How Not To: Grouping Items into a Single Invoice

[tomcatf14]

Grouping Items into a Single Invoice

 

WHMCS will automatically group products & services, addons and domains with the same due date onto a single invoice for the customer. This means the customer only needs to make one transaction making it easier for them and reducing your transaction fees.

 

How should I proceed is the client would only want to pay for only 1 item from the invoice that is together with other products?

 

For example:

 

Invoice xxxxx

DomainA : USD50

DomainAB: USD50

DomainAC: USD50

DomainAD: USD50

 

Total: USD200

 

The customer only want to renew DomainA for now and the others later on.

[othellotech]

delete the line from the existing invoice

set the due date and expiry date on the domain back 1 day - click save

set the due date and expiry date on the domain fwd 1 day (i.e. return it to normal) - click save

click "generate due invocies" on the client summary

 

get them to pay that 1 invoice

[daferub]

Hello,

 

I have a customer that receive a monthly billing for an amount of $25 for one product.

Today, I need to add an additional amount of $5 for another service to the same customer but I need to group all in one invoice (25+5) but when running an automation task, the system generate two different invoices.

 

Can somebody help me step by step how to group these charges all in one monthly invoice and recurrent?

 

Thanks!

[othellotech]

Can somebody help me step by step how to group these charges all in one monthly invoice and recurrent?

 

You cant, but the client can pay both invoices at the same time by selecting them both ...