We are pleased to announce the release of WHMCS 6.2.2.
This is a maintenance release for the 6.2 series of WHMCS that includes bug fixes and improvements.
Both a full release and incremental patch set upgrade are being made available. If you are running the immediate previous release 6.2.1, you can use the incremental patch set to upgrade.
Posted by Matt on Tuesday, February 2nd, 2016
Today's Feature Spotlight focuses on functionality that was added in WHMCS Version 6.0, PayPal Subscription Automation. Have you ever had a situation where a customer has cancelled only to find next month they have a PayPal Subscription which continues to pay you? At best it's extra time and effort for you to have to deal with and refund it, at worst it can lead to a very upset customer.
Lot's of you told us this was a problem you faced, and so in WHMCS 6.0 we introduced automated PayPal Subscription Cancellation, saving you time, money, and keeping customers happier. In addition, It also helps with upgrades ensuring that if a user changes their package, any previous subscriptions are cancelled automatically to avoid double payment.
A new option has been added under Setup > General Settings > Invoices tab called Automatic Subscription Management. Once enabled, WHMCS will automatically cancel the PayPal Subscription ID associated with a service at service cancellation and upgrade time.
The great news is that if you started using PayPal Subscriptions after 2009, ticking the Automatic Subscription Management is all the setup that's needed. Right away you will see a Cancel Subscription button under the client's products/services tab to manually cancel a subscription at any time.
Converting Old PayPal Accounts
If your first subscription was created before 2009 this will mean that Subscription IDs start with the prefix "S" and unfortunately these cannot be remotely managed via the API. It is, however, easy to convert your PayPal account to start creating new style subscriptions to fully take advantage of this new feature.
The PayPal Merchant Technical Support team have the ability in their admin console to update merchant settings, after updating, merchants will get "I" prefix subscription IDs for newly generated subscriptions. They can be contacted through the PayPal help desk
Sit Back and Relax
With the setup complete, you no longer have to worry about PayPal Subscription management. WHMCS will automatically cancel them in the following situations:
- A cancellation request is submitted
- The order is cancelled or set to fraud via the admin interface of WHMCS
- The API is used to cancel or fraud an order with "cancelsub=true" passed
- An upgrade order is placed for the product/service
We are using this feature ourselves and find it a great time-saver already, and we hope you find it just as beneficial. Thank you to everyone who voted for this idea on the feature request
board - keep the great suggestions coming!
Posted by WHMCS Robert on Tuesday, January 19th, 2016
The Payment Card Industry (PCI) Security Standards Council has released a new version, v3.1 and it is mandatory that you verify your systems' compliance by June 30th 2016 to avoid service interruptions.
Why are we telling you this?
PCI v3.1 will affect all of us and there are steps that we each must take in order assure our information is secure in the coming year. Beginning June 30th 2016, any SSL version (including SSLv3) as well as TLS 1.0 will no longer meet security standards due to vulnerabilities that cannot be amended. Most merchant gateways along with other service providers will soon start disabling SSLv3 and TLS v1.0 connectivity on their servers.
How does this affect my business?
WHMCS uses SSL libraries to connect to merchant gateways and certain other service providers. If the target server disabled an outdated security protocol following PCI requirements, and your server's SSL library cannot support a newer protocol version, the connectivity may be affected.
What to do?
The first step should be to ensure your server SSL libraries support TLS 1.1 or 1.2. We also encourage you to contact your merchant gateways to determine if their servers will be affected by the upcoming changes published by PCI.
The PCI Security Standards council and WHMCS suggest making sure all applications and system patches are up to date.
What happens if I do nothing?
Most hosts will not require any changes. However, if you are running older OS versions and/or SSL libraries, you may start experiencing failures to connect to your merchant gateway and/or other TLS-enabled service providers. This may result in inability to process credit cards as well as other issues.
What we are doing to help?
WHMCS 6.2 Health and Updates will tell you if your installation supports TLS 1.1 or 1.2. If your installation does not support one of these TLS versions, you will see a warning.
For additional information we recommend the following sources:
What to do now?
Posted by WHMCS Robert on Thursday, January 14th, 2016
Why is Customer Retention Time a useful statistic?
Today we're going to be looking at the enhanced Customer Analytics available in WHMCS 6.2 and in particular, a new report designed to give you information and statistics on Customer Retention Time.
What is Customer Retention Time?
Customer Retention Time is the length of time a customer remains active with you. The number of days between the day they signup, and the day they leave.
WHMCS 6.2 introduced the storing of cancellation dates for every product, service and domain, along with a new report that calculates and displays the average customer lifetime for each of your products and billing cycles.
