Difference between revisions of "How To Guides"

From WHMCS Documentation

(Created page with 'This page contains step-by-step instructions for certain common scenarios that may occur whilst running a business. There are more tips, tricks and howto's [http://forum.whmcs.co…')
 
(→‎Change Tax Rate)
 
(36 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
This page contains step-by-step instructions for certain common scenarios that may occur whilst running a business. There are more tips, tricks and howto's [http://forum.whmcs.com/forumdisplay.php?29-Tips-Tricks-amp-Howto-s in our forum].
+
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==
−
When switching from a manual billing system or software for which an import script is not available it may be desirable to have a record of past invoices issued before you started using WHMCS.
+
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.
  
−
Once the client and their service has been added navigate to the client's Product's/Services tab set the '''Next Due Date''' on the  back to the date you want the first historical invoice to be due via their Products/Services tab and Save Changes. So for example if the client has an invoice every month starting a year ago, set it to 28/06/2011.
+
For more information, see [[Regenerating Historical Invoices]].
  
−
Click the '''Generate Due Invoices''' button from the summary page and last year's invoice will be created. When prompted select "No" so a notification email is not sent to the client.
+
==Update Domain Pricing==
  
−
Next navigate to the Invoices tab, click the invoice and then the Add Payment tab to record the payment details per [[Transactions]]. Untick the "Send Email" option so the client is not notified of the payment.
+
[[File:change.png|thumb|Bulk Price Updater]]
  
−
This will cause the Next Due Date to increment forward 1 billing cycle, so in our example it will now be 28/06/2012. Once again click the "Generate Due Invoices" and the June 2011 invoice will be created, Add Payment to the invoice....
+
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).  
  
−
Now just repeat until the Next Due Date is showing the date the client's next payment is due.
+
For more information, see [[Bulk Pricing Updater Addon]].
  
−
==Update Domain Pricing==
 
 
==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 [https://help.whmcs.com/m/payments/l/1271960-changing-tax-rates 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:
 +
 +
<html><a href="https://www.youtube.com/watch?v=glZv8iZU0mU&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
 +
 +
==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 [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.
 +
 +
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.

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

Bulk Price Updater

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).

Retrieved from "http://3.17.75.209/index.php?title=How_To_Guides&oldid=33683"