecting the products in the list.
Configurable Options Upgrades
With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product. You do not need to specify any furthur configuration for this - by simply ticking the box the upgrade options will be shown to the client in the client area.