The Invoices tab contains a list of all a client’s invoices, tools for searching within them as well as options for managing invoices in bulk.

You can access this tab when you view a client’s profile at Clients > View/Search Clients.

The Invoice List #

The paginated list displays all of the client’s invoices.

• Click a column’s heading to sort by that column.
• Click an invoice number or, in WHMCS 8.9 and later, click View to view that invoice.
• Click the invoice total to see a preview of the invoice items.
• In WHMCS 8.9 and later, click Edit to edit the invoice.
  You will only see this option if your administrator role includes the Manage Invoices permission.

Search and Filter #

You can filter the list of invoices by invoice number, line item descriptions, due dates, or several other details.

Enter your desired information and click Search in the top-right corner of the tab. The list will only display invoices that match your criteria.

Create an Invoice #

Click Create Invoice to create a new invoice for the client. You can then manually add the desired line items.

Bulk Actions #

You can perform the following bulk actions when you select an invoice from the list:

Last modified: December 17, 2024