Automated Upgrades and Downgrades - Revision history

SarahK at 16:04, 16 May 2023

2023-05-16T16:04:06Z

John: /* Admin Upgrades */

2023-04-04T16:00:57Z

‎Admin Upgrades

PeterM: /* How it works */

2022-11-18T16:56:37Z

‎How it works

SarahK at 20:25, 18 April 2022

2022-04-18T20:25:58Z

SarahK: /* Clients Self Service */

2022-04-18T20:18:24Z

‎Clients Self Service

SarahK at 20:49, 30 September 2021

2021-09-30T20:49:13Z

SarahK at 17:01, 5 August 2020

2020-08-05T17:01:01Z

Lawrence: /* How it works */

2020-07-01T16:39:23Z

‎How it works

SarahK at 18:44, 30 April 2020

2020-04-30T18:44:38Z

Chance: /* Clients Self Service */

2017-07-18T13:53:56Z

‎Clients Self Service

@@ Line 41: / Line 41: @@
 If an upgrade order is not paid before the renewal invoice is generated by the daily cron task, the system cancels the upgrade order automatically and generates the renewal invoice using the current service details. To upgrade, the client must place another upgrade order.
-==Clients Self Service==
+== Creating Upgrade and Downgrade Orders ==
-To place an upgrade or downgrade order, the client must log in to the Client Area, go to '''Services > My Services''', click to view the full details for the product or service they wish to manage, and then select the desired upgrade options.
+Upgrading and downgrading is available in both the Client Area and Admin Area:
-==Admin Upgrades==
+==In the Client Area==
-Admins can also create upgrade orders from the Admin Area. The system doesn't restrict admins to the products or options in the product configuration, so admins can upgrade between any two packages. Using the upgrade process will create the prorata invoice for the difference and auto-provision it on payment.
+To place an upgrade or downgrade order from the Client Area:
-To create an upgrade order from the Admin Area, go to the service to upgrade and click '''More > Upgrade/Downgrade''' in the product details tab.
+# Go to '''Services > My Services'''.
 ==Configuration==

@@ Line 49: / Line 49: @@
 Admins can also create upgrade orders from the Admin Area. The system doesn't restrict admins to the products or options in the product configuration, so admins can upgrade between any two packages. Using the upgrade process will create the prorata invoice for the difference and auto-provision it on payment.
-To create an upgrade order from the Admin Area, go to the service to upgrade and click '''Upgrade/Downgrade''' in the product details tab.
+To create an upgrade order from the Admin Area, go to the service to upgrade and click '''More > Upgrade/Downgrade''' in the product details tab.
 ==Configuration==

@@ Line 6: / Line 6: @@
 <p>'''Old Product/Service'''<br />
 Price Per Day * Number of days until next due date = Amount Credited</p>
+<div class="docs-alert-info">
 <p>'''New Product/Service'''<br />
 Price Per Day * Number of days until next due date = Amount Debited</p>
+<div class="docs-alert-info">
 <p>'''Total Payable Today = Amount Debited - Amount Credited'''</p>
 </div>

@@ Line 14: / Line 14: @@
 ===Free to Paid Products===
 When a client upgrades a free product to a paid product, you must set a '''Next Due Date''' to determine when it will renew. WHMCS sets this automatically to one billing cycle from the date of upgrade.
@@ Line 29: / Line 30: @@
 ====Lifetime Promotions====
 You can configure [[Promotions|promotion codes]] to last the lifetime of a client's service, including through upgrades and downgrades. For these, the system calculates the recurring discount using the full product price after the upgrade. The recurring price is reduced accordingly and then updated on the client's service.
 ===Upgrade Order Handling===
 If an upgrade order is not paid before the renewal invoice is generated by the daily cron task, the system cancels the upgrade order automatically and generates the renewal invoice using the current service details. To upgrade, the client must place another upgrade order.
@@ Line 50: / Line 53: @@
 To allow clients to upgrade and downgrade their packages, you need to specify the products that can upgrade to and downgrade to each of your packages.
-To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' in the '''Upgrades''' tab of the product configuration.
+To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' in the '''Upgrades''' tab of the product configuration.
 To select multiple products, hold the '''Ctrl''' key while selecting the products in the list.

@@ Line 36: / Line 36: @@
 ==Clients Self Service==
-To place an upgrade or downgrade order, the client must log in to the Client Area, go to '''Services >> My Services''', click to view the full details for the product or service they wish to manage, and then select the desired upgrade options.
+To place an upgrade or downgrade order, the client must log in to the Client Area, go to '''Services > My Services''', click to view the full details for the product or service they wish to manage, and then select the desired upgrade options.
 ==Admin Upgrades==

