dalex Posted May 16, 2017 Share Posted May 16, 2017 I am going to use WHMCS for my web design business. The way I offer web design is I design the homepage before being paid and if the client likes the website, then they pay. How can I make it so WHMCS doesn't charge upfront for the service at checkout? Thanks! 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted May 16, 2017 Share Posted May 16, 2017 wouldn't it be simpler to use the Quotes method? if you did, they'd be no upfront payment and if the client likes the site, you can convert the quote to an invoice. or if you have to use checkout, use an offline payment option. 0 Quote Link to comment Share on other sites More sharing options...
dalex Posted May 16, 2017 Author Share Posted May 16, 2017 I don't see any offline payment option except for offline credit card which is not what I want. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted May 16, 2017 Share Posted May 16, 2017 I don't see any offline payment option except for offline credit card which is not what I want. http://docs.whmcs.com/Payment_Gateways Mail In Payment and Bank Transfer would be the two obvious ones - either of which you could rename... they'd at least allow the order to compete without the need for the client to pay immediately... though an invoice would be sent and the clock would begin on reminders etc. 0 Quote Link to comment Share on other sites More sharing options...
tomwhe Posted May 16, 2017 Share Posted May 16, 2017 The quotes method works best. Thats what I use for something very similar, then once you have done the work and your customer is happy you can convert it. 0 Quote Link to comment Share on other sites More sharing options...
dalex Posted May 16, 2017 Author Share Posted May 16, 2017 How would I go about changing the payment method to PayPal once they are ready to pay? 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted May 17, 2017 Share Posted May 17, 2017 How would I go about changing the payment method to PayPal once they are ready to pay? if you mean ordering via the cart as opposed to quotes, then you have at least two choices... 1. enable "Clients Choose Gateway" in setup -> general settings -> invoices and the client can choose themselves which payment gateway to pay with. 2. go to the Client's Profile, click on the Products/Services tab, choose the appropriate web design package they've ordered and change the Payment Method to "Paypal". 0 Quote Link to comment Share on other sites More sharing options...
dalex Posted May 18, 2017 Author Share Posted May 18, 2017 Thank you for the help! 0 Quote Link to comment Share on other sites More sharing options...
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