Difference between revisions of "Invoicing"

From WHMCS Documentation

(Creating Custom Invoices)
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The following document discusses working with invoices. If you are looking for documentation regarding configuration of invoice related settings, please visit [[Invoicing Setup]].
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If you are looking for documentation regarding configuration of invoice related settings, visit [[Invoicing Setup]].
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==Creating Invoices==
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WHMCS automatically generates invoices for recurring products and services. You can also create custom one-time invoices for specific clients.
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To create a one-time custom invoice for a specific client:
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# Perform one of the following methods to create the draft invoice. The system will create a new invoice in '''Draft''' status.<div class="docs-alert-warning">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.</div>
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#* From the client's profile's  '''[[Clients:Summary_Tab|Summary]]''' tab, click '''Create Invoice'''.
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#* From anywhere in the [[Admin Area]], click the '''+''' icon at the top of the interface and choose '''New Invoice'''.
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#*# Choose a client.
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#*# Enter invoice and due dates.
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#*# Select a payment method.
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#*# Click '''Create Invoice'''.
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# To configure the invoice's details:
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## Update the desired settings in the '''Options''' tab.
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## Click '''Save Changes'''.
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# Under '''Invoice Items''', for each invoice item that you wish to add:
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## Enter a description and amount.
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## Click '''Save Changes'''. A new row will then appear to allow adding further line items.
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# 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.
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#* ''Publish & Send Email'' — Convert the invoice to '''Unpaid''' and send the '''Invoice Creation''' email to the customer.
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#* ''Publish'' — Convert the invoice to '''Unpaid''' without notifying the customer.
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<div class="docs-alert-info">
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In WHMCS 6.2 and later, you can navigate away from the invoice at any time during this process and return to it later. WHMCS will store the invoice as a draft and it will not be visible to the customer until you have marked it as complete and published it.
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</div>
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==Searching Invoices==
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To search for and locate invoices, use either of the following methods:
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* Search by invoice number using the [[Admin Area|Intelligent Search]] in the Admin Area.
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* Search using advanced search options, including searching by line item descriptions, using the list at '''Billing > [[Invoices]]'''.
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==Viewing Invoices==
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You can view invoices by going to '''Billing > [[Invoices]]''' or the client's profile's '''[[Clients:Invoices_Tab|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.
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<div class="docs-alert-info">
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In WHMCS 8.9 and later, invoices default to view-only mode. This decreases the risk of unintentional edits while viewing or paying client invoices.
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* Admins who have the ''Manage Invoices'' permission can:
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** Click '''Manage Invoice''' to edit the invoice.
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** Click '''Edit''' while viewing a list of invoices to skip view-only mode and go directly to editing the invoice.
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* Admins who only have the ''View Invoice'' permission can view invoices, add payments and credit, issue refunds, and view notes if they have the correct permissions for these tasks. They '''cannot''' edit invoice contents.
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</div>
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===Summary===
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The '''Summary''' tab lists the client name, invoice and due dates, invoice items, and associated transactions, and allows you to send client emails.
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====Sending Emails====
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To send an email for the selected invoice, choose the desired email template from the menu under the invoice status and click '''Send Email'''.
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<div class="docs-alert-info">You '''cannot''' send email for invoices that are in the ''Draft'' status. You must first publish the invoice before sending email.</div>
  
==Creating Custom Invoices==
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====Cancel an Invoice====
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To cancel an invoice, click '''Mark Cancelled''' under the invoice status.
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<div class="docs-alert-success">
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* In WHMCS 8.10 and later, the system cron can automatically cancel invoices after they have been overdue for a specified number of days. You can enable this setting and set the number of days in the '''Billing Settings''' section at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
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* In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.
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</div>
  
WHMCS automatically generates invoices for recurring products and services.
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====Split to New Invoice====
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<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
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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.
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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.
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* This process does '''not''' send an email to the customer. If you want to notify the customer, click '''Send Email'''.
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* 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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
  
To create a one-off custom invoice, follow the steps below:
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====Delete====
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<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
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To delete items from an invoice, select the desired items under '''Invoice Items''' and then choose ''Delete''.
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<div class="docs-alert-warning">This does '''not''' move the deleted items to a new invoice.</div>
  
