meeven Posted January 29, 2009 Share Posted January 29, 2009 I have a client who has several hosting accounts and domains with me. Today, he ordered another domain and account, but the domain contact details are for a different company (I had to log into reseller club and change the domain contact details on his request) of his and the invoice needs to be sent to this other company. Is it possible to handle this through his existing client profile or is the only way to open a separate client account which has the new company's details? 0 Quote Link to comment Share on other sites More sharing options...
AndrewMKP Posted January 29, 2009 Share Posted January 29, 2009 Get the client to register a new account on your system would be easy enough? 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted January 29, 2009 Share Posted January 29, 2009 Your client can change the domain whois details in the client area to say whatever they like. 0 Quote Link to comment Share on other sites More sharing options...
AndrewMKP Posted January 29, 2009 Share Posted January 29, 2009 If he is ordering for seperate companies in all respects he should have seperate accounts. 0 Quote Link to comment Share on other sites More sharing options...
meeven Posted January 29, 2009 Author Share Posted January 29, 2009 Your client can change the domain whois details in the client area to say whatever they like. Can they change this on a per-domain basis to be different from the contact details in their client account? 0 Quote Link to comment Share on other sites More sharing options...
meeven Posted January 29, 2009 Author Share Posted January 29, 2009 If he is ordering for seperate companies in all respects he should have seperate accounts. It seems so. I was just thinking that it would be great to have the ability to specify/associate different client details for different products from within the same client account, somewhat on the lines of the multiple contacts system available. It's hard enough to get them to login to one account as it is. ;-) 0 Quote Link to comment Share on other sites More sharing options...
AndrewMKP Posted January 29, 2009 Share Posted January 29, 2009 You can have them add contact details for the WHMCS account which are billing, admin and something else I believe. it may pay to take a look through the wiki on this one 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted January 29, 2009 Share Posted January 29, 2009 It doesn't sound like the contacts system would work in this case, as the invoice address would be for the client's address and not this new company. I am under the impression that domain whois details can be changed on a per-domain basis. 0 Quote Link to comment Share on other sites More sharing options...
meeven Posted March 4, 2009 Author Share Posted March 4, 2009 I finally addressed this (or so I thought) by creating a new client account and generating the invoice from that for the other company. Guess what? The client wrote back saying the invoice was in the name of the account holder, not the company and it needed to be in the name of the company. Is there any way at all that the invoice could be made out as Company Name, Address instead of Account Holder Name, Company Name, Address? 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted March 4, 2009 Share Posted March 4, 2009 Is there any way at all that the invoice could be made out as Company Name, Address instead of Account Holder Name, Company Name, Address? Yes, put the company name in the first/lastname fields and leave the company name blank ... or change you invoice pdf generator (its unencrypted for that reason) ... 0 Quote Link to comment Share on other sites More sharing options...
meeven Posted March 4, 2009 Author Share Posted March 4, 2009 (edited) As always, you have great answers I did think of the first solution, but dismissed it as inelegant, being the perfectionist I am. Guess I need a good dose of practicality. The invoice pdf generator appeals to me more. Thanks once again. Edited March 4, 2009 by meeven add 0 Quote Link to comment Share on other sites More sharing options...
Patty Posted March 4, 2009 Share Posted March 4, 2009 What if a client has two accounts with different company name and address but would like to use the same email for both of them?? WHMCS won't let me edit the client's profile if the email exists in another account, so I have to change it manually in the database. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted March 4, 2009 Share Posted March 4, 2009 What if a client has two accounts with different company name and address but would like to use the same email for both of them They cant - email address has to be unique - it's hardly rocket science to setup an email address - perhaps you could sell them some consultancy in setting one up for each company .... 0 Quote Link to comment Share on other sites More sharing options...
Patty Posted March 4, 2009 Share Posted March 4, 2009 ok. Tks for your reply. 0 Quote Link to comment Share on other sites More sharing options...
meeven Posted April 8, 2009 Author Share Posted April 8, 2009 I do think this is an area where WHMCS needs improvement. I don't think it's unusual at all for a client to have different companies (as in different legal entities) and deal with them all through just one client account in WHMCS instead of half a dozen. Off to submit a feature request. 0 Quote Link to comment Share on other sites More sharing options...
Serverweb Posted April 8, 2009 Share Posted April 8, 2009 I hope next feature:) I've a customer with 30 domains and 30 different accoun@email.tld because he want 30 different companies invoice. 0 Quote Link to comment Share on other sites More sharing options...
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