WHMCS issues with new company launch

[KH-Justin]

Hello,

We've passed a few emails with WHMCS about a few issues we're experiencing but we're told there are zero complaints from others on this topic and WHMCS works exactly as it's designed to. With that said here is the biggest issue we're experiencing at this time.

1. Let's say you sell a VPS or Shared Hosting account with a 20% lifetime discount. They signed up for package #2 at $15. Then 2 weeks later they opt to upgrade to package #3 at $25. The issue is WHMCS "requires" a coupon code to be entered to "keep the lifetime discount" or the package will lose the lifetime discount. As you can see this is an issue as a lifetime discount should "remain" and "stick" to the subscription it was sold on. Upgrading is very common in hosting so with the logic WHMCS has right now it presents a major problem.

2. Problem 2 - the same scenario as problem 1 above but let's say you "downgrade" to the $10 package # 1 plan from package # 2 at $15. Well if you don't enter a coupon code for the downgrade you will get a bill as WHMCS will base the invoice off of what was originally paid compared to the new plan. In our eyes the lifetime discount should remain and not have to be entered manually.

Does anyone else have these issues?? WHMCS have advised the main problem is that not all promotions would necessarily apply to a downgraded product, which is why promos have to be re-validated when upgrading. But we are a business that will grow at a faster rate and this poses a big issue for us as we add customers.

Best,
Justin

[HOWH-Chris]

I agree, a "lifetime" promotion code would be very useful for attracting new customers. It is silly to expect the customer to keep this code on hand and enter it whenever upgrading or downgrading their package, and it is equally silly to keep a promotion code that was meant to be offered for a limited time as "active" just so it could be entered whenever a customer wants to upgrade or downgrade. We have offered such promotions in the past but it required that we manually recalculate the customer's package pricing each time they wished to upgrade or downgrade. Adding this as an option would be a very welcome feature for us!

[KH-Justin]

It could be that a promotion/coupon you check a box that says "lifetime discount" when we as the admin setup the coupon. If that box is checked the specified discount applies to upgrade/downgrades and renewals unless the box is unchecked for that promotion. So if someone buys a hosting plan on says March 1st with 20% off then later upgrades to the next hosting plan up the 20% will remain thru the upgrade process and not have to be manually applied to the package and recurring price amount on the product/services page.. Or not?

[amy77]

I agree, a "lifetime" promotion code would be very useful for attracting new customers. It is silly to expect the customer to keep this code on hand and enter it whenever upgrading or downgrading their package, and it is equally silly to keep a promotion code that was meant to be offered for a limited time as "active" just so it could be entered whenever a customer wants to upgrade or downgrade. We have offered such promotions in the past but it required that we manually recalculate the customer's package pricing each time they wished to upgrade or downgrade. Adding this as an option would be a very welcome feature for us!

Yes I have had good success offering a lifetime code to my clients.

[othellotech]

easy fix

for your "Lifetime Discount" clients setup a client group
set that to have the discount

then, after order, check if the client used the lifetime code, and if so, put them in the right group and remove the code from the product - job done :...