Bulk change a client's gateway for some services.
-
Mark Krieger shared this idea 9 months ago
- Payments/Billing
- 1 Comment
3
Votes
Login to Vote
We have for example one client who has many services and currently three payment gateways.
There are some hosting plans on a manual PayPal gateway, some hosting plans on a manual Interac gateway, and some domains on automatic credit card renewals.
This client has longer payment terms on the hosting, so the domains are on credit cards so they don't accidentally expire.
I am looking for a way to bulk change the hosting services from the manual PayPal gateway to the manual Interac gateway without touching the domain renewals. Currently, we have two invoices created on the same day for hosting services that use different gateways which is not ideal and since we don't use the manual PayPal gateway with the client any more all hosting should be "moved" to the manual Interac gateway.
It wouldn't take that much to get it set up in WHMCS. Just a page with all the client's services with checkboxes and a dropdown for the new gateway to select - oh - and an "Apply" button.
For example the "List All Products/Services" would be a good starting point. Add the "Payment Method" into the output columns, add the drop-down for a new payment method, change "Send Message" to apply and off you go.
Since the system can already change gateways when a gateway is deleted, that code already exists somewhere as well, so it would need to be modified to accept a list of IDs.
All the best
Mark
There are some hosting plans on a manual PayPal gateway, some hosting plans on a manual Interac gateway, and some domains on automatic credit card renewals.
This client has longer payment terms on the hosting, so the domains are on credit cards so they don't accidentally expire.
I am looking for a way to bulk change the hosting services from the manual PayPal gateway to the manual Interac gateway without touching the domain renewals. Currently, we have two invoices created on the same day for hosting services that use different gateways which is not ideal and since we don't use the manual PayPal gateway with the client any more all hosting should be "moved" to the manual Interac gateway.
It wouldn't take that much to get it set up in WHMCS. Just a page with all the client's services with checkboxes and a dropdown for the new gateway to select - oh - and an "Apply" button.
For example the "List All Products/Services" would be a good starting point. Add the "Payment Method" into the output columns, add the drop-down for a new payment method, change "Send Message" to apply and off you go.
Since the system can already change gateways when a gateway is deleted, that code already exists somewhere as well, so it would need to be modified to accept a list of IDs.
All the best
Mark
2 Comments
Login to post a comment.
The payment method change be changed for multiple selected services using the "Bulk Actions" options at the bottom of the Client's Summary tab: https://docs.whmcs.com/clients/client-profile/summary-tab/#services-addons-domains-and-quotes