Clients:Products/Services Tab - Revision history

SarahK: /* Subscription ID */

2023-12-06T20:48:04Z

‎Subscription ID

SarahK: /* WordPress Hosting */

2023-08-28T17:14:20Z

‎WordPress Hosting

SarahK: /* Basic Information */

2022-11-10T20:31:12Z

‎Basic Information

SarahK at 18:52, 12 May 2022

2022-05-12T18:52:34Z

SarahK: /* Payment Method */

2022-04-19T20:24:31Z

‎Payment Method

SarahK: /* Next Due Date */

2022-04-19T20:23:53Z

‎Next Due Date

SarahK: /* Domain Control Validation */

2022-04-19T20:23:16Z

‎Domain Control Validation

SarahK at 20:17, 19 April 2022

2022-04-19T20:17:13Z

SarahK at 21:16, 1 March 2022

2022-03-01T21:16:13Z

SarahK: /* Send Message */

2022-02-04T18:34:01Z

‎Send Message

@@ Line 303: / Line 303: @@
 ===Subscription ID===
-−
-Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by the subscription it can be associated with this service in WHMCS.
+Certain third-party payment gateways (for example, [[2CheckOut]] and some [[PayPal]]® payment gateways) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by the subscription it can be associated with this service in WHMCS.
 ===Override Auto-Suspend===

@@ Line 245: / Line 245: @@
 * In WHMCS 8.4 and later, the '''Event Handling''' setting at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings >  General Settings''' in the '''[[Other_Tab|Other]]''' tab determines how events like WordPress installation run during provisioning.
 </div>
 If you selected '''Allow Client Installation''' or '''Install Automatically''' while configuring the product, you can manage the product's WordPress® installations from the client profile.

@@ Line 144: / Line 144: @@
 ==Basic Information==
-To view the order for this product or service, click '''View Order''' next to '''Order #'''.
+To view the order for this product or service, click '''View Order''' next to '''Order #'''. For more information, see [[Order Management]].
 To select a different product or service to associate with this entry, choose one from '''Product/Service'''.

@@ Line 25: / Line 25: @@
 There are four icons that display the SSL information:
-  [[File:Ssl-active-green.png]] - A green padlock indicates that the selected domain has an active and valid SSL Certificate.
+  [[File:Ssl-active-green.png]] — A green padlock indicates that the selected domain has an active and valid SSL Certificate.
-  [[File:ssl-inactive-domain.png]] - A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
+  [[File:ssl-inactive-domain.png]] — A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
-  [[File:Ssl-inactive-red.png]] - A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
+  [[File:Ssl-inactive-red.png]] — A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
-  [[File:ssl-unknown.png]] - A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.
+  [[File:ssl-unknown.png]] — A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.
+For more information, see [[SSL Monitoring]].
 ==New Addon==
@@ Line 140: / Line 139: @@
 <div class="docs-alert-warning">
-<span class="title">Deletion Is Not Termination</span><br />
+Deleting a product from WHMCS will '''not''' terminate it on the server. If you want to remove it from the server, use '''Terminate''' in '''Module Commands''' before deleting the record from WHMCS.
 </div>
@@ Line 151: / Line 149: @@
 These fields contain basic information for the product or service:
 * '''Server'''
 * '''Domain'''
@@ Line 163: / Line 162: @@
 The product's current state:
-*Pending - Service is awaiting provisioning
+* '''Pending''' — Service is awaiting provisioning.
-*Active - Service is activated and running
+* '''Active''' — Service is activated and running.
-*Completed - Useful for one-time services to indicate they have been performed  (no further invoices will be generated)
+* '''Completed''' — Useful for one-time services to indicate they have been performed  (no further invoices will be generated).
-*Suspended - Service is temporarily stopped, used automatically for overdue services
+* '''Suspended''' — Service is temporarily stopped, used automatically for overdue services.
-*Terminated - Service is permanently stopped and data removed, used automatically for overdue services (no further invoices will be generated)
+* '''Terminated''' — Service is permanently stopped and data removed, used automatically for overdue services (no further invoices will be generated).
-*Cancelled - Service is permanently stopped and data removed at the client's request (no further invoices will be generated)
+* '''Cancelled''' — Service is permanently stopped and data removed at the client's request (no further invoices will be generated).
-*Fraud - Order was marked as fraud (no further invoices will be generated)
+* '''Fraud''' — Order was marked as fraud (no further invoices will be generated).
 If you want to cancel a product that isn't associated with a module, change this to ''Cancelled''. This will prevent the generation of any further invoices.
@@ Line 215: / Line 214: @@
 ===Promotion Code===
-To apply a promotional discount to this service, select it here. Only changing the value will not change the price the client is invoiced. To change it, check [[Clients:Products/Services_Tab#Auto Recalculate on Save|Auto Recalculate on Save]] before you click '''Save Changes'''.
+To apply a promotional discount to this service, select it here.
 ==Module Commands==
@@ Line 241: / Line 242: @@
 <div class="docs-alert-success">
 * We added this feature in WHMCS 8.3.
 * In WHMCS 8.4 and later, the '''Event Handling''' setting at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings >  General Settings''' in the '''[[Other_Tab|Other]]''' tab determines how events like WordPress installation run during provisioning.
@@ Line 267: / Line 267: @@
 <div class="docs-alert-success">
-<span class="title">HTTP File Method Support</span><br />
+DigiCert has [https://knowledge.digicert.com/alerts/domain-authentication-changes-in-2021.html announced the termination of support for HTTP file-based DCV authentication as of November 15th, 2021]. We recommend upgrading to WHMCS 8.3 or higher in order to start using the DNS authentication method.
 </div>
@@ Line 309: / Line 308: @@
 Entering <tt>00/00/0000</tt> as the date will permanently prevent the product from being suspended.
-<div class="docs-alert-info"><i class="fa fa-info-circle"></i> Enabling this will also temporarily prevent automatic terminations for nonpayment.</div>
+<div class="docs-alert-info">
 ===Auto-Terminate End of Cycle===
@@ Line 318: / Line 319: @@
 <div class="docs-alert-warning">
 The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled to use this functionality.
 </div>

