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Remove terminated or canceled services from the customer's account.

  • Eduardofsj shared this idea 3 years ago
  • Automation
  • 6 Comments


249 Votes
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The idea is to have an option to remove closed or canceled services from the customer's account after a certain chosen day.

The idea is due to the need to change a product or add a new one, whmcs does not allow deleting that product if it is associated with a customer account, to avoid being like a bunch of products I end up having to manually delete the product that I want to remove it from my system.

if the system did that it would be a wonder to remove products.

9 Comments

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robertn410Johnson commented 1 week ago
Great idea! An option to auto-remove closed or canceled services after a set number of days would make product management much easier. Right now, WHMCS blocks deleting products tied to customer accounts, forcing manual cleanup. +1 from me! https://www.peryourshealth.com
Emporio Alnino commented 3 weeks ago
This would be a useful improvement for keeping customer accounts clean and easy to navigate. Removing terminated or canceled services from the main account view could reduce clutter and help customers focus on their active products, while still allowing administrators to access historical records when needed. Ideally, this could be handled through a setting so businesses can choose how canceled services are displayed.
https://slope3.com
Eric commented 17th March
"That would indeed be a game-changer! The current manual process in WHMCS makes product pivoting a nightmare. Since the system won't let you delete products with history, the only way is to streamline the 'status cleanup' process.
I recently explored some workflows for exactly this kind of system optimization—focusing on removing terminated services to keep the UI clean. You can find the logic and the steps I used here: https://esotericebb-guide.sbs. It’s not a native WHMCS button yet, but it’s the closest 'wonder' solution I’ve found so far
maxer commented 20th September 24
In the same way "Automatically Delete Inactive Clients" is a useful feature to keep things tidy, there should be a feature "Automatically Delete Old Services" after X period.

1. Clients often question why we're retaining old account info for 5, 10 or even 15 years. The longer it occurs, the stranger really.
2. It would prevent clutter and keep things tidy. Easier to find things when a client with many services contacts us.
3. Reduce size of SQL database
SomberNotes commented 14th October 23
The argument is not "why delete it" but rather "why should be kept?"
Official Response
WHMCS commented 6th March 23
Hi Eduardofsj,
Thanks for suggesting this idea.
Can you help us understand your need for this feature; what problem does keeping the cancelled services under the Client Account cause you?
Admins and clients can filter services by status so can quickly exclude services in cancelled status if needed.
Mark Krieger commented 7th April 23
Sorry - where can I filter out cancelled services as an admin on the client's Product/Services or Domains tab?
Official Response
WHMCS commented 11th August 23
Hi Mark,
The "Status Filter" button is located on the client's Summary tab above the service list: https://docs.whmcs.com/Clients:Summary_Tab#Filtering_Products
SomberNotes commented 14th October 23
+1 on this, keeping old services clunks up the database for no reason.