Feature Requests
Share ideas, discuss and vote on requests from other users in community
Multiple Billing Accounts using One Login
Completed
We desperately need to be able to use ONE login for multiple billing accounts.
I'd prefer a username and password login, after which the client could view each of their billing accounts.
We have multiple clients who have multiple businesses, but only want to use one email for correspondence. Changing WHMCS to utilize username/password instead of email/password would allow us to create seperate billing accounts under the same contact.
No sub accounts won't suffice, no forwarders are not a solution, and yes we do have more than one client who needs this.
We would also like to see this and to extend it to contacts as well. For instance, if a web master has multiple clients (which most do), we have to create them as contacts on each account with a different login. We would much rather have ONE login that can be connected to multiple accounts. When that person logs in -- whether as an account owner or just a "contact" -- they have access to all accounts they are connected to, not just the one.
I actually disagree with this, should this go ahead the option to disable this should also exist.
And there are many more reasons i am against this.
I agree with this feature request and perhaps to address the concerns that others have with this feature it could simply be enabled/disabled by the WHMCS admin.
I can see the use of this, but it should be able to enable it per client. Most clients would want to have their email as username, because it is easier to remember.
The 3-4 customers who need this, can contact support so it can be modified in the client profile or/and have a yes/no option during signup.
Also, the usernames should be <customer number><account id xx>.
Example: 648602
CustomerID: 6486
User ID: 02
I think subaccounts could and should be improved/rewritten with this in mind. I also have several clients that need this.
I agree with Jorge, it only makes sense to associate billing information (like a credit card) with a subcontact if necessary. Then you can assign subcontacts (along with their associated billing info) to products for default payment and all is well.
Liam was fixing a couple issues on my multi credit card module, and told me that it is currently not in the queue. If people want this, they need to start asking for it, and moving this up the list.
I'd love to see this implemented.
The title of this request should be "Multiple Credit Cards in Single Account"
It's about changing the client login to a username & password combo.
Yes Please!
I think sub account system should be improved rather than using one username and password for all accounts.
I have customers that have more than one service that need to be billed seperately, even though its the same person paying the bill.
Now I have to manually send them invoices because you aren't allowed to have the same email under two accounts.
This would be useful for a couple of reasons.
I wouldn't have to send invoices out manually.
They can log into one account and look what is outstanding, no matter which service it is. And they can keep track of there services better. This is just a no brainer.
We need this as well! Very urgent to us!
If the feature can be disabled/Enabled from the Admin Panel then it is Good.
At least we need the ability to have the same subaccount user on several different accounts...sometimes different clients have the same tech. guy and now he needs a different e-mail for every hosting account he cares for.
I've needed this feature for a while now.
We also have the same issue. We have a company which bills us for a number of our clients. It's really not an option to make them login separately for each client when they want to pay us. They need a single account which is marked as the billing sub account for each of the clients concerned. Pretty please!!
We would like to see this implemented.
I work with multiple SEO firms as a developer and a site host. It is absolutely imperative that I be able to make the same SEO client manager an admin on multiple domains, all of which point to different clients. I'm kind of shocked this isn't a feature. I came here to find out how to implement it, not to discuss the possibility of maybe, someday, perhaps supporting such a mission critical feature.
I manage multiple websites for a number of businesses, handling all the web related issues including domain administration, site development and implementation, etc. I'm just beginning the use of WHMCS, and this issue of needing unique email addresses for each client is going to be an inconvenience. I try to minimize the client's need for involvement in the day to day and month to month details by having all emails come to me, and then only contact the client when needed. It's then more of a personal correspondence, rather than an automated email.
I'm using WHMCS to start up a computer repair service mainly for my dad's rent to own company. The problem is, he needs to see which of his stores is being billed for a repair so he can charge them for it and pay me. The only way I can seem to manage this so far is to create an account for each of his stores and then create him as a contact for each store and mark him down to receive invoices/bills by default.
This should work, but it would be nice if he would be able to login to the system and view all of the invoices for each of his stores as well as manage the account's for the stores. For example, if a store has to fire someone and they try to retaliate by logging into the system and changing the password or anything worse, my dad should be able to go in and "administrate" just that group of accounts and recover it.
This topic could lead multiple ways on how it could be created and it seems to be very important to some users. I'm sure a developer who's familiar with WHMCS could make a few bucks with this addon, even though it should just be apart of the system naturally.
Examples of solving this problem:
There's probably more ways to solve this, these are just a few ways that seem like they could be the most efficient in regards to the clients and administration to track and such.
We have case where one client has multiple companies to manage so they want to manage all their domains using single account but want invoices with relevant company name.
There should be an option where we can assign different services to different user/company.
This would be very helpful for our affiliates as currently we have to tell them to get the login details from the client. As long as it would not jeopardize security.
The whole aspect to how customers are managed need a drastic improvement. The idea of the way accounts are structured right now is rather cumbersome.
The first step when signing up should be identifying the main account holder. If they are a new signup, they identify whether this is a business or personal profile. This is rather important to distinguish as how the invoice is sent out, with a business name only or a personal name.
In a business profile, it should indicate whom the main contact is that will be attached as part of the business profile whom is essentially the administrator for the business account.
Now, instead of the current structure of accounts/sub accounts, every one in the system would have a profile. If you want to add someone to an account, you add their profile which then every person that signs in sees what services they have access to, and if they are the main contact for a product, they have the right to administer whom else to add, delete, or manage any other aspect. Business accounts would function the same way.
By providing a sign in system like this, you retain the email address sign in but open up functionality and control.
I don't necessarily think the whole system needs changing, we just need to be able to add one sub-account userID or email address to multiple primary accounts. Right now even the Intern of a corporate user has to have or know the company credit card information, and then if we have multiple users on the same credit card we have to update it manually for each user when it changes or expires.
I too like the idea of maintaining email address login, but having the option to link that user to multiple accounts. One place I see this getting tricky is linking to an account when the webmaster in this example emails in to the support ticket module. I don't know the best solution there.
I agree for an email-initiated ticket. Of course if it's opened from the portal then a dropdown with the pertinent account could be required. But for email...they'll have to state the account? (Then someone writes a text-recognition module to see if the account is mentioned!) Either way, I'd rather create a support process around that problem than not have the ability at all.
I to am in the need for this feature TODAY!
This is a huge issue when dealing with clients that have multiple locations. For example, I have one client that has 30 locations. Each location needs to be invoiced separately but all invoices have to be sent to the same email address! I can't even use the "sub account" or "contacts" feature because duplicate email addresses are not allowed! This is really a feature that any billing system requires. In Quick Books they call it Parent Child relationships. Pllllllllllllllllllllllllllleeeeeeeeeeeeeeeeeeese.... can we get this?
./signed
+1 this vote. Seems like a very basic need. Now in 15 years of hosting websites and even the old software we are migrating from (to WHMCS) had the feature of one login, managing multiple sub-accounts each with their own billing/tech contacts as well.
Would love to see this implemented.
I also want this feature implemented.
I can not agree with this. As already stated it would open up the opportunity for fraud in numerous ways, such as being able to get special offers multiple times when it should be once only per client not per account.
If it is implemented then it should be optional as to if it is switched on or not by the admin.
Bj
There should be an option to allow clients to have multiple billing contacts, for example when a restaurant chain has multiple locations each invoice needs to be billed to different company.
this allready excist as contacts
The best solution would be to be able to connect a contact as owner to a product or domain. And have the bills directed at that contact.
Having more than 3 years of hosting is more important than this request.
I bill 5 and 10 year terms for some hosting products. Why not?
We need this desperately in our implementation of WHMCS. We have clients with multiple sites (owned / operated by same staff) and need to be invoiced for these things under different names. Would be an absolute life saver as we have had to get pretty creative with making it work so far.
Dylan
Is this even on the radar? It is very difficult to manage one client that needs invoices sent in the names of 93 different facilities to the same billing department!
I guess the development team is not very keen on this one here...
i was actually looking for the same feature. i work with an artist management company each of their clients has separate billing accounts. even though all of the invoices would be sent to one person, they need to sort them by artist so they funds are pulled from the appropriate account.
seems like the interest is here... it'd be awesome if whmcs caught on ;)
Actually it makes since, but I agree to have a way to disable it. I have several corporations, anything to do with the account should be the owner, but they don't handle the billing so invoices, etc., need to be mailed out to a different email address. Kind of like domains at a registrar, there are Owner, Admin, Billing, and Technical contacts. For me, it would be nice to have Owner/Admin, Billing and Technical since I have separate contacts for each for one account.
And never mind. I see it is in the V6, sorry
How exactly is this implemented in v6? As far as I can see, there is no option to have one product billed to a spesific contact.
We have web developers that refer all of their clients to us for hosting. When they need to make support tickets or other needs it causes an issue. Their email can only be associated to one account and for verification purposes it causes pause.
I would like to see a link to account feature. Where you can grant access to other "emails/users" to certain areas of your products and services.
Any progress on this? Has someone done this as a modification? I would be interested in implementing it even for a pay.
I couldn't agree more, many of my clients need this as well. I don't know why this would be too hard to make it work that way.
While they are at it, they should do multi-company. Modules Garden has an addon that does this but, they only payment gateway they have is Paypal which is sad... These two features would put the competition out of biz.
i assumed that when i read that 'sub-accounts' were being integrated into v6 that this was the feature they were referring to. unfortunately it wasn't :/
i have a client who handles artist management and has several sites that she pays for, but needs itemization so they know which accounts to cut checks from. i was setting up different accounts for each band, but my client only has so many email addresses that i can send the various accounts to (since you can only use an email once within the current system).
anyone know of a work around for that one?
my issue, like the initial one brought up, is that my client is already incredibly busy and does not have the time to keep several dozen logins/passwords straight. she needs 1 login where she can go in and see each client's payment status, she can 'resend' invoices out to her clients (possibly even masking the email as coming form her account email), and she can handle the follow up/payments without needing my help every time.
splaquet,
Why couldn't you just create separate products for each? That way they gets billed seperately that should solve that issue. Outside of that the client could just setup a ton of forwarders/aliases for account creation.
That being said this feature is still high priority for us also.
Here's what we use for branding communications from our different customer groups. https://www.gohigheris.com/in-touch
We sponsored the development of this a couple years ago because we have 3 brands that we wanted to operate out of WHMCS (multi-company thing).
This won't solve the billing issue but, it will make communications branding much easier.
We do not need the exact request described by OP, however we have a lot of Persons (with a single Main Email address) who operate several "Clients/Organizations". We have been managing the limitations imposed by Client's Unique Email address with backup email addresses, distribution lists, forwarding and what not, but it is getting a real pain already.
