How To Guides

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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

Bulk Price Updater

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 example: Gateway A only operates in USD, but you have configured multi-currency in WHMCS, offering prices in USD, GBP and EUR. When a client places an order for 10GBP and chooses to pay via Gateway A, the system will automatically convert the amount to 15USD before the payment processes. The client is able to make payment via Gateway A where they otherwise would not be able to do so.

To configure this feature:

1. Navigate to Configuration () > System Settings > Payment Gateways > Manage Existing Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways > Manage Existing Gateways.
2. Under the payment gateway in question, locate the Convert to For Processing setting.
3. From the menu, select your desired currency.
4. Click Save Changes.

To continue the example from above, one would choose the USD currency from the Gateway A section. The system will send all payments to this gateway in the chosen currency, regardless of which currency the client selected on the order form.

Note
The Convert to For Processing option will appear once you configure a second currency.

Note
The system performs the currency conversion using the Base Conversion Rate in your WHMCS installation at the time of payment.

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.

To cancel the original invoice:

• Navigate to Billing > Invoices.
• Click on the invoice in question.
• Click the "Marked Cancelled" button.

To regenerate the invoice for the same period:

• Navigate to Clients > Products/Services.
• Click on the service.
• Move the Next Due Date forward by one day. This will ensure the "next invoice date" value in the database resets to match the next due date when using Continuous Invoicing.

• Click Save Changes.
• Navigate to the Client Summary page.
• Click "Generate Due 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.