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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.

Credit and Debit Notes

Use credit and debit notes to modify immutable (non-Draft) invoices. Credit and debit notes maintain consistent and accurate financial records for easier auditing and tax compliance.

Invoice Management

After invoice generation, you can easily manage your clients' invoices, including payment, splitting invoices, cancelling them, and more.

Transactions

WHMCS records all of your transactions. When you view the list of transactions, you can also check your Stripe, Stripe Dynamic Payments, and PayPal® balances.

Configure Invoice Immutability

Configure Invoice Immutability to choose whether you can edit invoices after they leave the Draft status and whether the system generates credit and debit notes.

Credit and Debit Notes Tab

The Credit and Debit Notes tab in the client profile allows you to view all of a client's credit and debit notes.

Invoice Immutability Errors

Troubleshoot and resolve errors and warnings about invoice immutability.

Invoices

The Invoices tab in General Settings allows you to configure how WHMCS generates and sends invoices, enforces invoice immutability, and applies late fees.