ptmzr Posted August 24, 2017 Share Posted August 24, 2017 Hi, What is the best way to use WHMCS for multiple businesses which all need individual invoices? How can you make KBs private by customer/product group? Is there a special way to set it up or are there addons that can do the above? Thanks! 0 Quote Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted August 25, 2017 Share Posted August 25, 2017 Hello Ptmzr, Thanks for your post on the WHMCS Community Forums. Out of the box, there is not a way to handle multiple brands however you may find the third party module https://marketplace.whmcs.com/product/2266 may help you. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted August 25, 2017 Share Posted August 25, 2017 What is the best way to use WHMCS for multiple businesses which all need individual invoices?[/quotes]depends on the diversity of the businesses... there's the Billing Extension addon available from Marketplace where you can assign 'clients' to brands (each using a different invoice design) - though I don't know if a client can be assigned to multiple brands (e.g if there is any cross-ordering by clients between the different businesses).... alternatively, you could get a developer in to tweak the invoice design to cover all businesses... though that might not be as simple as it sounds. How can you make KBs private by customer/product group? you can make kb articles private so that the client needs to be logged in to read them... off the top of my head, can't think of an addon that hide articles based on conditions... could almost certainly be done by editing the template or using an action hook though. 0 Quote Link to comment Share on other sites More sharing options...
ptmzr Posted August 27, 2017 Author Share Posted August 27, 2017 Hello Ptmzr, Thanks for your post on the WHMCS Community Forums. Out of the box, there is not a way to handle multiple brands however you may find the third party module https://marketplace.whmcs.com/product/2266 may help you. Great suggestion, solves the problem, now on the to-get-list. Thank you! 0 Quote Link to comment Share on other sites More sharing options...
ptmzr Posted August 27, 2017 Author Share Posted August 27, 2017 depends on the diversity of the businesses... there's the Billing Extension addon available from Marketplace where you can assign 'clients' to brands (each using a different invoice design) - though I don't know if a client can be assigned to multiple brands (e.g if there is any cross-ordering by clients between the different businesses).... alternatively, you could get a developer in to tweak the invoice design to cover all businesses... though that might not be as simple as it sounds. Thanks for the tip, will check it out as well! Glad that there are options for this. WHMCS can be used for so many purposes. you can make kb articles private so that the client needs to be logged in to read them... off the top of my head, can't think of an addon that hide articles based on conditions... could almost certainly be done by editing the template or using an action hook though. Would be definitely interested in a solution that would need clients to login, and then find only what has been designated for them, so that one can keep things neatly organised and avoid 'customer confusion' as sometimes certain offering combinations do not makes sense on first or further sight How could this be done with templates or action hooks? Have not looked into the rich API/hook repository yet. Many thanks for the hints! 0 Quote Link to comment Share on other sites More sharing options...
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