How to auto create invoice on next due day without any payment

[Jayd]

How to auto create invoice for customer even they have not paid yet

In whmcs , the next due day of service will not change without any payment.  That means the system will not auto create invoice for the customer .

 What I want to do is just very simple . I want WHMCS to help me to send invoices to my customers every month.

( some customers will not pay before  due day but I still need WHMCS to auto create invoice to him)

[brian!]

23 hours ago, Jayd said:

 What I want to do is just very simple . I want WHMCS to help me to send invoices to my customers every month.

do you mean automatic invoicing ?

https://docs.whmcs.com/Invoicing_Setup

Quote

Automatic Invoice Generation

WHMCS automatically generates invoices for recurring products and services in advance of the due date.

You can configure exactly how far in advance invoices are generated in Setup > Automation Settings > Billing Settings. By default it is 14 days.

Using the "Advanced Settings', it is also possible to configure the number of days in advance to generate invoices on a per billing cycle basis.

The cron performs the generation each day so it is important you have the Cron Tasks configured.

 

[Jayd]

i have already set up those setting but the next due day of the Product & Service will not auto change unless we mark paid for them . 

That means the system will not auto generate the invoices to my customers.  What should i do?

[WHMCS ChrisD]

Hi @Jayd . To get around this use Continuous Invoice Generation.  If enabled, invoices will be generated for each cycle even if the previous invoice remains unpaid
This can be enabled under Setup > General Settings > Invoices >Continuous Invoice Generation

[Jayd]

already enabled  but how can i make sure the system will generate the invoices and email to my customers

[WHMCS ChrisD]

Hi @Jayd

That is the setting to ensure it happens all your clients should receive their invoices each month even if the old ones remain outstanding

[Jayd]

Is that mean i should wait 1 month to test before i use the system? Waiting for the system generate next invoice . i can not take the risk if the system will not generate & email Invoice.

I do not have time to wait 1 more month . i want to solve this problem

 

 

[Jayd]

Is that mean i should wait 1 month to test before i use the system? Waiting for the system generate next invoice . i can not take the risk if the system will not generate & email Invoice.

I do not have time to wait 1 more month . i want to solve this problem

[Jayd]

3 hours ago, WHMCS ChrisD said:

Hi @Jayd

That is the setting to ensure it happens all your clients should receive their invoices each month even if the old ones remain outstanding

Is that mean i should wait 1 month to test before i use the system? Waiting for the system generate next invoice . i can not take the risk if the system will not generate & email Invoice.

I do not have time to wait 1 more month . i want to solve this problem

[brian!]

8 hours ago, Jayd said:

Is that mean i should wait 1 month to test before i use the system? Waiting for the system generate next invoice . i can not take the risk if the system will not generate & email Invoice.

do you mean that all your invoices, for all customers, get generated on the same day once per month?

if, as per your screenshot, you have Continuous Invoicing enabled and there are no issues with the cron, then what Chris says is correct - it will continue to invoice regardless of whether the customer pays or not.

Quote

Take for example a hosting account paid monthly. The user places their order in January. They receive an invoice and they pay their invoice. In the following month, the user gets their next invoice and they pay that. Then in March, the user receives their invoice but they don't pay it because they no longer wish to use the account or simply because they miss the emails about it. With continuous invoice generation disabled, the user would not receive any further invoices until the March invoice has been paid. However, with continuous invoicing enabled, the user would receive invoices every month until the account is set to terminated, regardless of whether the item has been paid for or not.

With Continuous Invoice Generation enabled, any product that is Active, or Suspended will continue to invoice regardless of the status of its previous invoice(s). Pending, Completed, Cancelled or Terminated services will not generate invoices.

 

5 hours ago, Jayd said:

I do not have time to wait 1 more month . i want to solve this problem

have you had invoices not generated when you think they should have been, or is this concern purely about the future ?

[Jayd]

On 2018/4/6 at 7:15 PM, brian! said:

do you mean that all your invoices, for all customers, get generated on the same day once per month?

if, as per your screenshot, you have Continuous Invoicing enabled and there are no issues with the cron, then what Chris says is correct - it will continue to invoice regardless of whether the customer pays or not.

 

have you had invoices not generated when you think they should have been, or is this concern purely about the future ?

For testing , i have also created billable items instead of "product & Services" . There is the setting (Recur every day) . I want to find out if i have Continuous Invoicing enabled , then will the system keep creating invoices & email to my customers or not.  But it only created one time, then nothing happen after that 

[brian!]

4 hours ago, Jayd said:

For testing , i have also created billable items instead of "product & Services" . There is the setting (Recur every day) . I want to find out if i have Continuous Invoicing enabled , then will the system keep creating invoices & email to my customers or not. 

billable items and product/services are not the same, and having a billable item invoice daily is not going to prove that Continuous Invoicing is enabled one way or the other... seeing the checkbox ticked and the value in the database would prove whether that feature is enabled or not.

4 hours ago, Jayd said:

But it only created one time, then nothing happen after that 

from that screenshot, the invoice is set to be sent every day - but only once... to get it to send daily every day, change the 1 Times to 0 and then see what happens.

https://docs.whmcs.com/Billable_Items

Quote

If recurring, also enter how frequently to recur and how many times in the boxes provided. Entering 0 in the times box will result in it recurring indefinitely.

 

[Jayd]

On 2018/4/8 at 6:37 PM, brian! said:

billable items and product/services are not the same, and having a billable item invoice daily is not going to prove that Continuous Invoicing is enabled one way or the other... seeing the checkbox ticked and the value in the database would prove whether that feature is enabled or not.

from that screenshot, the invoice is set to be sent every day - but only once... to get it to send daily every day, change the 1 Times to 0 and then see what happens.

https://docs.whmcs.com/Billable_Items

 

Changed 1times to 0 ,  but the system only created invoice but didn't send email to my customer.  Why?