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.