Explaining to users that they need 5 more additional emails just to register their clients with us is an "interesting" conversation to have.
So to sum up, having an ability to use "username"-s as a unique identifier for login or allowing to use the same main contact email address for different Client's would really expand the use of WHMCS in these situations.
I develop and maintain multiple clients websites through a hosting provider who uses WHMCS for their client billing. While I could open a reseller account and service these clients directly, I'd rather not take on both the developer and hosting liabilities at this time.
Because of this, I need to use one email account as a sub-account to log in to each of my clients' WHMCS client areas, or attempt to remember a whole bunch of my <[email protected]> addresses just to log in. I also have hosting through the same provider as some of my clients, and would like to see my hosting, and their hosting all from the same control panel.
It's now 2016, where services have Two Factor Authentication, one-time log in emails, and people have more accounts than ever to manage. Are there no plans to allow a username/email based sign in, where clients can delegate another username/email as a collaborator on their account?
If not, it doesn't give me much reason to pay for a monthly/yearly WHMCS license when I do start up my reseller hosting account.
This functionality would be great. I am getting more & more clients who have multiple accounts and having one login/master account for them to manage billing etc would be extremely useful.
This is the same for us.
We have several clients who manage multiple offices or locations and would like single sign on.
This is made worse since WHMCS has it set so that all downloads (PDF's, etc) must be downloaded after a login, despite the fact that we have the ability to view tickets without a login enabled. It sure does make things difficult for the EU sometimes.
We too have clients that manage multiple offices and locations and need a separate profile contact to manage them all.
This is made worse since WHMCS prevents users from downloading files unless they are logged in. Despite the fact that we allow our clients to view tickets with the direct link and not require a login.
It makes things difficult when we send out PDF quotes or technical documents. They need to login to whichever account is for that office or location. Not the best for customer service.
For invoices, we did setup alternate billing contacts. But this only send the emails. They do not really have a method to VIEW online all the invoices unless they login into all the accounts separately. As an example, we have a medical clinic with 12 offices. 12 logins to manage for the client.
Agreed - I have this exact issue too - multiple billing locations, but
one company administrator with one email address who needs to manage
billing for all of them.... it's embarrassing not being able to offer
them a solution. Instead, they have to 17 unique email addresses??
Crazy.
Indeed, please do implement this as I have clients with multiple companies who require invoices for each company but have a single email address doing creditors for all the companies.
Suggestion: Another workaround would be to allow multiple companies under one profile. With a different billing contact and company name to be assigned to each hosting/domain/product. This in essence would solve all these problems as the client would then have a single login with multiple contacts and companies etc.
Many of us have multiple hosting company names. How difficult that this be? Just set it up so that the program checks for all the addresses in a comma separated list.
[email protected], [email protected], [email protected]
This is a great idea whose time has come years ago.
After 10 months nothing is changed? i support this request that is very important and it should be improved very quickly.
I'm chiming in to see if someone from WHMCS will respond about this. This is one of my biggest gripes with WHMCS.
Indeed, this is extremely important. I'd also like to be able to have different company names on invoices for a client under the same profile.
I also have several cases that involve a single customer (single account) who needs several invoices for different companies. This will be useful indeed.
I can see this being incredibly useful. Voted! :)
This has a ton of support, the fact that it is being ignored by WHMCS for 4 years shows that this entire feature request system is a smoke screen for closing tickets now.
Billing Contact per Product ;)
Need this too. The schema seems inadequately thought through.
Account to Business isn't 1:1 but 1:m. For tax purposes in many countries, invoices need to be made out to the actual business and not necessarily the parent company or just one business. It's been numerous years since this was asked for, hope it's coming soon.
Are there any updates on this? I have a customer who I sold different services and I don't want to create several different account for each service that needs to be billed on a different CC.
For this to work with our company, I have had to setup a [email protected] and forward the email to the correct domain. Quite a mess.
It would be great if those accounts could handle multiple currencies! As the customer is paying in one foreign currency but we receive via Bank or paypal or WesternUnion only local currencies. There need to be a way to handle this via i.e. Multiple Accounts and a possibility to convert a credit to the local currency we are using.
Credit a client for money receivedWhen you receive money from a client it should be recorded in WHMCS as a transaction. But if the payment is not for a specific invoice or the client has accidentally overpaid, the client's credit balance should be increased accordingly. Adding credits via the "Manage Credits" popup would not appear on the transaction record as they are not transactions. So to credit a client and create a transaction:
This will ensure your accounting records are accurate and the Account Statement report is balanced.
---
NOT POSSIBLE if multiple currencies need to be processed - customer paying in EURO and you have to credit in Thai Baht as you only receive THB from the bank!
You can't create a second account in another currency for the customer either as he would use the same email for that account and WHMCS does not allow one email address on multiple accounts
This is sorrily needed.
We have one large client with over 20 different company names.
Each company must be billed with that companies name on the invoice mostly for tax implications.
All billings still go to the same contact and email but we should be able to assign different company names to each product.
At current it requires 20 different accounts to accommodate them and 20 different emails to set up.
Why each product can not be assigned to a different company name within one account is beyond me.
That's all it takes nothing more complicated than that.
Other software vendors have had this possibility for years.
Why hasn't WHMCS integrated this already?
