Invoicing

Automatic Invoice Generation

WHMCS automatically generates invoices for products and services that are due in advance of the due date. Exactly how far in advance they generate you can configure yourself in Config > Automation Settings but by default it is 14 days.

The cron performs the generation each day so it is important you have this configured for it to work.

Invoice Reminders & Notices

WHMCS will send one reminder after generation but before the due date if the invoice has not been paid and then up to 3 overdue notices once the due date has passed. These can be used to warn the user about an upcoming suspension or termination of service. You can configure exactly which days these notices go out on again in Config > Automation Settings.

Creating Custom Invoices

With WHMCS, you can generate an invoice whenever you want. This is very useful for many reasons, some examples are:

• Overusage Charges
• Web Design
• Other Services
• One Off Sales/Custom Pricing

The steps to do this are below...

1. Locate the client you wish to generate an invoice for
2. Once on the clients summary page, click the Invoices tab
3. Next, click the Create Invoice button located at the top of the page
4. You will now be presented with a new blank invoice
5. To add items to the invoice, simply enter a description and amount in the empty boxes at the bottom of the list of Invoice Items
6. Once you have added all the items to the invoice, select the "Options" tab at the top - from here you can configure the payment method, invoice date, due date and tax rate for the invoice - on completion, click Save
7. Finally, to send the client an email letting them know about the new invoice, click the "Send Invoice Created Email" button located on the Summary tab

Grouping Items into a Single Invoice

WHMCS will automatically group products, domains and services with the same due date onto a single invoice.