Credit/Prefunding - Revision history

SarahK: /* Invoices */

2022-04-21T18:29:55Z

‎Invoices

SarahK at 18:28, 21 April 2022

2022-04-21T18:28:58Z

SarahK at 17:17, 21 April 2022

2022-04-21T17:17:34Z

SarahK at 16:08, 21 April 2022

2022-04-21T16:08:18Z

SarahK at 22:12, 21 January 2022

2022-01-21T22:12:29Z

SarahK at 19:11, 17 January 2022

2022-01-17T19:11:23Z

SarahK at 16:26, 5 August 2020

2020-08-05T16:26:39Z

Matt at 16:15, 23 October 2017

2017-10-23T16:15:49Z

Matt: /* =Credit Issuing */

2017-10-23T13:16:44Z

‎=Credit Issuing

Matt: Created page with "WHMCS supports account credit. Credit allows customers to have a prepaid balance on their account. This is useful for allowing customers to deposit funds in advance, as well..."

2017-10-23T13:15:22Z

Created page with "WHMCS supports account credit. Credit allows customers to have a prepaid balance on their account. This is useful for allowing customers to deposit funds in advance, as well..."

New page

WHMCS supports account credit.

Credit allows customers to have a prepaid balance on their account. This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations.

When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated.

==The Credit Log==

The credit log allows you to see the full credit history for a customer, including all additions and subtractions. To view the credit log, follow these steps:

#Begin by navigating to the Clients Summary page for the desired client
#Click the '''Manage Credits''' link

==Adding Credit to a Client==

To issue an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):

#Click the '''Add Credit''' button
#Enter a description for the credit (this is only seen by admin users) and the amount of credit to add
# Click '''Save Changes'''

The credit will be added to the clients available credit balance immediately.

==Removing Credit from a Client==

To remove an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):

#Click the '''Remove Credit''' button
#Enter a reason for removing the credit (this is private to admin users) and the amount of credit to remove
#Click "'Save Changes"'

The available credit balance will be updated immediately.

==Applying Credit to an Invoice==

To apply credit to an invoice, follow the steps below:

#Navigate to the desired invoice within the WHMCS admin area
#Select the '''Credit''' tab
#Under the '''Add Credit to Invoice''' heading, enter the amount of credit you wish to apply from the client's account credit balance to the invoice
#Click '''Go''' to complete the process

Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.

==Removing Credit from an Invoice==

To remove credit from an invoice, follow the steps below:

#Navigate to the desired invoice within the WHMCS admin area
#Select the '''Credit''' tab
#Under the '''Remove Credit from Invoice''' heading, enter the amount of credit you wish to deduct from this invoice and return to the client's account credit balance.
#Click '''Go''' to complete the process

If the invoice has been paid by credit, you may wish to set the invoice status back to Unpaid and reverse any automation that may have been triggered (eg. moving the service's Next Due Date back one billing cycle).

==Automation==

===Automatic Credit Application===

By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation.

You can turn this off in '''Setup > General Settings > Credit''' by toggling the ''Automatic Credit Use'' setting to off.

===Credit Issuing==

Credits are automatically issued to a customers account balance when an invoice overpayment occurs.

Overpayments can be triggered by an admin user applying payment to an invoice for more that the balance due or by an automated payment gateway callback. For example, a common cause of this is when a client sets up multiple PayPal Subscriptions.

Credit log entries due to invoice overpayments will appear in the credit log with a description as follows:

Credit for Overpayment of Invoice #1234

Where 1234 is the Invoice ID.

@@ Line 19: / Line 19: @@
 You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''Credit''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 For more information, see [[Adding and Working With Credit]].

@@ Line 17: / Line 17: @@
 ==Invoices==
-You can apply credit to or remove credit from an invoice in the invoice's '''[[Clients:Credit Tab|Credit]]''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
+You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''Credit''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 For more information, see [[Adding and Working With Credit]].

@@ Line 19: / Line 19: @@
 You can apply credit to or remove credit from an invoice in the invoice's '''[[Clients:Credit Tab|Credit]]''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Clients:Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 For more information, see [[Adding and Working With Credit]].

