Quotes and Recurring Billing

[sandboxing]

I'm having trouble setting up the Quote/Invoice option.

 

I would like to send a quote to customers for web design and a monthly recurring package I already have setup and working in WHMCS. I setup the quote like this:

 

1) I manually type in “Webdesign” and assign a price for the first product.

2) For the next product, I click : “Add a Predefined Product” and then choose a monthly package.

 

Once the client accepts, I can successfully convert it into an invoice and the customer pays.

 

However, when I go into the Client Profile, I see that they have paid and that their account is active. Yet nothing is listed under products. There is a record of them accepting and paying for a quote, but they are not signed up to a monthly recurring package.

 

Interestingly, at the top of the Client Summary is the following:

Exempt from Tax: No ******** Auto CC Processing: Yes ******** Send Overdue Reminders: Yes ******** Apply Late Fees: Yes

 

It says Auto CC processing is on, but will the card be charged next month when the client has no products/services in their profile?

[brian!]

I don't think when converting a quote to invoice, WHMCS also sets up the product(s) - I believe that you have to do that yourself manually.

[sandboxing]

I wouldn't mind adding the product manually, but I wonder how whmcs then ties the recurring payment that is already setup, with the product. If the client wants to alter their hosting plan or I cancel the plan, does whmcs know to change the billing of the card?

[brian!]

all good questions that I can't answer - hopefully of the whmcs guys will see the thread and answer them.

[devbanana]

We need this as well. We have highly customized options for our customers, and need to be able to quote and then create custom products/orders that recur.

[sandboxing]

I can't find a way to make the quote system work with recurring. It's broken.

 

So, if you need to send a quote, make one the usual way. But if the client accepts the quote and wants to pay, don't convert the quote into an invoice (this is the broken part)

 

Instead, create a new client account. Then add the products/services to their account. Then send them an invoice.