Multiple services on one invoice

[brad.vilayer]

Hey everyone

 

This is my first time looking for help on here so let me know if i miss out any key info.

 

Setup: WHMCS Install using TCAdmin module for product setup.

 

Question: A client purchases 5 x Service A. All with the same configuration. These services are purchased at the same time so are all on one invoice. If a client wants to cancel 2 of these services after the invoice is generated for the next billing period. How do i know which entry on the invoice relates to which service?

 

Kind Regards

 

Brad

[gbrennae]

Each service is assigned its own unique ID. When the customer requests cancellation the ID is passed for the service they are requesting cancellation on. In the admin you will see a cancellation request which will directly map to the service, you then just need to cancel the service.

 

Typically you would not allow customers to enter a quantity when ordering services like web hosting or other services that require provisioning by WHMCS because those services need different configuration by nature. If they want to add two of the same hosting packages for example they should be required to add the product to their cart twice that way two separate configurations can be captured during the checkout and you avoid this problem.

[brad.vilayer]

gbrennae

 

In the case of needing to split an invoice, how would i know which service is which. Our clients cant enter multiple quantities for services but as you said can add multiple of the same service to the basket on purchase.

 

If a manual intervention was required where we had to amend the invoice/remove a service from it once it had been generated. How would we know which item relates to which service?