epauldc29

We have multiple products that can ordered and each might have different information that needs to be provided when ordered. Does anyone know of a way to concatenate/combine these Welcome Emails into just one email so the customer doesn't get frustrated with a ton of email?

So we have resellers that sell our products - I would love to find a way to let the resellers make a purchase (at their discount price) and enter the client information into WHMCS so that when those customers need support or the like they already have an account. Additionally, it would be great to figure how to bill the reseller when the clients products comes up for renewal - we do it manually now. Any advice or add-ins that people have used would be great. Thanks, E

Does anyone know a way to create a basic form on your website that can push items the client would want to order to WHMCS to process payment and create an account?

I have been testing out the features of WHMCS prior to going live - I have notice that when I create a invoice after selecting a client that those custom invoice don't show up on the Invoice tab for that client. I can see on the Client Profile that there are Unpaid/Due invoices, but I don't see them anywhere on the client profile. How do I review these invoices? Thanks, E

It worked -- Thanks!!

I have noticed that when I go to create a quote and use the Add a Predefined Product option after selecting a product the the screen refreshes and the product does not show up in the Line Items section. Anyone know how to correct this issue?

I have a need that for some clients the invoice is only sent to a contact that I set up as the billing contact only. I do not want the actual client to get the bill. Again, I only need this on a few clients and not everyone. I have already set up a separate contact for billing, but the invoice seems to go to both the billing contact and the client contact which for our purposes would not work. Any ideas??

Most of our clients are already accustomed to mailing in checks for payment. Now that we are starting to us WHMCS we would still like to offer that as an option. My questions is 2 fold: 1. How do you set up that kind of payment in the system (that gives the options of mailing in or paying by credit card?) 2. We would like to extend a discount if they do mail in a check - has anyone done anything like that before? Thanks in advance, EP