Billing LogicSpecific billing logic governs the automation for many of your business's most important tasks, including ordering, payments, and provisioning.
Summary TabThe Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.
Managing AffiliatesAdmins can manage affiliates, assign orders to them, pay commissions, and view referral and payout history in the WHMCS Admin Area.
Payment ReversalsPayment reversals return a payment and reverse the transaction's associated actions. This often occurs after a chargeback or lost dispute.
Invoice ManagementAfter invoice generation, you can easily manage your clients' invoices, including payment, splitting invoices, cancelling them, and more.
TransactionsWHMCS records all of your transactions. When you view the list of transactions, you can also check your Stripe and PayPal® balances.
Credit BalancesCredit allows you to receive money, record it, and apply it to client purchases. Clients and admins can apply credit to unpaid invoices.
CreditThe Credit tab in General Settings allows you to enable and configure the credit system. Credit allows you to receive money from a client, record it, and apply that balance to the client's purchases.
Transactions TabThe Transactions tab in the Client Profile lists statistics on the client's transactions with options to create or manage individual transactions.