How to Configure a Custom Invoice Number Format
How to Configure a Custom Invoice Number Format Each invoice includes a numerical identifier (the invoice number). You can choose to use the system default invoice numbering system or you can customize it for your business’s needs. For example: ABC-123 01-01-2020~456 IND/789 ANYTEXT-2020-123 For more information, see Custom Invoice Numbering. Customize your invoice numbers To configure […]
How to Create Separate Renewal Invoices for a Client’s Services
How to Create Separate Renewal Invoices for a Client’s Services By default, WHMCS groups service renewal invoices that are due on the same day into a single renewal invoice. However, you may sometimes want to invoice each service separately. Separate Invoices for One Client To separate invoices for a single client: 1. Go to the Profile tab […]
How to Create a Renewal Invoice Early
How to Create a Renewal Invoice Early There may be times where a client asks for you to invoice them for the next renewal date early. You cannot generate another invoice if the system has already generated the invoice for the next due date. If you have enabled Separate Invoices in the client’s profile or client group […]
How to Fix and Preserve Customer Invoice Data
How to Fix and Preserve Customer Invoice Data In some jurisdictions, you may need to fix the client’s name, address, and tax ID to the values that existed when WHMCS generated the invoice. In these cases, subsequent changes to the client’s profile data must not affect existing invoices. Store Clients Data Snapshot To fix client […]
How to Change the Address on Invoices in WHMCS
How to Change the Address on Invoices in WHMCS WHMCS displays the address that you enter in Pay To Text on the invoices WHMCS generates. You can change this setting at any time. Changing the Address on Invoices To update the address: 1. Go to Configuration > System Settings > General Settings (prior to WHMCS 8.0, Setup > General Settings). […]
How to Change a Client’s Currency in WHMCS
How to Change a Client’s Currency in WHMCS WHMCS’s multi-currency system lets clients to choose from one or more currencies. Clients can change their currency at any time. In the Admin Area, the best method for changing a client currency is creating a new client with identical information and transferring all of the old client’s […]
How to Change the Default Currency in WHMCS
How to Change the Default Currency in WHMCS WHMCS’s multi-currency system lets clients choose from one or more currencies. On a new WHMCS installation, the system default currency is USD. If you have not generated any invoice or transaction data yet, you can change this. For more information, see Selling in Multiple Currencies and Currencies. Change the default […]
How to Sell in Multiple Currencies
How to Sell in Multiple Currencies WHMCS lets you sell a single product in multiple currencies. You can set the product price in each currency manually or WHMCS can automatically update it according to daily exchange rate fluctuations. Add a New Currency To add a new currency: 1. Go to Configuration > System Settings > Currencies (Setup […]