It's a big administrative task to create "fake" alias mail addresses to be able to support this for our customers.
They don't want to create new mail address either if they have multiple accounts they manage products on.
This request is more than 4 years old, why hasn't anything happened yet.
I have seen request with a tenth of a support that has already been implemented??
I like to see this implemented soon!
Advocating strongly for Multi Tenant in the above sense, but also in way that ones own WHMCS can be used for Multi Business (various not related products/services offered).
We have also had this situation many times where we need to have the same email on multiple accounts, because the primary contact works for multiple companies or is a contractor for multiple clients.
If I understand it right you need one account to login to reply but with different alias for replying on support ticket.
It can be done.
Yet again, I have this issue. A client has multiple companies that need to be billed separately (hence individual accounts) but all their communication is to / from one email address. I understand the difficulty for WHMCS - if there is only one email address for the user, how do they log in to the separate accounts..... but surely there is a way to offer a selector to the user once they have logged in. Where an email is associated to multiple accounts, a modal pop up, after login, simply asks "Which account would you like to view" and show the relevant accounts in drop down select or something similar (my bank offers that so that I can view different accounts).
What about changing the system so that email addresses are not the centric part of the account but usernames are. Yes, people forget their usernames and not their email addresses but the email address can be used to retrieve a username by emailing the customer all their usernames to the single email address.
I prefer going down the unique username route for this very reason.
What about creating usernames instead?!
If the client forgets their username they just type in their email address and the usernames associated to their email address will be emailed to them.
At the same time, if they forget their password well they need to know the username and email address associated with the account.
Very needid feature. WHMCS team, any progress? Please make it possible!
I 100% agree this is needed. With the email address needing to be unique, but when someone needs to have multiple accounts, and/or multiple sub-accounts (companies wanting separate billing for different purposes, developers that refer customers to you and need to have a sub-account on each one), this is a constant issue in troubleshooting ways to work with this system as is.
To make this work in the ideal manner, it should be as follows:
- Create an order
- Create a unique profile to attach that to. Sort of like being the "main" account
- Advise of other profiles you want associated with this product.
- Select what level of access they will get (billing, full access, etc)
- Enter their email address to get an invite to sign up
- Invite goes to that persons email address.
- They continue to sign in.
WHMCS would need to be more like a CRM system, with each profile and the associated products they have access to. If it just replaced email addresses with usernames, it would at least be a start but still not really addressing the big picture, which one username would log you in to all services you are able to see, and do something with.
Nice that this is under consideration. Need some action on this.
Email is a horrible way to setup a user. One simple reason is a email may become unavailable for various reasons.
You must have the email/ username set to unique. Makes sense since your searching on it and obv expecting a single return. But you must have a primary key set to that record and thats already unique.
The dilemma is how to convert what people have setup now to something that can be changed. Since you also have a password that joins on the username why not create a username field that YOU control. Creating a unique field for this is cake. Then tell people who try and use their email as their username that an email has been sent with their new username... your created field, and to use that. A simple check to see what was entered into the username will tell you if they used an old email or the new username. Now you have a way to assign the username, find their account based on that, much better then email and faster then a text search and a way to allow multiple accounts with the same email. If you are running a normalized database then your set.
Its not going to be easy, but not insurmountable. What is currently in place is not workable unless you are billing one entity.
I was wondering if there was any progress on this?
It would be extremely useful for reseller accounts!
I really do prefer to have a e-mail address as a username instead of a "username".
You still can, but email shouldn't be the unique identifier.
The most efficiant can be the "google" system,
You can switch for each login on a simple "clic" with different account. AND you can delegeate some privilege to other account like webmaster or other !!!
I VOTE FOR
i would also like to add that it could be as simple as having the ability to have one client account, be granted control over other client accounts in terms of billing. I think this would be the simplest implementation and help get it out the door quicker. this feature is a must.
I guess that WHMCS already has everything that is needed to do this, with a very small implementation.
With one single master account, the client can create sub-contacts and these sub-contacts can have different details address details and be applied to the invoices.
I think the necessary changes are:
I was going to say that each sub-contact needs to have its own company name but this is already there! Amazing!
So... I don't see how a simple implementation like this is still not implemented after 5 years.
Let's hope...
how about creating a user tier:
- SuperAdmin (the one ring, to rule them all)
- Admin (can be assigned moderation of Reseller accounts and customer accounts)
- Reseller (can be assigned to manage customer accounts)
- Customer
i don't mean to circle back around on how crazy it is that this feature isn't available already... but, I am ;)
whereas, I realize that GoDaddy (and the other big players) associate account info to email address and client info... we're not GoDaddy. WE are the niche group of growing entrepreneurs, who sometimes need to bend the "norm" or write the rules. ..,to grow as small companies, entrepreneurs, and free thinkers! ;)
I've implemented this in Laravel. I have accounts and users. An account holds the billing information, the products and services as well as support tickets and such. Then you have memberships, which is user <-> account. Each user has permissions or roles on an account. This allows multiple users to belong to multiple accounts and have different roles for each. You can invite a user to join an account with specific permissions and you can remove user memberships from accounts.
An account isn't necessarily a user, and a user isn't necessarily an account: in fact, any account can have multiple users with different permissions, and any user can have multiple accounts, again with different permissions. For example, you might have a personal account and a business account, and want to keep them separate. Why make your life harder with multiple sets of credentials?
