virgil

We are just getting to grips with the whole shopping basket experience with WHMCS and can't find an answer to the following problem. I wondered if anyone has a workaround for this please. The service we sell requires manual setup, so we have setup the Product in WHMCS with an Autorelease module option set to 'Do not automatically setup this product'. We normally charge a pro rata fee from the date the service is made available to the end of that calendar month, then take a prepayment for the following month. With the way WHMCS is setup, it raises an invoice reflecting a service start date of the day the order is placed. Is there a way of setting WHMCS to invoice only once the service is delivered?

Thanks Brian, That's a great help!

Forgive me if this is covered elsewhere. We have recently started using WHMCS and wondered if there is a feature that would enable us to pre/part-populate a shopping basket and then email it to our customer to complete the purchase. In operation, we foresee it working as follows: 1. Sales person or affiliate starts an order by making shopping selections. 2. They are then able to send a link to the prospective customer with the product selections already made. 3. The customer completes their details, or if they already have an account log in. 4. The customer reviews the order, proceeds to checkout and completes the order. 5. Sales person and/or affiliate get credited with the sale. Any thoughts or ideas would be most welcome.

Thanks Norcal Internet, That option makes a lot of sense and does simplify the integration. I think that might prove to be a good way forward for us. Thanks to everyone for your comments so far.

I disagree. It's quite the opposite. In a world where our rights to privacy are being constantly undermined, and the Internet is the modern equivalent of the Wild West, laws to protect the individual are important. I am pleased that I live in a community that takes my rights to privacy seriously and legislates to protect them.

We have very strict data protection laws in Europe that forbid information that can be used to identify an individual being transferred outside the EU even if it is encrypted. There are a couple of ways around this, neither of which are satisfactory. The first is that the individual's express consent has to be obtained; the second is to work within the framework of a Safe Harbor agreement. The latter option works well if the information being transferred relates to employees in your company, but is very flimsy when it relates to third parties. In summary, although many European companies still use US companies to store personal information about their clients, they are breaking the law; but ignorance is no defence.

Sorry Corneliu, you're outside the EU, so this won't work for us. Nice website though.

I have posed questions around this issue in other threads on this forum, but have yet to get a practical answer. For any business, the ability to account for any financial transaction is absolutely critical, yet there is precious little detail on how transactions can be migrated from WHMCS to a third party accounting package without having to go through some kind of translation process first. I know about Consolibytes, but their solution is hosted and only suitable fro businesses outside the EU. I think WHMCS is a really good solution for handling the front of house customer interaction and recurring billing, but at this point I can't see a way of making this work in our business without doubling the accounting admin workload. I'm sure I am missing a very important point here and that there must be a feature in the software that I'm unaware of that makes integration with Sage or Quickbooks easy. It would do us potential new customers a really great service if members could share their experiences and methods they have adopted to bridge the gap between their accounting and WHMCS please.

Is that something you would be willing to develop for a fee? To expand upon my initial request, I would envisage that the key to the functionality would lie in the ability to tie client groups to product groups. Product groups would only be visible if associated with a client group and only to the clients in that group. In operation, new clients would default to a group called 'public' for example. The group public would then be configurable to include certain product groups using multi-choice combo lists or tick boxes. An additional (future) feature could be to offer grouping to areas such as the knowledgebase to segment information by client group. This would enable documentation such as reseller procedures to be viewable only by that community.

Hi, I have been looking at WHMCS for a little while now and it seems to be a very good fit for my needs. I sell hosted services directly and indirectly and wondered if it's possible to set up products/services that can only be viewed by one client group? This would be very useful for setting up Resellers, i.e. Reseller signs up as a regular client, we then add them to a Reseller group. They then see products/services specifically for them. This would also enable products to be defined with custom fields that are only relevant to that group and not for public consumption.