Ronny AcuNett Posted January 30, 2007 Share Posted January 30, 2007 I have searched all over, and in these forums as well, and cannot find out how a client can upgrade from one account to the next inside their own client center. Nor, is there an option in admin to do this. I can change his package, but that won't generate a new invoice to bill him for the upgrade 0 Quote Link to comment Share on other sites More sharing options...
MACscr Posted January 30, 2007 Share Posted January 30, 2007 All your assumptions are correct. Client cant do any of this and the admin has to do the upgrades manually. Its quite aggravating and disappointing for sure. 0 Quote Link to comment Share on other sites More sharing options...
Ronny AcuNett Posted February 1, 2007 Author Share Posted February 1, 2007 hm... that is quite disappointing. Will this be added in version 3? The reason we went with whmcs is for its automation in client billing tasks 0 Quote Link to comment Share on other sites More sharing options...
MACscr Posted February 1, 2007 Share Posted February 1, 2007 hm... that is quite disappointing. Will this be added in version 3? The reason we went with whmcs is for its automation in client billing tasks V3 is already out and its not included. 0 Quote Link to comment Share on other sites More sharing options...
ozzie Posted February 1, 2007 Share Posted February 1, 2007 All your assumptions are correct. Client cant do any of this and the admin has to do the upgrades manually. Its quite aggravating and disappointing for sure. So, how is it actually done?? Client has paid quarterly for plan A and after a month decides to go for plan B I would like to invoice the client for 3 months Plan B and give him a credit for two months Plan A. With just wacking a credit amount against the account no corrections are made for VAT/GST/sales Tax. How does everyone handle this kind of scenario?? Greetings from Downunder, Ozzie 0 Quote Link to comment Share on other sites More sharing options...
rbro Posted February 23, 2007 Share Posted February 23, 2007 Has there been any resolution to this issue? This is fairly critical. Having the client able to do his own upgrade (and automatically generate an invoice or credit) would be great, allowing the admin to do it is essential. 0 Quote Link to comment Share on other sites More sharing options...
ozzie Posted February 23, 2007 Share Posted February 23, 2007 Has there been any resolution to this issue? This is fairly critical. Having the client able to do his own upgrade (and automatically generate an invoice or credit) would be great, allowing the admin to do it is essential. I agree. Haven't even worked out how do it manually as per MACcsr's suggestion Cheers, Ozzie 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted February 23, 2007 WHMCS CEO Share Posted February 23, 2007 Haven't even worked out how do it manually All you have to do currently is change the users package and if it's an upgrade generate an invoice for the difference and if it's a downgrade, add a credit to the clients account. There are plans for an automated upgrade/downgrade in a future release. Matt 0 Quote Link to comment Share on other sites More sharing options...
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