Managing a Clients Products/Services
You can manage a clients products/services from their Clients Profile. Being
by going to Clients > View/Search Clients. Locate the client you wish to
manage and click their name. You will be taken to the Clients Summary page. From
here, click the Product/Services tab at the top of the clients profile. You will
then be able to see the details for the first of the clients products/services.
You can change the product/service you are viewing using the dropdown at the
top of the page. As soon as you change the selection of the dropdown box, the
page will refresh to show the details for that item. Clients can have an
unlimited number of products/services. The same applies for Domains.
You may make changes to any of the fields on the page and then click the Save
Changes button at the bottom of the page to confirm the changes.
Running Module Commands
If the product/service is linked to a module, it will also show a row towards
the bottom of the page of Module Actions you can perform. These often include
functions like Create, Suspend, Unsuspend, Terminate & Change Password but
it depends on the module the item is linked to.
Automated Upgrades/Downgrades
With the automated upgrading & downgrading features in WHMCS, your
clients can upgrade or downgrade the products and packages they have with you
from the client area. When they place an upgrade or downgrade order, they will
be refunded what they haven't used of the current cycle on the existing
product/service and then charged a full term of the new product/service they
upgrade or downgrade to.
In order to place an upgrade/downgrade order, the client has to login to the
client area, go to My Hosting Packages or My Products/Services, click the View
Details button next to the product or service they wish to manage and then click
on the buttons to either upgrade the Package or upgrade the Configurable
Options.
Package Upgrades Configuration
In order to allow clients to upgrade and downgrade their package, you need to
configure exactly which products can be upgraded and downgraded to from each of
your packages. This is done in Configuration > Products/Services on the
"Upgrades" tab of the product configuration.
To select multiple products that can upgraded/downgraded to, hold the Ctrl
key while selecting the products in the list.
Configurable Options Upgrades Configuration
With the configurable options upgrade configuration, this allows your clients
to upgrade or downgrade the configurable option selections you offer on the
product. You do not need to specify any furthur configuration for this - by
simply ticking the box the upgrade options will be shown to the client in the
client area.
Cancellation Process
From the clients area, clients can request cancellation of any of their
products & services. Once requested, you will receive notification by email
and you will be able to review the reason provided in Clients > Cancellation
Requests. The requests are divided into two categories - Open & Completed.
The user is provided 2 choices for the cancel request when submitting - either
instant cancellation or at the end of the current billing cycle.
Automated processing of the requests can be enabled in Config > Automation
Settings. Alternatively, you can handle the cancellations manually by going to
Clients > Cancellation Requests, click the product name which links to the
users details for the product and then use the suspend/terminate commands there
to cancel the account.
Moving a Product/Service to another Client
To move a product/service to another client, first navigate to the product or
services page in the existing clients profile. Next, click the link on the top
right of the page which says "Move Product/Service to Another Client". After
clicking this link a popup box will appear (you will need popup blockers
disabled to use this). From here, all you do is select the new owners name and
then click the Transfer button. The item will then be transferred, the window
will close, and the original window will refresh to show the product under its
new owner.
Deleting a Product/Service from a Client
To delete a product/service, first navigate to the product or services page
in the clients profile. Once here, scroll to the bottom of the page where under
the Save button you will see a Delete link in red as shown below. After clicking
this link, you will be asked to confirm if you really want to delete the item.
If you click No you will be returned to the page, if you click Yes, the item
will be deleted and you will be taken to another product/service under that
client.
Note: When deleting the product from WHMCS, it will not terminate the account
on the server. If you want to do that, you must use the Module Terminate
function before deleting the record from WHMCS.
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