On-Demand Renewals - Revision history

SarahK at 17:39, 7 February 2024

2024-02-07T17:39:09Z

SarahK at 20:56, 6 December 2023

2023-12-06T20:56:56Z

James.white: /* Domain Renewals and On-Demand Service Renewals */

2023-09-06T14:19:57Z

‎Domain Renewals and On-Demand Service Renewals

SarahK: /* Renewal Period Lengths */

2023-08-28T17:29:56Z

‎Renewal Period Lengths

SarahK: /* What are On-Demand Renewals? */

2023-08-25T19:56:01Z

‎What are On-Demand Renewals?

SarahK: /* What are On-Demand Renewals? */

2023-07-31T15:42:17Z

‎What are On-Demand Renewals?

SarahK at 17:49, 27 July 2023

2023-07-27T17:49:58Z

SarahK: /* Enable On-Demand Renewals Globally */

2023-07-27T17:28:41Z

‎Enable On-Demand Renewals Globally

SarahK at 17:27, 27 July 2023

2023-07-27T17:27:12Z

SarahK: Created page with "
We added on-demand renewals in WHMCS 8.8.
On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to..."

2023-07-27T17:26:41Z

Created page with "<div class="docs-alert-info"> We added on-demand renewals in WHMCS 8.8. </div> On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to..."

New page

<div class="docs-alert-info">
We added on-demand renewals in WHMCS 8.8.
</div>

On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to renew services early, before the system generates their next invoice.

== What are On-Demand Renewals? ==

On-demand renewals allow clients to pay for their next billing cycle in advance of invoice generation. This can help you retain your existing customers and avoid customer support needs due to requests for early invoices.

[[File:CLIENT_RENEW_SERVICES_88.png|300px|On-demand renewals in the Client Area]]

<div class="docs-alert-warning">
* On-demand renewals '''only''' renew eligible services.
* On-demand renewals are not available for addons or services that use metric billing.
</div>

== Enabling On-Demand Renewals ==

You can enable on-demand renewals globally, for all products and services on your WHMCS installation, and configure them further on a per-product basis. You can also specify the maximum length of the on-demand renewal period for each billing cycle.

<div class="docs-alert-warning">
When you enable on-demand renewals, they will be available for both existing services '''and''' future purchases of the applicable products.
</div>

=== Enable On-Demand Renewals Globally ===

[[File:ADMIN_GENERAL_SETTINGS_ORDERING_88.png|300px|Enabling On-Demand Renewals globally]]

You can configure on-demand renewals for your entire installation in the '''[[Ordering_Tab|Ordering]] tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''.

* On-demand renewals are disabled globally by default.
* Your settings for individual products can override this setting.

For more information, see [[Ordering Tab]] and [>>>>>>>>>>>>>> HELP LINK <<<<<<<<<<<<<<<<<<<<<<<|Configuring On-Demand Renewals].

=== Enable On-Demand Renewals for Individual Products ===

[[File:ADMIN_PRODUCTS_AND_SERVICES_OTHER_ON_DEMAND_RENEWALS_88.png|300px|Enabling On-Demand Renewals globally]]

You can configure on-demand renewal settings for individual products in the '''Other''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''. The settings that you configure here can override the global '''On-Demand Renewals''' setting.

For more information, see [[Products and Services]] and [>>>>>>>>>>>>>> HELP LINK <<<<<<<<<<<<<<<<<<<<<<<|Configuring On-Demand Renewals].

== Renewal Period Lengths ==

When you enable on-demand renewals, you can also set the length of the maximum on-demand renewal period for each applicable billing cycle.

The default values below are also the maximum values that you can set:

<table class="table table-striped table-condensed">
<tr><th>Monthly</th><th>Quarterly</th><th>Semi-Anually</th><th>Annually</th><th>Biennially</th><th>Triennially</th></tr>
<tr><td>31</td><td>92</td><td>183</td><td>366</td><td>731</td><td>1096</td></tr>
</table>

However, the system will not consider a service eligible for renewal outside of its current billing period. If, for example, you enter <tt>31</tt> for the '''Monthly''' billing cycle, but the current month only has 28 days, the renewal period will only be 28 days.