@@ Line 211: / Line 211: @@
 The payment method used for invoices generated by this service. This allows you to use a different payment gateway for each of a client's services.
-The client may ultimately pay using a different payment method, if you permit it in [[Invoice_Tab#Clients_Choose_Gateway|General Settings]].
+The client may ultimately pay using a different payment method, if you permit it in [[Invoice_Tab#Clients_Choose_Gateway|your settings]].
 ===Promotion Code===

@@ Line 191: / Line 191: @@
 ===Next Due Date===
-The date on which the next renewal invoice is due. A renewal invoice will be generated in advance of this date in accordance with the [[Automation_Settings]] for the '''Recurring Amount'''.
+The date on which the next renewal invoice is due. A renewal invoice will be generated in advance of this date in accordance with the [[Automation_Settings|setting]] for the '''Recurring Amount'''.
 For one-time services, this displays '''N/A'''.

@@ Line 268: / Line 268: @@
 <div class="docs-alert-success">
 <span class="title">HTTP File Method Support</span><br />
-DigiCert has [[https://knowledge.digicert.com/alerts/domain-authentication-changes-in-2021.html announced the termination of support for file-based DCV authentication as of November 15th, 2021]]. We recommend upgrading to WHMCS 8.3 or higher in order to start using the DNS authentication method.
+DigiCert has [https://knowledge.digicert.com/alerts/domain-authentication-changes-in-2021.html announced the termination of support for file-based DCV authentication as of November 15th, 2021]. We recommend upgrading to WHMCS 8.3 or higher in order to start using the DNS authentication method.
 </div>

@@ Line 39: / Line 39: @@
 <div class="docs-alert-warning">
 To add addons in WHMCS 7.10 and earlier, see [[Clients:Products/Services_Tab#Adding an Addon|Adding an Addon]] below.
 </div>
-You can add new addons to any product. To do this:
+You can add new [[Product Addons|addons]] to any product. To do this:
 # Click '''New Addon''' at the top-right of the page.
@@ Line 64: / Line 63: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appears as a link next to '''Product/Service'''.
 </div>
@@ Line 78: / Line 76: @@
 No immediate changes to the product will occur after creating an upgrade order. The changes take effect when the invoice is paid. Then, the product will be updated, the new recurring amount will be set, and, with most supported control panels, the upgrade is fully automated. Finally, the upgrade email specified in the product configuration is sent to the user advising them of the new product's details.
-You can use the same process for configurable options if the product contains them.
+You can use the same process for [[Configurable Options|configurable options]] if the product contains them.
 ====Manual Upgrades====
@@ Line 92: / Line 90: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appears as '''Move Product/Service to Another Client''' at the top-right of the page.
 </div>
@@ Line 108: / Line 105: @@
 <div class="docs-alert-warning">
 Invoices cannot be moved between clients. When you transfer ownership of a product or service, any invoices will remain under the old owner. We recommend that you check the old owner's '''Invoices''' tab for any unpaid invoices for this service and cancel them. To invoice the new owner for the service, move the '''Next Due Date''' forward or back by one day. The system will generate a new invoice the next time that the cron runs.
 </div>
@@ Line 115: / Line 111: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appeared at the bottom of the page.
 </div>
@@ Line 131: / Line 126: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appears as '''Resend Product Welcome Email''' at the bottom of the page.
 </div>
@@ Line 140: / Line 134: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, '''Delete''' appears as a red link at the bottom of the page.
 </div>
@@ Line 266: / Line 259: @@
 <div class="docs-alert-success">
 We added this functionality in WHMCS 8.3.
 </div>
@@ Line 281: / Line 273: @@
 ==Addons==
-Product addons allow you to bill for additional items related to the main product on independant billing cycles from the product. Addons can be preconfigured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''' or, prior to WHMCS 8.0, '''Setup > Product Addons'''.
+Product addons allow you to bill for additional items related to the main product on independant billing cycles from the product. Addons can be preconfigured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Product Addons]]''' or, prior to WHMCS 8.0, '''Setup > Product Addons'''.
 You can also create custom addons that aren't predefined. Users can order predefined addons from the client area product details page.
@@ Line 327: / Line 319: @@
 <div class="docs-alert-warning">
 <span class="title">Automation Settings</span><br />
-The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled to use this functionality.
+The "Cancellation Requests" setting in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' must also be enabled to use this functionality.
 </div>

@@ Line 1: / Line 1: @@
 {{Client Management}}
-Access the '''Products/Services''' tab at '''Clients > View/Search Clients'''. Then, select a client and click '''Products/Services'''. This tab contains details for all of a client's services, as well as the ability to edit, upgrade or downgrade, move, or delete the product, and run module commands.
+From the '''Products/Services''' tab, you can easily view details for all of a client's services, as well as the edit, upgrade or downgrade, move, or delete the product, or run module commands.
 [[File:client_services.png|thumb|Client Products/Services Tab]]

@@ Line 119: / Line 119: @@
 To send a message to the account:
-#Click '''More'''.
+# Click '''More'''.
-#Choose '''Send Message'''.
+# Choose '''Send Message'''.
-#Select an email template from '''Choose Message'''.
+# Select an email template from '''Choose Message'''.
-#Click '''Send Message'''.
+# Click '''Send Message'''.
 ===Resend Welcome Email===