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Cancelling a service mid-term and issuing credit


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Hi,

We are working on a whmcs implementation and have run across something I don't see in the docs.  Here's the scenario:

Say you have a major customer with lots of services that wants to cancel one of them mid-term.  You want to issue credit for the unused portion of the month, calculating the pro-rate.  Our current system does this - how is this handled in whmcs?  Do you have to calculate it manually?  If so, what is the proper process?  Does it ever show up on an invoice so the customer will see the credited amount calculated?

Thanks!

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Hi @sdc53

Thanks for getting in touch

On 23/11/2017 at 12:17 PM, sdc53 said:

Say you have a major customer with lots of services that wants to cancel one of them mid-term.  You want to issue credit for the unused portion of the month, calculating the pro-rate.  Our current system does this - how is this handled in whmcs?  Do you have to calculate it manually?  If so, what is the proper process?  Does it ever show up on an invoice so the customer will see the credited amount calculated?

3

 

When cancelling a service, your clients are not refunded to issue a credit you could manually calculate the amount and then add a credit via the Credit Manager on the client profile tab, this won't appear on the statement but it will show as a payment on there next invoice

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