Clients:Summary Tab - Revision history

PeterM: /* Invoices/Billing */

2023-09-12T14:04:31Z

‎Invoices/Billing

John: /* Invoices/Billing */ Corrected typo

2023-08-08T13:55:43Z

‎Invoices/Billing: Corrected typo

SarahK: /* Invoice Selected Items */

2023-07-27T17:33:01Z

‎Invoice Selected Items

SarahK: /* Client's Information */

2022-12-28T18:03:25Z

‎Client's Information

SarahK at 17:50, 9 December 2022

2022-12-09T17:50:47Z

SarahK at 17:48, 9 December 2022

2022-12-09T17:48:32Z

SarahK at 17:41, 9 December 2022

2022-12-09T17:41:32Z

SarahK: /* Admin Notes */

2022-12-02T19:30:41Z

‎Admin Notes

SarahK at 15:52, 12 July 2022

2022-07-12T15:52:53Z

SarahK at 18:00, 12 May 2022

2022-05-12T18:00:51Z

Show changes

@@ Line 119: / Line 119: @@
 ==Invoices/Billing==
-In this section quick invoice and billing statistics are displayed; the number of invoices in each status along with the total value of each in brackets.
+In this section quick invoice and billing statistics are displayed; the number of invoices in each status along with the total value of each in brackets:
 In the Income sub-section, the statistics are calculated as follows:

@@ Line 125: / Line 125: @@
 * Gross Revenue statistic shows the total of all transactions paid by the client
 * Client Expenses is the sum of transaction fees and refunded transactions
-* Next Income is the Gross Revenue - Client Expenses
+* Net Income is the Gross Revenue - Client Expenses
 * Credit Balance shows the current amount of credit available to the client to spend

← Older revision		Revision as of 17:33, 27 July 2023
Line 333:		Line 333:

	==Invoice Selected Items==		==Invoice Selected Items==
		+
		+	<div class="docs-alert-info">
		+	In WHMCS 8.8 and later, you can enable and configure on-demand renewals to allow customers to renew services early, before invoice generation, from within the Client Area. For more information, see [[On-Demand Renewals]].
		+	</div>

	There may be times where a client asks for you to invoice them for the next renewal date early. To do this, check the checkboxes for the desired products, services, addons, and domains and then click '''Invoice Selected Items'''.		There may be times where a client asks for you to invoice them for the next renewal date early. To do this, check the checkboxes for the desired products, services, addons, and domains and then click '''Invoice Selected Items'''.

@@ Line 20: / Line 20: @@
 ==Client's Information==
-This section displays the client's contact information and the following links:
+This section displays the client's contact information and the '''Reset & Send Password''' and '''Login as Owner''' links.
 ===Reset & Send Password===

@@ Line 65: / Line 65: @@
 <div class="docs-alert-info">
-These options will only display if you have an appropriate [[Payment Gateway]] activated. If you do not have either an active merchant gateway and/or bank account module, then no options to add Pay Methods will be displayed.
+These options will only display if you have activated an appropriate [[Payment Gateways|payment gateway]]. If you do not have either an active merchant gateway and/or bank account module, then no options to add payment methods will be displayed.
 </div>
-When multiple Payment Gateways are active, and include a combination of both local card storage and tokenized payment gateway modules, upon selecting to add a credit card, you will be prompted for the Storage Method you wish to use. Essentially, you need to tell WHMCS if the card should be tokenized with your desired Payment Gateway, or stored locally and encrypted in the database. In most cases if you have a tokenization payment gateway in use, you will probably want to use this.
+When multiple payment gateways are active, and include a combination of both local card storage and tokenized payment gateway modules, upon selecting to add a credit card, you will be prompted for the storage method you wish to use. Essentially, you need to tell WHMCS if the card should be tokenized with your desired payment gateway, or stored locally and encrypted in the database. In most cases if you have a tokenization payment gateway in use, you will probably want to use this.
 ===Managing Pay Methods===

@@ Line 84: / Line 84: @@
 Click '''Delete''' to remove the card's details from the client and WHMCS.
-If an error occurs deleting a remote [[Pay Method]], or if the gateway that a remote Pay Method is associated with has been deactivated, WHMCS will be unable to delete the record. When this happens, a message will be shown displaying the error that occurred and providing an option to ignore and force delete the Pay Method.
+If an error occurs deleting a remote [[Pay Methods|payment method]], or if the gateway that a remote payment method is associated with has been deactivated, WHMCS will be unable to delete the record. When this happens, a message will be shown displaying the error that occurred and providing an option to ignore and force delete the payment method.
 [[File:PayMethodDeleteFail.png]]
-Force deleting a Pay Method will not run anything on the remote gateway system. Manual removal of any records in a gateway account would need to be done manually if required, when force deleting from WHMCS.
+Forcibly deleting a payment method will not run anything on the remote gateway system. Manual removal of any records in a gateway account would need to be done manually if required, when force deleting from WHMCS.
 ==Invoices/Billing==

@@ Line 311: / Line 311: @@
 * You cannot generate another invoice if an invoice has already been made for the next due date.
-If you select multiple items with the same '''Next Due Date''' and '''Separate Invoices''' is enabled in the client's profile or [[Client Group|client group]], it will not apply and all possible items will be invoiced together. To split them, edit the resulting invoices and use the '''Split Invoice''' function.
+If you select multiple items with the same '''Next Due Date''' and '''Separate Invoices''' is enabled in the client's profile or [[Client Groups|client group]], it will not apply and all possible items will be invoiced together. To split them, edit the resulting invoices and use the '''Split Invoice''' function.
 ==Delete Selected Items==

@@ Line 232: / Line 232: @@
 Here staff can enter private notes about the client.
-Separate notes sections are available available under the '''[[Clients:Products/Services Tab|Products/Services]]''', '''[[Clients:Domains Tab|Domains]]''', and  '''[[Clients:Notes Tab|Notes]]''' tabs.
+Separate notes sections are available under the '''[[Clients:Products/Services Tab|Products/Services]]''', '''[[Clients:Domains Tab|Domains]]''', and  '''[[Clients:Notes Tab|Notes]]''' tabs.
 ==Filtering Products==

@@ Line 182: / Line 182: @@
 Once the client has been activated as an affiliate, the 'View Affiliate Details' link will be displayed in its place. Click it to see the client's referrals, commissions pending and paid, as well as your payments to them. For more information, see [[Affiliates]].
-==Merge Client Accounts==
+===Merge Client Accounts===
-Merging clients combines 2 separate client accounts in WHMCS into one. This merges everything relating to the 2 separate entities into one including but not limited to products, invoices, transactions, or tickets.
+Merging clients combines two separate client accounts in WHMCS into one. This merges everything relating to the two separate entities into one including but not limited to products, invoices, transactions, or tickets.
 [[File:Merge clients.png|thumb|Merge Clients Popup]]
@@ Line 205: / Line 205: @@
 Deleting a client removes everything related to that client from the WHMCS database, with the exception of transactions. This is because transactions are considered income that isn't being refunded when the client is removed. If you want to also remove the client's transactions, do this in the '''[[Clients:Transactions Tab|Transactions]]''' tab before you delete the client.
 ==Send Email==