A few questions regarding automated monthly invoicing and client profiles

[brownpaperbag]

A couple of questions...

 

1. In changing to WHMCS from another system, what is the best way to add a client's account history so that any outstanding/carried amounts will appear on the new WHMCS invoices?

 

2. How does WHMCS work with rolling over unpaid amounts onto the next month's invoice? Is this added as another line item on the invoice?

 

3. Is there a way to confirm when the next automated invoice will be sent from the system for a particular client?

 

4. When a 'Product' is added to a client's profile with billing cycle 'monthly' selected will this automatically invoice the client each month or does this need to be added as a 'billable item' on the profile as well?

 

5. How can I edit the content of the invoice? (eg. add payment details) ?

[WHMCS John]

Hi,

To answer your questions:

 

1. It depends really, if we have an import script for your other system, then this would be imported by the script.

If not, you'd add the services/domains manually: http://docs.whmcs.com/Importing_Data

If you also wanted their account history, then you'd need to manually create historical invoices using the "Create Invoice" link on the client's Summary tab. Then record the payment history by adding the transactions via the client's Transactions tab.

Finally make sure the Next Due Date under Products/Services tab is set to the date at which the client should next be billed.

 

2. Amounts are not rolled over, the user would need to pay each invoice.

 

3. This is the Next Due Date on the client's Products/Services tab.

 

4. No you don't need to add billable items if you're using products. Billable Items are slightly different in that there's no module associated with them, but allow you to bill clients at any interval, from every day to ever 999999 years!

 

5. Simply navigate to the client's Invoices tab and click the Invoice ID. You can edit the line items directly or other invoice attributes using the tabs across the invoice page.

[brownpaperbag]

Hi John,

 

Thank you for your responses above, much appreciated.

 

Question 5, I was more meaning how to edit the automated invoice template? (Sorry I had not explained that correctly).

[brownpaperbag]

Also how can I get all clients' invoices to send on the same day each month rather than their individual setup dates?

[WHMCS JamesX]

how can I get all clients' invoices to send on the same day each month rather than their individual setup dates?

Have a look at the prorata settings. You can have your products/services on the same day each month.

[Mike N]

Question 5, I was more meaning how to edit the automated invoice template? (Sorry I had not explained that correctly).

 

This is likely what you are looking for:

 

http://docs.whmcs.com/PDF_Invoice_Customisation