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How to renew hosting before invoicing


Beekingo

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12 hours ago, Beekingo said:

I have the case of a client who wants to extend his annual hosting one more year. There are two months until the next invoice, how can you do from the customer area to add a year to your plan?

https://help.whmcs.com/m/payments/l/756083-creating-a-renewal-invoice-early

Quote

Creating a renewal invoice early

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

Navigate to Clients > View/Search Clients and search for the client in question:

e5e61f92-3b7f-4d55-b5d0-53b7774d9ec0.png

Click on the client's name to view their Summary tab:

d27dccf7-5280-48ef-9609-2d16cf746bf3.png

Now tick the boxes of the Products/Services/Addons and/or Domains you want to generate an invoice for:

Scroll to the button of the page and click the Invoice Selected Items button to create the invoice(s) for the service(s):

8816572c-26c2-4648-8a45-26de37814796.png

The next invoice due for the service will now been generated immediately.

  • You won't be able to generate another invoice if an invoice has already been made for the next due date.
  • 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, a single invoice will be generated.
  • The status of the service, domain or addon must be Pending, Active or Suspended to generate an invoice

 

9 minutes ago, Beekingo said:

Just like to know if there is something from the customer side to do this.

not by default... hosting renewal on demand (a la domain renewals) was supposed to have been introduced in v7.8 - but it never was and hasn't been since.

there are third-party addons, well certainly there is an MG addon that can do this it - there may be others in Marketplace - but usually, the only way is for an admin to generate the invoice early.

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