ST4R Posted February 23 Share Posted February 23 Hello everyone, I've recently encountered an issue. I want to add products to WHMCS so that when a user orders them, an invoice is generated once, and if the invoice is not paid, the services are terminated 30 days after. When I go to "Products/Services" and edit a product in the "Pricing" tab, setting the "Payment Type" to "One time" and "Auto Terminate/Fixed Term" to "30 days after provisioning," no termination date is set for the user's product. What could be the issue? 0 Quote Link to comment Share on other sites More sharing options...
ST4R Posted February 24 Author Share Posted February 24 i cant edit my first message , i resend the edited one : Hello everyone, I've recently encountered an issue. I want to add products to WHMCS so that when a user orders them, an invoice is generated once, and if the invoice is paid, the services are terminated 30 days after. When I go to "Products/Services" and edit a product in the "Pricing" tab, setting the "Payment Type" to "One time" and "Auto Terminate/Fixed Term" to "30 days after provisioning," no termination date is set for the user's product. What could be the issue? 0 Quote Link to comment Share on other sites More sharing options...
Saroha Posted February 25 Share Posted February 25 Hi ST4R, I think you want to provide a free trial to your users for 30 days. I just clarify your requirements first "When a user places an order then the user gets their product/service with an unpaid invoice. when the user does not pay the invoice within 30 days then that service/product terminates automatically. but if he paid that invoice then the product/service keeps active state." As per this scenario, you need to do two things. in the product pricing tab, you define your product/service price as per its recurring type. For example, if you charge only one time then choose "One Time" and if it's recurring then choose "Recurring" after that set your price then in the "Module Settings" tab, get the bottom mark "Automatically setup the product as soon as an order is placed" and save your settings. Note: don't set any limit for "Auto Terminate/Fixed Term " because this is only for trial products or only fixed duration products. After completing your 1 step then go to Setup -> Automation Settings here in the Automatic Module Functions section check the Enable Termination it should be marked. Then set the limit for Termination Days as per your requirement is 30. Keep thinking in mind that setting number 1 is only applicable to the current/selected product only. but setting number 2 is universal means if any invoice is due more than 30 days after its due date then the service/product related to that invoice is terminated automatically. One more thing if you want to give a complete 30-day trial then you should disable the Suspension setting at the same location as setting number 2 or just set its limit also 30 days. this setting is also universal Advice: This is my advice if you want to give users 30 day trial then set the suspension days value is 30 and the termination days value 45. because as per this setting, user can enjoy their 30 days trial and after that their service is suspended and then he/she have 15 days to pay their invoice to continue the service. If he paid earlier then he/she enjoyed the service without any suspension or termination. 1 Quote Link to comment Share on other sites More sharing options...
ST4R Posted February 25 Author Share Posted February 25 (edited) ............... Edited February 25 by ST4R 0 Quote Link to comment Share on other sites More sharing options...
ST4R Posted February 25 Author Share Posted February 25 (edited) 5 hours ago, Saroha said: Hi ST4R, I think you want to provide a free trial to your users for 30 days. I just clarify your requirements first "When a user places an order then the user gets their product/service with an unpaid invoice. when the user does not pay the invoice within 30 days then that service/product terminates automatically. but if he paid that invoice then the product/service keeps active state." As per this scenario, you need to do two things. in the product pricing tab, you define your product/service price as per its recurring type. For example, if you charge only one time then choose "One Time" and if it's recurring then choose "Recurring" after that set your price then in the "Module Settings" tab, get the bottom mark "Automatically setup the product as soon as an order is placed" and save your settings. Note: don't set any limit for "Auto Terminate/Fixed Term " because this is only for trial products or only fixed duration products. After completing your 1 step then go to Setup -> Automation Settings here in the Automatic Module Functions section check the Enable Termination it should be marked. Then set the limit for Termination Days as per your requirement is 30. Keep thinking in mind that setting number 1 is only applicable to the current/selected product only. but setting number 2 is universal means if any invoice is due more than 30 days after its due date then the service/product related to that invoice is terminated automatically. One more thing if you want to give a complete 30-day trial then you should disable the Suspension setting at the same location as setting number 2 or just set its limit also 30 days. this setting is also universal Advice: This is my advice if you want to give users 30 day trial then set the suspension days value is 30 and the termination days value 45. because as per this setting, user can enjoy their 30 days trial and after that their service is suspended and then he/she have 15 days to pay their invoice to continue the service. If he paid earlier then he/she enjoyed the service without any suspension or termination. No sir you got me wrong. Lets say you are my customer You buy product A from me and the system will make 100 usd invoice as soon as you placed the order. If you pay the created invoice (100 usd) the system will automatically create the product A. the product A lasts just 30 Days! after 30 days it should be terminated automatically by the system. Edited February 25 by ST4R 0 Quote Link to comment Share on other sites More sharing options...
Saroha Posted February 25 Share Posted February 25 Got it, then you have two options. 1. If you allow the user to renew their service for the next 30 days then create the product as recurring and define price monthly. In automation setting set suspension 1 day after due date and invoice generation before 7 days. 2. if you have not allowed users to renew then create a product as OneTime with auto Termination/fixed term 30 days in both scenarios choose automatically setup the product as soon as the first payment is received in product module settings. 0 Quote Link to comment Share on other sites More sharing options...
ST4R Posted February 26 Author Share Posted February 26 On 2/25/2024 at 10:09 AM, Saroha said: Got it, then you have two options. 1. If you allow the user to renew their service for the next 30 days then create the product as recurring and define price monthly. In automation setting set suspension 1 day after due date and invoice generation before 7 days. 2. if you have not allowed users to renew then create a product as OneTime with auto Termination/fixed term 30 days in both scenarios choose automatically setup the product as soon as the first payment is received in product module settings. I meant the second option, I did everything you told but after accepting the order and payin the invoice (and product status is active) in the product details page, the "Termination Date" is empty and no date is set! 0 Quote Link to comment Share on other sites More sharing options...
Remitur Posted March 1 Share Posted March 1 When you define a new product, in "pricing" tab you have two useful parameters: Recurring Cycles Limit ( To limit this product to only recur a fixed number of times, enter the total number of times to invoice (0 = Unlimited)) Auto Terminate/Fixed Term (Enter the number of days after activation to automatically terminate (eg. free trials, time limited products, etc...)) Both of them may fix your issue (setting recurring cycles limit to 1 for a recurring product, or setting "30" as auto terminate term for a fixed product. Let's try what of them better fix your problem. 0 Quote Link to comment Share on other sites More sharing options...
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