Difference between revisions of "Canceling and Regenerating Invoices"
From WHMCS Documentation
(Created page with "Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. ==Cancel an invoice== To cancel th...") |
(→Regenerate the invoice) |
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To regenerate the invoice for the same period: | To regenerate the invoice for the same period: | ||
| − | # Navigate to the '''Products/Services''' tab of the client's profile. | + | # Navigate to the '''[[Clients:Products/Services Tab|Products/Services]]''' tab of the client's profile. |
# Click on the service. | # Click on the service. | ||
# Move the '''Next Due Date''' value forward by one day. This will ensure that the value in the database resets to match the next due date when using [[Invoice_Tab#Continuous_Invoice_Generation|continuous invoicing]]. | # Move the '''Next Due Date''' value forward by one day. This will ensure that the value in the database resets to match the next due date when using [[Invoice_Tab#Continuous_Invoice_Generation|continuous invoicing]]. | ||
# Click '''Save Changes'''. | # Click '''Save Changes'''. | ||
| − | # Navigate to '''Summary''' tab of the client's profile. | + | # Navigate to '''[[Clients:Summary Tab|Summary]]''' tab of the client's profile. |
# Click '''Generate Due Invoices'''. | # Click '''Generate Due Invoices'''. | ||
Latest revision as of 18:27, 19 April 2022
Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service.
Cancel an invoice
To cancel the original invoice:
- Navigate to Billing > Invoices.
- Click on the invoice.
- Click Marked Cancelled.
Regenerate the invoice
To regenerate the invoice for the same period:
- Navigate to the Products/Services tab of the client's profile.
- Click on the service.
- Move the Next Due Date value forward by one day. This will ensure that the value in the database resets to match the next due date when using continuous invoicing.
- Click Save Changes.
- Navigate to Summary tab of the client's profile.
- Click Generate Due Invoices.