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Billing Logic

Specific billing logic governs the automation for many of your business's most important tasks, including ordering, payments, and provisioning.

Order Management

After you or your customers place orders, you can view the order details, check fraud check results, and perform many management tasks.

Troubleshooting the System Cron

If the system cron configuration is incorrect or it encounters problems when running, you may see problems with automation throughout WHMCS.

Invoice Configuration

The system uses your Automation Settings configuration to determine when to generate invoices for your customers and how to format them.

Setup Tasks

Check off each item in the System Settings Setup Tasks list to ensure that you have completed initial setup for WHMCS.

Auto Release

The Auto Release module can automate tasks for products without an associated module.

Automation Settings

WHMCS's automation settings determine when the system cron runs, whether to perform certain tasks, and the details for running each task.

Automation Status

After the system cron runs, task results, the number of generated items, and any failed items appear in the Automation Status list.

Cancellations

If you enable cancellation requests, clients can request cancellation or termination of their services from within the Client Area.


Module Queue

The Module Queue list allows you to quickly find and retry failed automated actions.

Prune Ticket Attachments

Prune ticket attachments to automatically delete and purge ticket attachments from closed tickets after a set period of inactivity.

System Cron

When you set up a self-hosted WHMCS installation, you must set up the system cron job. The system cron controls all of WHMCS's automation, including daily tasks like generating invoices and sending email notifications.




Domain Sync Task

The domain sync task ensures an up-to-date next due date, expiry date, and status for pending and active domains that use a valid registrar module.

Automatically Provision Services

Configure products to automatically provision services as soon as you receive payment. By default, admins must manually approve orders.

Automatically Update Prices

Configure WHMCS to automatically retrieve current currency exchange rates and use them to update your product prices on a daily basis.

Check the Cron Job Status

Check your system cron job's status to ensure that it is running correctly and completing the daily automation tasks on your self-hosted WHMCS installation. This is the first step to addressing many automation problems.