Jump to content

Shorten "upgrade options" process?


mgaccess

Recommended Posts

Hi, I'm fairly new to WHMCS and I have found it to be a nice service for the money! It seems to me the "Upgrade/Downgrade Options" process is REALLY lengthy for customers. Currently, to upgrade a single option, the customer has to:

 

 

  1. Click "My Services"
  2. Click the little green document icon beside the service
  3. Click "upgrade options" button
  4. Choose option, click continue
  5. Click continue again after viewing Subtotal
  6. Get the confirmation screen the says "your options are upgraded, but you must pay to activate" (paraphrasing)
  7. View invoice
  8. Click pay
  9. Fill credit card info and checkout

 

Besides initial signup, shouldn't upgrading be the easiest thing to do? :? Is there a way to go from step 4 directly to step 9? and then show the option to "View Invoice" after checkout?

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated