akust0m Posted August 25, 2014 Share Posted August 25, 2014 Hello, I have a customer that has just had a monthly invoice issued today, due on 1/9/2014. How do I cancel this invoice and issue an annual invoice instead? I'd like to keep my 1st of the month pro-rata in place. Any help would be much appreciated. Kind regards, Chris 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Ryan Posted August 25, 2014 Share Posted August 25, 2014 To cancel the invoice you would just need to go to that client's profile, click on the invoice tab and delete the invoice in question. To change it to an annual plan use the following steps: Change the Billing Cycle dropdown menu to 'Annual' Set Next Due Date to the next day your cron will run Tick the 'Recalculate on Save' checkbox Click Save Changes. The next time your cron runs it should generate an annual invoice. --Thanks 0 Quote Link to comment Share on other sites More sharing options...
akust0m Posted August 25, 2014 Author Share Posted August 25, 2014 To cancel the invoice you would just need to go to that client's profile, click on the invoice tab and delete the invoice in question. To change it to an annual plan use the following steps: Change the Billing Cycle dropdown menu to 'Annual' Set Next Due Date to the next day your cron will run Tick the 'Recalculate on Save' checkbox Click Save Changes. The next time your cron runs it should generate an annual invoice. --Thanks Hi Ryan, Thank you Kind regards, Chris 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted August 26, 2014 WHMCS Support Manager Share Posted August 26, 2014 Hi, Just for the record, here's the documentation link as well: http://docs.whmcs.com/Products_Management#Manual_Upgrades 0 Quote Link to comment Share on other sites More sharing options...
netwood Posted October 31, 2014 Share Posted October 31, 2014 I believe if you have a US corporation, you are not legal allowed to delete an invoice. In that case you should mark the invoice as cancelled instead of deleting it. Just being picky. 0 Quote Link to comment Share on other sites More sharing options...
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