#Navigate to the client you wish to generate an invoice for
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===Add Payment===
#Click the Create Invoice link located in the Invoices/Billing panel on the Client Summary page
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#A new invoice will be created in Draft status<div class="docs-alert-warning">The due date for manually created invoices defaults to the same number of days in the future as you allow for automatic invoice generation. The due date can be customised via the Options tab when managing an invoice.</div>
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If you receive a payment that the system hasn't automatically logged in WHMCS, you will need to manually apply it to the invoice.
#You can immediately begin adding line items to the invoice
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#For each one you wish to add, enter a description and amount, followed by the Save Changes button. A new row will then appear to allow adding further line items.
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To do this, enter the details corresponding to the payment, including the date, payment method, transaction ID, and amount. Then, click '''Add Payment'''.
#If you wish to customise any of the invoice options including due dates, payment method, tax rates, etc..., you can do so via the Options tab located at the top of the invoice
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<div class="docs-alert-success">
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* If a payment is not for a specific invoice, issue credit to the client instead.
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* If a payment applies to multiple invoices, add a transaction at '''Billing > View Transaction List'''. For '''Invoice ID(s)''', enter a comma-separated list of all of the invoice numbers to apply payment to.
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** The system will apply payments in the order you enter them until the client has used the full amount.
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** The system will automatically add any amount left over as a credit to the user for use on future invoices.
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</div>
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===Options===
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<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to view this tab.</div>
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In the '''Options''' tab, you can configure the following invoice settings:
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* '''Invoice Date''' — The date on which the system generated the invoice or you created it.
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* '''Payment Method''' — The payment method that the system will attempt to use to pay the invoice.
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* '''Invoice #''' — The invoice number.
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* '''Due Date''' — The invoice's due date.
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* '''Tax Rate''' — The rate at which the system will tax the items in the invoice.
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* '''Status''' — The invoice status.
  
<div class="docs-alert-info">You can navigate away from the invoice at any time during this process and return to it later. WHMCS will store the invoice as a draft and it will not be visible to the customer until you have marked it as complete and published it. ''(WHMCS 6.2 & Later)''</div>
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===Credit===
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In the '''Credit''' tab, you can add credit to the invoice.
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* To add credit from a client's balance to an invoice, enter the desired amount under '''Add Credit to Invoice''' and click '''Go'''.
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* To remove credit from an invoice, enter the desired amount under '''Remove Credit from Invoice''' and click '''Go'''.
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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 <tt>0</tt>, the system marks the invoice ''Paid'' automatically.
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===Refund===
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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.
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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.
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====Refund a Transaction====
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To refund a transaction:
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# 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.
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# For '''Amount''', enter the amount to refund for a partial amount. Otherwise, leave this blank to refund the entire transaction value.
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# Select the desired type from '''Refund Type''':
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#* ''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.
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#* ''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.
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#* ''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.
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# 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'''.
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#* When you check this, the system's actions depend on the configuration in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
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#* This setting does '''not''' alter the system's treatment of any affiliate commissions (see the steps below).
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# If you do not want to send a refund confirmation email, uncheck '''Send Email'''.
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# Click '''Refund'''.
  
===Publishing an Invoice===
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====Reversing Affiliate Commission====
 
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To publish an invoice, click the Publish button located to the top right of the invoice creation screen.  Two publish options are available:
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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.
 
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* ''Publish & Send Email'' - clicking this button converts the invoice to Unpaid and sends the Invoice Creation email to the customer.
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* When you perform a full refund, WHMCS automatically reverses all of the associated commissions.
* ''Publish'' - clicking this button converts the invoice to Unpaid without notifying the customer.
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* 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.
 
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* If you choose not to perform a commission reversal, the commission payment will not be affectedThe 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.
Please Note: The publish buttons will only be displayed when the invoice is in Draft status.
 
 
 
==Creating Mass Pay Invoices==
 
 
 
When enabled under '''Setup > General Settings > [[Invoice_Tab#Enable_Mass_Payment|Invoices tab]]''' clients can pay several invoices in a single transaction, this is quicker and more convenient, plus it reduces your transaction costs. When enabled ''Pay Selected'' and ''Pay All'' options will be displayed on the client area homepage, they can be used to pay only certain invoices or pay all unpaid invoices respectively.
 
 
 
Staff can also create mass pay invoices under a client's Invoices tab by selecting the relevant invoices and clicking the ''Mass Pay'' button beneath.
 
 
 
A new invoice will be generated containing the invoice numbers of the original invoices (one invoice per line). The client should then pay this invoice and the credit will then be used to pay the original invoices.
 
 
 
The invoice will be displayed under the client's Invoices tab in the admin area, but will not be visible to clients. This ensures that a client doesn't see a massively inflated invoices balance, or a large invoice which consists of nothing more than a combination of other invoices. Additionally this prevents a client from creating a mass pay invoice, not paying it, and instead paying one of the original invoices, then going back and paying the mass pay invoice - effectively paying for the same thing twice.
 
 
 
==Creating Add Funds Invoices==
 
 
 
If enabled under '''Setup > General Settings > [[Credit Tab]]''' clients can deposit funds into their account, this will be stored in the form of account credit which can be used to pay for future purchases.
 
 
 
Staff can also create add funds invoices by clicking the ''Create Add Funds Invoice'' link under the client's Summary tab. This is particularly useful for charging a specific amount to a clients credit card.
 