Of course, that's from the user's viewpoint. From the developer's viewpoint, this leads to authorization issues. We can't simply assume that a user has rights to everything in a given account. Some users might only need access to servers, for instance, or billing, or open tickets... because we don't know which combinations we'll see, our authorization system has to be robust.
This sort of relationship model would work great with WHMCS and shouldn't be too hard to migrate to.
I had taken for granted that this was already possible so now desperately need this feature or some way of implementing it. We have lots of company "groups" who want their invoices sent to the same email address. I can create sub contacts for them which is perfect but if I try to give them a client area login, they must have a unique email which is useless! I have voted for quite a few ideas on here that date back 5+ years so I do not hold out much hope that whmcs actually even read these requests :(
My clients are always surprised when I ask them to create a new account with a new email when they need different invoice details. Others are shocked and find it ridiculous for an IT company to have such restrictions. This is one of the top pending requests right now. All the others above have been completed. We really hope to get some good news soon and this gets implemented in... WHMCS 8 perhaps? :)
Thank you
Totally agree this is very important feature and we are waiting too long to be implemented.
Can someone explain this more effectively, how this could work? Here is an example I think would not be good:
Bob - eMail = [email protected] - Username = bobuser
Mary - eMail = [email protected] - Username = maryuser
Bob want's ONLY to see his invoices, services, products, etc. when bobuser logs in.
Mary want's ONLY to see her invoices, services, products, etc. when maryuser logs in.
Here's the problem ==> All invoices go to: [email protected] so everyone with access to that email account sees everything!
I think the suggestion to use usernames (instead of email addresses) for WHMCS accounts is a great idea! Yes, totally, that's good!
The issue I see, is that the person(s) who access that email account and see all invoices, have a problem when they want to log in to make payments, changes, order new services, terminate others. How are they going to do this, when Bob and Mary have separate accounts? Now make it interesting... 200 service invoices, spread over 129 login accounts, all sending email to a single email address. The accountant / bookkeeper receiving all of them, needs to adjust 37 services, but has to figure out which login account they go to (there are 129 of them), and then they have no access, because all the "Bob's" and "Mary's" have their own (private) login account credentials, which should not be given out.
Maybe a solution is as follows?
Logins:
Bob - eMail = [email protected] - Username = bobuser (ONLY able to access "Bob" related products, invoices, etc.)
Mary - eMail = [email protected] - Username = maryuser (ONLY able to access "Mary" related products, invoices, etc.)
Accountant - eMail = [email protected] - Username = accountantuser (MASTER able to access Everyone's related products, invoices, etc. for this master account).
eMailed invoices:
Bob - eMail = [email protected] - Username = bobuser (user can turn off invoice email messages)
Mary - eMail = [email protected] - Username = maryuser (user can turn off invoice email messages)
Accountant - eMail = [email protected] - Username = accountantuser (user always receives invoice email messages)
Finally, one thing we have found, a fair number of clients go the other way... They want a separate login for each business, and they use separate email accounts for each business. Some clients just wanted it that way (separated login / profile for each business; others had separate accountants for each business, paying with different methods, and needed that separation.
Maybe it's better to create some add-on module for the "Multiple Billing Accounts using One Login" feature? (For those who want to use it).
I do not know if everyone else would agree but for me personally, I just need a contact to be able to be linked to multiple Clients with a set of permissions for each link. Each Client would still have a unique email but a contact could log in and be asked which Client it wanted to see, e.g. immediately after login, check to see if the contact is linked to multiple clients, if so, show a dialog to choose the client they wish to see. Once they have chosen, from then on, everything is the same as it is now, except it would need to show which client they were viewing at the top in the username bit and allow them to switch client from there by invoking the same dialog. I agree this could be a module but it would make sense to include this in the core code as it is only an OPTION, if people do not want to do this, do not link contacts to multiple clients!! Seems simple really...
I agree, all that is needed is the ability to add a 'super user' into whmcs that would elevate their status allowing their company to be tagged as a reseller. This would give that reseller access, if authorized, to the customers products/tickets/invoices/etc. This would also give them the ability to cancel/order services on behalf of the customer but the customer would pay us directly and be separate from the IT firm. Thus if customer cancels contract with IT Company A and now signs up with IT Company B one can swap out resellers. This has happened to us over 50 times over the past 6-7 years in fact and we have relationships with both hundreds of IT firms.
Customer ABC
[email protected]
[email protected]
Customer DEF
[email protected]
[email protected]
Maybe this project can be combined with the Current Affiliate system creating options for hosting firms:
> Affiliate - we bill/support - no discounts with % commissions
> Reseller 1 - we bill/support - % commission option
> Reseller 2 - IT firm bill/support - discounted wholesale rate no commission
This Enhanced Affiliate Program may meet our needs.
Ayman
I'm having this issue also. 1 person with 2 companies. He needs to state the correct company info on each invoice. Now I have to create 2 seperate accounts for this 1 person.
As I've mentioned before, I agree with much of this. Please just have it as an add-on module, not part of the core. WHMCS (backend) is complicated enough already ;) For those who need it, enable the module ;) This way, I assume it's a win-win for everyone :)
Account delegation should be made available as cloudflare have done it recently.
