Cannot Add Funds without existing order

[Gears]

Hi,

 

A client has tried to add funds but received this error: "You must have at least one active order before you can add funds so you cannot proceed at the current time!"

 

I think there should be an option to turn this off because sometimes you might have a client that is just invoiced without any orders. Does anyone agree?

[Ashley]

I asked about this and was told it's to prevent fraud. Without it, a user could just signup and instantly add funds without having to pass any of the fraud checks that are done on new orders.

[JofleyUK]

This could be sorted by creating a product at Zero value, say "Pre-Fraud checks before topup." Keep it a hidden product and make a note in the text of the Topup screen "If you have never ordered products from us before, then please click this link <insert link for hidden product>".

 

They would then be fraud checked as usual and will be able to topup. I know its a long winded way about it but a simple 5 min fix

 

I might actually implement it myself come to think of it!!

[Gears]

Thanks for the help

[ChrisGooding]

Cracking idea

 

Thinking about it, and bear in mind I am no coder, but my logic is sound, this could be added in to the actual add funds link itself.

 

Surely it would be a case of adding a piece of code that ran a check for active/existing orders, if none exist it sends the customer to the zero priced product, if an existing order is there, it just goes to the normal add funds page.

 

Something along the lines of....

 

If user logged in & user has products, then add funds process

 

else

 

run fraud checks, then direct to £0 product and add funds.

 

This could then be extended to be added to the actual add funds process.

 

Presumably (correct me if I am wrong here Matt/WHMCS peeps), but this logic could be used to actually run the fraud checks as a default function of WHMCS for no product customers, without the need for a product.

 

If no products exist, run fraud check, if they do don't run them.

 

Perhaps something for a future update??

[WHMCS John]

You could edit the lang file and add that message + link to the error message string.

[othellotech]

Presumably (correct me if I am wrong here Matt/WHMCS peeps), but this logic could be used to actually run the fraud checks as a default function of WHMCS for no product customers, without the need for a product.

 

If they're not "ordering" something, then what data are you evaluating whether it's a fraud order with ?

 

If you have a client with no "products" - what exactly are they adding funds for ...

[Gears]

If you have a client with no "products" - what exactly are they adding funds for ...

 

An invoice

[oneawesomeguy]

Is there any way to over-ride this setting? I understand it is meant to prevent fraud, but it is a bigger pain than not having it. What I want to do is create a quote and have the client deposit half the money for the quote into his account.

[ServWise.com]

I'm using Version: 4.1.2 of WHMCS and the portal template and even though my users have active orders they still get this error message and can't add credit. Am I missing something?

[jnet]

I'm using Version: 4.1.2 of WHMCS and the portal template and even though my users have active orders they still get this error message and can't add credit. Am I missing something?

 

 

same here.

[ServWise.com]

same here.

 

It is not a bug, I found out it only works for clients with an active "ORDER", so imported / manually setup customers or customers without orders cant use it.

 

Best way round is to create a product with 0 cost and have a quick order link in the page to ask them to make the order first.

 

What I am not sure about is the fact that adding credit creates an actual invoice, this seems to me to be wrong in that that the customer will get two or more invoices for one payment which could be counted as double the income by an accountant. Seems it would be better just to credit the account without an invoice like if you were adding credit manually to the customers account.

 

I'm just wondering if it would be possible to create a simple page that has the client pay using whatever payment gateway and alters their account credit amount thus bypassing the invoicing part...

[jnet]

All of this does not make sense to me. This is all mess. this needs to be fixed. Sorry but that is it:lol:

[WHMCS John]

It makes perfect sense; before this rule was implemented a fraudster could add funds to their account without placing an order, and therefore bypassing your fraud screening.

[jnet]

Ok John you guys know what is in your software and I humbly accept however

I wish some how I could solve this because we have a large number of clients

who do not use hosting they use other services we just accept by bank transfer and do their job

[dswp]

This is SO true.

 

I've been setting up an invoice instead of quote, and putting the due date a month in advance, then asking for 50% payment. Which the client can then do. But I've missed due date a few times, and send the client a late notice prematurely.