Francisco Posted September 12, 2008 Share Posted September 12, 2008 Hi guys how can I upgrade a client from webhosting plan A to plan B and prorate the changes, etc? Thanks 0 Quote Link to comment Share on other sites More sharing options...
nhouck Posted September 12, 2008 Share Posted September 12, 2008 Under the product configuration page you can setup to allow upgrades on the upgrades tab. 0 Quote Link to comment Share on other sites More sharing options...
newbie Posted September 14, 2008 Share Posted September 14, 2008 Under the product configuration page you can setup to allow upgrades on the upgrades tab. Doesn't he mean, how WHMCS upgrades the packages on the server ? 0 Quote Link to comment Share on other sites More sharing options...
nhouck Posted September 14, 2008 Share Posted September 14, 2008 Ya that's what I'm talking about. 0 Quote Link to comment Share on other sites More sharing options...
newbie Posted September 14, 2008 Share Posted September 14, 2008 Ya that's what I'm talking about. They are not upgraded by WHMCS... 0 Quote Link to comment Share on other sites More sharing options...
herpherp Posted September 15, 2008 Share Posted September 15, 2008 As stated by nhouck you just need to set it up... Whmcs does automatically upgrade the plans.... Once you have this set up you either change the plan in your admin panel or the customers client area -> Products and services -> click the Icon, this will bring you to the product details page which will have a button that says upgrade/downgrade to allow upgrading you have to edit each plan, to do so go to Configuration -> products service -> click the edit button on the first plan -> click upgrades tab -> Select all the plans that you wish to allow this plan to either upgrade or downgrade to -> Hold CTRL to select more than 1. If you want the customer's invoice to be prorated be sure to check pro-rata billing on the pricing tab 0 Quote Link to comment Share on other sites More sharing options...
delator Posted October 14, 2008 Share Posted October 14, 2008 if i do this via the admin for the client - will this change the amount owing on the invoice, and take what ever money is left over and apply it to the next bill? 0 Quote Link to comment Share on other sites More sharing options...
nowares Posted May 11, 2009 Share Posted May 11, 2009 if i do this via the admin for the client - will this change the amount owing on the invoice, and take what ever money is left over and apply it to the next bill? I believe this is covered by the "Pro rata" billing option. 0 Quote Link to comment Share on other sites More sharing options...
BlogsAbout Posted May 11, 2009 Share Posted May 11, 2009 Not sure I understood this, does WHMCS upgrade the package for a cpanel server or not? e.g. not require me to login to WHM and upgrade them. thanks 0 Quote Link to comment Share on other sites More sharing options...
ljesh Posted May 13, 2009 Share Posted May 13, 2009 Yes, whmcs changes the client package for you. 0 Quote Link to comment Share on other sites More sharing options...
BlogsAbout Posted May 16, 2009 Share Posted May 16, 2009 thanks ljesh 0 Quote Link to comment Share on other sites More sharing options...
jamesjeans Posted July 7, 2009 Share Posted July 7, 2009 just set it up, WHMCS does automatically upgrade the plans...once you setup this you either change the plan in your admin panel or the customers client area 0 Quote Link to comment Share on other sites More sharing options...
nickadams123 Posted July 20, 2009 Share Posted July 20, 2009 WHMCS will do this for you... 0 Quote Link to comment Share on other sites More sharing options...
jimtaylor Posted July 28, 2009 Share Posted July 28, 2009 Just update your package under the Update product page...WHMCS will take care of all else. 0 Quote Link to comment Share on other sites More sharing options...
nuruddin Posted November 20, 2009 Share Posted November 20, 2009 I found that package has changed but not the webspace/quota. best n.a 0 Quote Link to comment Share on other sites More sharing options...
finedesignz Posted December 23, 2009 Share Posted December 23, 2009 I found that package has changed but not the webspace/quota. best n.a One reason could be that you are exceeding your quota, if you are on a reseller plan. There appears to be no warning from WHMCS if this is the case, it will appear to upgrade. Go to WHM and try to manually increase the quota. 0 Quote Link to comment Share on other sites More sharing options...
