Automation Status
The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS. It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.
You can access this feature at Utilities > Automation Status or, prior to WHMCS 8.0, Setup > Automation Settings.
You can also access it by clicking any summary graph shown in the Automation Overview widget on the admin dashboard or, in WHMCS 8.0 and later, by clicking the cog () icon at the top of the Admin Area.
Contents
How to use it
This page displays a summary of invoice generation activity for the last 7 days and the results and totals from the current day's automation tasks.
You can browse to earlier days by using the arrow keys or selecting a date from the calendar.
Historic automation activity information will only start being recorded from the day you upgrade to WHMCS 7.1 or later.
Available Information
The page details items completed by a cron run for the selected date:
- Invoices — The total number of invoices generated.
- Late Fees — The total number of late fees applied to invoices.
- Credit Cards — The total number of successful and declined credit card attempts.
- Invoice & Overdue Reminders — The total number of any invoice and overdue reminders sent.
- Cancellation Requests — The total number of any processed cancellation requests. This also details the failed requests.
- Overdue Suspensions — The total number of successful and failed suspensions.
- Overdue Terminations — The total number of successful and failed terminations.
- Fixed Term Terminations — The total number of terminations defined by a product configuration.
- Overdue Invoice Cancellation — The total number of overdue unpaid invoices that the system cancelled.
- Domain Renewal Notices — The total number of any domain renewal emails sent.
- Inactive Tickets — The total number of inactive tickets closed.
- Delayed Affiliate Commissions — The total number of commissions applied.
- Email Marketer Rules — The total number of emails sent for the marketer.
- Database Backup — Whether the system set up the database backup.
- WHMCS Updates — Whether checking for updates was successful.
- Currency Exchange Rates — Whether the currency exchange rate updated successfully.
- Product Pricing Updates — Whether product pricing updated successfully.
- Server Usage Stats — Whether the usage information updated successfully.
Failed Actions
If you see a number marked as failed items, this indicates some items failed to complete successfully.
In the case of credit card captures declining, these will be retried automatically based upon your settings defined in Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
For failure items relating to Suspensions, Terminations, Cancellations, etc..., these will be retried daily until successful. They will also be added to the Module Queue from where you can view and resolve them. See the Module Queue page for more information.
Historic Data and Trends
The graph allows you to view a number of the task metrics over time.
By default the current week is displayed showing the number of invoices generated each day. You can choose other metrics and also choose from timeline options including the previous week, this month and last month.
Historic data is purged periodically.
Cron Task Reporting
This section describes features available in version 7.10 and above.
From the first daily cron run after upgrading to WHMCS 7.10, detailed information about actions completed will be saved and available in WHMCS.
From the Automation Status Page clicking on the Cron Task boxes will open a modal that will detail the actions that completed successfully or failed with a link to the appropriate location in WHMCS.
The following table lists the cron tasks that have additional detail:
| Task Name | Logs | Additional Links | Notes |
|---|---|---|---|
| Invoices | A list of invoices generated via the cron run |
|
The invoice status is the current invoice status |
| Invoice & Overdue Reminders | A list of reminders sent separated by type |
|
The invoice status is the current invoice status |
| Late Fees | A list of invoices that had a late fee added |
|
The invoice status is the current invoice status |
| Credit Card Charges | A list of attempted payments whether successful or failed |
|
The invoice status is the current invoice status
The error message is the latest decline reason |
| Cancellation Requests | A list of services that had a cancellation request processed separated by success and failure |
|
The status is the current status of the service
The error message is message that occurred on cron run. |
| Overdue Suspensions | A list of suspensions attempted separated by success and failure |
|
|
| Overdue Terminations | A list of terminations attempted separated by success and failure |
|
|
| Fixed Term Terminations | A list of fixed term terminations attempted separated by success and failure |
|
|
| Domain Renewal Notices | A list of domains that a renewal notice was sent for. Separated into first to fifth and also lists emails that failed to send |
|
The status is the current status of the domain |
| Inactive Tickets | A list of tickets automatically closed due to inactivity |
|
The status is the current status of the ticket |
| Client Status Update | A list of clients updated separated by status being set | To the client using the id, client name, and edit icon | The status is the current status of the client |