WHMCS Income Summary calculations wrong!

[<?PHP?>]

If you invoice clients manually and the invoices aren't recurring... and you think WHMCS is showing you your true income summary, think again! Your income summary is missing some income, because WHMCS's income summary reporting doesn't take into account an invoice that is not recurring... Not Good!

 

Since when is "Income" NOT income?

 

Our income summary is WAY off and a close friend that uses WHMCS has the same issue.

 

Monthly: $xxxx.45 (21)

Quarterly: $0.00 (0)

Semi-Annually: $0.00 (0)

Annually: $xxxxx.35 (25)

Biennially: $0.00 (0)

Est. Annual Income: $xxxxxx.75

(Excluding Domains) <----------------- Note they were nice enough to tell us that domains are excluded, but they forgot to tell us in the same place that "Non-Recurring Invoices are excluded"

 

 

Our business deals with web design, custom programming and hosting.

 

So when we invoice a client for $5000.00 for a medium sized programming job it doesn't show in the totals.

 

We are missing large amounts of income data because WHMCS is not displaying invoice totals.

 

We wrote to WHMCS about this issue and told them we had invoiced one of our clients recently for a programming job. When the client paid, we marked it as such and noticed our totals were way off.

 

We were told the income summary only tracks "Recurring Payments".

 

Income is Income! Why in the world.... would you create a column that says "Income Summary" and only show recurring payments and exclude all others!?

 

 

That makes absolutely no sense to have such a nice system as WHMCS and it not properly display the "TRUE" income totals from your database!

 

 

I think WHMCS should fix this problem.

 

They made a disclaimer right under the Income Summary that says (Excluding Domains) why in the H#$$ didn't they say ( Excluding Invoices )

 

Because that is EXACTLY what their system does... it excludes invoices that aren't recurring and I have about 30 of those within a 2-3 month period.

 

 

WHMCS is great but the income summary report is terrible!

 

Please fix it!

[lynnette]

That is only a basic summary for the main admin page, but I wouldn't expect to rely on it for any figures as far as accounting goes. I think too many people try to rely on WHMCS as an accounting programme, its not, its a billing system. With your experience of php I would expect you could run whatever reports you wanted to, yourself.

[Matt]

Income summary is a forecast of earnings if every one of your clients renews in the next 12 months. An invoice you generated last week is not part of that so obviously won't be in the totals. From the sounds of it, you are looking for a profit report so you can use the transactions list for that or one of the reports.

 

Hope that clears up any confusion for you!

 

Matt

[Troy]

Perhaps it should be labeled a "Recurring income projection" instead of an "Income Summary".

[itoverlord]

One thing I just noticed today is that Est. Annual Income also includes canceled customers. I deleted the customer and my Est. Annual Income went down. I wouldn't expect to be making any more money from a canceled customer.

[decor]

hello

Why can't we have a repiort that says how much we have been paid? It would make my life easier.

 

Cheers

Ian

[Matt]

Going to Transactions > List gives you a report of what you've been paid.

 

The estimated annual income includes accounts with statuses Active & Suspended only. Not Pending, Cancelled or Fraud.

 

Matt