ehm Posted October 19, 2009 Share Posted October 19, 2009 I have the billing for all my clients in Quickbooks and current I'm using a Registrar that is not integrated with WHMCS. What I want to do now is just create the clients on WHMCS for billing purposes, so WHMCS will send the billing e-mails AND do the CC charges then I don't have to do that manually. I could not find a way to input a new client on my WHMCS database, input his current monthly fee (which is a value that I don't have a 'plan' for that, old clients, old monthly fees). I try the IMPORT option, but that just imports the client, I could not find a way to create products to that client. How can I do that? I just want to include the client, the monthly fee and then let WHMCS send the e-mails for charging and controlling the payments. Thank you 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted October 19, 2009 WHMCS Support Manager Share Posted October 19, 2009 Once you've created the client, click the Place New Order link on their summary tab to add their products, services and domains. 0 Quote Link to comment Share on other sites More sharing options...
ehm Posted October 19, 2009 Author Share Posted October 19, 2009 John, I went there, but then as I told, those old clients they have a very old/different price structure then what I have now. Like, my montly fee now is $7.95, but this clients pay everywhere from $20 to $55. I don't want to create a new plan for each one of them, I just want to manually input the price for each one of then and then that will be charged automatically every month. Is that possible? 0 Quote Link to comment Share on other sites More sharing options...
scurrell Posted October 19, 2009 Share Posted October 19, 2009 John,I went there, but then as I told, those old clients they have a very old/different price structure then what I have now. Like, my montly fee now is $7.95, but this clients pay everywhere from $20 to $55. I don't want to create a new plan for each one of them, I just want to manually input the price for each one of then and then that will be charged automatically every month. Is that possible? Just create a single "custom" plan for all those customers, and manually adjust the price for each customer. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted October 19, 2009 WHMCS Support Manager Share Posted October 19, 2009 Assign then the nearest plan you currently offer, then as scurrell suggested adjust the "Recurring Amount" on the product/service tab. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted October 19, 2009 Share Posted October 19, 2009 I went there, but then as I told, those old clients they have a very old/different price structure then what I have now. untick the "send invoice" and "send email" options, order them a generic "legacy" package, and then before accepting the order (and filling in the right server, user pasword details) click on the words "hosting account" to go to the package, put their real limits in the notes so you have a record, and set the correct due dates and prices - job done 0 Quote Link to comment Share on other sites More sharing options...
ehm Posted October 20, 2009 Author Share Posted October 20, 2009 that seams to be a good way to do it othellotech ! I did one and seams to be working great. Will to the rest now. THank you 0 Quote Link to comment Share on other sites More sharing options...
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