Greenix

Sorry for my late reply - THANK YOU for your help 😄

Hi All! Quick question, with luck it will have a quick answer 😉 Can we set a custom Invoice email per product? I feel like we could since I was able to create one 😄 and what a nice an easy way to add a little extra marketing. Also, not to be confused with product welcome emails. Thanks!

Hi All! I haven't done an email only package in a very long time. I had a a dormant plan, so tweaked the features, etc. and assigned it to a customer. Only problem is the database info is showing there since I set it up under Shared Hosting to sync with cpanel. I don't seem to remember or find where to deactivate this? I also recall a long ago upgrade with a whm built in email only options, but can't seem to find that either. --For clarification, that's the database stats in the sidebar -- Any help would be appreciated!! Meredith

Hmm, I think they missed an important piece with this, maybe it just wasn't possible. But one of the downsides for why I didn't have my customer make individual accounts for each of their customers... They would not only have to have multiple logins (solved by V8) but also requiring a unique email for each new account. Since they are handling all the customer invoices, etc. looks like we are in the same boat, customer has to make new unique emails for each new account. As always, many thanks brian! for your help and feedback 😀

(Sorry for posting here, the v8 boards are closed to new topics.) I have a customer who has 12 customers. In v7 it would have been inconvenient for them to have a different login to manage each account. With v8 and being able to add a single User to manage them all, I am going to transition her to the new format. Extra bonus is keeping all the invoices spearate per customer. It was getting way out of hand the other way. My question is, 1.) If I have her make a new account for each customer, will I be able to transfer the plans respectively? 2.) This might be a stretch... But I'll ask anyways :) Since I need to add customer's credits for the customer to apply to invoices, is this possible to add the credit at user lelvel, or will I still have to divvy up the funds and credit to each acccount? Thank you!!

That's something I'll need to play around with. I did think of these options, as they are the only ones in WHMCS, LOL, but now I see it will in fact take a few more steps. Thanks Brian!

Hello! I'm not sure the best way to add it to WHMCS, help? I need to add a new plan like this: A yearly fee plus a recurring monthly fee. But I can't add the yearly fee as a setup, since it's going to be charged again the next year, and year after that. Basically a service + maintenance. Any ideas? Thanks! M

Kian, thanks for your speedy reply as well!! Ah, I always have to assume there is something just too easy that I missed. I could probably compile a book with posts just like this from the last 20 years 😉 So I am thinking maybe your hint for clicking on the amount will suffice for now, as there are only about 30 pending each month. But I do think your suggestion would be an excellent solution in the near future. Fingers crossed quadruple these invoices and get back to you sooner than later !! :) Many Thanks!!

Thanks for that! We haven't updated to 8.x yet so I am thinking I should wait until we do. And where can I find Kian to ask?

Hi brian! I did not even see this notice, sorry for lack of reply :) No addon, just the feature included with WHMCS.

I have a client who we do private label work for. They have a long list of invoices, but to see who each customer this invoice is for, you have to open the invoice - which is a real pain. - Both on admin and client views. And what makes it difficult on my end, the funds are ACH, so we have to manually open what we think are the matching invoices to apply the funds. So... Is there any way we can add another view to the invoice list, that includes a line item, or even just a memo where we can manually add the customer website/ name? See screenshot for reference: ADMIN: https://prnt.sc/uu450c CLIENT: https://prnt.sc/uu4yt5 Any suggestions, modules, etc. would be greatly appreciated!! Thanks!!

Hi All, There is a client IO have that pays via ACH and I credit the funds to their account, via Credit Manager. So I need to have an email alert sent out to them each time a credit has been added. Similar to when creating invoices, adding payments, etc. Is this something I can already do in WHCMS? Or what would it take to make this happen? Thanks in advance for your help!! M

Ah, ok, so I just did it backwards. Makes perfect sense. And yes, don't terminate, just delete. Will do, and many thanks!!!

I feel so neglected Anyone know the answer for the best way to handle this process?

Hi All! So we did a migration from another hosting provider. Created the account in WHM and then imported it into WHMCS, merged it to the account holder in WHMCS. The thing is they had already ordered a hosting plan and now they have 2 hosting plans. I can copy all the info to the imported plan BUT if I delete the first (empty) plan, will that delete the Order, Invoice and Payment transaction along with it? And if so, how to fix this? Thanks in advance for your help

Ok, got it - thanks!!

I have the customer setup and then their billing person under Contacts with access to receive emails and pay, etc. Customer doesn't want those emails but I see no way to turn them off at Profile page. What is the best way to handle this? Not sure if I should make the billing person as the main customer Profile - that doesn't seem correct. Any suggestions are greatly appreciated. Thanks!!

That's where it was - I knew those settings where in there somewhere!! To obvious for me I suppose If I disable the Maxmind ( which was enabled) without making code edits, should that do the trick you think?

I couldn't find any settings to disable it at all. Just this one setting: Skip Fraud Check for Existing. But I need to know where/how to disable it completely. thanks!!

We don't use this software for hosting so fraud is not and issue and is blocking everything. Looking all over and need to disable fraud check completely. Thanks in advance for your help

Hi John, I had thought of that, but we need the promo code to track the sale. So I just made a workaround. I created a new product for 2 A items. Then I made a promo code fixed price - reflecting the single item price. Not ideal for a sales pitch, but should work. Thanks! Meredith

Hello! I need to make a promo code so when a customer makes an order for item A, they will get another item A for free. What is the best way to do this? With so many variations, I get a little confused. If it helps... this is mainly for use for sales reps offline so they can give a client an incentivized promo code - and track the sales per rep. Thanks in advance for your help M

Ah, not what I was hoping for. As always thank you for your speedy reply

Could someone please clarify whether the maximum uses for a Product Bundle are per person or per number sold overall? For me, this is good for one per person so I want to make sure this is possible. Thanks! P.s. Docs not really clear.

I have a current WHMCS license for a client. We are looking at 2 CRM add-ons and I need to make demos so they can try both of them out. (I already asked and both developers offered only a trial, no demos) I need to have 2 temporary keys ( or however this is done) so I can make the 2 demo versions for my client to test out the add-ons before making the choice which to buy. I can PM any further info you need from me. Can you please help with this? Thanks!