762 comments found

  • Bought between 10 and 49 items
  • Has been a member for 2-3 years

Hi,

I am very interested in purchasing as this seems perfect for me! However, I see there was interest month ago for recurring payments (subscription payments) through PayPal. That is, where the client signs up for a monthly subscription, gives PayPal their CC info, and they are automatically charged monthly without having to do anything. Is this possible with UCM?

dtbaker

Yes this is possible, under Settings > Subscriptions.

Then open up a Customer and tick which Subscription they should be on, set a start date, and away it goes.

There are more details and screenshots located here: Subscription customer payments with UCM.

Default-user

Thanks so much for your quick response. Just to confirm – we are talking about an automatic PAYMENT that is made, not just an automatic invoice with a manual payment, correct? So the client pays once and from that point on is automatically charged monthly/yearly…

dtbaker

When a client receives one of these “automatic subscription invoices” they will click “Pay via PayPal” and then they will be given the option to “Pay Once Off” or “Setup Automatic Payments”. If they choose to setup automatic payments then yes it will all happen automatically (invoice generation, paypal payment, receipt email).

I suggest creating a customer account and a subscription in the live demo and test it works as expected before purchase.

Thanks,
dtbaker

Default-user

Great, thanks!! One last question then I purchase… does the “White Label” theme allow me to add my own logo and branding? Or can you do that to any of the themes in the “Pro” version of UCM?

dtbaker

Yep all themes allow logo / customisations. Check out the reply below.

  • Bought between 10 and 49 items
  • Has been a member for 2-3 years

Hello like, you can add your own logo with any of the themes.

Please go to Settings > Theme and scroll down to logo. Change the logo URL to point to your own logo (eg: http://yourwebsite.com/logo.png).

If you wish to use the default logo you can try changing the logo path to a full URL like this: http://yourwebsite.com/clientarea/images/logo.png or if your installation directory is ”/clientarea/” then change the logo path to ”/clientarea/images/logo.png”

Besides the demo for more info you can visit the faq page @ http://ultimateclientmanager.com/support/faq-knowledge-base/

or the wiki page @ http://ultimateclientmanager.com/support/documentation-wiki/
Default-user

Also you can change the name to your own as well, just go to settings> System settings> Name Your System.

dtbaker

Cheers :)

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