Product Addons - Revision history

SarahK: /* Module Settings */

2024-04-03T14:14:29Z

‎Module Settings

SarahK: /* Module Settings */

2024-03-18T14:43:30Z

‎Module Settings

SarahK: /* Pricing */

2023-12-06T20:51:02Z

‎Pricing

SarahK: /* Predefined Addons */

2023-03-03T17:06:51Z

‎Predefined Addons

SarahK at 18:02, 18 October 2022

2022-10-18T18:02:03Z

SarahK at 21:31, 14 April 2022

2022-04-14T21:31:35Z

SarahK at 22:11, 18 February 2022

2022-02-18T22:11:14Z

SarahK: /* Product Addon Billing */

2022-02-18T21:45:24Z

‎Product Addon Billing

SarahK at 21:44, 18 February 2022

2022-02-18T21:44:02Z

SarahK at 21:55, 17 February 2022

2022-02-17T21:55:11Z

@@ Line 96: / Line 96: @@
 # Select a '''[[Server_Modules|Module Name]]'''.
 # In WHMCS 8.2 and later, select an '''Addon Type'''.
-#* If you use ''cPanel/WHM'' or ''Plesk'' as the module, choose '''Add-On Feature''' to offer certain module-specific features like [[WP Toolkit]] or [[Sitejet Builder]]. If you choose this type, choose the desired feature for '''Feature Name'''.
+#* If you use ''cPanel/WHM'' or ''Plesk'' as the module, choose '''Add-On Feature''' to offer certain module-specific features like [[WP Toolkit]]. If you choose this type, choose the desired feature for '''Feature Name'''.
 #* Choose '''Independent Product''' for all other types of addon. Prior to WHMCS 8.2, all addons use this type.
 # Configure the additional settings that appear. These depend on the module and addon type you choose.

@@ Line 91: / Line 91: @@
 ===Module Settings===
-−
 Use the '''Module Settings''' tab to configure the addon for provisioning:
-−
 # Select a '''[[Server_Modules|Module Name]]'''.
 # In WHMCS 8.2 and later, select an '''Addon Type'''.
-#* If you use cPanel or Plesk as the module, choose '''Add-On Feature''' to offer certain module-specific features like WP Toolkit. If you choose this type, choose the desired feature for '''Feature Name'''.
+#* If you use ''cPanel/WHM'' or ''Plesk'' as the module, choose '''Add-On Feature''' to offer certain module-specific features like [[WP Toolkit]] or [[Sitejet Builder]]. If you choose this type, choose the desired feature for '''Feature Name'''.
 #* Choose '''Independent Product''' for all other types of addon. Prior to WHMCS 8.2, all addons use this type.
 # Configure the additional settings that appear. These depend on the module and addon type you choose.

@@ Line 49: / Line 49: @@
 ===Pricing===
-−
 Under '''Pricing''', you can configure these settings:
-−
 *'''Payment Type''' — Select whether you want the addon to be '''Free''', '''One Time''', or '''Recurring'''.
 **If you selected '''One Time''' or '''Recurring''', a pricing matrix will display. Check '''Enable''' for the desired frequencies and then enter the desired '''Setup Fee''' and '''Price''' for each frequency.
@@ Line 57: / Line 57: @@
 *'''Prorata Billing''' — In WHMCS 8.2 and later, check to sync the addon due date with the due date for the parent service.
 *'''Allow Multiple Quantities''' — In WHMCS 8.0 and later, select whether to allow orders for multiple quantities of the addon.
+* '''On-Demand Renewals''' — In WHMCS 8.9 and later, configure the addon-specific settings for [[On-Demand Renewals|on-demand renewals]]:
 ====Product Addon Billing====
-−
 The billing cycle for addons depends on how it was purchased:
 * If the product addon is purchased with a product or service that is available for the addon, one of the following occurs:
@@ Line 65: / Line 69: @@
 ** If the addon '''does not''' have a billing cycle in the pricing matrix, it uses the minimum available term for the addon.
 * If a product addon is ordered at a later date via the client area ('''Services > View Available Addons''') it may have a different billing cycle and '''Next Due Date''' from the parent product.
 To set annual pricing on the addon:
-−
 #Click the '''Edit''' icon next to the addon.
 #Click '''Pricing'''.
@@ Line 75: / Line 79: @@
 #Select the checkbox under '''Annually''' for each of your currencies.
 #Enter the desired '''Setup Fee''' and '''Price'''.
-−
 This will ensure the addon is always billed annually, even if the parent product billing cycle is different.
-−
 ====Prorata Billing====
 For product addons, WHMCS uses the prorata date setting from the associated parent product or service instead of a separate date. WHMCS will then bill for the product addon and the parent product or service on the same day of the month for their respective billing cycles.
-−
 For example scenarios using prorata billing settings with product addons, see [[Prorata Billing]].

@@ Line 101: / Line 101: @@
 In WHMCS 8.2 and later, a '''Predefined Addons''' section appears at the bottom of the first addon creation page. It allows you to quickly create addons with preconfigured settings.
-Click a predefined addon to automatically prepopulate the '''Create New Addon''' settings with the appropriate values. For example, clicking '''WordPress Toolkit Deluxe (cPanel)''' will configure all of the necessary settings for an addon to sell WordPress Toolkit Deluxe on your compatible cPanel servers. For more information, see [[WP Toolkit]].
+Click a predefined addon to automatically prepopulate the '''Create New Addon''' settings with the appropriate values. For example, clicking '''WP Toolkit Deluxe (cPanel)''' will configure all of the necessary settings for an addon to sell WP Toolkit Deluxe on your compatible cPanel servers. For more information, see [[WP Toolkit]].
 Some settings may be unavailable for certain predefined addons (for example, you cannot select a different module for a cPanel-specific addon). You can configure the remaining settings as normal.

