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How to generate invoice from client profile


dawnhost

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Im new here guys so cut me some slack...

 

I've installed WHMCS, setup my domain registerar and hosting packages etc and now I went to create a client. In the client profile view i've setup his hosting package under products/serivce and his domain under the domains tab.

 

How do I get that into an invoice as I dont see the option to do so? Im on version 6

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invoices will be automatically generated by the cron at the correct time - if you've set it up - http://docs.whmcs.com/Crons

 

but if you want to manually generate an invoice for specific existing products/domains/addons etc, then you can...

 

http://docs.whmcs.com/Clients:Summary_Tab#Invoice_Selected_Items

 

Invoice Selected Items

 

There may be times where a client asks for you to invoice them for the next renewal date early. To do this in WHMCS,

 

  1. Begin by navigating to the Clients Summary page for the client you want to invoice
  2. Now tick the boxes of the Products/Services/Addons and/or Domains you want to generate an invoice for
  3. To complete, click the Invoice Selected Items button to create the invoice(s) for them
  4. Multiple invoices may be created if the due dates and payment methods differ as invoicing rules are obeyed as normal

Note: You won't be able to generate another invoice if an invoice has already been made for the next due date.

 

Note: If the Separate Invoices option is enabled in the client's Profile or Client Group, when selecting multiple items here with the same Next Due Date, it will not apply and all possible items will be invoiced together. If you need to split them up, you can edit the resulting invoices and use the Split Invoice function.

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