Credit Tab - Revision history

SarahK at 13:47, 15 April 2022

2022-04-15T13:47:56Z

SarahK at 13:33, 15 April 2022

2022-04-15T13:33:43Z

SarahK at 16:53, 17 December 2021

2021-12-17T16:53:57Z

John at 12:10, 12 November 2018

2018-11-12T12:10:22Z

David at 12:31, 17 April 2018

2018-04-17T12:31:55Z

Nathan at 16:35, 19 April 2016

2016-04-19T16:35:28Z

John at 09:48, 5 December 2014

2014-12-05T09:48:38Z

John at 11:59, 14 November 2013

2013-11-14T11:59:28Z

John at 16:38, 11 May 2011

2011-05-11T16:38:13Z

John: New page: For information regarding the credit system in WHMCS refer to this page. ===Enable/Disable=== Tick to enable the add funds system allowing customers ...

2009-07-13T10:56:52Z

New page: For information regarding the credit system in WHMCS refer to this page. ===Enable/Disable=== Tick to enable the add funds system allowing customers ...

New page

For information regarding the credit system in WHMCS [[Client_Management#Managing_Credit|refer to this page]].

===Enable/Disable===
Tick to enable the add funds system allowing customers to buy credit held in their account which can then be used to pay invoices. Invoices generated ''after'' credit has been added will automatically be used towards paying the balance. Both you and your customers can manually use the credit to pay invoices generated ''before'' credit was added.

The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit.

@@ Line 3: / Line 3: @@
 The '''Credit''' tab allows you to enable and configure [[Clients:Summary_Tab#Manage_Credits|the credit system]].
-You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+You can access this 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'''.
 ===Enable/Disable===

@@ Line 1: / Line 1: @@
-<br/><br/>{{General Settings}}
+{{General Settings}}<br/>
-For information regarding the credit system in WHMCS [[Clients:Summary_Tab#Manage_Credits|refer to this page]].
+You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 ===Enable/Disable===

@@ Line 5: / Line 5: @@
 ===Enable/Disable===
-Tick to enable the add funds system allowing customers to buy credit held in their account which can then be used to pay invoices. Invoices generated ''after'' credit has been added will automatically be used towards paying the balance. Both you and your customers can manually use the credit to pay invoices generated ''before'' credit was added.
+Check to enable the add funds system allowing customers to buy credit held in their account which can then be used to pay invoices. Invoices generated ''after'' credit has been added will automatically be used towards paying the balance. Both you and your customers can manually use the credit to pay invoices generated ''before'' credit was added.
 The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit.
 ===Require Active Order===
-We recommend keeping this option ticked so clients can only add funds to their account once at least one order has been manually approved. Unticking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.
+We recommend checking this option to ensure that clients can only add funds to their account when you have manually approved at least one order. Unchecking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.
 ===Automatic Credit Use===
-With this option ticked any credit on a client's account is automatically applied to the invoice as soon as it is generated. Credit added after invoice generation will not be automatically applied.
+If you check this option, any credit on a client's account automatically applies to the generated invoice immediately. Credit added after invoice generation will not be automatically applied.
-Unticking this option means no credit will be applied automatically, and needs to be manually added by staff/the client.
+Unchecking this option means no credit will be applied automatically and needs to be manually added by your staff or the client.
 ===Credit on Downgrade===
 Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.

@@ Line 11: / Line 11: @@
 ===Require Active Order===
 We recommend keeping this option ticked so clients can only add funds to their account once at least one order has been manually approved. Unticking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.
 ===Credit on Downgrade===
 Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.

← Older revision		Revision as of 12:31, 17 April 2018
Line 11:		Line 11:
	===Require Active Order===		===Require Active Order===
	We recommend keeping this option ticked so clients can only add funds to their account once at least one order has been manually approved. Unticking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.		We recommend keeping this option ticked so clients can only add funds to their account once at least one order has been manually approved. Unticking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.
		+
		+	===Credit on Downgrade===
		+	Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.

← Older revision		Revision as of 16:35, 19 April 2016
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−	For information regarding the credit system in WHMCS [[~~Client_Management~~#~~Managing_Credit~~\|refer to this page]].	+	For information regarding the credit system in WHMCS [[Clients:Summary_Tab#Manage_Credits\|refer to this page]].

	===Enable/Disable===		===Enable/Disable===

← Older revision		Revision as of 09:48, 5 December 2014
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−	~~[[Configuration\|~~<~~-- Back to~~ General Settings]]	+	<br/><br/>{{General Settings}}
		+

	For information regarding the credit system in WHMCS [[Client_Management#Managing_Credit\|refer to this page]].		For information regarding the credit system in WHMCS [[Client_Management#Managing_Credit\|refer to this page]].

← Older revision		Revision as of 11:59, 14 November 2013
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		+	[[Configuration\|<-- Back to General Settings]]
		+
	For information regarding the credit system in WHMCS [[Client_Management#Managing_Credit\|refer to this page]].		For information regarding the credit system in WHMCS [[Client_Management#Managing_Credit\|refer to this page]].

← Older revision		Revision as of 16:38, 11 May 2011
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	The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit.		The other settings define the amount a customer can add in a single transaction and the maximum limit of account credit.
		+
		+	===Require Active Order===
		+	We recommend keeping this option ticked so clients can only add funds to their account once at least one order has been manually approved. Unticking this option can lead to an increased risk of chargebacks and fraud as malicious users can add funds - and therefore pay for products - without having to pass any fraud screening measures.