263
edits
Changes
WHMCS Billing Module for XtreamUI (view source)
Revision as of 11:21, 28 March 2021
, 11:21, 28 March 2021→How to Configure
[[File:step9.jpg|800px]]
[[File:step9.jpg|800px]]
14. If the product is for a free trial you would use the above settings. "Auto Terminate/Fixed Term" is the number of days to auto terminate the product. If its a 24 hour trial you would set that to 1 and 2 for 48 hours. Leave that as 0 for Paid Subscriptions.
[[File:step10.jpg|800px]]
15. For Paid subscriptions you would use something similar to the above. Select "Recurring". The customer would then receive Recurring invoices on a Monthly, Quarterly etc, etc period. Set your pricing. Make sure "Auto Terminate/Fixed Term" is set to 0. Click save changes.
[[File:step11.jpg|800px]]
16. Fill in the above information. make sure you add a / of the end of your url's. If you are setting up a trial and wish to select all trial products from the panel select "trial_username". Click save. Your Trial products will now show in the drop down boxes
[[File:step13.jpg|800px]]
17. Note for "trial_username" I have selected the contents of the "Trial_ID" drop down box. If its a trial you must select that drop down box.
[[File:step15.jpg|800px]]
19. If you don't want the user to choose their own username or password you can check these boxes. This will generate a "Numeric" username and password. We did this because people find it easier to read numbers then complex randomly generated alpha, numeric ones.
[[File:step14.jpg|800px]]
20. Because this is a free trial we select "Automatically setup the product as soon as an order is placed" and click save.
[[File:step16.jpg|800px]]
21. For Paid Subscriptions. We select "official_username" for "Line Type". We then select products from the drop down boxes. NOTE: in the previous tab where you added your prices they should match. i.e If you only set Monthly pricing then you will only setup Monthly here.
[[File:step17.jpg|800px]]
21. Because this is a paid subscription we set "Automatically setup the product as soon as the first payment is received". So once whmcs receives payment it will automatically setup the user.
[[File:step18.jpg|800px]]
22. In the next tab "Custom Fields". in the field "Field Name" enter "Username" NOTE: Its starts with a capital U. If the line is for a mac you would enter "MAC" here. NOTE: All in capitals.(if you are setting up a mac in the previous step you would select "official_mac or trial_mac from the "line Type" drop down box.
If you want the user to choose their own username you would check all three boxes. "Required Field" "Show on Order Form" "Show on Invoice".
If you selected "Random Username" in the previous section you will only check. "Required Field" "Show on Invoice"
If you want to use the password generated by XUI make sure in the previous section you have not checked "Random Username" and select "Required Field" "Show on Invoice" here.
23. Click "save" your product has now been setup.
[[File:step19.jpg|800px]]