Feature Requests
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Better use of Account Credits

Chris shared this idea 4 years ago
Completed

The following changes are needed to the credits functionality...

1. Provide some options on the Add Funds template with check boxes to manage how credits are used.

Use My Account Credits for...

Domain renewals

Product / Service renewals

New orders

2. If the customer has a credit balance and does not have "New Orders" ticked on - when they go to the checkout, their credits are not used to pay the invoice.

The reason we need this change is that customers load their account with funds to pay for renewals - that is usually the only reason they do it. They want their domains to auto renew from their credit balance but if they place a new order, they want to pay that via a different method.

The current situation means that if a client has loaded up with funds to take care of their domains, then they order a new hosting plan, they have to pay with credits and then add more afterwards. The above should take care of that.

Comments (7)

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John,

Does the status ‘In Progress’’ mean its an accept c idea and will be implemented?

Thanks!

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Going further in your idea, it would be interesting to create products that allow only payment whit credit balance.

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Hi,

I'm pleased to advise that we were already planning to include this feautre in the upcoming v7.4 release!

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Awesome ! :) Thank You!

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Hi John,

Great to hear!

Thanks

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I was about to propose a similar idea.

Our company have an issue with clients, who add funds to their credit balance after registration, and only then ordering a service. There is a missing option to pay with credit balance on checkout page (see screenshot in similar idea comment: https://requests.whmcs.com/topic/pay-with-credits-option#comment-11165).

The lack of this simple feature makes our customers unhappy and add more work to account managers and support.

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If this done then you should put complete :)