Can WHMCS help in our messed up situation?

[aarkay777]

Hello

 

We offer web development / design services. Since most clients also needed domains / hosting to launch the same, we simply had to offer domains / hosting over the years. This has resulted in 200+ hosting plans of different prices and specs for 200+ clients. Some plans have the same specs (disk, emails DBs, etc.) while many do not. All sites are hosted on on one high-end dedicated server.

 

Am new to WHMCS but trying to use it to send hosting invoices and reminders to existing clients automatically. No desire to immediately take "new" hosting orders / upgrades but I do want to use WHMCS for billing of design / development services.

 

Considering that most of our clients have different custom plans and in many cases totally different prices for the same plan, which of the following is my best bet? Am hoping that they do not see that prices are different for other customers and start complaining.

 

1. Create unique packages for all 200+ clients in WHM and import them into WHCMS?

 

OR

 

2. Just import the common packages. Then use Price Override while placing orders for each client, so that they can continue to have recurring custom pricing for the same plan?

 

OR

 

3. Use Billable Items. Not sure if this will allow WHMCS to automatically renew, de-activate etc.

 

Your advice will be highly appreciated considering our messed up situation.

[othellotech]

4. Come up with some standard plans of a limited number and use those

 

It will make your and your clients life easier

 

Failing that, create specific plans for the commonly used values and

Just create one plan for all the custom packages, and put clients either to a standard plan or the custom plan, allow upgrades / downgrades on the standard packages and not on the custom one, and put in the appropriate prices for customs on the individual products per client

[aarkay777]

Just being a little greedy

 

Could you clarify this=> "and put in the appropriate prices for customs on the individual products per client "

 

4. allow upgrades / downgrades on the standard packages and not on the custom one, and put in the appropriate prices for customs on the individual products per client

[othellotech]

Once you have "ordered" hosting for a client ( untick all the send emails / invoices options ) you can edit their hosting product to have whatever price you like on it

[aarkay777]

To simplify things, I have gone ahead and setup around 50 packages in WHM and assigned all clients to them. Also have imported them into WHMCS.

 

An example client's hosting is paid untill and will expire on 30 June 2013. I want the invoice to be sent to him 21 days before that and have added this 21-setting in WHMCS.

 

1. I have set the Next-Due-Date for the example client to 31 June 2013 and cycle to annual. Do I need to change the Registration date under ExampleClient->Products/services or let it be the old account creation date that WHMCS has copied from WHM?

 

2. Since I want to invoice say USD100 annually, will I set both First Payment and Recurring Amounts to USD100? There are no affiliates.

 

3. Under ExampleClient->Domains I have changed the Domain Registration and Expiry Dates to the actual ones in Whois. Also set the Next Due Date to Expiry date. Sounds OK?

[othellotech]

1 there are only 30 days in June

 

No you can leave the other dates alone

 

2 if invoice is going out on registration date it uses the 1st payment value, otherwise uses the other value

 

3 exactly, only esoteric cctlds want other values ( some require you to explicitly set renew on about 30 days before expiry, so those you set the next invoice back a month)

 

Welcome to WHMCS - you're through the worst of it, life gets easier now

[aarkay777]

Welcome to WHMCS - you're through the worst of it, life gets easier now

 

You were right. Life is getting easier now

 

Just one problem remains. A few clients have multiple companies but want the bills sent to one (owner's) email ID only. I saw your comment at the end of this post:

http://forum.whmcs.com/archive/index.php/t-59778.html

 

For one customer with two companies, I created 2 Clients using account@client.mydomain1 and account@client.mydomain2. Under both I created the same contact with the same owner's single email ID and set one of them as sub-account. However, upon logging in as sub-account I still see the invoice of only 1 company.

 

How did you manage to resolve the multiple companies, same email ID issue at your end?