In your explanation on how the free trial product works, you stated that you create two identical products. Does this mean when setting up the Free trials product, do you actually set the price? And the price matches that of the upgrade product? Or do you mark it free? If you can set up the automatic upgrade product within the module, do you set up the upgrade options within the free trial product as well?
Are you still supporting this product? I purchased an annual license, installed the product and cannot get it to work. I submitted a support ticket but haven't received a response in a weel.
I would like to be able to show billable items in the front end for the client to see. Is there a way of doing this? Again, I do not want to invoice the client for these items, I just need a way for clients to see separate charges outside of the normal monthly invoicing. Thanks
I am interested in providing a way for potential clients to be able to request a quote through whmcs. I tried to create this by creating a free product to be selected through the order form. I want to make the payment gateway inactive for this quoting feature. How do I do this?
I just wanted to confirm the Credit Card Charging Settings under the Automation settings of WHMCS. Is the default setting is that whmcs will attempt to charge a clients card every day for the number of weeks you specify? Or willl it only charge once for the specified number of weeks you specify?
Thank you for your quick reply! But where do I put the the next-due-date to 1/january; I am still pretty new to whmcs; I have 209 clients. Do I have to place an order for 209 clients in order to set the next due date?
I need to charge/invoice all clients for a product on January 1 and June 1 of every year. I am migrating my quickbooks to whmcs. It is now August 2011. I plan to implement the system Oct 1 2011. What is the best way to configure whmcs so that each client is automatically charged a recurring charge for the product semi-annually (or more specifically, on Jan 1 and June 1 of every year).
Hello, I am currently updating my billing and invoicing from quickbooks to WHMCS for my real estate company. I have got all of my customers in. Some customers have overdue invoices that need to be paid. Next billing cycle begins Sept 1. What is the best approach to handle their balance forward or past due balances? Do I really have to create orders and invoices for each overdue invoice per customer? Or is their a better approach I can execute.
I have just imported clients into WHMCS using myPHPadmin. When I look in my WHMCS admin panel at these imported clients, their names are highlighted in red. Do I need to be concerned by this? Does this indicate some kind of error or problem with the import?
I am interested in migrating my quickbooks invoicing and automatic recurring payment services to WHMC. I know how I will import all of my customers from quickbooks to whmcs. I have also created a service item for billing which is $59 and recurring monthly. I would like my customers to be billed on the 1st of each month and debited the 1st of the month. I have set up the cron to run every day and that appears to work correctly.
What should be my next step? Do I have to create an order or an invoice on the backend for each customer record? And if I create either an order or invoice, how do I prevent it for showing up in their account ledger prior to September 1? I do not want anyone billed until Sept 1, i am only interested in configuring the system to run properly to run on Sept 1 hits.
Hello, I am trying to complete minor customization of the Portal template. I have successfully changed the color of the template sidebar. However, there is a bottom block of the sidebar which remained the orginal color after I modified the sidebar background color. Where do I go to change the color of this block found at the bottom of the sidebar?