Product Addons

What are Addons and Configurable Options?

Configurable Options on products allow you to give your clients ways to alter the price of that product. Product Addons let you offer additional items that the client can select. These are billed separately from the product.

• Configurable Options are defined in groups.
• Groups of options can be applied to one or more products.

When should I use Configurable Options instead of Addons?

Use Configurable Options when:

• You want to offer a choice of options for a single item, like disk space, the server operating system, or locations.
• You want the total amount to be billed as a single item and not separately.
• The billing cycle of the addon must match the billing cycle of the product.

When should I use Addons instead of Configurable Options?

Use Product Addons when:

• The item is a one-time service.
• You want customers to select it independently of other items.
• You want the option of billing on the item's own cycle. For example, an SSL certificate might be billed annually regardless of the package cycle.
• In WHMCS 8.1 and earlier, the item is not subject to prorata at a product level or client-wide signup anniversary prorata. (In WHMCS 8.2 and later, you can choose to use prorata billing with addons.)

Product Addon Settings

Product Addons use the following settings in several tabs at Configuration () > System Settings > Product Addons, or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons. You can update these settings during Product Addon creation or later by clicking the Edit icon for an addon:

Details

Under Details, you can configure these settings:

• Name — The Product Addon name. This displays in the client order form.
• Description — The Product Addon description. This displays in the client order form.
• Tax Addon — Check if the system should apply tax rules to this addon.
• Show on Order — Check to display the addon during the initial order process.
  • If you disable this, clients can only order the addon via an existing service. This is useful if you do not want to offer the addon to new customers. This will not completely prevent clients from ordering the addon.
  • This item doesn't determine whether the addons displays in the Client Area or on the order form.
• Suspend Parent Product — Check to suspend the parent product if the addon becomes overdue (as determined by your automation settings).
• Welcome Email — Select an email notification to send when the addon is activated.
• Addon Weighting — Enter a value to customize the display order that clients see.
  • For example, a value of 1 displays the addon at the top of the list with a value of 2 displaying beneath it.
  • If you don't enter a new value, the addon will display on the order form alphabetically.
• Hidden — Check to hide the addon on the order form. Admins can still use it and clients can still order it via direct links.
• Retired — Check to hide the addon from both admins and clients.
  • If you check this, the addon will not appear on order forms or in the Admin Area.
  • This setting does not change existing purchased addons.

How Addons are Displayed

The table below shows how Show On Order, Hidden, and Retired affect addon display when you enable them:

	Show on Order	Hidden	Retired
Order Form
Client Area Order Addons
Admin Area Search Filters
Admin Area Order Form

Pricing

Under Pricing, you can configure these settings:

• Payment Type — Select whether you want the addon to be Free, One Time, or Recurring.
  • If you selected One Time or Recurring, a pricing matrix will display. Check Enable for the desired frequencies and then enter the desired Setup Fee and Price for each frequency.
  • Setup Fee is charged when the addon is ordered, and Price is charged at the set frequency.
• Prorata Billing — In WHMCS 8.2 and later, check to sync the addon due date with the due date for the parent service.
• Allow Multiple Quantities — In WHMCS 8.0 and later, select whether to allow orders for multiple quantities of the addon.

Product Addon Billing

The billing cycle for addons depends on how it was purchased:

• If the product addon is purchased with a product or service that is available for the addon, one of the following occurs:
  • If the addon has a billing cycle in the pricing matrix, it uses the same billing cycle as the parent product.
  • If the addon does not have a billing cycle in the pricing matrix, it uses the minimum available term for the addon.
• If a product addon is ordered at a later date via the client area (Services > View Available Addons) it may have a different billing cycle and Next Due Date from the parent product.

For example, you may want to ensure that an item is billed annually regardless of the parent product billing cycle. You could configure a website builder addon to always be billed according to the associated product or service's terms by specifying annual pricing for the addon in the addon pricing matrix.

To set annual pricing on the addon:

1. Go to Configuration () > System Settings > Product Addons, or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons.
2. Click the Edit icon next to the addon.
3. Click Pricing.
4. Select Recurring for Payment Type.
5. Select the checkbox under Annually for each of your currencies.
6. Enter the desired Setup Fee and Price.

This will ensure the addon is always billed annually, even if the parent product billing cycle is different.

Prorata Billing

In WHMCS 8.2 and later, you can choose to use prorata billing with product addons. Prorata billing synchronizes billing to a specific day of the month.

For product addons, WHMCS uses the prorata date setting from the associated parent product or service instead of a separate date. WHMCS will then bill for the product addon and the parent product or service on the same day of the month for their respective billing cycles.

For example scenarios using prorata billing settings with product addons, see Prorata Billing.

Module Settings

Use the Module Settings tab to configure the addon for provisioning:

1. Select a Module Name.
2. In WHMCS 8.2 and later, select an Addon Type.
   • If you use cPanel or Plesk as the module, choose Add-On Feature to offer certain module-specific features like WordPress® Toolkit. If you choose this type, choose the desired feature for Feature Name.
   • Choose Independent Product for all other types of addon. Prior to WHMCS 8.2, all addons use this type.
3. Configure the additional settings that appear. These depend on the module and addon type you choose.
4. In WHMCS 7.2 and later, select when you want to activate the addon.

Custom Fields

For Product Addons, Custom Fields are for internal use only. Typically, these are autopopulated by the modules you choose.

Applicable Products

Under Applicable Products, select the products that will display the addon as an option during the ordering process. To do this, under Available Products, click the products and services that are associated with the addon. They will automatically move to Selected Products.

To deselect a product or service, click its name under Selected Products.

Associated Download

Under Associated Download, select the files that the purchaser can download after purchasing the addon (once the addon's status is Active). To do this, under Available Downloads, click the desired files. They will automatically move to Selected Downloads.

To deselect a product or service, click its name under Selected Downloads.

Clients can download the files at Services > My Services > View Details > Downloads in the Client Area. For more information, see Product Download Distribution.

Creating a New Addon

To create a new addon:

1. Go to Configuration () > System Settings > Product Addons, or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons.
2. Click Add New Addon.
3. Configure the settings in each tab. For more information, see Addon Settings above.
4. Click Save Changes.

Predefined Addons

In WHMCS 8.2 and later, a Predefined Addons section appears at the bottom of the first addon creation page. Click a predefined addon to automatically prepopulate the Create New Addon settings with the appropriate values. For example, clicking WordPress Toolkit Deluxe (cPanel) will configure all of the necessary settings for an addon to sell WordPress Toolkit Deluxe on your compatible cPanel servers. For more information, see WordPress Toolkit.

Some settings may be unavailable for certain predefined addons (for example, you cannot select a different module for a cPanel-specific addon). You can configure the remaining settings as normal.

Managing Addons

To manage existing addons, go to Configuration () > System Settings > Product Addons, or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons.

• From here, you can view, edit, duplicate, and delete existing addons.
• You can't delete an addon if it is in use by customers.
• You can't duplicate addons for MarketConnect products.

Admins can issue addons to customers. For more information, see Products Management.

Configurable Options

For more information about Configurable Options, see Configurable Options.