Auto Credit Control - User Guide

Overview

The Auto Credit Control feature allows you to manage how your account credit is automatically applied to invoices for your services. You can enable or disable automatic credit usage for each service individually, giving you complete control over when and how your credit is used.

 Key Benefits

• Selective Credit Usage: Choose which services can use your account credit automatically
• Credit Preservation: Keep credit for important services while paying cash for others
• Billing Flexibility: Mix automatic credit usage with manual payments as needed
• Real-time Control: Change settings instantly and see immediate results

 Finding Auto Credit Control

1. Login to your client area
2. Navigate to your Dashboard/Homepage
3. Look for the "Available Credit Balance" panel
4. You'll see an "Auto Credit Control" section with:
   • Number of active services
   • "Manage Auto Credit" button
   • "User Guide" button (links to this guide)

 Using Auto Credit Control

Opening the Control Panel

1. Click the "Manage Auto Credit" button
2. A modal window will open showing all your active services
3. The interface includes:
   • Search bar to find specific services
   • Enable All and Disable All buttons for bulk operations
   • List of services with individual toggle switches
   • Pagination if you have many services

Individual Service Control

Each service is displayed with:

• Service name (domain or identifier)
• Product type (hosting plan, VPS, etc.)
• Current status (Enabled/Disabled)
• Toggle switch to change the setting

To Enable/Disable Auto Credit for a Service:

1. Locate the service in the list
2. Click the toggle switch next to the service
3. The switch will:
   • Turn GREEN when auto credit is enabled
   • Turn GRAY when auto credit is disabled
4. You'll see a "✓ Saved" confirmation
5. The status text will update to show "Enabled" or "Disabled"

Bulk Operations

Enable All Services:

1. Click the "Enable All" button
2. Confirm the action in the popup
3. Wait while all services are updated
4. You'll see a progress indicator and completion message

Disable All Services:

1. Click the "Disable All" button
2. Confirm the action in the popup
3. Wait while all services are updated
4. You'll see a progress indicator and completion message

Search and Navigation

Search for Services:

1. Type in the search box at the top
2. Results filter automatically as you type
3. Search works for both service names and product types
4. Clear the search box to see all services again

Pagination:

• If you have more than 10 services, they'll be split into pages
• Use Previous/Next buttons to navigate
• Click page numbers to jump to specific pages
• Shows current page position: "Showing 1 to 10 of 25 services"

How It Works

When Auto Credit is ENABLED:

• ✅ Your account credit will be automatically applied to invoices for this service
• ✅ Reduces the amount you need to pay manually
• ✅ Uses the oldest credit first (FIFO - First In, First Out)

When Auto Credit is DISABLED:

• ❌ Your account credit will NOT be used for this service
• ❌ You'll need to pay the full invoice amount manually
• ❌ Your credit balance remains untouched for this service

Example Scenarios:

Scenario 1: Mixed Usage

• Web Hosting: Auto Credit ENABLED → Uses $10 credit, pays $0
• VPS Server: Auto Credit DISABLED → No credit used, pays $50
• Domain: Auto Credit ENABLED → Uses $15 credit, pays $0
• Result: Uses $25 credit, pays $50 cash, preserves remaining credit

Scenario 2: Credit Preservation

• Important Production Server: Auto Credit DISABLED
• Test Websites: Auto Credit ENABLED
• Result: Saves credit for critical services, uses credit for less important ones

⚙️ Settings Persistence

• Settings are saved permanently - they persist until you change them
• Applies to future invoices - affects all subsequent billing cycles
• Immediate effect - changes apply to the next invoice generation
• Per-service basis - each service remembers its individual setting

 Default Behavior

For New Services:

• Auto credit is ENABLED by default for all new services
• You can change this setting immediately after service activation
• The setting applies from the first invoice onward

For Existing Services:

• Auto credit remains ENABLED (maintaining current WHMCS behavior)
• You can disable it for any service at any time
• Historical invoices are not affected, only future ones

 Important Notes

Credit Application Order:

1. System checks each invoice item (service)
2. If auto credit is DISABLED for a service → no credit applied to that item
3. If auto credit is ENABLED for a service → credit applied normally
4. Credit is applied before invoice finalization

Billing Cycle Impact:

• Settings apply to all future invoices for the service
• Monthly, quarterly, annual - all billing cycles are affected
• Changes take effect immediately for the next billing period

Credit Balance Management:

• Total credit balance is shown in the credit panel
• Individual service settings don't affect your total credit amount
• Unused credit remains in your account for future use

 Troubleshooting

Common Issues:

Problem: Auto credit setting keeps reverting

• Solution: Make sure you see the "✓ Saved" confirmation before closing the modal

Problem: Can't find a specific service

• Solution: Use the search box to filter services by name or product type

Problem: Toggle switch doesn't respond

• Solution: Wait for the "Updating..." message to complete, then try again

Problem: Bulk operation takes too long

• Solution: The system processes services sequentially for reliability - please wait for completion

Getting Help:

1. Check this user guide for step-by-step instructions
2. Contact support if you experience technical issues
3. Check your invoice to verify credit application is working as expected

 Support

If you need assistance with Auto Credit Control:

• Email Support: Contact our support team with "Auto Credit Control" in the subject
• Live Chat: Available during business hours
• Support Ticket: Create a ticket in the client area

When contacting support, please include:

• Your account/client ID
• Specific service(s) affected
• Screenshots of the issue (if applicable)
• What you were trying to accomplish

✅ Quick Reference