kenwardc Posted March 23, 2011 Share Posted March 23, 2011 Hi Folks I know - this is going to be a dumb question! Call it a senility thing if you like but I cannot get my head around the procedure to use for the following scenarios and I was hoping some kind soul would put me out of my misery. We run a VISP business and we offer clients several different types of products, such as domains (12 and 24 month cycle - or more) for payment, web hosting (monthly billing recurring), ADSL sales (monthly recurring billing) etc. I thought this was easy - so I set up loads of products, such as 8Mb/s MAX, 24 Mb/s ADSL 2+, Web Hosting Monthly, Email monthly, etc. Then I add these products to my customers accounts manually, to bring them into WHMCS from our Optigold system. However, it starts to get confusing because then I notice there is Recurring Billing etc. too. Could some kind soul let me know the simplest way to set up our system so that I can simply add my existing customers, choose a product or products for each one, then sit back knowing that WHMCS will automatically bill them? Bear in mind that I need to also bring existing balances for each customer over to the WHMCS system too, and I don't want these to start recurring. Hope I haven't rambled too much here and that someone can help explain this to a numpty! Cheers Chris 0 Quote Link to comment Share on other sites More sharing options...
zomex Posted March 23, 2011 Share Posted March 23, 2011 Hello Chris, How many products are you currently setting up? I recommend starting with one product at a time because otherwise it will get confusing. Bear in mind that I need to also bring existing balances for each customer over to the WHMCS system too, and I don't want these to start recurring. When you say balance do you mean account credit or would you like to bring over the invoices/payment that you're clients have already made in the past? Jack 0 Quote Link to comment Share on other sites More sharing options...
kenwardc Posted March 23, 2011 Author Share Posted March 23, 2011 Hi there, Jack Yes - we have 1200 customers who have been with us for some years. All their balances will need to be brought across and I will need to set up products etc. so that their existing monthly billing cycles continue without too much of a glitch. I'm just finding WHMCS so confusing from the point of view of getting all this done. Thanks for your reply. Hope you can help with some one-syllable advice! Cheers Chris 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted March 23, 2011 WHMCS Support Manager Share Posted March 23, 2011 The step-by-step instructions can be found at http://docs.whmcs.com/Importing_Data#Manual_Client_Entry If your clients have credit in your existing system then just click the "Manage Credits" link on their summary tab to record the credit. If your client have unpaid invoices in Optigold already then you'd need to manually create it in WHMCS by clicking "Create Invoice". Use the Options tab to adjust the dates accordingly, then set the Next Due Date of the products mentioned in the invoice to assume that the client does pay it. There won't be any automation for this manual created invoice, so you'll need to keep an eye on it to make sure the client pays. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted March 24, 2011 Share Posted March 24, 2011 I thought this was easy - so I set up loads of products Yes, it is that easy 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.