Ordering Tab - Revision history

SarahK: /* On-Demand Renewals */

2023-12-06T20:57:36Z

‎On-Demand Renewals

James.white: /* Only Auto Provision for Existing */

2023-08-16T10:38:54Z

‎Only Auto Provision for Existing

SarahK: /* Default Order Form Template */

2023-07-27T17:51:17Z

‎Default Order Form Template

SarahK: /* Signup Anniversary Prorata */

2022-04-26T21:11:50Z

‎Signup Anniversary Prorata

SarahK: /* Signup Anniversary Prorata */

2022-04-26T21:06:39Z

‎Signup Anniversary Prorata

SarahK at 18:08, 21 April 2022

2022-04-21T18:08:23Z

SarahK at 20:16, 20 April 2022

2022-04-20T20:16:17Z

SarahK at 13:45, 15 April 2022

2022-04-15T13:45:59Z

SarahK at 13:22, 15 April 2022

2022-04-15T13:22:33Z

SarahK: /* Auto Redirect on Checkout */

2021-09-30T19:15:28Z

‎Auto Redirect on Checkout

@@ Line 14: / Line 14: @@
 <div class="docs-alert-info">
-* We added on-demand renewals in WHMCS 8.8. For more information, see [[On-Demand Renewals]].
+* We added on-demand renewals for products in WHMCS 8.8 and for product addons in WHMCS 8.9. For more information, see [[On-Demand Renewals]].
-* The on-demand renewal configuration for individual products will override the global setting.
+* The on-demand renewal configuration for individual products or product addons will override the global setting.
-* On-demand renewals '''only''' renew eligible services. They are not available for addons or services that use metric billing.
+* On-demand renewals '''only''' renew eligible services and service addons. They are not available for predefined addons, services that use metric billing, or several other configurations.
 </div>
-Check to enable on-demand renewals globally for all products and services on your WHMCS installation.
+Check to enable on-demand renewals globally for all products and product addons on your WHMCS installation.
 After you enable on-demand renewals, you can also specify the maximum length of the [[On-Demand_Renewals#Renewal_Period_Lengths|maximum on-demand renewal period]] for each applicable billing cycle. Enter <tt>0</tt> to disable on-demand renewals for a specific billing cycle.
 ===Enable TOS Acceptance===

@@ Line 59: / Line 59: @@
 If you use one of our [[Fraud Protection]] modules, enabling this option will skip these checks for customers with at least 1 active order.
-===Only Auto Provision for Existing===
+=== Only Auto Provision for Existing ===
-When this option is enabled, products/services will only be automatically provisioned and domains will only be automatically registered if the client already has an existing '''active''' order. Orders can only be made active by an admin user after manual review and therefore using this option allows you to have '''full automation''' for people you've already reviewed & fraud checked, but '''no automation''' for new users - a very helpful way to combat fraud.
 ===Enable Random Usernames===

@@ Line 10: / Line 10: @@
 ===Default Order Form Template===
 Choose the appearance of the order form your clients will see by default. The thumbnails show a small preview of each template. For more information, see [[Standard Order Form Templates]].
 ===Enable TOS Acceptance===

@@ Line 56: / Line 56: @@
 With this option enabled all products will be prorated to each client’s original signup date (per the client '''[[Clients:Summary Tab|Summary]]''' tab). All of a client’s products will renew on the same day regardless of when they order, but the date will be different for each individual client.
-* You must enable '''Prorata Billing''' in the '''Pricing''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > '''[[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
+* You must enable '''Prorata Billing''' in the '''Pricing''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
 * The '''Prorata Date''' setting will be overridden by the client’s signup date.

@@ Line 54: / Line 54: @@
 ===Signup Anniversary Prorata===
-With this option enabled all products will be prorated to each client’s original signup date (per the client Summary page). Meaning that all of a client’s products will renew on the same day regardless of when they order, the date will be different for each individual client. The Setup > Products/Services > Edit > Pricing tab > Prorata Billing option must still be enabled, but the Prorata Date setting will be overridden by the client’s signup date.
+With this option enabled all products will be prorated to each client’s original signup date (per the client '''[[Clients:Summary Tab|Summary]]''' tab). All of a client’s products will renew on the same day regardless of when they order, but the date will be different for each individual client.
 Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).

