Jump to content

Billing via Invoice vs. Billable Item


WmPitcher

Recommended Posts

When I have to bill a client for a one-off, it appears I have two options:

  1. I can create a billable item and tell WHMCS when to invoice the client.
  2. I can create an invoice directly.

Is the only reason to use billable items so that the client can be invoiced at a specific time? Are there are any other advantages? 
is there any advantage to simply creating an invoice?

Are there any general best practices with these two options?

Cheers.

Link to comment
Share on other sites

Hello @WmPitcher I am not best one perhaps to point what is the best practices, but... If you need to invoice a client using admin area, so I would advice use ADD ORDER, wich will generate invoice for that order and also this info will be used by WHMCS for reports and analytics.

- using manual invoice will need you to add custom invoice lines that could be anything your want and WHMCS will group all custom invoice items on same group. So add order is better.

I usually use Billable items for small items that I need to invoice clients already with contracts with me, clients with Billing Cycle active, and I need to add something to invoice them and this item is smaller to invoice now, so I use billable items to invoice this smaller item together with next invoice.

Link to comment
Share on other sites

17 hours ago, zitu4life said:

using manual invoice will need you to add custom invoice lines that could be anything your want and WHMCS will group all custom invoice items on same group. So add order is better.

19 hours ago, WmPitcher said:

Is the only reason to use billable items so that the client can be invoiced at a specific time?

you can manually create an invoice and keep it in draft until it's ready to be published.

https://docs.whmcs.com/Invoicing

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated