How to give a discount?

[davidt]

Not sure how to do the following, using WHMCS.

 

All of my hosting clients are clients I am on a first name basis with as I only have clients I have worked with in other circumstances. I have one client who has had some personal difficulties and sent me a check for partial payment for the year. I wanted to just waive the remainder of the charge for her given my knowledge of her circumstances.

 

In WHMCS, I entered the partial payment, leaving a displayed balance. I wanted to add a credit, but figure the reason I could not was because the way "credits" work in WHMCS is likely only when that person has a remaining balance or something? Either way, I could not just add in an amount in the credit tab for that invoice. So I marked it Paid, which I am assuming should stop her from receiving late notices for the remaining amount - Am I right there?

 

And is there some other way to mark this transaction, such as to offer a discount in some way, (I don't know how to do that on a per invoice basis); or some other way?

 

Thanks.

[othellotech]

click "manage credits" and add the amount that way

or add another line to the invoice of "discount" and a -ve value, save it then apply a 0 "payment" to the invoice to trigger the payment complete processing

[davidt]

click "manage credits" and add the amount that way

or add another line to the invoice of "discount" and a -ve value, save it then apply a 0 "payment" to the invoice to trigger the payment complete processing

 

Thanks. I cannot find anywhere in my WHMCS where it says "manage credits". The only place I found to do anything with credits is when I go to view a specific invoice and there are a number of tabs, one of which says "credits", but I cannot add an amount there.

 

Could you tell me where that is? I would love to check that out.

 

Thanks again.

[m8internet]

I cannot find anywhere in my WHMCS where it says "manage credits"

This is the method I use :

 

Select the Client account

Click on the Profile tab

Scroll down to Credit Balance

Enter the amount of credit you want to apply to the Client

Submit the Save Change button

 

The client can now use the balance on any product or

 

Alternatively, as above, once the clients Invoice has been created apply an amount

Click on the Unpaid Invoices link

Select the Invoice (edit button or invoice number)

Click on the Credit tab

Under Add Credit to Invoice, enter an amount, and click Go

Submit the Save Changes button

Click on the Summary tab, and Send Invoice Created (so the customer can see the revised amount due)

 

However this will only work whilst the Invoice is in UNPAID status, if you have marked it as PAID it will NOT work

[davidt]

Thanks. that helped.