It will be very helpful for my business where I work with clients have multiple companies and needed invoices in different billing entity. Similarly I am also working with freelancers and web development agencies where they have hundreds of clients hosted with me and for each client, I have to manually add them as contact and that way, they have to now maintain hundreds of accounts and check ever account manually which makes them go crazy with us sometimes, because it sharply increases support time spend of even basic requests.
We are forced to use cruel tricks such as adding [email protected] to use same account, but unfortunately not all mail server supports it, so it works only for few clients.
So we need this already!
I am astonished (sorry to say it again) how a 6 years-old idea that is "under consideration" for years is still "under consideration" and no exact plans on moving forward with this. Oh, and add the fact that it is one of the most requested idea right now.
Plugin or built-in... I really don't care the approach as long as it is flexible for some of us to use it normally as we are now, or use the multiple accounts under a single email/login.
The idea from CloudFlare seems to be perfect to me.
I agree and I got a go vote reply. But there is no movement on this but it needs to be addressed.
Do WHMCS monitor these pages? It doesnt seem like there is much development of any kind going on which is very disappointing. Its a great system but is missing key features that will force people onto other solutions...
Is there any way this sort of feature could be implemented as an addon? It seems like a fairly core thing that would need to be done by WHMCS
we also have multiple customers who need this. It's very common for a customer to have a couple or more businesses, each with different checking accounts/debit cards - if they have a hosting account for each -- which they seem to prefer to do, then they like to bill on the correct card for that business. The only way to accomplish this is to setup using different login emails and it's a mess!
Customers should be able to have different cards, addresses emails etc in ANY combination within a single login.
I don't have to login to Amazon to using 2 different logins for my own purchases - I just select the card at checkout. If each account had their own billing card/address etc - why cannot it be done in one login?
Hey Everyone,
I have spoken to ModulesGarden and they want to move forward with creating this addon if we can get at least 10 people to pre-purchase at $99. They said it would take about 3 months to complete the project.
We use a bunch of their module plus some custom things they have done for so if WHMCS is not going to do it then ModulesGarden diffidently can.
If interested please reach out to them and reference this thread. https://www.modulesgarden.com/custom-software-development-project with subject Single Login Module
sorry but this needs to be a core functionality, not a custom program that only a select few get buy if they can afford it. look at the amount of votes? its important and should be done by whmcs.
I concur with John MacK. WHMCS should totally be the folks coding this for us. It's a stupid simple concept to develop, but WHMCS doesn't seem to want to stray from their "user email = user id" model... which is pretty silly in itself, in this day and age. This is totally my opinion, but it feels as though it's tried and true that the single point admin model just doesn't work.
My apologies for using GoDaddy as an example, but they are progressive in nature. I can administrate ANY client account via my 1 login, when assigned the proper rights.
Most of us are not mega companies who can dedicate someone on domain and hosting management and monitoring. I jumped on WHMCS to simplify my life, but as my clients grow so do their needs and my need.
Many of my clients are artist management groups, who manage their clients' everythings... but they do not want a different login account for each of their clients assets.
They have 1 WHM login to monitor and manage their clients' cPanel/hosting accounts... but they always ask why they receive so many different invoices, receipts, etc. They're not wrong in asking why it's so complicated... because it's not the case anywhere else in the professional world.
Unfortunately, *we're* the ones who end up looking unprofessional... simply because WHMCS has not taken a moment to think this one through. I mean, it makes total sense to me why it doesn't seem important to them. Other than this thread of comments, they most likely have next to ZERO clients who have purchased multiple services from them, for different applications. If they had first have experience with the difficulties that we have with their product, I'm certain that they'd fix it. ...I believe that is the root of our problem, and why there hasn't been a solution provided several years ago.
How many other feature requests have gone this long or received this many +1s, without being implemented?
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And with regards to ModulesGarden building an extension...
$99 flat? I'd buy into that.
$99/yr? I'd pass.
Having to pay that much on a yearly basis makes me feel that WHMCS seriously needs to think about how badly they're screwing us over.
(Sorry folks... had to vent)
I totally agree that this should be a core function but after 6yr and over 300 votes for it still nothing from WHMCS. If they are not going to listen to their customers they start looking for other options, just like our customer may start looking at other providers that do what most other providers can already do.
For us the $99 more then pays for it self more then double just in our wasted time when we have to deal with customer with multiple accounts.
I know not everyone is going to be on board with the module and that's ok but I saw a need and filled the need. :)
I have some web development agencies as client that manage their clients websites. They ask for billing details to this client it's details a lot
This is a must have feature!
Needless to say... I was GREATLY disappointed to see that this feature WAS NOT included with the latest WHMCS 7.8 beta announcement.
So, if I could suggest something... let's rally the troops!!! If everyone on this thread comments on their latest Twitter post, it'd most certainly overshadow any other comments (only 2 posted, other than my rant).
...any help here gang? ;)
https://twitter.com/whmcs/status/1154036573127811073
Maybe WHMCS have got their backs up being asked so many times. Or maybe they don't get it.
The situation is pretty simple: I host three websites for different companies. The lady who does accounts for all three companies wants to receive the invoices herself. It's not uncommon: in 300 small-business customers I have 4 like this.
I can work around it with email redirections, but WHMCS could make it easy, simple and obvious instead of hard.
