as3791

For everyone's beneift Matt from WHMCS has suggested a reasonable solution. Use the Offline CC payment gateway instead of a live one. Customers will be asked to enter CC details but no payment will be taken. We can then do some provisioning work and adjust the order accordingly, and then process a payment using the real CC gateway using the stored CC details. Hope this helps.

We need to do automated monthly recurring. We are not a web hosting business but running WHMCS for a SAAS application that is charged monthly. So we want to get the card details, once provisioned then charge/pay invoice via admin screens, and then allow WHMCS to bill monthly via payment gateway. Thanks for PCI details, we are aware of this and taking measures on this front.

Yes, thanks. I have this set to redirect to invoice but unfortunately this still requires additional steps for client to get the CC into the system. Has anyone been able to force taking credit card details prior to order entry? Thanks.

Hi, I need to customise the default behaviour of the ordering system so that when the customer enters their account details (e.g. name, address, etc) they ALSO have to enter Credit Card details before completing the Order. At the moment after completing the order they need to go into the Client Area or Pay Invoice for these credit card details to be entered. We have a requirement that we do not want new orders in the system without credit card details being provided. I have tried modifying the ..templates/orderforms/cart/complete.tpl file with some of the contents of the ..templates/default/creditcard.tpl file but when this loads it shows the fields but they are not populated with the user details. Any assistance would be warmly received. Thanks.

Forgive me in advance if my terminology is incorrect. Problem to be addressed: In our business model we will have few Clients (resellers) who will have lots of subscription product orders associated (for their downstream clients). When an order is placed for a Product the description field (in drop down list, and in invoice line item) is the generic product name, and does not help to display the downstream client the order is for. Challenge: So we need to find a way to either modify the display name for the order (e.g. add the client ID/name in the description field), or modify the invoice templates to show an additional field next to order description. We were thinking of using subscriptionID (from Order details), or a custom field from the product. Or another solution....anyone, anyone? Question: - are we able to do anything to modify the order description so that this will flow automatically into the invoice line item displayed/emailed? - Are we able to reference other fields/custom fields in templates, and if so now do we get these? - Is their a definitive list of all variable names available to use in Smarty Templates (tpl) files? e.g. {$invoiceitem.description}, $invoiceitem.taxed etc..? Thanks in advance! as3791

OK, I have answered my prior question, and edited products.tpl. This now presents a login requirement - Thanks! The issue is this takes the user to the clientarea but does not take them into the shopping cart - so it achieves the login requirement but makes the process less user-friendly. Any thoughts on how to force the login other than sending them to a link that requires login before display? Thanks in advance.

Thank you! Sorry to be a pain but could you point me to the PHP or TPL files where this needs to be inserted to take effect? e.g. is this in clientareahome.tpl or in the order form templates? Thanks.

Hello, We are in the process of setting up a new online service business and would like to have a "private" shopping cart that is only available to registered users rather than publicly accessible. It would be ideal to have users login prior to seeing pricing and ability to interact with the cart - update product options, checkout etc. We will be working with channel partners so do not want their downstream clients see a 'wholesale' price. Of course we can remove the Order link on the support main page, and link direct to the cart item, but perhaps I am missing an alternative approach. We'd like it to be more robust than this if possible. Any help would be welcomed! Thanks.