 
 
==Splitting & Merging==
 
 
 
There may be occasions where you need to split certain line items that have been grouped into a single invoice out into an invoice of their own, for example if the client doesn't want to renew all the items that a particular invoice contains. To do this, simply follow the steps below:
 
 
 
#Begin by locating the invoice containing the line items you want to split
 
#Next, select one or more of the checkboxes on the line items you want to split out into a separate invoice
 
#Now in the dropdown immediately below the invoice items, choose the option '''Split to New Invoice''' and the page will reload on the new invoice containing those items
 
#You can then finish by clicking the '''Send Invoice Created''' button to notify the client should you wish
 
 
 
Similarly, you may find there are times you want to combine items which have invoiced separately into a single invoice and again WHMCS makes this possible. To merge invoices, follow the steps below:
 
 
 
#Merging can only be done from the clients invoice list within the client profile section so begin by searching for and loading the client summary page of the client you want to work with
 
#Once there, you need to select the '''Invoices''' tab
 
#Next, tick the checkboxes next to the invoices you want to combine
 
#And finally to complete the process, click the '''Merge''' button located at the bottom of the list
 
 
 
[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=0RYjgy5wjMI|Watch Video Tutorial]]
 
 
 
==Refunding Payments==
 
 
 
If you are using a gateway in WHMCS that has automated refunds implemented (which includes PayPal, Authorize.net, Quantum Gateway, 2Checkout etc...), then WHMCS allows you to issue a refund without ever logging into your gateway.  A real time saver!
 
 
 
Even if the refund can't be automated, you can still use this process to enter the refund billing entry into WHMCS which will update the income totals and reflect the refund on the invoiceThen you would go to your gateway and actually send the refund from there.
 
 
 
And as a final alternative you can issue a refund to the clients credit balance with you which instead of losing the money entirely allows you to just give the user a credit against future purchases or renewals from you.
 
 
 
So to perform a refund, simply follow these steps below:
 
 
 
#Locate the invoice you wish to issue a refund for either by searching or from '''Billing > List Paid Invoices''' and click the invoice ID to view it
 
#Select the '''Refund''' tab
 
#Choose the transaction you want to refund if more than one has been applied towards the invoice
 
#Enter the amount you want to refund if only giving a '''partial refund''' or leave blank for '''full'''
 
#Then select the '''Refund Type''' from the options "Refund through Gateway", "Add to Client's Credit Balance" or "Record Only"
 
#Tick the '''Send Email''' checkbox if you wish to send a refund confirmation email to the client, it contains useful information on the refund including the amount and refund type.
 
#Click the '''Refund''' button to submit
 
  
 
===Notes===
 
===Notes===
If "Refund through Gateway" is chosen, the results of the refund will then be displayed. If successful the relevant transaction entry will also be added.  If it fails, you can check in '''Transactions > Gateway Log''' for the detailed response from that gateway as to why.
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<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' and click '''Manage Invoices''' in the top-right corner while in view-only mode to enter or edit notes.</div>
If refunding a payment that has been added to a clients credit then you must first check that the credit hasn't been used and manually remove the credit. This is because the system does not known that the amount you refunded was (a) linked to a credit and (b) not yet used as a credit.
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Use the '''Notes''' tab to view and enter notes about the invoice.
==Troubleshooting Invoice Generation Problems==
 
 
 
When invoices are not generating as you expect, there are a number of things you should check first.
 
 
 
Please refer to [[Invoicing Issues|Troubleshooting Invoicing Issues]] for more information.
 

Latest revision as of 17:59, 3 April 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.

In WHMCS 6.2 and later, you can navigate away from the invoice at any time during this process and return to it later. WHMCS will store the invoice as a draft and it will not be visible to the customer until you have marked it as complete and published it.

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.

In WHMCS 8.9 and later, invoices default to view-only mode. This decreases the risk of unintentional edits while viewing or paying client invoices.

  • Admins who have the Manage Invoices permission can:
    • Click Manage Invoice to edit the invoice.
    • Click Edit while viewing a list of invoices to skip view-only mode and go directly to editing the invoice.
  • Admins who only have the View Invoice permission can view invoices, add payments and credit, issue refunds, and view notes if they have the correct permissions for these tasks. They cannot edit invoice contents.

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.

You cannot send email for invoices that are in the Draft status. You must first publish the invoice before sending email.

Cancel an Invoice

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

  • In WHMCS 8.10 and later, the system cron can automatically cancel invoices after they have been overdue for a specified number of days. You can enable this setting and set the number of days in the Billing Settings section at Configuration () > System Settings > Automation Settings.
  • In WHMCS 8.9 and later, you must have the Manage Invoices permission and click Manage Invoices in the top-right corner while in view-only mode to perform this action.

Split to New Invoice

In WHMCS 8.9 and later, you must have the Manage Invoices permission and click Manage Invoices in the top-right corner while in view-only mode to perform this action.

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

In WHMCS 8.9 and later, you must have the Manage Invoices permission and click Manage Invoices in the top-right corner while in view-only mode to perform this action.

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

This does not move the deleted items to a new invoice.

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.

  • If a payment is not for a specific invoice, issue credit to the client instead.
  • If a payment applies to multiple invoices, add a transaction at Billing > View Transaction List. For Invoice ID(s), enter a comma-separated list of all of the invoice numbers to apply payment to.
    • The system will apply payments in the order you enter them until the client has used the full amount.
    • The system will automatically add any amount left over as a credit to the user for use on future invoices.

Options

In WHMCS 8.9 and later, you must have the Manage Invoices permission and click Manage Invoices in the top-right corner while in view-only mode to view this tab.

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

In WHMCS 8.9 and later, you must have the Manage Invoices and click Manage Invoices in the top-right corner while in view-only mode to enter or edit notes.

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