Critical Financial Report Issues After Updating to WHMCS 9.0.0

[Paulo Henrique]

Is anyone else experiencing serious financial and reporting issues after upgrading to WHMCS 9.0.0?

I updated my system as soon as the final version was released, and since then the financial data no longer matches the reports (Monthly Transactions) or the dashboard widget on the home page.

After the introduction of Debit Notes and Credit Notes, the entire financial system started behaving incorrectly.

Here are some examples of what is happening:

• When a client pays late, the cron correctly generates the late fee. However, this amount is recorded as “Amount Out” in the financial reports, even though no money left the system. This is a charge to the client, not an expense.
• When an issued invoice is cancelled (either due to service cancellation or any other reason), the outstanding invoice balance is displayed as income for the day, despite the fact that no payment was made.
• When a client adds account credit and later uses that credit to pay an invoice, both values are recorded as income:
  • the credit addition
  • the invoice payment
    even though it is the same money.

Since the implementation of these accounting notes, the financial data no longer reflects the real cash flow.

I opened a support ticket and provided detailed explanations, screenshots, videos, and database examples for testing. The support team confirmed that this is a critical system defect.

However, it has now been over one week since the ticket was opened, and there has been no fix, workaround, or technical update provided.

If this issue is truly critical — and it clearly is — how can it remain unresolved after seven days?

We are talking about a financial system, where the absolute minimum expectation is that:

• income is recorded as income
• expenses are recorded as expenses
• reports reflect the real cash flow

At the moment, none of this is happening.

I would like to know if other users are facing the same problems after upgrading to WHMCS 9.0.0, because in its current state it is practically impossible to operate the system without performing daily manual corrections directly in the database.

[Damo]

Yes, seeing this also. It's a mess. 'When' a fix is published we are hoping that the reporting will be retrospective when viewed. 

[Evolve Web Hosting]

It does not help either of you now and I am sorry you two are experiencing this. When WHMCS makes a major release and has NO BETA, it's going to be a disaster.

Any chance that you have a backup that you can restore to the previous version?

[Paulo Henrique]

I never imagined that a simple update could introduce so many problems — and even worse, apparently without proper testing.

It is absolutely ridiculous for a financial management system to have its own financial logic broken.

In the last 24 hours, I finally received a response on the open support ticket, along with a so-called “patch” (attached). In practice, this patch only fixes the reports by hiding the incorrect ledger entries. However, in several other areas of the system, the incorrect postings are still happening.

For example, the “Transactions” tab inside the client profile continues to show wrong values and misleading entries.

So, in short, this patch does not actually fix the root problem — it only masks it in specific reports.

For now, apply it if you want to slightly reduce the visible impact, but be aware that the financial logic is still broken in multiple parts of the system.

At this point, we are seriously considering rolling back to a previous version — or even migrating away from WHMCS entirely.

Year after year, the pricing increases exponentially, while the quality of support continues to decline and critical issues like this keep happening. The current level of instability and support simply does not justify the price they are charging anymore.

whmcs_v9.0.0-supporthotfix.1_750a0b77ff.321_WHMCS-24949.zip

[RadWebHosting]

Strongly agree @Evolve Web Hosting

[CHP]

i have the same issue here.- Is there any ETA to be resolved?

[WHMCS John]

Hi all,

The implementation of Credit/Debit notes and all the  surrounding logic and reporting is the single biggest transformation of the system's logic in our 20 year history, it is no exaggeration to say this is a very significant undertaking.

In 9.0 we have implemented many under-the-hood changes to transform the entire accounting system from Cash Basis to Accrual Accounting. This enables the fundamentals of invoice immutability and automated credit/debit notes. We will continue this accounting-focus into v9.1 to achieve full invoice immutability, manual credit note management, comprehensive update of reports and widgets, e-invoicing and updated invoicing APIs.

We're grateful for your feedback on your immediate reporting needs, and the late-fee upgrade bug. As such we are releasing v9.0.1 this week which will address the issues raised here in this thread:

WHMCS-24931 — Improved handling of existing Invoice Late Fees when upgrading to version 9.0
WHMCS-24949 - Exclude Billing Notes from Admin Area income statistics
WHMCS-24950 - Exclude Billing Note Transactions from Cashflow Reports

...plus some other high-priority cases we've identified.

Thank you for coming with us on this journey in 2026 as we evolve the WHMCS business functions to the next level!

[BENELUX]

Thanks for the update @WHMCS John. It is reassuring to hear that a fix for the critical reporting and late fee bugs (WHMCS-24931, 24949, 24950) is arriving this week with v9.0.1.

The shift to accrual accounting is clearly a massive undertaking, but accurate cash flow reporting is non-negotiable for us to operate.

While we are discussing high-priority fixes for this release window, could you please confirm if WHMCS-24661 (M365 Shared Mailbox import issues) is also slated for resolution in 9.0.1 or 9.1?
This issue is currently preventing us from properly importing/finding shared mailboxes via the Microsoft 365 integration, which is a critical part of our support workflow. Like the financial reporting bugs, this is hindering daily operations.

We appreciate the transparency on the roadmap for 9.1, but getting these functional defects resolved in the immediate hotfix would be a huge relief.

Looking forward to the release notes 🙂

[WHMCS John]

Hi @BENELUX,

Case  WHMCS-24661 is not part of 9.0.1. I see that support are tracking reports of this use-case from any other users, and that will help inform any changes in prioritisation.

[Gorgeous Pig]

WHMCS is not worth the money or hype anymore! In the name of legacy our money is being robbed for literally nothing. This team of interns from third grade colleges knows  nothing about responsibility of handling such level of  crucial software! 

We are sincerely looking towards alternatives. As the current pricing is extortion and the WHMCS is nothing but lose end PHP code that has no reliability or responsibility reflecting as a value to customers.