Make "Automatic Credit Use" as an option on Clientside
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scysys shared this idea 5 years ago
- Client Area
- 3 Comments
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Under general settings on admin side there was this option:
"Automatic Credit Use: Tick to automatically apply available credit from a users credit balance to recurring invoices upon creation."
This option have pro and contra. I would prefer an option on client side where he choose the variant itself.
It´s customer friendly when client credit was automatically added to open invoices on my opinion, but there are also customers who are writing, that it is not ok and that he want to decide what happens to his credit.
Both side has right. So the best solution should be an option on client side.
"Automatic Credit Use: Tick to automatically apply available credit from a users credit balance to recurring invoices upon creation."
This option have pro and contra. I would prefer an option on client side where he choose the variant itself.
It´s customer friendly when client credit was automatically added to open invoices on my opinion, but there are also customers who are writing, that it is not ok and that he want to decide what happens to his credit.
Both side has right. So the best solution should be an option on client side.
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We are thrilled to announce that we have put together an addon that tackles this obstacle
Allow clients to selectively enable automatic credit use on renewal invoices of specific services:
AutoCredit for WHMCS gives your clients more control over how their credit balance is used, by enabling only specific services renewal invoices to be paid from account credits automatically.
This is very useful for WHMCS users who serve resellers and clients that manage hosting services on behalf of their end users, because the reseller may wish to have only the services that he owns to be automatically renewed from the account credits, while not automatically applying from that credit on the other services until they get paid by their end users first.
Features:
Allow clients to enable automatic credit usage on invoices of specific services only.
Notify client when the credit applied to invoice is not enough to pay it.
Display auto-credit status in services details page.
Admin section to display clients list and the "Separate Invoices" option status for each client.
Ability for admin to enable "Separate Invoices" option for new clients by default.
Ability for admin to enable "Separate Invoices" option for all clients by one-click.
Better track activities, by logging actions.
Translation ready.
https://marketplace.whmcs.com/product/5917-autocredit-for-whmcs