Separating invoices

[EduPerea737]

Hi, I have a doubt about separating invoices, check the underlined text below

 

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.

 

If I set (check) an user profile as "Separate Invoices for Services" Is this mean there will be an invoice for the domain and other for the hosting?

Example:

 

Invoice 0001

- Hosting Plan #1 - domain1.com (15/04/2016 - 14/04/2017)

Invoice 0002

- Renew - domain1.com - 1 Año(s) (15/04/2016 - 14/04/2017)

 

In this way? or separated by domain?

[WHMCS John]

Hi,

Yes that's correct; with the "Separate Invoice" option ticked you'd have one invoice for the hosting and one invoice for the domain - even if they both had the same Next Due Date and Payment Gateway setting.

[EduPerea737]

Thanks, about that option in the profile, Would not it be better separate it by domain? most of the people buy the package Hosting/Domain. I mean, when there are more than one domain in the same date.

 

Based on this, I will try to explain this in a example:

 

Invoice 0001

- Hosting Plan #1 - domain1.com (15/04/2016 - 14/04/2017)

- Renew - domain1.com - 1 Año(s) (15/04/2016 - 14/04/2017)

- Hosting Plan #1 - domain2.net(15/04/2016 - 14/04/2017)

- Renew - domain2.net- 1 Año(s) (15/04/2016 - 14/04/2017)

TOTAL: 40 USD

 

Let's say, domain1 and domain2 cost the same price and after split I got this

 

Invoice 0001

- Hosting Plan #1 - domain1.com (15/04/2016 - 14/04/2017)

- Renew - domain1.com - 1 Año(s) (15/04/2016 - 14/04/2017)

TOTAL: 20 USD

 

Invoice 0002

- Hosting Plan #1 - domain2.net(15/04/2016 - 14/04/2017)

- Renew - domain2.net- 1 Año(s) (15/04/2016 - 14/04/2017)

TOTAL: 20 USD

 

If a client says he only want to renew domain1, I manually split the invoices (or delete the items related to domain2.net)

 

This is the complex part, I would like to understand a little bit how whmcs works. (I was looking documentation but I can't find something)

 

How WHMCS System knows the remaining items correspond to domain1.com? because has the text "domain1.com"?

 

I mean, if I add a payment to invoice 0001, won't it be the probability the payment gos to domain2.net?

 

Because when I add a payment to an invoce, the system automatically sent the info to the registrar and renew the domain.

 

I'm not sure if I was precise.

[WHMCS John]

Hi,

WHMCS correlates the individual line items to specific domains/services via the tblinvoiceitems.relid field. So WHMCS knows precisely which service has been renewed regardless of how you change the invoice, provided the original line items remain in place.