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Hi @WHMCS Solution, Unfortunately, we can't do that. When we allowed clients changing the payment method, some clients paid $20k+ invoices via the credit card and we paid thousands in Stripe credit card fees 😞

@Evolve Web Hosting, thank you. I am aware of the marketplace.whmcs.com and I searched it before posting it in the community. Since I was unable to find the solution neither via marketplace.whmcs.com nor Google, I posted the topic here.

@Evolve Web Hosting, got it. I'll try searching it again. I searched it previously and did not succeed finding one that works for this case.

If I do that, none of the client's monthly invoices will be automatically processed. It only applies to some of the invoices. 🤔

@Evolve Web Hosting, could you please provide the URL?

It's great that Stripe supports payment using the ACH/eCheck method. However, there is no way to select that payment method and make sure the charge is NOT automatically captured. The WHMCS automation applies both to credit card and ACH/eCheck without a way to separate the two. Clients are happy to pay via ACH, but they ask us to NOT do it automatically. Meaning, they want to login and manually click PAY. Any ideas on how to approach this?

How can we block specifc payment method (e.g., credit card) for invoices over a specific amount? We had to disable an ability for clients to be able to change payment method, since some made a mistake and paid big invoices with credit card. The processing fees were really high. It could be a global setting, per customer, and/or even per invoice. Ideas?

We are experiencing challenges with some services/payments. Let's take SSL as an example. When an invoice fir SSL is paid, SSL is purchased, provisioned, and installed automatically. Let's say we purchased one yesterday, SSL covers 02/01/2024 to 01/31/2024. The invoice shows "SSL Certificate (02/01/2024 - 01/31/2025)." Then, next year, the client is charged on the new due date. At that moment, if anything goes wrong (e.g., credit card payment method issue), client's website stops working properly, as the SSL certificate is invalid. SSL Certificates can be renewed up to 3 months earlier (without losing any time of the certificate), so we would like to capture a payment (30d earlier) on 01/01/2025 for the certificate from 02/01/2025 - 01/31/2026. Support confirmed it's not possible to do it for a specific service and only do it globally for all transactions by setting Process Days Before Due to 30 in Configuration > Automation Settings. 😢 On top of that, our monitoring systems keep alerting us 30, 14, 7, 3 days, and 24h before the SSL certificate expires but we have to ignore those alerts knowing/hoping that the transaction will be processed without issues last minute.

Another option is that in WHM the owner of the account is not root, but another reseller. If that's the case, it's not going to work. I just had the same issue. To solve this, in WHM click Modify account and change owner.

Here's what I sent to the support via ticket: Some clients want to be billed for some recurring services on a specific day. E.g. 12th each month. How do we make sure that for those services clients don't see a changed term they are billed for? E.g.https://d.inco.re/i/Ae2Icvif we change the due date, all the future invoices will have a different term listed next to each service. So, two questions: 1. how to hide months next to each invoice item 2. how to change the billing date for specific services without changing the date next to each invoice item. E.g. on 25th each month client is paying for the service for the following month. So, instead of charging the client on 25th and showing "example invoice item - (02/25/2023 - 03/24/2023)" we want the dates to stay the same, be gone completely, or just say it's for MM/YYYY. Here's what they recommended: WHMCS will always place the period for each service on the invoice. The start of that period will match the due date of the invoice. Unfortunately there is no inbuilt option to exclude the period being listed on the invoice. However, you could potentially use the InvoiceCreation hook point to run your own code to adjust the invoice line items when the invoice is generated. The invoice could be adjusted by calling the UpdateInvoice API command within the hook. https://developers.whmcs.com/hooks-reference/invoices-and-quotes/#invoicecreation https://developers.whmcs.com/api-reference/updateinvoice/ I trust that gives you a good starting point for your customisations/development.

All of recurring invoices show exact dates like "(12/01/2021 - 12/31/2021). It's overwhelming our invoices, you just see dates, dates, dates. It would be much better to show 12/21 or December 2021. I would like to add an option to select on product/service what format the date should be posted on. E.g. "default" would still show 12/01/2021 - 12/31/2021), "simple" would show 12/2021, "term" would show "monthly". I was informed that there is no option to change the standard formatting of the text that WHMCS uses. However, you could potentially use the InvoiceCreation hook point to run your own custom code to manipulate the invoice line items prior to the invoice being finalised - https://developers.whmcs.com/hooks-reference/invoices-and-quotes/#invoicecreation . I am interested in getting this added.

Uh, it's sad to see it's still not been implemented. 😕

We have clients that we bill annually for a specific service and it's a recurring invoice. Right now if the next due date is 2/13/2019, the existing invoice item says "name of the service (01/13/2019 - 02/12/2019)". However, for some services, we need to bill clients 1 month in advance. So, the invoice should have a due date 3/15/2019 and the item in the invoice should say "name of the service - (04/15/2019 - 04/14/2020). Could you please advice on how to do it?

My goal is to add additional bank information to invoices, where payment method is "Bank Transfer". We have added this payment method and information (example) works on view invoice page. The problem is that this info is not showing on PDF invoices. Any ideas? Plugins? solutions?

Try to replace this file, upload it to includes/api. I got it from Matt. If you update clients contact details including email and payment information at the same time (using update_contact API function) then it will fail to save payment data properly. We replaced this file and it started to work. Let me know if it helped. updateclient.php.zip

We are integrating WHMCS with our CMS/CRM. We try to allow clients to update their contact and billing info. We have no problems with contact info, but billing info is pain in the neck. WHMCS 4.3.1 We use update_client API function When client updates contact information everything works great and it's saved in WHMCS, but when client enters credit card number (example. 378282246310005) it looks like it's being saved but it's not, or it is but in wrong format. When I login to WHMCS and try to display client's credit card number it shows ************0005 and then after I enter hash to display full card number all I get is "¯a)-ØîéX•è ᪥n" without expiration date. Something is really going on in here. Any ideas how to fix it? Please help.

Did you guys find the solution? We use 4.3.1 and update_client API function works pretty good but we cannot update cc number. For example: When we try to save cc number through API and the card # is 378282246310005 after it's saved. I login to WHMCS, enter hash to see full card number and I get "¯a)-ØîéX•è ᪥n" Very weird. Please help.

same problem here. Did you guys find the solution?

From: Sales Department (sales@domain.com) From: Support Department (support@domain.com)

Hi Ace, We have 4 departments with different emails Billing - billing@domain.com Dev - dev@domain.com Sales - sales@domain.com Support - support@domain.com

I use WHMCS with domain on Google Apps and it's working fine.

wpeters, I'm trying to do exactly the same thing. I have $2500 invoice and client sent $500 check. Now the balance is $2000 and client asked me to charge $500 to his credit card. Any ideas?

I asked Matt to help us with this problem. He responded in couple hours and sent modified file. I had to put it in ZIP, .php attachments are not allowed. >Hi Tom, > >Attached is an updated file for the includes folder which will impose a 6 >char minimum. Also need to add the below line to your language file >(lang/English.txt) for it: > >$_LANG['clientareaerrorpasswordlength'] = "Your password must contain at >least 6 characters"; > >Regards, > >Matt THANK YOU VERY MUCH MATT. clientfunctions.zip

0 character password is not working.

Hi Dordal, Did you find solution for password length?