Regenerate Historical Invoices?

[remraf72]

I'm wondering if anyone has any advice for this problem -- I've been looking through the archives and can't seem to locate any specific guidance on how to recreate past/historical invoices for clients (or all clients) after importing or adding clients into WHMCS.

 

I following the steps to import clients into WHMCS from an older version of Autopilot, fixed everything via phpmyadmin, so that account and product setup dates are correct, however I wasn't able to migrate invoices/billing from autopilot and need to recreate all the historical data and bills for clients to view it. I'd actually prefer to just recreate all the invoices for each account from their setup dates, so that i can go in after the fact and mark them paid, unpaid, whatever...

 

I thought that from a thread i read, all that would need to be done would be to back date the service setup date, set the billing frequency to whatever it needs to be, and accept it.. I expected it to run one billing cycle, generate an invoice, and then require me to rerun it. But that doesn't seem to work.

 

In a nutshell, I want to generate a whole new set of invoices, for each account, from their setup date through today... And ideally, I'd like the invoice numbers to cycle up...

 

Hope I have been clear enough-- What's the best process to do this? Can it be done?

 

Thanks...

Remraf72

[WHMCS John]

Hi,

Once the client and their service has been added set the Next Due Date back to the date you want the first historical invoice to be due via their Products/Services tab and Save Changes. So for example if the client has an invoice every month starting a year ago today, set it to 09/05/2011.

 

Click the "Generate Due Invoices" button from the summary page and last year's invoice will be created.

 

Next navigate to the Invoices tab, click the invoice and then the Add Payment tab to record the payment details: http://docs.whmcs.com/Transactions

 

This will cause the Next Due Date to increment forward 1 billing cycle, so in our example it will now be 09/06/2012. Once again click the "Generate Due Invoices" and the June 2011 invoice will be created, Add Payment to the invoice....

 

Now just repeat until the Next Due Date is showing the date the client's next payment is due.

 

You may wish to change the client's email to a fake one, or display the invoice email templates (Setup > Email Templates) whilst doing this to prevent them getting a bunch of emails for invoices they've already paid.