existing manual subscription into WHMCS

[deepee]

Hi

I have customers who I sell products to who I have been manually invoicing outside of WHMCS.

 

I want to try and implement these existing customers and services into WHMCS but I am not sure of the process. This is what I have tried...

 

Create an account for them and have it auto email them the details

Create the product and go into their account a add the product as a new service

 

The problem is that when I create the account for them, they likely will get an email they are not expecting, so I need to automate a way that they get a welcome letter stating that service they subscribe to are becoming automated.

 

Secondly, when I add the service to their account, it acts as though THEY (the customer) added it, and therfore I am expecting to accept/decline it) I cannot accept an order that I created for them?

 

 

I want to be able to set an account for them and send an offer to automate the process or, create an order that they must accept as an order that I then process?

 

Hope this makes sense.

Any help appreciated.

[deepee]

Not sure if my previous detail are clear but basically I have a customer who purchases an online backup from me.

The customer for example, has paid on the 10th of June this year and his subscription expires in 1 year.

 

I want to create a customer account for this customer

I want to input this subscription against this customer in WHMCS manually to show the existing subscription (10/6/2012 - 9/6/2013)

I need to have this showing the correct amount but marked as paid as the current subscription is current.

I want it to request renewal 30 days prior to renewal date with reminders if unpaid.

[PaginasWeb.pe]

hi, i have a similar issue, i have been looking for a solution but i just cant find it, did you solve this issue?

[MemoryX2]

What you can do is SETUP>>AUTOMATION SETTINGS

 

One the billing setting part change invoice generation to 30 days.

 

 

Hope that helps some!