Overide Upgrade/Downgrade in progress

[Mark Donne]

Hi Forum

 

A little background information first...

 

We currently use WHMCS to invoice our clients for our products which are subscription based and invoiced according to the number of users that they have.

 

To do this we have created a number of products in our WHMCS installation but these are not linked to any modules as all upgrades and downgrades are performed manually.

 

Quite simply the more users a client has the cheaper the "per user" cost is so we have defined the products like this:

 

Product A 1-10 users

Product B 11-50 users

Product C 51-100 users

etc

etc

 

We are using the configurable options part of the products to record the exact number of users and automatically invoice accordingly.

 

This all works really well... ...except when it comes to performing an upgrade.

 

We quite often perform upgrades to add 1 user for a client and this in itself is not the problem - the problem comes where we need to do another upgrade for a user and they haven't paid for the previous upgrade so the system wont do it.

 

We allow 30 days from the invoice date before payment is due but perform the upgrade straight away so this happens quite a lot.

 

To get around this problem, we are currently going into the outstanding invoice and duplicating the invoice line detail and amount and then removing the first invoice line (as this invoice line is linked to the upgrade). We then update the totals in the product to the old upgrade that was outstanding and tick "Auto Recalculate on Save" to update the amounts.

 

We then finally perform the new upgrade for the user.

 

So, my question is simply, is there an easier way to do this?

 

We basically want the product totals to recalculate as soon as creating the upgrade order/invoice. On more than 1 occasion we have lost out where an upgrade order was placed, say for example from 30 users to 40 users, and the renewal went out for 30 users because the upgrade invoice had not been paid yet.

 

Any help or advice that you can give would be greatly appreciated.

 

Thank you in advance.

 

Mark Donne