<div class="docs-alert-info">
Enter <tt>0</tt> to disable on-demand renewals for that billing cycle.
</div>

== How Do My Clients Renew Early? ==

After you have enabled on-demand renewals for at least one product, clients will see the option to renew the applicable services in the Client Area.

[[File:CLIENT_HOMEPAGE_RENEWING_SOON_88.png|300px|Renewing from the Client Area Homepage]]

After choosing to renew one or more services, they will complete the same shopping cart checkout process that they use for other purchases.

@@ Line 107: / Line 107: @@
 === Configure On-Demand Renewals for Individual Product Addons ===
-In WHMCS 8.9 and later, you can configure on-demand renewal settings for individual product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products Addons]]'''.
+In WHMCS 8.9 and later, you can configure on-demand renewal settings for individual product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Product Addons]]'''.
 * You can find these settings in the '''Pricing''' tab.

@@ Line 1: / Line 1: @@
 <div class="docs-alert-info">
-We added on-demand renewals in WHMCS 8.8.
+* We added on-demand renewals for products in WHMCS 8.8.
 </div>
@@ Line 12: / Line 13: @@
 <div class="docs-alert-warning">
-* On-demand renewals '''only''' renew eligible services.
+* On-demand renewals '''only''' renew eligible products and product addons.
-* On-demand renewals are '''not''' available for addons or services that use metric billing.
+* On-demand renewals are '''not''' available for predefined addons, services that use metric billing, or domains. For more information, see below.
-* On-demand renewals are '''not''' available for domains. For more information, see below.
+* In WHMCS 8.8, on-demand renewals are '''not''' available for any product addons.
 </div>
@@ Line 55: / Line 56: @@
      <td>Promotions</td>
      <td>Customers can use new promotion codes when placing renewal orders for domains. <div class="docs-alert-warning">Domain renewals do '''not''' use the domain's existing promotion codes.</div></td>
-     <td>Customers cannot add new promotion codes when placing renewal orders. Any promotion codes that they already applied to the service will apply to the renewal order and appear on the renewal invoice.</td>
+     <td>Customers cannot add new promotion codes when placing renewal orders. Any promotion codes that they already applied to a service will apply to the service renewal order and appear on the renewal invoice. However, promotion codes will '''not''' apply to service addons or appear on the renewal invoice for them.</td>
    </tr>
    <tr>
@@ Line 63: / Line 64: @@
      <td>Services are eligible if:
        <ul>
-         <li>The associated product supports on-demand renewals.</li>
+         <li>The associated product or product addon supports on-demand renewals.</li>
-         <li>The associated product uses the recurring payment type.</li>
+         <li>The associated product or product addon uses the recurring payment type.</li>
-         <li>The associated product does not use Metric Billing.</li>
+         <li>The associated product or product addon does not use metric billing.</li>
          <li>The service's status is ''Active''.</li>
          <li>There are no unpaid invoices for the service.</li>
@@ Line 79: / Line 80: @@
 <div class="docs-alert-warning">
-When you enable on-demand renewals, they will be available for both existing services '''and''' future purchases of the applicable products.
+When you enable on-demand renewals, they will be available for both existing services '''and''' future purchases of the applicable products and product addons.
 </div>
@@ Line 89: / Line 90: @@
 * On-demand renewals are disabled globally by default.
-* Your settings for individual products can override this setting.
+* Your settings for individual products and product addons can override this setting.
 For more information, see [[Ordering Tab]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals].
@@ Line 97: / Line 98: @@
 [[File:ADMIN_PRODUCTS_AND_SERVICES_OTHER_ON_DEMAND_RENEWALS_88.png|300px|Enabling On-Demand Renewals globally]]
-You can configure on-demand renewal settings for individual products in the '''Other''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''. The settings that you configure here can override the global '''On-Demand Renewals''' setting.
+You can configure on-demand renewal settings for individual products at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''.
 For more information, see [[Products and Services]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals].
 == Renewal Period Lengths ==
@@ Line 120: / Line 131: @@
 == How Do My Clients Renew Early? ==
-After you have enabled on-demand renewals for at least one product, clients will see the option to renew the applicable services in the Client Area.
+After you have enabled on-demand renewals for at least one product or addon, clients will see the option to renew the applicable services in the Client Area.
 [[File:CLIENT_HOMEPAGE_RENEWING_SOON_88.png|300px|Renewing from the Client Area Homepage]]
 After choosing to renew one or more services, they will complete the same shopping cart checkout process that they use for other purchases.