@@ Line 1: / Line 1: @@
 ==How it works==
-With the automated upgrading and downgrading features in WHMCS, your clients can upgrade or downgrade their products and packages from the client area.  When they place an upgrade or downgrade order, they will receive a refund of whatever they haven't used of the current cycle on the existing product or service. Then, the system will charge them for the remainder of the cycle at the new product's or service's price. The next due date doesn't change.
+In WHMCS, your clients can upgrade or downgrade their products and packages directly in the Client Area. When they place an upgrade or downgrade order, they will receive a refund for any value they haven't used of the current cycle on the existing product or service. Then, the system will charge them for the remainder of the cycle at the new product's or service's price. The next due date doesn't change.
 <div align="center">
@@ Line 14: / Line 14: @@
 ===Free to Paid Products===
-When a free product is upgraded to a paid product, you must set a Next Due Date to determine when it will renew. WHMCS sets this automatically to one billing cycle from the date of upgrade.
+When a client upgrades a free product to a paid product, you must set a '''Next Due Date''' to determine when it will renew. WHMCS sets this automatically to one billing cycle from the date of upgrade.
-For example, if a client upgraded from a free product to a monthly paid product on the 1st of January, the Next Due Date would be set to the 1st of February.
+For example, if a client upgraded from a free product to a monthly paid product on the 1st of January, the '''Next Due Date''' would become the 1st of February.
 ===Promotion Codes===
@@ Line 22: / Line 22: @@
 ====Upgrade Discounts====
-You can configure [[Promotions#Upgrades.2FDowngrades|promotion codes]] to apply to upgrades. This is useful for incentivizing clients to upgrade to higher tier products. When the client places an upgrade order, they will receive the opportunity to enter a promo code. The system calculates the discount based on the total amount due. Clients receive this as a discount on the amount payable today.
+You can configure [[Promotions#Upgrades.2FDowngrades|promotion codes]] to apply to upgrades. This is useful for incentivizing clients to upgrade to higher-tier products. When the client places an upgrade order, they will receive the opportunity to enter a promo code. The system calculates the discount based on the total amount due. Clients receive this as a discount on the amount payable.
 <div align="center">
@@ Line 29: / Line 29: @@
 ====Lifetime Promotions====
-You can configure [[Promotions|promotion codes]] to last the lifetime of a client's service, even sustaining it through upgrades and downgrades. If this is the case, the system calculates the recurring discount using the full product price after the upgrade has completed. The recurring price is reduced accordingly and then updated on the client's service.
+You can configure [[Promotions|promotion codes]] to last the lifetime of a client's service, including through upgrades and downgrades. For these, the system calculates the recurring discount using the full product price after the upgrade. The recurring price is reduced accordingly and then updated on the client's service.
 ===Upgrade Order Handling===
-If an upgrade order is not paid before the renewal invoice is generated by the daily cron task, the upgrade order will be cancelled automatically and the renewal invoice will be generated using the current service details. If the client wishes to upgrade, they will need to place another upgrade order.
+If an upgrade order is not paid before the renewal invoice is generated by the daily cron task, the system cancels the upgrade order automatically and generates the renewal invoice using the current service details. To upgrade, the client must place another upgrade order.
 ==Clients Self Service==
-In order to place an upgrade or downgrade order, the client has to login to the client area, navigate to the '''Services >> My Services''' section, click to view the full details for the product or service they wish to manage, and then select the options to either upgrade the Package or upgrade the Configurable Options.
+To place an upgrade or downgrade order, the client must log in to the Client Area, go to '''Services >> My Services''', click to view the full details for the product or service they wish to manage, and then select the desired upgrade options.
-==Admin/Staff Upgrades==
+==Admin Upgrades==
-Staff can also create upgrade orders from the admin area. The system doesn't restrict staff to the products or options in the product config, so staff can upgrade any single package to any other.  Using the upgrade process will create the prorata invoice for the difference, and then auto provision it upon payment.  To create an upgrade order from the admin side, navigate to the service to upgrade and click the '''"Upgrade/Downgrade"''' button in the top right of the product details tab.
+Admins can also create upgrade orders from the Admin Area. The system doesn't restrict admins to the products or options in the product configuration, so admins can upgrade between any two packages. Using the upgrade process will create the prorata invoice for the difference and auto-provision it on payment.
 ==Configuration==
@@ Line 46: / Line 48: @@
 ===Product Upgrades===
-In order to allow clients to upgrade and downgrade their packages, you need to specify the products that can upgrade to and downgrade to each of your packages. Do this in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' on the '''Upgrades''' tab of the product configuration.
+To allow clients to upgrade and downgrade their packages, you need to specify the products that can upgrade to and downgrade to each of your packages.
-To select multiple products that can upgraded or downgraded, hold the '''Ctrl''' key while selecting the products in the list.
+To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' in the '''Upgrades''' tab of the product configuration.
 ===Configurable Options Upgrades===
-With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product.  You do not need to specify any further configuration for this. Select the checkbox and the client will see the upgrade options in the client area. The system calculates the upgrade price for configurable options the same way as the products above.
+With the configurable options upgrade configuration, this allows your clients to upgrade or downgrade the configurable option selections you offer on the product.  You do not need to specify any further configuration for this.

@@ Line 31: / Line 31: @@
 ==Clients Self Service==
-In order to place an upgrade/downgrade order, the client has to login to the client area, navigate to the '''My Products/Services''' section, click into view the full details for the product or service they wish to manage, and then select the options to either upgrade the Package or upgrade the Configurable Options.
+In order to place an upgrade/downgrade order, the client has to login to the client area, navigate to the '''Services >> My Services''' section, click into view the full details for the product or service they wish to manage, and then select the options to either upgrade the Package or upgrade the Configurable Options.
 ==Admin/Staff Upgrades==