lrkhanmcse Posted January 21, 2010 Share Posted January 21, 2010 As stated by nhouck you just need to set it up... Whmcs does automatically upgrade the plans.... Once you have this set up you either change the plan in your admin panel or the customers client area -> Products and services -> click the Icon, this will bring you to the product details page which will have a button that says upgrade/downgrade to allow upgrading you have to edit each plan, to do so go to Configuration -> products service -> click the edit button on the first plan -> click upgrades tab -> Select all the plans that you wish to allow this plan to either upgrade or downgrade to -> Hold CTRL to select more than 1. If you want the customer's invoice to be prorated be sure to check pro-rata billing on the pricing tab Hello, I am new to this forum, Is WHMCS work for upgrade/downgrade package of client or domain for windows Plesk control panel 9.2 Please provide me solutions if is possible. Thanks 0 Quote Link to comment Share on other sites More sharing options...
rldev Posted January 22, 2010 Share Posted January 22, 2010 Just update your package under the Update product page...WHMCS will take care of all else. Are you referring to the Client Area? There is no option to upgrade in the admin on the products/services page of the client. You have to choose the plan from the drop down list, check auto recalculate and save. Then you have to manually click change plan. This however does not take care of the current billing changes. If an invoice is already created for the next fue date, it does not change. It only reflects the older package. I have to manually edit the invoice or delete it. This is very messy, so I assume something is wrong in my setup. 0 Quote Link to comment Share on other sites More sharing options...
rldev Posted January 22, 2010 Share Posted January 22, 2010 (edited) I believe this is covered by the "Pro rata" billing option. On my system, it does nothing of the sort and I have pro-rata set on every plan. This only works if you are logged in as the client. The problems with that? 1. You can not upgrade if a invoice exists for the following month. 2. Credit card orders require cvv2, even if the card is on file. Edited January 22, 2010 by rldev 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 25, 2010 WHMCS Support Manager Share Posted January 25, 2010 2. Credit card orders require cvv2, even if the card is on file. Only if your payment gateway hasn't granted you continuous authority AKA cardholder not present. 0 Quote Link to comment Share on other sites More sharing options...
seoevans Posted January 26, 2010 Share Posted January 26, 2010 hey update your package under the Update product page... <<signatures to be set up in your profile>> 0 Quote Link to comment Share on other sites More sharing options...
rldev Posted January 26, 2010 Share Posted January 26, 2010 hey update your package under the Update product page... <<signatures to be set up in your profile>> Are you speaking of some page in the admin area? 0 Quote Link to comment Share on other sites More sharing options...
stirton Posted February 1, 2010 Share Posted February 1, 2010 In a similar situation here ... have setup all the packages that are allowed to be up or downgraded. The customer logged in, placed an order for the upgrade to go ahead. Now, upon an admin logging in and clicking "Accept Order" I would expect the following: 1) Pro-rate costs and invoice accordingly (done) 2) Up/downgrade package accordingly (NOT done) 3) Update costs for the next full billing cycle to be that associated with the new package (NOT done) 4) Email the customer to say the package has been successfully up/downgraded (NOT done) Am I missing something or do I really need to go to the "Products/Services" page, find the domain and click on the "Change Package" button - I thought by approving the order, steps 2-4 would have been handled automatically? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted February 1, 2010 WHMCS Support Manager Share Posted February 1, 2010 The upgrade process is explained in our documentation: http://wiki.whmcs.com/Automated_Upgrades_and_Downgrades 0 Quote Link to comment Share on other sites More sharing options...
stirton Posted February 1, 2010 Share Posted February 1, 2010 Sorry John but with all due respect, the Wiki does not answer the question regarding the complete process! "your clients can upgrade or downgrade the products and packages they have with you from the client area. When they place an upgrade or downgrade order, they will be refunded what they haven't used of the current cycle on the existing product/service and then charged for the remainder of the cycle at the new product/services price. The next due date doesn't change." The client did all of this, we received the order and 'accepted' it. It is the next step that does not appear to be documented. I expected to see the user's package being upgraded after clicking on "accept order" but no, I had to change it in the drop down, click on "change package" and then click on "Auto Recalculate Recurring Price on Save" and "Save Changes". Apologies if I have missed something critical in the process but I simply cannot see it on the system or the documentation. Thanks 0 Quote Link to comment Share on other sites More sharing options...
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