Jump to content

existing manual subscription into WHMCS


Recommended Posts


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.

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

  • 2 months later...

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated