8.9 Release Highlights

WHMCS 8.9 introduces new PayPal® payment gateway modules, extends on-demand renewals to allow early renewals for product addons, and separates admin abilities to view and manage invoices.

You can learn more about the technical details of this release’s changes in our Release Notes.

PayPal Payments

We recommend the new PayPal Payments modules for all new PayPal merchants.

Paying with PayPal Payments in the Client Area

According to PayPal’s research, 49% of PayPal users abandon their purchases if PayPal isn’t a payment option. The new PayPal Payments payment gateway module helps you maximize your business success with support for disputes and displaying balances in the WHMCS Admin Area, PayPal Smart Button payments in the Client Area checkout, and the safety of PayPal’s latest secure tokenization system.

When you enable PayPal Payments, PayPal Smart Buttons allow clients to make one-click payments, including payment with credit and debit cards, during checkout and on invoices.

The additional PayPal Card Payments module automatically activates when you enable PayPal Payments, giving you the choice to display a separate unbranded option that accepts credit and debit cards using PayPal Advanced Checkout.

You can enable PayPal Payments and PayPal Card Payments at Configuration () > Apps & Integrations.

Activating the PayPal Payments module.

The PayPal Payments modules also ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault.

PayPal currently enables vaulting for merchants in the United States, Canada, the United Kingdom, Australia, and the following EU countries:

Belgium, Bulgaria, The Republic of Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, Greece, Hungary, Italy, Lithuania, Luxembourg, Latvia, Malta, Netherland, Poland, Portugal, Romania, Sweden, Slovenia, and Slovakia.

For more information, see PayPal Payments.

On-Demand Renewals

Renewing a product and associated addons in the Client Area

WHMCS 8.9 extends the on-demand renewals feature to include product addons. On-demand renewals make it easy for your customers to renew eligible items before WHMCS generates their next invoice.

These renewals require no manual intervention from you, helping you reduce customer support needs while retaining existing customers and avoiding missed due dates.

You can configure on-demand renewals globally, for all eligible products and product addons on your WHMCS installation, and configure them further on a per-product and per-addon basis.

Global on-demand renewal settings in General Settings

Get started configuring the global on-demand renewal settings for product addons in the Ordering tab at Configuration () > System Settings > General Settings.

For more information, see On-Demand Renewals.

Separate Invoice Viewing and Management

Unintentionally editing an invoice can cause serious issues, and the ability to edit them is not necessary for every member of your staff.

To help prevent these problems before they happen, we have added a default view-only mode for invoices and implemented a separate View Invoices administrator role permission.

Viewing an Invoice

By default, viewing an invoice in the Admin Area now takes you to the invoice in view-only mode, where you can view invoice contents, resend emails, add payments and credits, and issue refunds if you have the required permissions for those tasks.

To add or delete invoice items, split the invoice, or cancel it, you must first click Manage Invoice to enter invoice management mode. Admins who already had the Manage Invoices permission in WHMCS 8.8 and earlier will continue to be able to view and edit invoices.

Managing an Invoice

To adjust the permissions for your staff, go to Configuration () > System Settings > Administrator Roles after you complete the WHMCS 8.9 update.

For more information, see Invoice Management and Administrator Roles.

Updating to WHMCS 8.9

To take advantage of these changes, you need to update to WHMCS 8.9.

We recommend making sure your customizations are up-to-date for the new version and checking the compatibility of any third-party modules you use.

Last modified: June 11, 2024