Jump to content

WHMCS 9.0.1 – Unpaid Invoice Editing Restriction & Cancel Permission Requiring Delete Permission


Recommended Posts

Hello Everyone,

We are currently using WHMCS version 9.0.1 and after upgrading, we have noticed two issues related to invoice management and staff permissions. We would appreciate clarification from the community.

  1. Unpaid Invoice Cannot Be Edited

When trying to modify an unpaid invoice, the system shows:

"This is an Unpaid Invoice. You cannot modify an Invoice that is Unpaid."

Previously, we were able to edit unpaid invoices in cases of pricing corrections, tax adjustments, or client-requested changes. We are unable to find any setting that allows editing unpaid invoices in version 9.0.1.

Is this now the intended behavior?
Is there any supported method to allow editing unpaid invoices without marking them as paid first?

 

  1. Cancel Invoice Permission Requires Delete Permission

We assign the "Cancel Invoice" permission to specific employees so they can cancel invoices when there are billing errors or mismatches. The cancel action keeps proper logs and maintains an audit trail, which is important for internal control.

However, it appears that the Cancel Invoice permission now requires the Delete Invoice permission to function. This forces us to grant both Cancel and Delete permissions.

This creates a concern because if Delete permission is given, staff may delete invoices instead of cancelling them. Deleted invoices do not provide the same level of audit visibility, and it becomes difficult to track what was removed and why.

Our requirement is to allow invoice cancellation with proper logging, but not allow invoice deletion.

Has anyone else faced this in 9.0.1?
Is this expected behavior, or is there a way to separate Cancel and Delete permissions properly?

Looking forward to feedback from the community.

Thanks in advance.

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.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • 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