Order process clarfication

[revive]

Hello,

I'm new to using WHMCS to handle orders, up until now I have been using it only to manage recurring payments, some invoicing and support tickets.. Now, we are accepting orders and I don;t understand the process.

I received 4 orders just a bit ago.. I'll use one as an example. I opened it, clicked 'accept' and then waited.. It showed the invoice as unpaid, so I resent the invoice to the client.. they in turn followed whatever link was in it, etc. and a duplicate order was created.. So, I'm obviously missing something here.. When in order comes, regardless of whether its a domain, hosting, etc.. what is the process for the payment receipt ?? Do I need to send an invoice AFTER I receive the order.. is it done automatically? Are payments run only when the cron job runs? etc...??

Thanks

[WHMCS John]

I think the best thing for you to do would be pretend to be a client and go through the entire order process, including sending a small payment, just so you have experienced the entire process and know what should happen.

 

Personally I wouldn't accept an order until the client had paid the invoice. The invoice should be paid at the time of ordering, if the client doesn't pay WHMCS will automatically send them reminder emails and they just need to login to the client area and pay the unpaid invoice.