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Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. | Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service. | ||
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==Skip an invoice== | ==Skip an invoice== | ||
Revision as of 18:19, 14 January 2022
There are more tips, tricks and how-tos in our forum.
Contents
- 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
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
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
Sometimes, governments change the sales tax rates. This is significant, since you must also update your rates accordingly.
For more information, see Changing Tax Rates on Existing Invoices.
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.
If an unpaid invoice already exists:
- Navigate to Billing > Invoices.
- Click the invoice in question.
- Click the "Mark Cancelled" button.
You can now set the Next Due Date for when charging should resume:
- Navigate to the service that you wish to extend at no charge.
- Set the the Next Due Date.
- Click "Save Changes".
The system will create the next invoice on the new Next Due Date without charging for the period between the old next due date and the new next due date.