MoonworksMedia Posted July 15, 2016 Share Posted July 15, 2016 I have given one of our clients a 25% discount on all our services. Is there a way to automatically have this take effect without them having to add a promo code each time? 0 Quote Link to comment Share on other sites More sharing options...
sentq Posted July 15, 2016 Share Posted July 15, 2016 it is possible 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted July 16, 2016 Share Posted July 16, 2016 it is possible that's a rather mysterious answer! the usual method would be to assign them to a Client Group http://docs.whmcs.com/Client_Groups Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group navigate to Setup > Client Groups and fill in the details under the Add Client Groups heading. You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns (for example to highlight important customers) You can assign a Group Discount that will apply to all future invoices for those clients. N.B. The discount is applied at the invoice stage so will not be displayed on the checkout. You can set the group to be exempt from suspensions or terminations. N.B. This does not apply to fixed-term/free trial products The Separate Invoices feature can be specified for an entire group Client Groups can be managed from the option in the Setup menu. You can add, edit and remove client groups from this screen. You cannot remove a group that is in use. Clients can be assigned & changed to other groups from the client's Profile area. the part that I highlighted in red is important to realise - that the discount is not shown at checkout, only on the invoice. 0 Quote Link to comment Share on other sites More sharing options...
MoonworksMedia Posted July 17, 2016 Author Share Posted July 17, 2016 Sorry for the late reply, I hadn't realised there had been a response. That's a great answer sentq, but that may just be the paranormal writer in me respondign (he just won't be quiet...) After a bit of looking around the admin, I figured the client groups would probably be the simplest way of doing it. If it works, which it does, that's good enough for me. 0 Quote Link to comment Share on other sites More sharing options...
sentq Posted July 17, 2016 Share Posted July 17, 2016 hey, there is multiple ways to do it so I just said "it is possible" 0 Quote Link to comment Share on other sites More sharing options...
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