WHMCS sending separate invoice for each domain. Can't we group it and invoice early?

[ErikL]

Being new to WHMCS I have a very annoying problem:

 

Since we switched to WHMCS soms of our customers are receiving a lot of new invoices.

A new invoice is generated for every domain renewal. Some customers have like 100 domains, all with a different expiry date. So the due date is different for most of these domains, meaning WHMCS is generating 100 invoices over the year, requiring the customer to do a lot of payments etc...

 

We would like to limit the number of invoices generated by grouping multiple domain renewals to the same invoice.

 

For example:

We would like to generate only 1 invoice every first day of the month (for example). And have it group all domain renewals that would get invoiced during the coming month.

 

How can we do that? is it possible? Or is there an addon for it?

[brian!]

For example:

We would like to generate only 1 invoice every first day of the month (for example). And have it group all domain renewals that would get invoiced during the coming month.

 

How can we do that? is it possible? Or is there an addon for it?

I can think of two ways to do this - one using WHMCS settings, and the other via a 3rd-party addon.

 

http://docs.whmcs.com/Invoicing#Automatic_Grouping_of_Items

 

Automatic Grouping of Items

 

WHMCS automatically groups products, services, addons and domains due on the same date, with the same payment method and by the same person onto a single invoice.

 

 

By doing this, it means the customer only receives a single invoice, only needs to make a single payment, and reduces transaction fees for you the merchant.

 

 

Should you have a client for which you do not wish this grouping to occur for, it can be disabled either by the Separate Invoices setting within a clients profile, or the same setting offered within client groups.

 

so you could update the "Next Due Date" for your clients products/domains (in their profile) to the same day of the month and one invoice will be generated x days (as set by your automation settings) before that date via the cron.

 

depending on the size of your client base, you could update the NDD on a client by client basis using the "Mass Update Items" button in the client profile - or if you're familiar with SQL, you could write a query to do it.

 

the other way would be a third-party addon called Billing Extension...

 

http://forum.whmcs.com/showthread.php?97886-Billing-Extension

 

the addon would allow you to generate monthly invoices.

[blakeh]

The trouble on domains is that if you have the domainsync script running, those due dates will get adjusted unless you change the domain to 'email' registrar and then set the due dates manually.

 

bh

[brian!]

The trouble on domains is that if you have the domainsync script running, those due dates will get adjusted unless you change the domain to 'email' registrar and then set the due dates manually.

couldn't you just disable "Sync Next Due Date" ? e.g have domain sync enabled to verify the expiry date, but don't enable Sync NDD and the next due date should be left unaltered.

[blakeh]

couldn't you just disable "Sync Next Due Date" ? e.g have domain sync enabled to verify the expiry date, but don't enable Sync NDD and the next due date should be left unaltered.

 

That would be global though and we like the feature on most of the domains. Just wish we could selectively turn it off for some clients. Maybe a feature request to have that be an option on the profile tab such as no late fees, etc.

 

bh