Ditto. I have two instances -- 1) one person owns two companies, their billing is separate, but one person is responsible for payables for both companies; 2) a bill paying service (they have only one email address) pays for more than one customer. I can work around this using email aliases, but ... why should I have to? Both requirements could easily be resolved if there was an "email address to receive bills" field in their profile, or better yet, a login dropdown of accounts with the same email address, allowing them to pick which one to access. This isn't rocket science.
release 7.8 appears to have this feature implemented. Testing all setups for customers to ensure we are fully covered...
greghl can you confirm where you’re seeing this?
The tiered account access is quite accurately setup over at GoDaddy. If there's any doubt or question on how this should be setup, they can be used as the example.
The billing and account admin/management roles that we've been asking for has been very clearly outlined by several folks on this thread.
It might be the case that there's simply too much filler between the quality content here, but a thorough read through by any admin (with no more than half a brain) should easily be able to connect the dots.
You have another vote from me to get this done asap! We deal with many companies that own multiple businesses, each requiring its own account setup, but the contact people's email address (usually company owner or accounting dept.) needs to be the same for the main WHMCS admin account between all these seperate accounts, as these are the people that need to login to make account changes etc. We are constantly trying to be creative with client email workarounds but in many cases its just not possible.
I'm pretty sure something like this had been mentioned before, but had a silly stupid brain flash the other day. This recent comment email reminded me of it.
In short, the feature would offer the abilities that a cPanel reseller account would have.
Including the ability to:
- turn off/on copies of user emails/notifications for billing, services/expirations, account updates/passwords/etc
- see all of their "resold" customers' packages, domains, DNS, new email/password, etc
- and ONLY have to use their SINGLE LOGIN to access all of that info (and not have to come up with time consuming workarounds, like email forwards or +folder email mods)
While WHMCS continuously fails in adding this core functionality to their software, all of us have to suffer
We REALLY need this!!! We are taking on clients who have 4-40 nursing facilities, each it's own corporation but the main office has one AP department. We're having to create cPanel forwarder email addresses on each account to handle this requirement...
PLEASE add this feature.
Anyone that thinks this is going to be implemented after people have been literally begging for the past 7 years is absolutely kidding themselves, the whmcs requests area is a place good ideas come to die.
To be honest - let's just keep it simple and ALLOW any email address to be used ANYWHERE duplicate or not!
I can't understand WHMCS's need to have unique email addresses?
In my situation, I have three separate businesses that have one billing contact.... but I can only add her billing email to one of the accounts !!!
Edit: Just discovered it IS POSSIBLE to add the same email as a SUB-CONTACT to multiple different companies - but only to receive copies of emails / invoices etc. They can only have a LOGIN for one account - but they can be a sub-contact (and simply receive email copies) on any number of accounts.... anyway, for billing purposes it's fine for me.... hope that helps someone else.....
Here here!
Question, why not just remove email address checking for sub-accounts so that a sub-account can login to multiple accounts?
It seems easy enough while the main account holder has only one login.
...Sure it would know! ;)
They would be logged into all accounts that their email address has access to :) No?
I think there is some truth to what you say Anthony, in that they will get easier stuff done first long before they look at things like this.
We do website programming, but nothing as complex as WHMCS but we have done some moderately complex sites with a lot of various programming functions. I can't say how difficult it would be for them to add this as a feature, but I would surmise that its probably more complex to add than one might think. There are a lot of moving parts all working in sync behind the scenes, and throwing a new feature into things can cause a lot of unforeseen issues/bugs to the rest of the system. "When you lift one end of the stick it also lifts the other"
Also if you added this feature (username for login vs. email address) then how do you change the way its working now? If you have thousands of of user accounts using email address for login how do you convert them to usernames? You can't run both options (username or email address) you would have to use one or the other, so now if WHMCS changes to username based system does that mean we all need to change/force our clients to convert to username based system? that could be a MAJOR undertaking for many... lots and lots of things to be considered, and how it will affect the masses. Just playing the devils advocate here cause these could be part reasons for it not getting done.
When customers (ie all of us) are using a product like WHMSC and we go back to 'them' and say 'hey we want you to add this major functionality change to WHMCS' then they have to ask themselves 2 questions (A) how important is it, and (B) whats it going to take to add.
Question A = 351 votes out all the WHMCS users they have - my guess is that isn't the majority or anywhere near it
Question B = whats it going to take to add = first they have to figure out how difficult it would be to add this feature - that alone can take many hours and staff to try and figure - then IF they figure it out then they have to spend many hours working on it - then they have to spend many hours testing it - and IF it happens to all come together then they have to spend many hours introducing it and supporting the million inquires from people cause its a major change up.
So then they have to ask themselves is it WORTH it to spend all this time, and all this money paying programmers (who aren't cheap) to do this if only a small % or people are asking for it. Given that its been 7 years I think we know the answer.
Someone mentioned check Godaddys system which is great, but that doesn't do much as they would still have to program out the function specific for WHMCS framework. Even if GD uses the same its not like you can just copy/paste their system.
I'm just guessing at all of this but maybe its part reason for lack of response from them, OR I could be totally wrong and maybe they missed seeing this thread for a while, and poking them again might get them to take a look at this (pipe dream?)
Perhaps a phone call or email to a 'higher up' at WHMCS might reveal more... maybe we need to make a little more 'noise' ... any takers??
sometimes the best way to get change done is to offer up solutions SO if its a matter of cost to them, then consider adding it as a paid upgrade/feature.. I'd be happy to throw $100-500 or more at this (350 votes x $100 = 35k - that will pay for some/all cost to add?!) Also perhaps it can be an optional add-on so all WHMCS users aren't forced to convert to username system if they don't want it.. just some ideas.
