How do I create the product plans I will provision in WHMCS?

How do I create the product plans I will provision in WHMCS?

First, create a product group and then create a product. The products are called plans. These plans are available for your users. 

To create a product group, go to Setup > Product / Services > Product / Services.

Select Create a New Group.

Products are organized on the order form by group. Each group has a separate page so you can split products into categories or across several pages for easy display. For example, you may wish to list your website plan and reputation management plan separately. Clients can switch between groups on the order form, or you can link to them directly.

Provide the relevant information and select Save. 

The new product group will appear in the Product / Services section.

Now you can create the new Product. Select "Create a New Product".

Add the following details:
  1. Product Type: Other
  2. Product Group: This will default to the group created in the previous step
  3. Product Name: Reputation Management Bundle
  4. Module: ReviewRev
  5. Create as Hidden: Toggle this to OFF to make this product visible to the public

Select "Continue".

Next, you will need to configure some options on your new product.

The Details tab allows you to enter a product description.

The Pricing tab allows you to specify the prices and duration of the product. (Highlighted are the most common settings for our product.)

  • Payment Types: Free, One Time, and Recurring options.
    • When you select One Time or Recurring payment types, the pricing grid will appear for entry of the product price. Enable each billing cycle by checking Enable.
    • For Free products, the grid will not appear since you cannot specify a price for a free product.
    • For One Time products, enable One Time/Monthly and enter your prices into that column.
    • For Recurring pricing types, you can choose from several billing cycles depending on how often you want to bill clients. You can enable as many or as few as you like.
    • The setup fee in each column allows you to specify different setup fees depending on the cycle you choose. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
    • If you do not wish to offer a particular billing cycle, deselect Enable to disable it. 
  • Allow Multiple Quantities: When you enable it, this option allows clients to choose the quantity of this product they wish to order. This is available on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
  • Recurring Cycles Limit: For Recurring payment types, the default value (0) will invoice indefinitely until canceled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering 5 on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
  • Auto Terminate/Fixed Term: You can set up products that automatically terminate after a set number of days from the service's Registration Date. Use this to offer free trial products for a certain period of time or time-limited products that should only recur for a certain number of cycles before stopping.
    • To enable this, enter the number of days to wait before terminating and choose an email template to send to the client when the termination occurs (for example, an up-selling email to promote your paid products in the case of a trial, or confirmation of payment completing for installment payments). Set Auto Terminate/Fixed Term to 0 to disable this feature.
    • Entering a number in this field will terminate the product when the job runs that many days after the product registration date.
  • Termination Email: When you enable the above option, choose an email to send to the client at product termination.
  • Prorate Billing: This allows you to bill products on a specific day of the month and charge a prorate amount at the initial time of order. If you enable this, the system will charge all clients on one exact day each month. Otherwise, the product will use the default anniversary billing system (for example, Jun 15–Jul 15). Changes to this setting apply to new orders only.
  • Prorate Date: If you set this to 1, the system will charge all clients on the 1st of each month.
  • Charge Next Month: After this day of the month, the system will also charge a client for the next month in their initial payment when signing up on a monthly billing cycle. Without enabling this, if you have set the prorate date to 1, and a client signs up on the 30th of the month, they would only pay a small amount. If you enable this, they would pay the prorated amount plus the next month in advance.
The Module Settings tab allows you to specify which server type the product will use and how WHMCS will behave when someone orders this product. (Highlighted are the most common settings for our product.)

If the plan created is a Trial Product, then the user needs to select "Is Trial". When this checkbox is selected, users when provisioned with this plan get the Trial Product and ReviewRev will not charge the Reseller.
  • From Module Name, select the type of server you're using.
  • Select your desired options. The options you will see depend on the module chosen. For more information about each module, see the Provisioning Modules section.
  • If a product has no specific module to link to, set it to Autorelease in order to simulate the activation and send a welcome email automatically.
  • Select one of the four automation settings for product activation:
    • Automatically set up the product as soon as an order is placed — Set it up instantly. Usually, you would use this for free products.
    • Automatically set up the product as soon as the first payment is received — Perform the setup as soon as the customer pays for the order.
    • Automatically set up the product when you manually accept a pending order — Perform the setup only when an admin has manually reviewed and accepted the order.
    • Do not automatically set up this product — Never auto-set-up the product. Admins can still initiate manually from the product details page under a client's profile.
The Custom Fields tab allows you to create custom fields for this product. This allows you to collect additional order form information that you need to supply the product. (Highlighted are the most common settings for our product.)

Configurable Options allow you to add any options that can alter the price of the product.

The Upgrades tab allows you to specify whether the client can upgrade or downgrade from this product to another.

  • WHMCS can fully automate upgrades and downgrades for many of the modules.
  • In this tab, select the products that the product can be upgraded or downgraded to.
  • Use Ctrl+Click to select multiple products.
  • Select the checkbox to enable the upgrades of configurable options if there are any on the product.
  • Select an email template to use when a client upgrades to this product from Upgrade Email. You will first need to create a new product email template under Configuration (tool) > System Settings > Email Templates.
The Links tab contains the custom links\URLs that link to each configurable step.

The Free Domain and Other tabs are not applicable for our product.

Select Save Changes to save your product configuration.

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