@@ Line 65: / Line 65: @@
          <li>The associated product supports on-demand renewals.</li>
          <li>The associated product uses the recurring payment type.</li>
          <li>The service's status is ''Active''.</li>
          <li>There are no unpaid invoices for the service.</li>

@@ Line 14: / Line 14: @@
 * On-demand renewals '''only''' renew eligible services.
 * On-demand renewals are '''not''' available for addons or services that use metric billing.
-* On-demand renewals are **not** available for domains. For more information, see below.
+* On-demand renewals are '''not''' available for domains. For more information, see below.
 </div>
-−
 == Domain Renewals and On-Demand Service Renewals ==

@@ Line 33: / Line 33: @@
 * Your settings for individual products can override this setting.
-For more information, see [[Ordering Tab]].
+For more information, see [[Ordering Tab]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals].
 === Enable On-Demand Renewals for Individual Products ===
@@ Line 41: / Line 41: @@
 You can configure on-demand renewal settings for individual products in the '''Other''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''. The settings that you configure here can override the global '''On-Demand Renewals''' setting.
-For more information, see [[Products and Services]].
+For more information, see [[Products and Services]] and [https://help.whmcs.com/m/payments/l/1706772-configuring-on-demand-renewals Configuring On-Demand Renewals].
 == Renewal Period Lengths ==

@@ Line 108: / Line 108: @@
 <table class="table table-striped table-condensed">
 <tr><th>Monthly</th><th>Quarterly</th><th>Semi-Anually</th><th>Annually</th><th>Biennially</th><th>Triennially</th></tr>
-<tr><td>31</td><td>92</td><td>183</td><td>366</td><td>731</td><td>1096</td></tr>
+<tr><td>31</td><td>92</td><td>184</td><td>366</td><td>731</td><td>1096</td></tr>
 </table>
@@ Line 116: / Line 116: @@
 Enter <tt>0</tt> to disable on-demand renewals for that billing cycle.
 </div>
-−
 == How Do My Clients Renew Early? ==

@@ Line 6: / Line 6: @@
 == What are On-Demand Renewals? ==
-−
 On-demand renewals allow clients to pay for their next billing cycle in advance of invoice generation. This can help you retain your existing customers and avoid customer support needs due to requests for early invoices.
-−
 [[File:CLIENT_RENEW_SERVICES_88.png|300px|On-demand renewals in the Client Area]]
-−
 <div class="docs-alert-warning">
 * On-demand renewals '''only''' renew eligible services.
-* On-demand renewals are not available for addons or services that use metric billing.
+* On-demand renewals are '''not''' available for addons or services that use metric billing.
 </div>
 == Enabling On-Demand Renewals ==

@@ Line 28: / Line 28: @@
 [[File:ADMIN_GENERAL_SETTINGS_ORDERING_88.png|300px|Enabling On-Demand Renewals globally]]
-You can configure on-demand renewals for your entire installation in the '''[[Ordering_Tab|Ordering]] tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''.
+You can configure on-demand renewals for your entire installation in the '''[[Ordering_Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''.
 * On-demand renewals are disabled globally by default.
@@ Line 34: / Line 34: @@
 For more information, see [[Ordering Tab]].
-−
 === Enable On-Demand Renewals for Individual Products ===

On-Demand Renewals - Revision history

SarahK at 17:39, 7 February 2024

SarahK at 20:56, 6 December 2023

James.white: /* Domain Renewals and On-Demand Service Renewals */

SarahK: /* Renewal Period Lengths */

SarahK: /* What are On-Demand Renewals? */

SarahK: /* What are On-Demand Renewals? */

SarahK at 17:49, 27 July 2023

SarahK: /* Enable On-Demand Renewals Globally */

SarahK at 17:27, 27 July 2023

SarahK: Created page with " We added on-demand renewals in WHMCS 8.8. On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to..."

SarahK: Created page with "
We added on-demand renewals in WHMCS 8.8.
On-demand renewals expand on WHMCS's existing domain renewal features to allow your clients to..."