@@ Line 7: / Line 7: @@
 ==Manage Credits==
-You can view the full credit history for a client, add credit, and remove credit by clicking  '''Manage Credits''' in the '''Summary''' tab of the client's profile.
+You can view the full credit history for a client, add credit, and remove credit by clicking  '''Manage Credits''' in the '''[[Clients:Summary Tab|Summary]]''' tab of the client's profile.
 For more information, see [[Adding and Working With Credit]].
@@ Line 17: / Line 17: @@
 ==Invoices==
-You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
+You can apply credit to or remove credit from an invoice in the invoice's '''[[Clients:Credit Tab|Credit]]''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''Credit''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''[[Clients:Credit Tab|Credit]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 For more information, see [[Adding and Working With Credit]].

@@ Line 66: / Line 66: @@
 By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation.
-You can turn this off in '''Setup > General Settings > Credit''' by toggling the ''Automatic Credit Use'' setting to off.
+You can turn this off in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Credit''' or, prior to WHMCS 8.0, '''Setup > General Settings > Credit'''. Toggle the ''Automatic Credit Use'' setting to off.
 ===Credit Issuing===

@@ Line 1: / Line 1: @@
 WHMCS supports account credit.
-Credit allows customers to have a prepaid balance on their account.  This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations.
+Credit allows customers to have a prepaid balance on their account.  Clients automatically receive credits for any overpayments they make on invoices in WHMCS. The optional credit system, however, allows the client to make a payment for any amount they choose, at any time, which then adds to their credit balance so it can be applied to any invoices they receive from you. This is useful for allowing customers to deposit funds in advance, as well dealing with overpayments made to invoices and issuing credits in customer service situations.
 When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated.

@@ Line 5: / Line 5: @@
 When a user has a credit balance, both the end user and admins have the options to apply credit from the credit balance to any invoices that are generated.
-==The Credit Log==
+==Manage Credits==
-The credit log allows you to see the full credit history for a customer, including all additions and subtractions.  To view the credit log, follow these steps:
+You can view the full credit history for a client, add credit, and remove credit by clicking  '''Manage Credits''' in the '''Summary''' tab of the client's profile.
-#Begin by navigating to the Clients Summary page for the desired client
+For more information, see [[Adding and Working With Credit]].
-==Adding Credit to a Client==
+==Checkout and New Orders==
-To issue an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):
+During checkout, if a customer has an available credit balance, they can apply credit from their credit balance to the new order. This is always selected by default.
-#Click the '''Add Credit''' button
+==Invoices==
-The credit will be added to the clients available credit balance immediately.
+You can apply credit to or remove credit from an invoice in the invoice's '''Credit''' tab. Clients also have the ability to apply credit to an invoice from within the client area when they have a positive credit balance.
-==Removing Credit from a Client==
+By default, any available credit on a users account will be automatically applied to new recurring invoices immediately upon generation. You can disable this using the '''Automatic Credit Use''' setting in the '''Credit''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
-To remove an account credit, follow the steps below (this guide assumes you have already followed the steps to view the credit log above):
+For more information, see [[Adding and Working With Credit]].
-#Click the '''Remove Credit''' button
+===Credit Issuance===
 Credits are automatically issued to a customers account balance when an invoice overpayment occurs.

← Older revision		Revision as of 16:15, 23 October 2017
Line 53:		Line 53:

	If the invoice has been paid by credit, you may wish to set the invoice status back to Unpaid and reverse any automation that may have been triggered (eg. moving the service's Next Due Date back one billing cycle).		If the invoice has been paid by credit, you may wish to set the invoice status back to Unpaid and reverse any automation that may have been triggered (eg. moving the service's Next Due Date back one billing cycle).
		+
		+	==New Orders/Checkout==
		+
		+	During checkout, if a customer has an available credit balance they will be offered the option to apply credit from their credit balance to the new order.
		+
		+	The option to apply credit from the available credit balance to the new order will always be selected by default.

	==Automation==		==Automation==