hostingtruth

Ah. No, it appears to be the "Invoice Payment Reminder" that is being sent, so I guess you are correct. It is sending these because there is no payment info on file. Thanks for the clarification.

I'm just getting set up on WHMCS. I like how everything is working so far, except for one thing in particular. I added a couple customers who have invoices that are already due (from 1 to 10 days). Since adding them, WHMCS has sent out overdue invoice notices three days in a row, which I feel is excessive and may risk ticking off my customers. Under the automation settings, I am using the default settings: 1st reminder at 1 day past due, 2nd reminder at 7 days past due, and 3rd and final reminder at 14 days past due. Thus, I am not sure why there would be some clients who have gotten three of these notices in a row when their invoice is only a few days late. I do not have the "Attempt Only Once" box checked. Does this mean it is attempting to charge the card (which hasn't even been entered) each day that it is overdue? Please advise. Thank you. Scott

Thanks, Harrion. Yes, I've seen where quite a few people like Quickbooks. It just seemed like overkill to me, truthfully. Has anyone used the free accounting program that Microsoft came out with? Scott

Hello, all. New to WHMCS and thinking about buying soon. Keeping track of all my billing/renewals manually is driving me nuts, so I need some help in that area. I was considering ModernBill, but someone said WHMCS was just as capable and much easier to work with. So here I am! Another area I am needing some help in is accounting. I see that WHMCS is able to export a CSV file with all the transactions for importing into Excel or another bookkeeping program. I am looking for suggestions on what Accounting/Bookkeeping software to use, one that would allow for easy importing/integration of the CSV file that WHMCS makes available. I am basically interested in tracking income and expenses and producing a couple reports at the end of the year for tax purposes. Anything else would be gravy. Thanks in advance for any ideas/suggestions! Sincerely, Scott Henry Hostingtruth.net