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Generate Due Invoices?


sonoracomm

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I mistakenly posted this in "General Discussion", sorry. I'll try here.

 

I apologize if this has been asked and answered but the search function on this forum sucks and I refuse to read 400 posts.

 

Can someone tell me what the "Generate Due Invoices" on the Summary tab of a client does?

 

I would like it to generate and or (it appears to give a choice) send due invoices so I could either have the system send them or have them to send via an eamail I create.

 

That is what it seems it should do.

 

I have tested with a test account and all I ever get is "0 invoices created" and nothing happens.

 

Does it do anything for anyone and if so what?

 

Edit: I looked in the documentation and couldn't find anything either. Don't get me started

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First thing you have are the products and expiry dates

Next you have the cronjob, and once an expiry date is reached the invoices are created and sent to the client, depending on the settings on frequency prior to expiry

All of the above takes a little time to setup and the instructions have to be followed, in the right hand column :

http://docs.whmcs.com/Main_Page

 

As yet I have not had to use the "Generate Due Invoices" link / facility

I agree, this is not covered very well or explicitly in the documentation

I assume it is used where there is no cronjob and you want to manually create the invoices, from the settings above

 

Providing you receive the cronjob email confirmation, then there should be no need to use it

I have however had a few occasions where the cronjob has not run, so use the URL directly

 

As you are still testing set the expiry date to 30 days from today on the product

Now go to

Setup -> Automation -> Billing Settings

and set :

Invoice Generation to XX (I use 28 days)

Invoice Unpaid reminder to XX (I use 7 days)

Add Late Fee Days to XX (I use 1 days)

scroll down to Domain Reminder, if you will be using these and replicate the above

I would also recommend ticking the box for

Update Usage Statistics

This will appear below the above on cronjob email

 

Now click on "Generate Due Invoices"

As the initial date is 30 days, none will be created

Amend the expiry date to 27 days in the product, and repeat

This should now create an invoice

Edited by m8internet
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  • 8 years later...

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