Adding item to recurring order?

[ebird1112]

My company offers e-mail accounts. We recently started the switch from manual invoicing to utilizing WHMCS for automatic payments. We have a client that is consistently adding and removing e-mail accounts and I am having a really hard time figuring out how to adjust their quantity each month. Last month they paid for 19 email accounts, they are now up to 22 and their invoice will be going out near the end of the month.

 

How can I adjust quantities when needed? I don't want to go and play around too much because it's a live account. Thank you!

[WHMCS John]

Hi,

If you just want to change the amount the client is invoiced in their next regular renewal invoice:

 

• Navigate to the client's Products/Services tab
  
• Change the configurable option quantity
  
• Tick "Auto Recalculate on Save"
  
• Click Save Changes
  

 

This will cause WHMCS to automatically calculate the appropriate renewal price for the client with the new quantity of email accounts.

 

 

If you want to invoice the client on a pro-rata basis for the additional email accounts between now and their regular renewal date, I recommend using the "Upgrade/Downgrade" button on the client's Products/Services tab instead and selecting the "Configurable Options" radio option.

[ebird1112]

Hi!

 

That's what I would think we would do but it doesn't work like that. I'm not sure why. Here's two screen shots of what the Product/Services tab looks like. There's no quantity field anywhere.

 

 

It lists them out separately, rather than them being one product. We you originally create the order, you can do it by adding the quantity. I just select "E-mail Address" as the product and type in the quantity. But once the order has been made, it seems you can't change it.

 

 

They're all on the same invoice though, so they're not like...a separate order either. I have no idea.

[brian!]

if they're listed like that in the Client's Profile, then they're being treated as separate products... e.g 22 x separate "Email Address" products... not 1 x "Email Address" product with 22 mailboxes... that may or may not be a good thing depending on whether these products are storing email addresses/mailbox usernames etc in each product... or whether you just need to know the quantity.

 

in order to see what John suggests, you'd need to alter the settings for that particular product and add a configurable option to it to store the quantity of mailboxes - that would then allow you or the customer to up/downgrade the number easily, rather than having to order a new product each time he wants a mailbox.