Difference between revisions of "How To Guides"

Latest revision as of 18:30, 28 November 2022

There are more tips, tricks and how-tos in our community.

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

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).

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-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==
-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==
+[[File:change.png|thumb|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==
-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.
+Sales tax rates generally change over time. When this occurs, you must update the tax rates in WHMCS.
-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....
+For more information, see [https://help.whmcs.com/m/payments/l/1271960-changing-tax-rates Changing Tax Rates].
-Now just repeat until the Next Due Date is showing the date the client's next payment is due.
+==Migrate Payment Gateways==
+Sometimes, you may want to stop using one payment gateway and switch to another.
-==Update Domain Pricing==
+For more information, see [[Migrating Payment Gateways]].
-Occasionally it may be necessary to update the price of existing domain names or products in your system, for example in line with wholesale price increases. This can be achieved with the [[Bulk Pricing Update Utility]] and these instructions:
+==Advanced Billing Scenarios==
+For a tutorial on changing billing cycles for generated invoices and consolidating renewal dates, see the following video:
-*Begin by navigating to '''Setup > Addon Modules'''
+<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>
-*Locate and Activate the addon named '''Bulk Pricing Updater''' (it may already be active in which case you can skip this step)
-*Next you need to ensure you have access to the module by scrolling down the page following activation and ensuring your admin role group (usually Full Administator) has the checkbox ticked in the Access Control permissions for it.
-*Now navigate to '''Addons > Bulk Pricing Updater''' to actually access the addon module
-*This is where you can then set your criteria and perform the pricing update. This should be done as follows:
-**First you need to select the Products/Services you want to apply a change to, which in this case is Domain TLDs. These can be found at the bottom of the list. Above we have selected all 3 that are changing in price (using Ctrl+Click), but you may want to do each one individually if you are wanting to charge different prices for each
-**Next select the statuses you want to apply the change to, just Pending and Active statuses are what we recomend as Expired and Cancelled domains won't be billed again
-**Next it's onto selecting the Billing Cycles you want to apply the change to. Don't make the mistake of selecting Annually or Biennially here, those are product billing cycles, instead you're looking for the "Domain" related terms which are a bit further down the list - Domain: 1 Year, Domain: 2 Years, etc... You will need to run an update for each pricing term you offer.
-**The next 2 fields are optional - they are currency and current price. If you run multiple currencies then you would need to do a separate update request for each currency, and if you have certain clients on older or special pricing, you can use the current price field to restrict a change to only users with a specific current price, thus allowing you to keep the users on different pricing
-**Finally last of all you enter the New Recurring Price in the field that you want to assign to the customers, and click Update Pricing to perform the change
-The system will confirm success with a report something along the lines of the following:
-Pricing Update Results<br />
+==Switching Domain Registrars==
-Updated Domains with TLD .com - xxx Affected<br />
-Updated Domains with TLD .net - xxx Affected<br />
-Updated Domains with TLD .biz - xxx Affected
-==Change Tax Rate==
+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.
-From time-to-time governments change the sales tax rates, this is significant as you must also update your rates accordingly.
-For the purposes of this example the UK sales tax - called VAT - is being increased from 17.5% to 20% on 4th January.
+For more information, see [[Transferring Domains to a New Registrar]].
-This means that at midnight on Monday 3rd January, or at the latest before the cron run on the 4th for generating new invoices, you will want to update the tax rules in your WHMCS installation so that new orders and invoices use the higher rate. This is possible through the WHMCS admin interface under '''Setup > Tax Rules''':
+==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.
-*Delete the original tax rule by clicking the corresponding red delete icon,
+For more information, see [[Converting Invoices to a New Currency]].
-*Create a new tax rule with exactly the same country and state but enter the new tax rate.
-That's all there is to it, any invoices generated after this change will have the new tax rate applied, but any existing invoices will keep the old tax rate.
+==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.
-If you have '''multiple separate rules''' this method can be time-consuming, so this can be done in-bulk by running an SQL update query as follows on your WHMCS database via a tool such as phpMyAdmin:
+For more information, see [[Canceling and Regenerating Invoices]].
-<source lang="php">UPDATE tbltax SET taxrate=20 WHERE taxrate=17.5;</source>
+==Skip an invoice==
-Existing invoices will not be affected by this and will keep the 17.5% tax rates they were originally generated with. This will just mean that for any invoices generated after the change, use the new higher 20% tax rate.
+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]].
-If you also wish to update existing but unpaid invoices generated before the 4th but due on or after it, then you can use this query to do that:
+==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.
-<source lang="php">UPDATE tblinvoices SET taxrate=20,tax=subtotal*0.2,total=subtotal+tax-credit WHERE status='Unpaid'
+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)].
-AND taxrate=17.5 AND duedate>='2011-01-04'; </source>

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