5 Amazing Whmcs Tutorial Hacks

5. Check Marketer Rule if this email should not be sent to clients who have opted out of marketing emails (if enabled in General Settings). Now when the automation cron next runs the selected email template will be sent to any clients meeting the criteria you specified. Product/Service/Addon - The email will be sent if the client has this product/service/addon. If you don't know the client's ID the Search field can be used to search by name, company or email address. General - Configure basic settings, such as your company name, address, domain and template. General Settings, and enable the Show Cancellation Link option. The bulk actions option in WHMCS allows you to perform changes to two or more products inside a client's profile at the same time. Number of Days & Days Filter Type - These two options are used together to determine when the email is sent, x days after ordering or x days before renewal. 8. Optionally, configure the product to allow clients to choose a different certificate type and pricing using a Certificate Type configurable option. Post has ​been gen erated　wi​th t​he ​help　of GSA C onte​nt᠎ G​en᠎er at᠎or Demoversion.

This option is useful for upselling products, Ie. When selecting multiple products, the e-mail will be sent to clients who have any of the selected products. To use this feature, from the client's Summary tab, check the checkboxes next to the products, services, addons, or domains you want to update. Domains - Configure domain registration options and pricing for domain addons. Selecting Product/Service Related produces a list of filters based upon specific products/services, addons and even which products a client doesn't have. When selecting multiple status, the e-mail will be sent to clients who have any of the selected products with one of the selected statuses as well. Click to select multiple statuses. Click on this icon and then across down and click on the issue button. If the Cancellation Request setting is not enabled then at this point you must navigate to the cancellation requests page, click through to the service page and click the Terminate module command button to remove the account from the server. Finally, if you want to cancel or terminate a product or service immediately then you simply need to locate the item you wish to cancel, and from the Products/Services page, click the Terminate button if the product is linked to a module or if not, manually change the dropdown status from Active to Cancelled.

For example, you can use this option if you want to reduce a client's price on a number of separate products to the same level, execute module commands in bulk, or if you would like to bring multiple services in line to a matching due date. For example if the Immediate option was selected it will be terminated on the next cron run, if End of Billing Period was selected it will be terminated when the cron runs on the service's Next Due Date. As an admin user, you can schedule the termination of a product at the end of the currently active period by going to the Products/Services tab, checking the Auto-Terminate End of Cycle option and optionally entering a reason/note for it. When you change the Next Due Date of a product, service, addon, or domain, the system creates a pro-rated invoice that covers the period between the current next due date and the new one.

If you wish to invoice the new owner for the service, move the Next Due Date forward/back by one day and a new invoice will be generated when the cron next runs. Does Not Have Product/Service - If the client does not have the product/service active selected here the email will be sent. Days Since Registration - The email will be sent x days after the client registered. Now when the cron runs any services with a cancellation request due today will be removed from the server and the status changed in WHMCS to Cancelled. When a product or service is terminated automatically by the WHMCS System, including through the above Admin Scheduled Cancellation routine, any child addon(s) attached to the product/service will also be cancelled at the same time. The bulk actions will display under the item lists. Additional actions can be viewed by clicking Show Advanced Options. 4. Beneath Criteria Options select the various criteria necessary for the marketing email to be sent and the email template to be sent when they are met. The development of WHMCS is such that alternative technologies may be viable, however they are not tested and assistance from our Support Team will be limited.