Difference between revisions of "Invoice Tab"
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===Enable Metric Usage Invoicing=== | ===Enable Metric Usage Invoicing=== | ||
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| − | For | + | When enabled, any metrics which are enabled for billing for a given product will be billed at the time of service renewal. |
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| + | Each metric will generate a line item that reports the total usage value and a breakdown of how the billed amount has been calculated. | ||
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| + | * The line item's description will vary based on the pricing scheme type, the pricing brackets, and the usage incurred. | ||
| + | * All possible descriptions are available for translation via the language file system. | ||
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| + | Only the "Bandwidth" metric type is aggregate. This means that, for example, an annual service can have 11 stored snapshots of usage and included on a renewal invoice. The other metric types, such as Disk Space, will only have a snapshot of the usage at the time that the renewal invoice is generated (the current month). | ||
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| + | When a service is terminated, this will trigger the creation of a one-time usage invoice for current snapshot metrics and unbilled usage to date. This will look similar to the standard renewal invoice, except the service is excluded. | ||
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| + | For more information about usage billing, see [[Usage Billing]]. | ||
===Enable PDF Invoices=== | ===Enable PDF Invoices=== | ||
Revision as of 17:50, 3 February 2022
General Tab | Localisation Tab | Ordering Tab | Domains Tab | Mail Tab
Support Tab | Invoices Tab | Credit Tab | Affiliates Tab | Security Tab | Social Tab | Other Tab
For information regarding invoicing in WHMCS refer to this page.
Contents
- 1 Continuous Invoice Generation
- 2 Enable Metric Usage Invoicing
- 3 Enable PDF Invoices
- 4 PDF Paper Size
- 5 TCPDF Font Family
- 6 Store Client Data Snapshot
- 7 Enable Mass Payment
- 8 Clients Choose Gateway
- 9 Group Similar Line Items
- 10 Cancellation Request Handling
- 11 Automatic Subscription Management
- 12 Enable Proforma Invoicing
- 13 Sequential Paid Invoice Numbering, Sequential Invoice Number Format and Next Paid Invoice Number
- 14 Late Fee Type
- 15 Late Fee Amount
- 16 Late Fee Minimum
- 17 Accepted Credit Card Types
- 18 Issue Number/Start Date
- 19 Invoice # Incrementation
- 20 Invoice Starting #
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.
NOTE: With Continuous Invoice Generation enabled, any product that is Active, or Suspended will continue to invoice regardless of the status of its previous invoice(s). Pending, Completed, Cancelled or Terminated services will not generate invoices.
Enable Metric Usage Invoicing
When enabled, any metrics which are enabled for billing for a given product will be billed at the time of service renewal.
Each metric will generate a line item that reports the total usage value and a breakdown of how the billed amount has been calculated.
- The line item's description will vary based on the pricing scheme type, the pricing brackets, and the usage incurred.
- All possible descriptions are available for translation via the language file system.
Only the "Bandwidth" metric type is aggregate. This means that, for example, an annual service can have 11 stored snapshots of usage and included on a renewal invoice. The other metric types, such as Disk Space, will only have a snapshot of the usage at the time that the renewal invoice is generated (the current month).
When a service is terminated, this will trigger the creation of a one-time usage invoice for current snapshot metrics and unbilled usage to date. This will look similar to the standard renewal invoice, except the service is excluded.
For more information about usage billing, see Usage Billing.
Enable PDF Invoices
When enabled, a copy of the invoice will be attached to invoice notification emails in pdf format.
PDF Paper Size
This open allows you to change the size of the individual pages inside a PDF invoice. For example the A4 paper size is slightly larger than a standard Letter so more information can be displayed per page when A4 is selected.
TCPDF Font Family
This setting allows you to select which font is used in PDF invoices and quotes. By default there are two fonts to choose from; Helvetica & Freesans, but additional fonts can also be uploaded and specified here. For more information refer to PDF_Invoice#Additional_Fonts
Store Client Data Snapshot
When you check this option, the system saves clients' name, addresses, and custom field data (for example, VAT numbers) during invoice generation, Both the Client Area and PDF invoice views will display the name and address information as it was at the time of initial creation. Editing the client or billing contact only causes future invoices to change and existing invoices will keep their current addressees.
Once the option is enabled invoice data will start being fixed, it does not apply to invoices generated prior to being enabled.
Enable Mass Payment
Checking this option allows clients to pay several invoices in one transaction using the options in the Due Invoices section of the client area homepage.
For more information refer to Invoicing#Mass_Payment
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.
Group Similar Line Items
Check to enable automatically grouping identical line items into a quantity x description format. For more information refer to Invoicing_Setup#Group_Similar_Line_Items
Cancellation Request Handling
When enabled, any unpaid invoices for a service will be cancelled automatically when a client submits a cancellation request. If the service renewal has been invoiced with other items only the cancelled item will be removed from the invoice. Any discounts or group discounts that apply to the cancelled service will be removed as well.
Automatic Subscription Management
Enable this option and WHMCS will automatically cancel PayPal and 2Checkout Subscriptions in the following circumstances:
- 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
Automated PayPal Subscription Cancellation is supported for subscription profiles that start with an "I". PayPal's explains the difference as follows: A subscription profile starts with "S" if it is created before 2009, and it is not possible to cancel or manage their profiles via API call. Subscription profiles that are created after 2009 will start with "I" and these can be managed by using API call.
Enable Proforma Invoicing
Enabling this option will cause Invoices to display the term "Proforma invoice" whilst in unpaid status unpaid and "Invoice" once paid. For more information refer to this page. This functionality requires sequential paid invoice numbering, so this checkbox will also automatically check the "Sequential Paid Invoice Numbering" option and grey it out to prevent it being disabled without first disabling Proforma Invoicing.
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 one-time 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.
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….
Invoice Starting #
Only fill in this field if you want to change the number of the next invoice to be generated. This number should only ever be moved forwards. When the page reloads the field will be empty, but the change will have taken effect.