The product management settings page allows you to set behavior of the system regarding certain aspects of products, such as upgrades, downgrades, and addons.
- Allow Client Initiated Upgrades:
- Do you want clients to be able to upgrade packages themselves through the client interface? Or do you want them to call upgrades in to your sales staff?
- When should client initiated upgrades occur?:
- Do you want upgrades initiated by the client to go into affect immediately, or at the end of the billing cycle?
- Apply credits for immediate upgrades:
- If the client is upgrading in the middle of a billing cycle, do you want their next billing cycle to be given a partial credit? For example, if the client normally pays
on the 1st, and is upgrading on the 15th, do you want to give them a credit for half the month on the invoice for the package they're upgrading to?
- Provision upgrades:
- Assuming the panel you're using supports it, do you want ModernBill to automatically provision upgrades?
- Generate invoice for immediate upgrades:
- If the upgrade is to go through immediately, do you want the invoice generated immediately as well?
- Allow Client Initiated Downgrades:
- Do you want clients to be able to downgrade packages through the client interface? Would you prefer that they need to call this in?
- When should client initated downgrades occur?:
- If you do allow clients to downgrade, do you want this change effective immediately, or at the end of the billing cycle.
- Apply credits for immediate downgrades:
- If the client is downgrading in the middle of a billing cycle, do you want their next billing cycle to be given a partial credit? For example, if the client normally pays
on the 1st, and is downgrading on the 15th, do you want to give them a credit for half the month on the invoice for the package they're downgrading to?
- Provision downgrades:
- Assuming the panel you're using supports it, do you want ModernBill to automatically provision downgrades?
- Generate invoice for immediate downgrades:
- If the invoice is to go through immediately, do you want the invoice generated immediately as well?
- Allow Clients to Manage Their Addons:
- Do you want to allow clients to add or remove addons from packages in their client interface?
Please remember to click Save Settings when you're done making changes.