Knowing how long your customers stay with you is an important analytic for any business. It can help identify issues sooner, allow you to calculate average customer revenue, plan marketing campaigns and more. In short, it's a very useful aid that provides you metrics to help your business succeed.
Let's take the scenario of planning for a marketing campaign. Knowing and understanding your cost per acquisition (CPA) is a key factor to measuring the success of the overall campaign. But perhaps equally as important is knowing how much you stand to make. By better understanding that, you can use it to work out what your cost per acquisition figure needs to be to make a profit. That's where the new analytics in WHMCS 6.2 come in.
A Marketing Scenario
Let's say you charge $10 per month for a shared hosting account and the new analytics tell you the average customer stays on this plan for 9 months. You have a server that costs $200 per month that you host 100 clients on, giving you a $2 per month cost for the resources the customer is using. Factor in any other costs, such as the average cost of support a customer uses and you have the profit for that plan. Let's say for our example the profit is $6 per month, for a period of 9 months, giving us a total profit of $54. This tells us we should be looking to achieve a cost per acquisition of no more than $54 for the campaign to be profitable.
These statistics coupled with the Link Tracking
feature to track your conversions provide you with a powerful set of tools for running and determining the results of your marketing efforts.
How do I get started?
For all products, services and addons, you'll find a new field labelled Termination Date. This is set automatically whenever products are cancelled, but you can manually adjust it should you require. For domains, the expiry date is used. Worth noting that all products cancelled prior to 6.2 will assume the last next due date as the date of cancellation.
The new report can be found under client reports with the title "Customer Retention Time".
No one knows your business better than you and with the new Customer Retention data in WHMCS 6.2 you have more information available to analyse patterns in client behaviour and revenue, helping you make better business decisions.
Thank you for reading!
Posted by WHMCS Robert on Monday, January 4th, 2016
We are pleased to announce the release of WHMCS 6.2 under General Availability.
With 2 new order forms, WHMCS Single Sign-On, An Even More Unified Experience with cPanel, Draft Invoices, Improved Client Lookup, Customer Retention Analytics and more, this is a very exciting release!
Read on to find out more or skip ahead to Get the Update Now!
New Order Forms
Continuing on from the work we began in previous 6.x releases, 6.2 comes with 2 more new order forms to showcase your products with.
WHMCS Single Sign-On and cPanel Integration
- Universal Slider - perfect for offering any type of product with a slider based selection page
- Supreme Comparison - a matrix comparison style order form with support for up to 6 products displayed horizontally.
Next up is WHMCS Single Sign-On
, making it possible for trusted applications to authenticate users into a WHMCS installation automatically, without the user having to login. Developers, you can begin using this functionality immediately.
For cPanel web hosts, we've taken this a step further and via another new feature Application Links
, coupled with the upcoming cPanel & WHM 54 release, you'll be able to provide WHMCS billing and support links within the cPanel UI (pictured above), delivering a simpler, more convenient, more unified experience for users than ever before. Find out more in last weeks feature spotlight
enables your WHMCS installation to act as an authentication provider for third party applications that support the OpenID standard. Enabling your clients to login to related products & services using the same login credentials as they use for your website - one login, your branding and easier for end users.
One of the first applications to take advantage of this is cPanel & WHM 54
, currently out in EDGE. With WHMCS 6.2, your users will be able to login to their cPanel accounts using the same username and password as they use for WHMCS on your website. Upgrade today and you'll be prepared to enable it as soon as your servers upgrade to the 54 release. Find out more...
Ever wished you could prepare an invoice without a client seeing it? Well with WHMCS 6.2, now you can. A new Draft invoice status means customers never see invoices until you're ready. Track and build invoices for projects over time, or just have that added confidence knowing a customer can't accidentally view an invoice you're still in the process of creating. Something so intuitive and natural, you'll wonder how you ever lived without it.
Improved Client Lookup
Now for something I'm personally a huge fan of. Anywhere that previously had a dropdown list of clients has been replaced with a dynamic filterable list. Simply start typing any part of a clients name, company or email address, and the list will be updated to show just the matching users. Tasks such as creating orders, adding transactions, opening tickets and more will have never been so quick and easy.
As if all that wasn't enough, there's also new & improved Customer Retention Analytics (more on this in the next spotlight blog post), WHMCS Connect 2.0
, and all the usual maintenance and stability improvements.
The move to General Availability marks the end of pre-production testing and means 6.2 is now the recommended version for all new installations and upgrades. A big thanks as always to everyone who took part in the testing.
Posted by Matt on Wednesday, December 9th, 2015