Ordering Tab

From WHMCS Documentation




Order Days Grace

You can grant your customers a grace period to make their first payment on an order before an invoice becomes overdue (thus avoiding late fees). Useful for the delay in setting up standing order and direct debit instructions.

Default Order Form Template

Choose the appearance of the order form your clients will see by default. The thumbnails show a small preview of each template, a more detailed description can be found on the Standard Order Form Templates page.

Enable TOS Acceptance

Enabling will cause a checkbox to appear on the checkout page with the link to your Terms of Service set beneath. If the customer does not accept the TOS the order will not be created.

Sidebar Toggle Option

Some order from templates display product categories in a sidebar when the visitor clicks the button labelled "Show Menu". The sidebar and button can be removed completely by unticking this option. Currently applies to: premium_comparison, pure_comparison and cloud_slider

Auto Redirect on Checkout

Choose the behaviour when a customer clicks the place order button on the checkout page:

  1. Not automatically redirect and just show the order completed page – Customer will be shown the order completed page with a message to login to the client area to pay the outstanding invoice.
  2. Select to automatically redirect the user to the invoice – Customer will be taken to the invoice where they can review the details and click the payment button to pay.
  3. Select to automatically redirect the user to the gateway – Customer will be taken directly to the payment gateway to enter their payment details.

Allow Notes on Checkout

A text box will appear allowing your clients to enter a message to you. It is included on the order page. Any notes can be read on the view order details page.

Monthly Pricing Breakdown

Enabling this divides your quarterly, semi-annual, annual, and biennial prices into the equivalent monthly price. For example, a product with an annual price of $120 would be divided by 12 months and the price displayed as $10/month.

Block Existing Domains

Enabling prevents visitors mistakenly or maliciously ordering a new product with a domain name that is already pending, active or suspended in your system.

No Invoice Email on Order

Ticking this option will stop the Invoice Created/Credit Card Invoice Created emails from sending when a new order is placed. An invoice will still be generated, use this option to reduce the number of emails clients receive.

Skip Fraud Check for Existing

If you use one of our Fraud Protection modules, enabling this option will skip these checks for customers with at least 1 active order.

Only Auto Provision for Existing

When this option is enabled, products/services will only be automatically provisioned and domains will only be automatically registered if the client already has an existing active order. Orders can only be made active by an admin user after manual review and therefore using this option allows you to have full automation for people you've already reviewed & fraud checked, but no automation for new users - a very helpful way to combat fraud.

Enable Random Usernames

By default usernames are generated based on the first 8 letters of the product's domain name with a number added if said username is already in use. By enabling this option a random 8 character username will be generated instead.

Signup Anniversary Prorata

With this option enabled all products will be prorated to each client’s original signup date (per the client Summary page). Meaning that all of a client’s products will renew on the same day regardless of when they order, the date will be different for each individual client. The Setup > Products/Services > Edit > Pricing tab > Prorata Billing option must still be enabled, but the Prorata Date setting will be overridden by the client’s signup date.

Domains and addons are never pro-rated, so signup anniversary prorata does not apply to them either. Domains are always billed strictly on an anniversary basis (ie. due for renewal exactly x years after being ordered).