Thats all I got.. fingers crossed
Not familiar with Hostbill but will def check. I see some forum discussions comparing the two, and I see Hostbill offers migration from WHMCS, but for me would have to seriously consider all the pro's/con's before switching. TBH a username login option is important for us but isn't a deal breaker at this point as we've been able to do work-arounds. The same goes for our other complaint about lack of ability to generate customer statements.
WHMCS has been pretty stable for so far (3 yrs in) touch wood, but their lack of customer concern acknowledgement is disappointing and a concern. The biggest challenge I'd have is switching to something only to find it has other issues to deal with...better the devil you know...
Would be good if they had a demo to check out...
I use xero account software for several companies and when I log in it simply asks me what account I want to use.
Problem solved.
Or just put a dropdown in the top menu bar to switch between accounts as some systems do.
The account is basically a separate entity by itself and user accounts are being attached or detached in certain roles to that entity.
Hi There,
Is this module available?
Thanks
Marius
Didn't even know I needed this idea, but it's brilliant and I would 100% use it.
Hello,
It would be nice if Whmcs would give us the ability to add the same email address for multiple accounts because if you have multiple client accounts for the same client / owner, chances are that client will want to receive all system notifications, e-mails, tickets to a single address.
Thanks,
Ionut.
Hi all,
Thanks so much for you votes and passionate comments on this request.
I'm pleased to advise that we are currently investigating this feature for potential inclusion in a future update, at present we are targeting v8.0.
To fulfil this request, we will revisit the relationship between a client (the entity that owns services) and user authentication/authorization, as well as the Sub-Account feature. It is likely to require various new cart, client area, and admin area UIs & workflows.
This represents a significant shift in user authorization and the potential user experience of WHMCS. It will be a significant amount of work to apply in a holistic way, so if that target should change I'll be sure to keep you updated here.
Dear John.
I really hope this "new revisit of the relationship" you mentioned will help us solve some of the issues I mentioned in the past:
The main issue here is that there is no real distinction between contacts, sub accounts and main contact / master account holder.
As far as I see it the system should be built around companies with contacts /sub accounts that works in the company and one account (the master account holder) that have access to everything while each contacts /sub accounts can access and manage only his information.
The company itself should not have any direct contact information - It should serve just as a "container" to hold all the company contacts, products, services, domains, invoices and transactions etc. All the other information should be in a contacts /sub accounts level
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In general this is the things that are not handled by the current way it's working in WHMCS:
1. When a sub account log in to the customer side - he see all the tickets from all the other employees of the company . there is no way for him to see and manage only his information - there is an option to manage and see information on the company / main account level or not to have such an option at all - there is no management of information related to a specific contact only.
The system should work in a way that each contact / sub account can log in to the customer area and be able to see and manage only his tickets and information and see only the information we are allowing him to see and manage in the company level.
2. The Merge Fields is the ticket system and in the email system show the main account holder information - so if a contact will open a ticket he will get an automatic replay with the main account holder name etc.
The Merge Fields in the ticket system and the email system should reflect the relevant contact / sub account information and not only the master account holder.
3. There is no way to send a Quote to a contact / sub account.
There should be a way to send a Quote directly to a specific contact and not just to the master account holder. such a Quote should be visible in the client area only to the relevant contact / sub account and to the master account holder that can see everything.
Maybe this issue was fixed in version 7.10 - I`ll need to check it out.
4. In the ticket list we will still see under the submitter field the main account holder name - even when a ticket was opened by a contact / sub account.
In the ticket list we should see the name of the contact /sub account that submitted the ticket with the company name in brackets (like we see now in the ticket after we open it).
5. All the current customer level options should be available in the contact / sub account level: custom fields, 2FA, separate product list, opening a ticket, information management and so on.
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I think that having the option to stop sending emails to the master account holder that you added recently - is a nice step, but very very far from the main issue here that related to the way WHMCS are working with contacts /sub accounts and the main account holder.
Regards,
Ram
Wow! I’m flabbergasted!?! 7 years of patience pays off?!?
From the blog:
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And I'm excited about what we're going to be delivering in Version 8.0 - my top 5 are:
1. Shared users for client login and management - this gives people the ability to have a single user account that has access to multiple different client accounts under a single login credential set - this presents a significant shift in the user authentication model for WHMCS and delivers on our most highly requested open feature request today.
...
Q: Can you tell us more about the Shared Users feature?
Yes this is a big one. Authentication and user management is such a fundamental part of any system, so a change like this is a massive undertaking - but one I think we've got right.
To deliver this, we have had to completely re-imagine the relationship between clients and users. Think of clients, soon to be called "accounts" as the entity that owns services, and users, as the human operators that have permission to login and operate on them.
The new functionality will allow one user - one human operator - to have a single login that allows him or her access to switch between and manage multiple client "accounts" seamlessly, creating a much more flexible and powerful solution for the modern web host and managed service provider market.
Hi all,
I'm pleased to announce that the 8.0 public beta is now live, featuring Users! Please test it out, and let us know your feedback during the pre-release period.
Beta information: https://beta.whmcs.com
Feature documentation: https://docs.whmcs.com/Users_And_Accounts
Discussion: https://whmcs.community/topic/301442-users-and-client-accounts/
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