@@ Line 61: / Line 61: @@
 <div class="docs-alert-info">
-We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
+We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations In WHMCS]].
 </div>
@@ Line 69: / Line 69: @@
 <div class="docs-alert-info">
-We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
+We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations In WHMCS]].
 </div>
@@ Line 86: / Line 86: @@
 <div class="docs-alert-info">
-We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
+We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations In WHMCS]].
 </div>
@@ Line 94: / Line 94: @@
 <div class="docs-alert-info">
-We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
+We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations In WHMCS]].
 </div>
@@ Line 102: / Line 102: @@
 <div class="docs-alert-info">
-We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
+We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations In WHMCS]].
 </div>
 Check to provide details about why products are recommended.

← Older revision		Revision as of 20:16, 20 April 2022
Line 57:		Line 57:

	Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).		Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).
		+
		+	===Enable Product Cross-selling===
		+
		+	<div class="docs-alert-info">
		+	We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
		+	</div>
		+
		+	Check this to enable the display of product recommendations in the Client Area shopping cart.
		+
		+	===Product Cross-sell Locations===
		+
		+	<div class="docs-alert-info">
		+	We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
		+	</div>
		+
		+	Check the locations in which you want product recommendations to display to users. You can select:
		+
		+	* '''Display after adding a product to the cart'''
		+	* '''Display on the Review & Checkout page'''
		+	* '''Display on the Checkout page'''
		+	* '''Display on the Order Confirmation page'''
		+
		+	<div class="docs-alert-info">
		+	Product recommendations only display on the '''Review & Checkout''' and '''Checkout''' pages once per cart session. They will not display again until the client makes a purchase and then adds the product to a new cart session.
		+	</div>
		+
		+	===Number of Cross-sells===
		+
		+	<div class="docs-alert-info">
		+	We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
		+	</div>
		+
		+	Enter the number of product recommendations to display to a customer in the Client Area shopping cart. This setting helps to prevent an excessive number of recommendations from appearing in a single list in the shopping cart and can provide a better overall customer experience.
		+
		+	===Recommend Existing Services on Order Confirmation===
		+
		+	<div class="docs-alert-info">
		+	We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
		+	</div>
		+
		+	Check to display product recommendations for previously-purchased products to authenticated clients on the '''Order Confirmation''' page.
		+
		+	===Product Cross-sell Style===
		+
		+	<div class="docs-alert-info">
		+	We added cross-selling and product recommendations in WHMCS 8.5. For more information, see [[Cross-selling and Product Recommendations in WHMCS]].
		+	</div>
		+
		+	Check to provide details about why products are recommended.

@@ Line 3: / Line 3: @@
 The '''Ordering''' tab allows you to configure the appearance of the order form and the ordering experience.
-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'''.
 ===Order Days Grace===

← Older revision		Revision as of 13:22, 15 April 2022
Line 1:		Line 1:
−	~~<br/><br/>~~{{General Settings}}	+	{{General Settings}}<br/>

		+	The '''Ordering''' tab allows you to configure the appearance of the order form and the ordering experience.
		+
		+	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'''.

	===Order Days Grace===		===Order Days Grace===

@@ Line 19: / Line 19: @@
 ===Auto Redirect on Checkout===
-<div class="docs-alert-info">When PayPal Checkout is selected, clients will be redirected to PayPal to complete the subscription regardless of the selected value. The PayPal Basic module will not override this setting.</div>
+<div class="docs-alert-info">When PayPal® Checkout is enabled, WHMCS will redirect clients to PayPal® to complete the subscription regardless of the selected value. The PayPal Basic module will not override this setting.</div>
-Choose the behaviour when a customer clicks the place order button on the checkout page:
+Choose the behaviour when a customer places an order on the checkout page:
-#Not automatically redirect and just show the order completed page – Customer will be shown the order completed page with a message to login to the client area to pay the outstanding invoice.
-#Select to automatically redirect the user to the invoice – Customer will be taken to the invoice where they can review the details and click the payment button to pay.
+# '''Not automatically redirect and just show the order completed page''' — The order completed page will display a message allowing the client to log in to the Client Area to pay the outstanding invoice.
-#Select to automatically redirect the user to the gateway – Customer will be taken directly to the payment gateway to enter their payment details.
+# '''Select to automatically redirect the user to the invoice''' — An invoice will display order details and a payment button.
 ===Allow Notes on Checkout===