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Exempting an invoice from autobill?

Waldo X

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When creating an invoice for a one-time sale, for a customer with an

auto-billed account, can you control whether or not that invoice will

automatically get paid on their next due date?


There are a couple of scenarios where we'd need to make sure that in invoice does not automatically bill with the account.


1. We have a monthly recurring customer who brings their computer in for repair and we create an invoice for the charges. Their monthly account is going to automatically bill in 2 days, but they won't have the funds available for the repair invoice. It would be nice if there was a flag or switch where we could set that invoice to NOT autobill with the account.


2. We have business customers who expect their monthly payment to be exactly the same every month and it screws with their books if we charge an extra amount, so they want to pay the one-time invoice separately from their recurring bill, but much like the 1st example, their monthly bill is coming up really soon - before they'll be able to cut a check for the one-time invoice, so it would be nice to flag that invoice to NOT autobill



Does that make sense? And is it possible to do?



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  • WHMCS Support Manager


To address your points:


1. There isn't currently an option to stop invoice generation on a per-client basis. You can stop credit card auto-charging on a per-client basis though, simply tick "Disable CC Processing" under their Profile tab.


2. To stop a particular invoice being charged you could change the payment method on the invoice to one such as "Mail in Payment".

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