How can customers switch from monthly to yearly payment?

[stormy]

I haven't found any obvious way do to this. It seems that customers can change the payment cycle/period when upgrading or downgrading, but they can't simply change it without changing the package.

 

Am I missing something?

[JamesWill]

As far as I know - you have to change it for them.

 

Or, as you mentioned, the client can use the downgrade / upgrade.

[brian!]

if the client has a hosting account, e.g "Hosting Monthly A/C" - one way to do what you want would be to duplicate the product, rename it "Hosting Annual A/C" (or perhaps "Upgrade To Annual Billing"), change the monthly price to an annual price and then hide the product (so that it doesn't show up in the order forms for others)... add this hidden product as one of the upgrade/downgrade options to "Hosting Monthly" - then the client can upgrade to an annual hosting account via the client area when they want to.

[stormy]

Wow. Thanks for the idea! It looks too involved for such a simple feature. I think I'd simply put in a text asking customers to contact us if they want to switch.

[WHMCS John]

Hi,

Clients cannot do this at present, but a member of staff would change the billing cycle under the client's Products/Services tab, tick "Auto Recalculate on save" and click Save Changes. Done.

 

If the renewal invoice had already been generated you'd want to generate a new annual invoice. So cancel the monthly one, move the Next Due Date back one day under he Products/Services tab, Save Changes and click "Generate Due Invoices" on the Summary tab.

[heapmaster]

Hi,

Clients cannot do this at present, but a member of staff would change the billing cycle under the client's Products/Services tab, tick "Auto Recalculate on save" and click Save Changes. Done.

 

If the renewal invoice had already been generated you'd want to generate a new annual invoice. So cancel the monthly one, move the Next Due Date back one day under he Products/Services tab, Save Changes and click "Generate Due Invoices" on the Summary tab.

 

Wouldnt you want to click on the Upgrade/Downgrade button instead and change the billing period through that window and not just just the billing cycle drop down?

[WHMCS John]

Hi,

If you wished to pre-rate clients for the billing cycle change, then yes you'd use the Upgrade/Downgrade button in the admin area.

Otherwise use the manual method I described.

[Davor]

Sorry to open up this 8 years old topic.

But I would like to ask if, 8 years after, is there any change on this problem or is the only solution that the @WHMCS John proposed when a user want's to switch the period of his subscription?

 

Thanks,

Davor

[Remitur]

19 hours ago, Davor said:

But I would like to ask if, 8 years after, is there any change on this problem

Nothing changed.

WHMCS's guys are too busy developing useless and unwanted stuff for marketconnect, to deal with such trivial platitudes ... 

[WHMCS John]

Hi there,

With 29 votes so far, this request hasn't floated to the top yet: https://requests.whmcs.com/idea/allow-customers-to-change-his-own-billing-cycle

But please do add your vote and continue to advocate for the feature, and we can potentially consider it in future.

[Remitur]

1 hour ago, WHMCS John said:

With 29 votes so far, this request hasn't floated to the top yet:

Are you kidding?

https://requests.whmcs.com/idea/billing-term-change : 174 votes.

That, together with the "twin" you quote, are 174+29 = 203 votes  😎

But it's meaningless, because we can find also:

• Request for support pin code: 236 votes. Declined.          https://requests.whmcs.com/idea/support-pin-code
• Monthly emailed PDF statement: 204 votes. No answer.          https://requests.whmcs.com/idea/monthly-emailed-pdf-statement
• Charging VAT on credit: 111 votes. No answer                     https://requests.whmcs.com/idea/credit-system-usable-in-european-union-countries

And ideas with just 3 votes that were accepted and completed: https://requests.whmcs.com/idea/integrate-fraudlabs-pro-into-fraud-protection-core

(I looked also for the request for a feature like marketconnect, or the strange and buggy multi-user system you realized, but was not able to find it: can you please link it? 😉 )

 

 

 

[pRieStaKos]

Why you bother with requests.whmcs.com ?? You can see topics declined and accepted without any reasonable amount of votes, years now.

[WHMCS John]

On 9/24/2021 at 6:48 PM, Remitur said:

https://requests.whmcs.com/idea/billing-term-change : 174 votes.

That, together with the "twin" you quote, are 174+29 = 203 votes  😎

 

Thanks for sharing, I'll request those are merged together 🙂

[Damo]

17 hours ago, WHMCS John said:

Thanks for sharing, I'll request those are merged together 🙂

Does 203 make it more viable? 
 

The requests site and how it works is ambiguous at best. Especially with no dates/times. 

[AzeDK]

Added vote on both as well, we often get this request from customers.

[Bigol'tastynuggets]

It's pointless, as has been pointed out they don't act upon it! 

They listen to the secret hidden voices (some would see a doctor, but who am I to judge?) And then feed us the "Highly requested" nonsense 🙄 

It's so see-through and absolutely tragic, they'd get more respect by admitting they're only interested in further monetising their customer base as directed at the shareholder meeting! 

The request page is literally a box ticking exercise and a way to not give an answer! Hopefully with the new money coming in they'll be able to hire some competent devs to implement useful features and not just ones that pay them commission! 

[WebGee]

Sorry to open up this again in 2023.

But this feature is really needed and we have over 390+ votes in feature pages!

WHMCS Feature Requests - Billing Term Change    - > 293

WHMCS Feature Requests - Allow customers to change his own billing cycle - 103

[Dkuzik]

I no this is old topic but still relevant.  You can try whmcssmarters.  They have upgrade/downgrade in client area with multiple options.

https://www.whmcssmarters.com/clients/index.php?rp=/knowledgebase/198/Smarters-Custom-Upgrade-documentation-.html