Option for client to toggle automatic credit use

[WevrLabs]

Hi there!

So far, only admins can disable or enable the Automatic Credit Use on new invoices, which makes it universal for all clients.

However, in certain scenarios, some clients have more than one active service on their accounts (such as freelancers and agencies who handle billing on their customers' behalf), so they don't want all of the services to renew automatically as a result of Automatic Credit Use before first getting payments from their end-customers.

On the other hand, other clients may want to have Automatic Credit Use for their invoices by default.

So enabling or disabling the option universally by admins may have an undesired outcome for any of the two groups above.

That's why it cloud be a great idea to allow clients to control this option on their own instead of having it set globally by admins.

If you think it should be added as new feature in next releases of WHMCS, go cast your vote here:

https://requests.whmcs.com/topic/disable-automatic-credit-applying-per-client

[WevrLabs]

Greetings WHMCS community!

We are thrilled to announce that we have put together an addon that tackles this obstacle 🤩

Allow clients to selectively enable automatic credit use on renewal invoices of specific services:

AutoCredit for WHMCS gives your clients more control over how their credit balance is used, by enabling only specific services renewal invoices to be paid from account credits automatically.

 

This is very useful for WHMCS users who serve resellers and clients that manage hosting services on behalf of their end users, because the reseller may wish to have only the services that he owns to be automatically renewed from the account credits, while not automatically applying from that credit on the other services until they get paid by their end users first.

Features:

• Allow clients to enable automatic credit usage on invoices of specific services only.
• Notify client when the credit applied to invoice is not enough to pay it.
• Display auto-credit status in services details page.
• Admin section to display clients list and the "Separate Invoices" option status for each client.
• Ability for admin to enable "Separate Invoices" option for new clients by default.
• Ability for admin to enable "Separate Invoices" option for all clients by one-click.
• Better track activities, by logging actions.
• Translation ready.

Notes:

• The addon requires the Separate Invoices option to be enabled for clients in order to work as should.
• Currently it supports general products only. Domains, Addon Services, and Billable Items are not supported yet.
• When triggering due invoices generation manually (from client summary page), WHMCS will use credits if available regardless of whether the system's "Automatic Credit Use" setting is disabled or not. In other words the addon has nothing to do with this behavior and it is in fact something built-in and how WHMCS works by default.

Requirements:

• WHMCS "Separate Invoices" option must be ENABLED for client in order for auto-credit settings to take effect. A section in the addon admin area allows you to handle this setting for clients.
• WHMCS "Automatic Credit Use" setting must be disabled.

Quote

Special 20% discount offer. Use code WHMCSMARKET20 during checkout

https://marketplace.whmcs.com/product/5917-autocredit-for-whmcs

 

Edited May 5, 2021 by WevrLabs