Adding Recurring Items to a Customer Account

[ernienet]

I am new to WHMCS and have so far imported my cPanel accounts, added contact details and filled in dates for the domains (which I handle for my customers through GoDaddy) and set the next scheduled invoice for each client. My little niche of 21 clients consists of three products and services: an annual hosting account, an optional annual domain renewal (I auto-renew in GoDaddy and include the fee in the annual hosting invoice), and after the second year I add an annual Maintenance fee that includes updates/upgrades to their Joomla site and to offset the cost of paid Joomla extensions.

 

All of my clients do not have me manage their domain, and some have more than one domain, and in one case, the customer has their own WordPress site, so I only charge them for hosting, so these minor differentiations need to be accounted for as well.

 

With that, the issue is that I can only seem to get invoicing set up to support the hosting, and can't seem to find a way to add the domain renewal fee or the annual Maintenance fee to the recurring invoices. I hunted through the documentation and searched forum posts, but I couldn't find anything that seems to address this properly.

 

I know that this must be a fairly easy thing to do, but I've fiddled around and can only seem to add one-time items to upcoming invoices, and they appear to be populating as pro-rated based on the time from the scheduled invoice date.

 

During this setup time, I've put an underscore in the email addresses so that if one hits a cron trigger, that an invoice won't actually be sent until I've got everything set up correctly.

 

Thank you,

 

Ernie

[ernienet]

I haven't received any response to this. Maybe it was a really dumb question or it got missed, but I'm just not able to figure this out. There's a "Billable Items" tab, and it seems that I can add one-off or recurring items to an invoice, but it doesn't seem to be the correct approach.

 

Any help here would be appreciated.

 

Thank you,

 

Ernie