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About SDB

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  1. I'm adding KB articles, but when I go to save it makes me re-login and the article isn't saved. Any fix to this?
  2. Maybe your inbox is full?
  3. No, but the full amount shows up under transactions.
  4. PayPal overcharged a client (my mistake with a discount code), so they have a credit balance, but the invoice amount is correct, so refunding that way seems impossible. Can I do this via WHMCS or do I have to via PayPal and then remove the credit on WHMCS?
  5. Right, an unfinished order via WHMCS, since if they give up or fail to complete that initial page, then we've lost a potential contact (and micro-conversion). So starting the process with a very simple form on our site that steers them to WHMCS without forcing them to re-enter name and email.
  6. I mean for a first-time client signing up, in case they fail to go through the entire process, then we'll have a way to contact them
  7. Is there a module or plugin that captures a potential client's basic info (name and email), retains it in our DB, and then fills that info in automatically when our site takes them into WHMCS to complete their order?
  8. We want to offer domains "at cost" using Namecheap, is there a way to configure WHMCs to do this without manually entering each price by year, renewal period, transfer, registration, etc.?
  9. I looked over this https://docs.whmcs.com/Linking_to_WHMCS but am still a bit confused: we have two main hosting products and two maintenance ones that we also bundled in four configurations within WHMCS. Is that the best way, or can I do them as add-ons with billing cycles? For instance, if I have hosting 1 and maintenance 1 bundled, is it better to make them as add-ons by cart.php?a=add&pid=1&addons%5B1%5D? If we do &billingcycle=annually for annual plans, what about monthly ones, leave off that string or alter it to &billingcycle=monthly ?
  10. We have a client who will neither create nor transfer in a domain, so what steps do they take to get onto our server? On the email sent to the client all of the relative fields are blank, what am I doing wrong?
  11. WHMCS says: The Product Addon Custom Field functionality was implemented solely with third-party developers in mind. The custom fields are designed to compliment the Service Property functionality and allow Product Addons to store data relevant to their parent Product/Service. You can read more about this at http://docs.whmcs.com/Service_Properties At this time, Product Addon Custom Fields are not designed to be displayed in the shopping cart area, and are not considered during checkout. This is why required fields can be skipped without issue - they are not designed for information input by customers going through the checkout process. I hope this information clears up why these fields do not display in the Client Area at this time. If we can be of further assistance, please let us know.
  12. Thanks Steph, I just submitted a ticket, so will post their reply here
  13. I ran across this same problem of the custom field not being displayed for customers, is this issue still unresolved?
  14. Thanks again Brian, I think you nailed it, "possibly you used another email address when you bought the license ? " Here's the thing, we've setup several staff with full admin privileges, using their individual emails. But from what you're saying, only the one address used for the initial purchase will have the ability to submit tickets?
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