Adding a promotion to existing invoice

[osckar]

Hi:

 

I was doing some research about this thing I like to achieve but didn't found a suitable answer:

 

Let's say I would like to give client ABC a discount on his annual payment and apply it to his already generated invoice.

 

I created a promotion code for that client, but I would like to be able to apply that code on the admin side, as client is paying cash only, so I update his invoice from unpaid to paid but how to put the promo code on that invoice? As I'd like to show the discount made to that charge.

 

Is it possible? If I manually edit the invoice and edit the product field and amount field, that doesn't show that a promo code has been added and a discount has been made, only a new price.

 

I tried to mark as cancelled the current invoice, put the promo code from the drop down list on client's order and generate a new invoice but the price stayed unchanged, so I found another way: terminate the current service, and add a new order for that client and apply the promo, but it's not the ideal way I think..

 

Any advice or some example/help would be appreciated

 

Thanks!

[WHMCS John]

Hi,

You'd need to manually add a new line item to the invoice for a negative amount to deduct the appropriate amount from the invoice total.

 

To discount future invoices you'd need to select the promo from the dropdown menu on the client's Products/Services tab, tick "Auto Recalculate on Save" and click Save Changes.