Revision as of 17:25, 7 February 2024

If you are looking for documentation regarding configuration of invoice related settings, visit Invoicing Setup.

Creating Invoices

WHMCS automatically generates invoices for recurring products and services. You can also create custom one-time invoices for specific clients.

To create a one-time custom invoice for a specific client:

1. Perform one of the following methods to create the draft invoice. The system will create a new invoice in Draft status.
   The due date for manually-created invoices defaults to the same number of days in the future as you allow for automatic invoice generation. You can customize this via the Options tab when managing an invoice.
   • From the client's profile's Summary tab, click Create Invoice.
   • From anywhere in the Admin Area, click the + icon at the top of the interface and choose New Invoice.
     1. Choose a client.
     2. Enter invoice and due dates.
     3. Select a payment method.
     4. Click Create Invoice.
2. To configure the invoice's details:
   1. Update the desired settings in the Options tab.
   2. Click Save Changes.
3. Under Invoice Items, for each invoice item that you wish to add:
   1. Enter a description and amount.
   2. Click Save Changes. A new row will then appear to allow adding further line items.
4. To publish the invoice, choose the Summary tab and click a publishing option. These options only display when the invoice is in the Draft status and you have the Manage Invoices permission. Clicking them will set the Invoice Date value to the current date.
   • Publish & Send Email — Convert the invoice to Unpaid and send the Invoice Creation email to the customer.
   • Publish — Convert the invoice to Unpaid without notifying the customer.

Searching Invoices

To search for and locate invoices, use either of the following methods:

• Search by invoice number using the Intelligent Search in the Admin Area.
• Search using advanced search options, including searching by line item descriptions, using the list at Billing > Invoices.

Viewing Invoices

You can view invoices by going to Billing > Invoices or the client's profile's Invoices tab. Click the invoice ID or, in WHMCS 8.9 and later, click View in the list of invoices to view the desired invoice.

Summary

The Summary tab lists the client name, invoice and due dates, invoice items, and associated transactions, and allows you to send client emails.

Sending Emails

To send an email for the selected invoice, choose the desired email template from the menu under the invoice status and click Send Email.

Cancel an Invoice

To cancel an invoice, click Mark Cancelled under the invoice status.

Split to New Invoice

Splitting invoices allows you to separate line items from an invoice into a separate invoice. This is useful if, for example, items appear together on a single invoice that a client wants to renew separately or a merge happened incorrectly.

To split items, select the desired items under Invoice Items and then choose _Split to New Invoice_ from With Selected. The system will immediately move all of the items to a single new invoice.

• This process does not send an email to the customer. If you want to notify the customer, click Send Email.
• When splitting an invoice, the system sets the due date of the resulting invoice based on the current date and Invoice Generation settings in Configuration () > System Settings > [[Automation Settings].

Delete

To delete items from an invoice, select the desired items under Invoice Items and then choose Delete.

Add Payment

If you receive a payment that the system hasn't automatically logged in WHMCS, you will need to manually apply it to the invoice.

To do this, enter the details corresponding to the payment, including the date, payment method, transaction ID, and amount. Then, click Add Payment.

Options

In the Options tab, you can configure the following invoice settings:

• Invoice Date — The date on which the system generated the invoice or you created it.
• Payment Method — The payment method that the system will attempt to use to pay the invoice.
• Invoice # — The invoice number.
• Due Date — The invoice's due date.
• Tax Rate — The rate at which the system will tax the items in the invoice.
• Status — The invoice status.

Credit

In the Credit tab, you can add credit to the invoice.

• To add credit from a client's balance to an invoice, enter the desired amount under Add Credit to Invoice and click Go.
• To remove credit from an invoice, enter the desired amount under Remove Credit from Invoice and click Go.

Automatically-generated invoices always check whether a client has a positive credit balance. If they do, the system automatically applies the credit to the invoice during invoice generation. If applying credit reduces the invoice balance to 0, the system marks the invoice Paid automatically.

Refund

In the Refund tab, you can refund transactions for the invoice. Refunding transactions allows you to issue credits and refunds for payments that clients have made.

If the system can't automate a refund for your particular gateway, you can still use this process to enter the refund billing entry in WHMCS. It will update the income totals and reflect the refund on the invoice. Then, you can go to your payment gateway to send the refund.

Refund a Transaction

To refund a transaction:

1. If there have been multiple transactions for the invoice, select the desired transaction from Transactions. You can only refund one transaction at a time, and the refund amount cannot exceed the total amount of the transaction.
2. For Amount, enter the amount to refund for a partial amount. Otherwise, leave this blank to refund the entire transaction value.
3. Select the desired type from Refund Type:
   • _Refund through Gateway_ — If your payment gateway supports refunds, WHMCS sends the refund to your gateway to process. This returns the money to the payment method that the client used.
   • _Manual Refund Processed Externally_ — WHMCS records a refund in the system. You must then process the refund separately with your payment gateway. You may also use this if a chargeback or dispute occurs.
   • _Add to Client's Credit Balance_ — WHMCS records a refund and adds the refunded balance to the client's credit balance. This does not return any money to the customer.
4. Check **Reverse Payment** if you want to reverse the effects of the original payment (for example, when you set the invoice status to _Collections_ and reverse the service's Next Due Date.
   • When you check this, the system's actions depend on the configuration in Configuration () > System Settings > Automation Settings.
   • This setting does not alter the system's treatment of any affiliate commissions (see the steps below).
5. If you do not want to send a refund confirmation email, uncheck Send Email.
6. Click Refund.

Reversing Affiliate Commission

In WHMCS 8.3 and later, if the transaction is associated with an affiliate commission and the payment gateway supports reversals, WHMCS can also reverse the commission.

• When you perform a full refund, WHMCS automatically reverses all of the associated commissions.
• When you perform a partial refund, WHMCS will ask you whether to also reverse the commission. You cannot, however, choose an amount of the commission to reverse. This action reverses the entire amount.
• If you choose not to perform a commission reversal, the commission payment will not be affected. The page will reload and display the results of the refund attempt if you chose _Refund through Gateway_. If it fails for any reason, the **Gateway Log** can provide more information.

Notes

Use the **Notes** tab to view and enter notes about the invoice.