Products Management - Revision history

SarahK: /* On-Demand Renewals */

2023-12-06T21:05:19Z

‎On-Demand Renewals

2023-08-22T13:54:13Z

‎Invoicing Early

2023-07-27T17:54:10Z

‎Invoicing Early

2023-07-27T17:53:56Z

‎Invoicing Early

2023-05-30T21:58:21Z

‎Addons

2023-05-16T15:55:01Z

‎Invoicing Early

2023-05-16T15:54:49Z

‎Invoicing Early

2023-05-16T15:53:24Z

‎Invoicing Early

2023-03-07T13:07:28Z

‎Deleting a Product/Service from a Client

2023-02-23T16:24:16Z

‎Adding Addons to Users

@@ Line 87: / Line 87: @@
 === On-Demand Renewals ===
-In WHMCS 8.8 and later, on-demand renewals allow your customers to renew their services early, before WHMCS has generated the next invoice, in the Client Area.
+In WHMCS 8.8 and later, on-demand renewals allow your customers to renew their services early, before WHMCS has generated the next invoice, in the Client Area. In WHMCS 8.9, on-demand renewals also includes support for product addons.
 === Invoicing Early ===

@@ Line 93: / Line 93: @@
 === Invoicing Early ===
-Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab.
+Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary_Tab#Invoice_Selected_Items|Summary]]''' tab.
 ==Upgrades/Downgrades==

← Older revision		Revision as of 17:54, 27 July 2023
Line 94:		Line 94:

	Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary Tab\|Summary]]''' tab.		Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary Tab\|Summary]]''' tab.
−
−	~~For more information, see [[Clients:Summary Tab]].~~

	==Upgrades/Downgrades==		==Upgrades/Downgrades==

@@ Line 81: / Line 81: @@
 You can enable or disable this option from the '''[[Clients:Products/Services Tab|Products/Services]]''' tab in the client profile.
-==Invoicing Early==
+== Early Renewals and Invoicing ==
-−
-In some circumstances, you may want to generate an invoice for a customer's next renewal date early.
+In some circumstances, you may want to generate your customer's next invoice early, or they may wish to pay for their services in advance.
-−
 Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab.
-−
 For more information, see [[Clients:Summary Tab]].

@@ Line 49: / Line 49: @@
 [[File:Managing-addon.png|800px]]
-After purchase, ou can manage addons for individual purchased products in the client profile.
+After purchase, you can manage addons for individual purchased products in the client profile.
 * To view the list of addons for a product, select the parent product from the menu.
 * To edit an addon, click the edit icon for that addon in the '''Addons''' list.

@@ Line 83: / Line 83: @@
 ==Invoicing Early==
-In some circumstances, you may want to generate an invoice for a customer's next renewal date early. To do this, go to the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab, select the items to invoice, and click '''Invoice Selected Items'''.
+In some circumstances, you may want to generate an invoice for a customer's next renewal date early. Admins can generate invoices for services, domains, or addons with the ''Pending'', ''Active'', or ''Suspended'' statuses in advance from the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab.
 For more information, see [[Clients:Summary Tab]].

@@ Line 228: / Line 228: @@
 ==Deleting a Product/Service from a Client==
-#From the Products/Services details page of the product you want to delete, scroll to the bottom and click the red '''Delete''' link
+#From the Products/Services details page of the product you want to delete, click '''More''' and then click '''Delete'''.
-#After clicking this link, you will be asked to confirm if you are sure you want to delete the item
+#After clicking this link, you will be asked to confirm if you are sure you want to delete the item.
-#If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next product/service under that client
+#If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next product/service under that client.
 '''Note:''' Deleting a product from WHMCS will not terminate it on the server.  If you wanted to remove it from the server aswell, you need to run the Terminate Module Command as explained above before deleting the record from WHMCS.

@@ Line 53: / Line 53: @@
 * To edit an addon, click the edit icon for that addon in the '''Addons''' list.
-===Adding Addons to Users===
+===Adding Addons to Clients===
 [[File:New-addon-button.png|800px]]