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Billing Term Change

  • 24/7 Hosting NZ shared this idea 13 years ago
  • Payments/Billing
  • 69 Comments


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Clients have the ability to change the Billing Term via the Client Area or even a link to request the term to be changed.
Merged Ideas
    Allow clients to change billing cycle
    Lots of out clients sign up for monthly billing cycle and they request to change it quarterly o annually after the second or third invoice. It would save a lot of stuff time if clients have a feature to change themselves the billing cycle for each product or service.
    Allow clients to change billing cycle
    Client needs to be able to change their billing cycle from client area
    Allow customers to change his own billing cycle
    We have a lot of requests, where customers would change the billing cycle. Some customers do this more than one times a year.Think about an option on clientareaproductdetails to let customer change his billing cycles, whenever they want based on product settings.

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Same pain here. We sell annual support contracts and some clients want a 2-year commit for budget reasons, but the only workaround is creating a separate product with a different billing cycle. I usually look at how other SaaS teams present their plan comparison tables - there is a useful collection at https://land-book.com/ showing how they lay out tier differences without repeating every SKU. A simple min/max term field on the product would remove all that duplication.
Same situation here — we have customers who started annual and now want to move to a two-year term mid-cycle, and today the only way is to cancel and recreate the product, which loses the service history. A native term change (pro-rated or effective at next renewal) would remove a whole class of support tickets for us. Off-topic, but the setup notes we kept when we first configured our install are here: https://www.indiemusicpeople.com/
Sharing a quick mockup of the proposed layout here: https://requests.whmcs.com/attachments/images/oIGUHFDMM5d7xiUA360nkEpgblFSrWV9CfxgLabZ.png
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plain text link https://requests.whmcs.com
For reference, I sketched this mockup that illustrates the flow: https://requests.whmcs.com/attachments/images/oIGUHFDMM5d7xiUA360nkEpgblFSrWV9CfxgLabZ.png
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Being able to change the billing term without recreating the service would save a manual invoice step. We track product billing changes for Magnific AI at https://www.magnificai.net and a mid-cycle term change is the case that currently needs a workaround.
A concrete edge case for credit-based creative services such as https://3d-design.ai/ is what happens to unused credits when a customer changes from monthly to annual billing. Before confirming the change, the client area should preview the prorated charge, the new renewal date, and whether the remaining credit balance carries over. Showing those values would reduce support requests and make the self-service term change safer.
This is a great suggestion and clearly addresses a common client need. Automating the billing term change process would indeed save significant administrative time. I'm curious, are there any specific limitations or scenarios you foresee that might complicate a native UI for this? For example, how would prorated charges be handled for mid-term changes? https://medcertprep.com