Feature Requests
Share ideas, discuss and vote on requests from other users in community
Category
Client Management
Under Consideration
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.
I like this idea
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 <devemail+clientname@gmail.com> 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.
support@hostingcompany.com, support@OLDhostingcompany.com, support@ALTERNATEhostingcompany.com
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 customername@tempdomain.com 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.
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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.
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