Revision as of 17:21, 1 November 2009

We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=1

The automation settings configuration page is where you configure all the automated events such as automated suspension, unsuspension, termination, how far in advance to generate invoices, when overdue notices are sent, etc... It's the one central place that controls everything that the cron does during it's daily run.

Automatic Module Functions

These settings pertain to your customer’s product/services and how the system handles non-payment.

Enable Suspension

Ticking this option will suspend the clients’ products/services according to the setting below.

Suspend Days

Once the products due date is this many days overdue, the clients’ product will be suspended.

Enable Unsuspension

When enabled, suspended products will automatically be unsuspended when the corresponding invoice is paid.

Enable Termination

Ticking this option will terminate the clients’ package (remove it from the server) according to the setting below.

Termination Days

Once the product/service is this many days overdue the clients’ account will be terminated.

Billing Settings

These settings determine invoice generation and when your customers are reminded to make payments. Setting any to 0 will prevent that email from being sent.

Invoice Generation

This is the number of days before the due date invoices will be generated. Eg. If this setting is 7 then an invoice will be generated 7 days before the due date for products, services, addons & domains and your customer emailed.

Payment Reminder Emails

When enabled your customers will be reminded by email when they have an unpaid invoice in line with the following settings.

Invoice Unpaid Reminder

This email is sent before the due date if the invoice is still unpaid to remind a customer an invoice will soon be due.

Overdue Reminders

If an invoice hasn’t been paid this many days after the due date these emails will be sent to the customer to reminder them to pay.

Add Late Fee Days

Once an invoice is this many days overdue then your customer will be charged late fees (if defined in General Settings).

Overage Billing Charges

Determines how clients are billed for their overage (if enabled). The first setting will calculate the bandwidth overage costs on the last day of each month and create an invoice due immediately. This will create a separate invoice.
The second setting will still calculate the overage change on the last day of the month, but it will not create a separate invoice, instead it will be added to the client's next invoice.

Credit Card Charging Settings

When using a merchant gateway to handle credit card payments these settings determine how your customer’s cards are charged.

Process Days Before Due

This is the number of days before the due date that you wish to capture. Eg. Setting to 1 would first attempt the card 1 day before the invoice due date.

Attempt Only Once

By default, unpaid invoices will have their payment capture attempted daily until successful. By enabling this option, WHMCS will only attempt to charge the customer’s card once. If it fails, it will not try again Until the client or an admin makes a manual payment attempt.

Retry Every Week For

If a credit card is declined and this setting is enabled, WHMCS will attempt the card once a week for this number of weeks. For example, setting to 2 would attempt to charge the card 2 additional times before giving up. Set to 0 to disable.

CC Expiry Noticed Date

This is the day of the month emails will be sent to customers with cards expiring in the next month to remind them to update their records. The default of 25 will send a notice on the 25th to customers whose cards expire next month.

Currency Auto Update Settings

These settings are tied into the multi-currency system.

Exchange Rates

When enabled WHMCS will connect with the European Central Bank and obtain the latest exchange rates. This will ensure your currency conversion functions are always using an accurate rate. Currencies supported by this function are listed here.

Product Prices

Enabling this setting will automatically update your prices according to the exchange rates. So if you have a product costing $1 in your default base currency (USD) and the exchange rate was 0.6 for a second currency (GBP), the product’s price would automatically update to £0.6. Tomorrow, if the exchange rate changed to 0.7, a $1 product would be changed to £0.7.

Domain Reminder Settings

These settings determine when and how many emails are sent to your customers to remind them to renew their domain name. You can send a maximum of 5 reminders, setting any field to 0 will disable that email.

Support Ticket Settings

Close Inactive Tickets

Any tickets in open, answered or customer reply status will be closed after this amount of time has passed without a reply from staff or customer and an email sent to the customer. Tickets in on hold and in progress status are exempt from auto-closure. Closing takes place when the daily cron runs.

Miscellaneous

Cancellation Requests

When the Show Cancellation Link option is enabled, ticking this setting will automatically terminate the client’s package when the termination date is reached.

Update Usage Statistics

Enabling this option will display disk & bandwidth usage statistics from the hosting control panel (where supported) inside the WHMCS admin and client areas and update them on a daily basis.