Revision as of 17:30, 10 May 2010

For information regarding invoicing in WHMCS refer to this page.

Continuous Invoice Generation

Enabling this will continue to generate invoices for a product each billing cycle even if the previous invoice was unpaid. Useful when the product has a minimum term and the client is obliged to pay all invoices. When disabled no further invoices will be generated until the invoice is paid. For more information refer to this page.

Invoice Starting #

Only fill in this field if you want to change the number of the next invoice to be generated.

Invoice # Incrementation

Chose by how much each invoice number will increase. Using the default option 1 invoices will be numbered: 1,2,3,4…. Changing this to 2 invoices will be numbered: 1,3,5,7….

Enable PDF Invoices

When enabled, a copy of the invoice will be attached to invoice notification emails in pdf format.

Enable Mass Payment

Ticking this option allows clients to pay several invoices in one transaction using the options in the Due Invoices section of the client area homepage.

Clients Choose Gateway

Enabling will display a dropdown menu on the invoice allowing customers to choose which gateway they use to pay each invoice. When disabled each invoice will use the gateway the client chose upon signup.

Disable Auto Credit Applying

With this option unticked any credit on a client's account is automatically applied to the invoice as soon as it is generated. Ticking this option means no credit will be applied automatically, and needs to be manually added by staff/the client.

Sequential Paid Invoice Numbering, Sequential Invoice Number Format and Next Paid Invoice Number

Paid invoices will be given a different number to unpaid invoices. For more information refer to this page.

Late Fee Type

If you levy a fee on late payments, choose whether it is a percentage or fixed amount.

Late Fee Amount

Leave as 0 to disable the late fee function, the amount entered here will be levied on customers who fail to pay an invoice by the due date.

Late Fee Minimum

Enter the minimum amount to charge in cases where the calculated late fee falls below this figure. For example if a late fee is calculated at 0.50 and the Late Fee Minimum value is 1.00, the client would be charged 1.00 instead. This is to prevent clients being charged very small late fees.

Accepted Credit Card Types

Choose the type of credit cards accepted by your payment gateway. Hold Ctrl and left-click to select multiple cards.

Issue Number/Start Date

Enabling this will prompt customers to enter the issue number and start date required from some card types.