After 2 years still do not know how to use add funds

[jnet]

It is the time to solve this issue

Some body please help me learn how to activate and use this function Add funds?

 

It seems it is not working.

[D-Litz]

Well...

 

In order for the client to add funds to there account they have to have an active order #

 

If you want to add the funds via the admin area, you are free to do so without an active order.

 

What I mean by Active Order is that the product or service your client uses has to be a real order with a real order number. If the product or service does not have a order number, this feature will not work for the client.

 

So, you could have a client that you added manually or used some sort of import script and assigned them a product / service manually. In that case, they do not have a real order number in which case they cant add funds to a order that doe snot exist.

 

I have added to Screen Shots of a single client of mine that one product has no order number and one product does.

 

If your clients do not have a product number they will not be able to add funds to there accounts.

[jnet]

Hi

 

Thanks for the reply. Automatic configuration is not enabled because I do not sell only host

and I do not want to enable automatic creation

 

So they order and I manually set up for them

 

All have order numbers

but none of them are able to add funds

 

I can add funds no problem but they can't still did not get it:oops:

[othellotech]

All have order numbers

but none of them are able to add funds

And what message do they get when they try ...

[sullise]

having simular issues with some clients.

 

The Add Funds link is there, but when he tries to add funds it says that he has no active orders..yet he does and his account is in good standing, etc.

[othellotech]

when he tries to add funds it says that he has no active orders

Read the message again specifically this bit

[sohouk]

The discussion about Adding Funds seems to appear a lot and we had difficulty with working it out.

 

The idea appears to be that that any client has to have placed at least one successful order (and therefore passed fraud checking) and then the ability to add their own funds works.

 

It's confusing because the Add Funds button appears regardless if the facility is enabled by admin (Setup > General Settings > Credit > Enable/Disable)

 

It was very inconvenient for us because we imported a whole bunch of clients (hundreds) and although many had previously been keeping their accounts in credit, they were now unable to do so because they had not placed 'an order' in WHMCS.

 

The only, time consuming and awkward solution we were told is this:

 

Create a product at nil cost. Then for each client:

 

On the client Profile Page

Add New Order (on the right side)

 

In the Product/Service Panel:

• Select the zero value product / service
  
• Billing cycle = One Time
  

 

Domain Registration Panel:

• Domain Registration = None
  

 

In the Order Settings panel:

• Order Confirmation Send Email = Unchecked
  
• Generate Invoice = Unchecked
  
• Order Status = Active
  

 

Save the changes.

 

Now your client will be able to add funds

 

It seems to me that with so much configurable in WHMCS, a simple 'Bypass Order Check' box could be provided where you know the clients are of good standing.

 

Trevor

Edited August 19, 2010 by sohouk
Revision

[jnet]

It just does not wok and it makes me angry.

[WHMCS John]

What exactly about it doesn't work? Perhaps if you can be more descriptive, include screenshots, screencasts etc someone can help?