New to WHMCS - Payment Method Question: Use one for ordering, different one for monthly invoicing.

[c9fx]

A payment method configuration question here.

 

What we would like to accomplish on our instance of WHMCS is this:

 

- new orders completed through checkout page and are flagged as "pending" (Accomplished so far)

 

- for monthly / recurring / automated billing of those orders. . .we'd like to have it set as only "Worldpay" (credit cards) available on the invoice. No option for client to change.

• a client is locked into using WorldPay (credit cards) to pay invoice(s).
  
• any new orders (either existing clients or new clients) . . .are flagged as "pending", then billed later via WorldPay Merchant Account....either self-pay or automated.
  

 

 

We've ran into an issue with the following:

• on checkout - two payments methods are available to choose from (not wanted)
  
• on invoice - two payment methods are available as payment method (not wanted)
  

 

Any assistance in this would be greatly appreciated.

[zomex]

We've ran into an issue with the following:

• on checkout - two payments methods are available to choose from (not wanted)
  
• on invoice - two payment methods are available as payment method (not wanted)
  

 

Hello,

 

I believe that currently it's only possible to limit different payment methods based on product category, the available payment methods for a category are set under setup > products/services > edit a product category.

 

The only way to achieve what you want is by having the same plans created twice in different categories, one for the monthly term and the other for the annual term.

 

You could always suggest this feature to WHMCS. I could see a demand for it, also different payment methods for different countries.

 

From experience I would recommend offering as many payment gateways as you can, PayPal is very dominant and without offering it you will be missing out on potential customer's. With my business it makes up at least 90% of payments even though I offer 5 different payment options and I'm sure others have similar stories.

 

Best of luck with everything.

 

Regards,

Jack

[brian!]

We've ran into an issue with the following:

• on checkout - two payments methods are available to choose from (not wanted)
  
• on invoice - two payment methods are available as payment method (not wanted)
  

I believe that currently it's only possible to limit different payment methods based on product category, the available payment methods for a category are set under setup > products/services > edit a product category.

 

The only way to achieve what you want is by having the same plans created twice in different categories, one for the monthly term and the other for the annual term.

I can think of two alternative suggestions to this...

 

1. disable the "Clients Choose Gateway" option from setup -> general settings -> invoicing

 

this will prevent a client from being able to choose a different payment gateway on their invoice - so once they've ordered and their default gateway is Worldpay, they'll be locked into using Worldpay and won't be able to change it.

 

2. you could modify the checkout template to remove gateways that aren't wanted for certain products/cycles... a previous example of which is in the thread below...

 

http://forum.whmcs.com/showthread.php?100127-Hide-payment-option

 

the above example hides gateways for certain client groups - yours will be slightly different in that you seem to want to hide alternative gateways for monthly recurring products, so your {if} statement might be along the lines of...

 

{if ($gateway.sysname eq "worldpay" and $totalrecurringmonthly)}

 

so if you were using standard_cart, you might try modifying checkout.tpl...

 

                        {foreach key=num item=gateway from=$gateways}
                           {if ($gateway.sysname eq "worldpay" and $totalrecurringmonthly)}
                               <label class="radio-inline">
                                   <input type="radio" name="paymentmethod" value="{$gateway.sysname}" class="payment-methods{if $gateway.type eq "CC"} is-credit-card{/if}"{if $selectedgateway eq $gateway.sysname} checked{/if} />
                                   {$gateway.name}
                               </label>
                           {elseif !$totalrecurringmonthly}
                               <label class="radio-inline">
                                   <input type="radio" name="paymentmethod" value="{$gateway.sysname}" class="payment-methods{if $gateway.type eq "CC"} is-credit-card{/if}"{if $selectedgateway eq $gateway.sysname} checked{/if} />
                                   {$gateway.name}
                               </label>
                           {/if}
                       {/foreach}

if there is a monthly product in the cart, then only Worldpay will be shown - if there is an annual product, all gateways will show... of course, if you had two products in your cart, one monthly and one annually, then all gateways would show... but you can get around that by modifying the {if} statements - exactly how will depend upon what you want to do in different circumstances... the above is just a starting point!

 

in theory, you could also modify the invoice template to lock them into Worldpay, but if you've forced them into Worldpay at checkout, and the Change Gateway option is disabled, their invoice should automatically use Worldpay by default.