@@ Line 92: / Line 92: @@
 # Select a '''[[Server_Modules|Module Name]]'''.
 # In WHMCS 8.2 and later, select an '''Addon Type'''.
-#* If you use cPanel or Plesk as the module, choose '''Add-On Feature''' to offer certain module-specific features like WordPress® Toolkit. If you choose this type, choose the desired feature for '''Feature Name'''.
+#* If you use cPanel or Plesk as the module, choose '''Add-On Feature''' to offer certain module-specific features like WP Toolkit. If you choose this type, choose the desired feature for '''Feature Name'''.
 #* Choose '''Independent Product''' for all other types of addon. Prior to WHMCS 8.2, all addons use this type.
 # Configure the additional settings that appear. These depend on the module and addon type you choose.
@@ Line 101: / Line 101: @@
 In WHMCS 8.2 and later, a '''Predefined Addons''' section appears at the bottom of the first addon creation page. It allows you to quickly create addons with preconfigured settings.
-Click a predefined addon to automatically prepopulate the '''Create New Addon''' settings with the appropriate values. For example, clicking '''WordPress Toolkit Deluxe (cPanel)''' will configure all of the necessary settings for an addon to sell WordPress Toolkit Deluxe on your compatible cPanel servers. For more information, see [[WordPress Toolkit]].
+Click a predefined addon to automatically prepopulate the '''Create New Addon''' settings with the appropriate values. For example, clicking '''WordPress Toolkit Deluxe (cPanel)''' will configure all of the necessary settings for an addon to sell WordPress Toolkit Deluxe on your compatible cPanel servers. For more information, see [[WP Toolkit]].
 Some settings may be unavailable for certain predefined addons (for example, you cannot select a different module for a cPanel-specific addon). You can configure the remaining settings as normal.

← Older revision		Revision as of 21:31, 14 April 2022
Line 1:		Line 1:
	Product Addons let you offer additional items that the client can select. These are billed separately from the product.		Product Addons let you offer additional items that the client can select. These are billed separately from the product.

−	You can ~~add and manage product addons~~ at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''.	+	You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''.

@@ Line 2: / Line 2: @@
 You can add and manage product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''.
 == When to Use Product Addons ==
@@ Line 9: / Line 10: @@
 For more information, see [[Addons and Configurable Options]].
 ==Product Addon Settings==
@@ Line 45: / Line 35: @@
 **This setting does not change existing purchased addons.
-====How Addons Display====
+====How Addons are Displayed====
 The table below shows how the '''Show On Order''', '''Hidden''', and '''Retired''' options affect the display of product addons:
@@ Line 71: / Line 60: @@
 ====Product Addon Billing====
-The billing cycle for addons depends on the specifics of the purchase and whether related products were purchased in the same order.
+The billing cycle for addons depends on how it was purchased:
 * If the product addon is purchased with a product or service that is available for the addon, one of the following occurs:
 ** If the addon has a billing cycle in the pricing matrix, it uses the same billing cycle as the parent product.
@@ Line 90: / Line 78: @@
 This will ensure the addon is always billed annually, even if the parent product billing cycle is different.
-=====Prorata Billing=====
+====Prorata Billing====
 In WHMCS 8.2 and later, you can choose to use prorata billing with product addons. Prorata billing synchronizes billing to a specific day of the month.
@@ Line 123: / Line 111: @@
 ===Custom Fields===
 For Product Addons, '''Custom Fields''' are for internal use only. Typically, these are autopopulated by the modules you choose.
@@ Line 139: / Line 126: @@
 Clients can download the files at '''Services > My Services > View Details > Downloads''' in the Client Area. For more information, see [[Product Download Distribution]].

@@ Line 1: / Line 1: @@
-===What are Addons and Configurable Options?===
+Product Addons let you offer additional items that the client can select. These are billed separately from the product.
-Configurable Options on products allow you to give your clients ways to alter the price of that product. Product Addons let you offer additional items that the client can select. These are billed separately from the product.
+You can add and manage product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''.
-*Configurable Options are defined in groups.
-*Groups of options can be applied to one or more products.
-===When should I use Configurable Options instead of Addons?===
+* The item is a one-time service.
 Use Configurable Options when:
 *You want to offer a choice of options for a single item, like disk space, the server operating system, or locations.
 *You want the total amount to be billed as a single item and not separately.
 *The billing cycle of the addon must match the billing cycle of the product.
-===When should I use Addons instead of Configurable Options?===
+For more information about configurable options, see [[Configurable Options]].
-−
 ==Product Addon Settings==
-Product Addons use the following settings in several tabs at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''. You can update these settings during Product Addon creation or later by clicking the '''Edit''' icon for an addon:
+Product Addons use the following settings. You can update these settings during Product Addon creation or later by clicking the '''Edit''' icon for an addon:
 ===Details===
@@ Line 79: / Line 83: @@
 To set annual pricing on the addon:
 #Click the '''Edit''' icon next to the addon.
 #Click '''Pricing'''.
@@ Line 137: / Line 140: @@
 Clients can download the files at '''Services > My Services > View Details > Downloads''' in the Client Area. For more information, see [[Product Download Distribution]].
-==Creating a New Addon==
+== Creating and Managing Addons ==
 To create a new addon:
 #Click '''Add New Addon'''.
 #Configure the settings in each tab. For more information, see [[#Addon_Settings|Addon Settings]] above.
 #Click '''Save Changes'''.
-==Managing Addons==
+When you manage addons, you cannot delete addons that are active purchases for a customer.
 Admins can issue addons to customers. For more information, see [[Products Management#Addons|Products Management]].