Difference between revisions of "How To Guides"
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| − | There are more tips, tricks and how-tos [ | + | There are more tips, tricks and how-tos [https://whmcs.community/forum/329-share-your-best-practices-tips/ in our community]. |
==Regenerate Historical Invoices== | ==Regenerate Historical Invoices== | ||
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==Change Tax Rate== | ==Change Tax Rate== | ||
| − | + | Sales tax rates generally change over time. When this occurs, you must update the tax rates in WHMCS. | |
| − | For more information, see [ | + | For more information, see [https://help.whmcs.com/m/payments/l/1271960-changing-tax-rates Changing Tax Rates]. |
==Migrate Payment Gateways== | ==Migrate Payment Gateways== | ||
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When you receive money from a client, you should record it in WHMCS as a transaction. | When you receive money from a client, you should record it in WHMCS as a transaction. | ||
| − | For more information, see [[Adding and Working | + | For more information, see [[Adding and Working With Credit]]. |
==Cancel and regenerate invoice== | ==Cancel and regenerate invoice== | ||
Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. | Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. | ||
| − | + | For more information, see [[Canceling and Regenerating Invoices]]. | |
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==Skip an invoice== | ==Skip an invoice== | ||
Occasionally you may wish to skip an invoice, giving the customer the invoiced period at no charge, but resume charging on the next due date. | Occasionally you may wish to skip an invoice, giving the customer the invoiced period at no charge, but resume charging on the next due date. | ||
| − | + | For more information, see [[Skipping Invoices]]. | |
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| − | + | ==Migrating Clients to another cPanel Server== | |
| − | + | Occasionally, you may perform a [https://docs.cpanel.net/knowledge-base/transfers-and-restores/how-to-move-all-cpanel-accounts-from-one-server-to-another/ mass transfer of cPanel accounts] between servers. You must also update the records in WHMCS to reflect the new server. | |
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| − | + | For more information, see [https://help.whmcs.com/m/provisioning/l/1464305-migrating-your-clients-to-another-cpanel-server-cpanel-to-cpanel Migrating your Clients to another cPanel Server (cPanel to cPanel)]. | |
Latest revision as of 18:30, 28 November 2022
There are more tips, tricks and how-tos in our community.
Contents
- 1 Regenerate Historical Invoices
- 2 Update Domain Pricing
- 3 Change Tax Rate
- 4 Migrate Payment Gateways
- 5 Advanced Billing Scenarios
- 6 Switching Domain Registrars
- 7 Convert invoice amounts into a different currency
- 8 Credit a client for money received
- 9 Cancel and regenerate invoice
- 10 Skip an invoice
- 11 Migrating Clients to another cPanel Server
Regenerate Historical Invoices
When switching from a manual billing system or software for which an import script is not available, you may want to have a record of past invoices that you issued before you started using WHMCS.
For more information, see Regenerating Historical Invoices.
Update Domain Pricing
Occasionally, you may need to update prices for products or domain addons in your system (for example, for wholesale price increases or to start charging for ID Protection after previously offering it for free).
For more information, see Bulk Pricing Updater Addon.
Change Tax Rate
Sales tax rates generally change over time. When this occurs, you must update the tax rates in WHMCS.
For more information, see Changing Tax Rates.
Migrate Payment Gateways
Sometimes, you may want to stop using one payment gateway and switch to another.
For more information, see Migrating Payment Gateways.
Advanced Billing Scenarios
For a tutorial on changing billing cycles for generated invoices and consolidating renewal dates, see the following video:
Watch the video tutorial for this feature 
Switching Domain Registrars
Domain prices change frequently. If a registrar's price is no longer competitive, you may want to transfer existing domains to a different registrar without the client's knowledge.
For more information, see Transferring Domains to a New Registrar.
Convert invoice amounts into a different currency
It is possible that not every gateway you use will accept all the currencies you offer on your site. Many gateway modules support a Convert To For Processing option so WHMCS can transparently convert the payment amount into a different currency before sending the client to the payment gateway.
For more information, see Converting Invoices to a New Currency.
Credit a client for money received
When you receive money from a client, you should record it in WHMCS as a transaction.
For more information, see Adding and Working With Credit.
Cancel and regenerate invoice
Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service.
For more information, see Canceling and Regenerating Invoices.
Skip an invoice
Occasionally you may wish to skip an invoice, giving the customer the invoiced period at no charge, but resume charging on the next due date.
For more information, see Skipping Invoices.
Migrating Clients to another cPanel Server
Occasionally, you may perform a mass transfer of cPanel accounts between servers. You must also update the records in WHMCS to reflect the new server.
For more information, see Migrating your Clients to another cPanel Server (cPanel to cPanel).