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When importing from Client exec


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Hello

I have heard conflicting stories on importing from client exec 3.02.

 

Does it import the client history - ie past invoices, notes, etc

 

Does it import recuring invoices that are not attached to a domain name - ie i have monthly maintenance contracts that are invoiced monthly

 

thanks

Ian

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  • WHMCS CEO

Hi Ian,

 

It will import the clients history of past invoices. And while it will import all paid invoices, any recurring logic will be discarded. WHMCS doesn't work like that - you need to setup a product for the client with recurring terms for recurring charges to be made.

 

Matt

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