https://docs.whmcs.com/9-1/tags/invoices/Recent content in invoices onHugo -- gohugo.iohttps://docs.whmcs.com/9-1/billing-and-invoicing/billing-logic/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/billing-logic/Details the ordering, invoicing, payment, and provisioning workflow, the Next Due Date and Continuous Invoice Generation logic, billing cycle calculations, overpayment and refund handling, payment and affiliate commission reversals, and the automated suspension, unsuspension, and termination triggers with their action hook points.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/troubleshooting-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/troubleshooting-invoices/Serves as an index linking troubleshooting articles grouped under Generating and Using Invoices, PDF Invoices, and Sending Payment Reminders, plus references to Billing Logic, Invoice Configuration, Invoice Management, and Configure Payment Reminders.https://docs.whmcs.com/9-1/billing-and-invoicing/credit-and-debit-notes/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/credit-and-debit-notes/Covers the Admin Area’s installation-wide Credit and Debit Notes list and the Client Area’s My Credit and Debit Notes list, including columns, sorting, filtering, permissions, and single-result search redirects, and links to the per-client Credit and Debit Notes tab. Tables the specific admin actions and automated system events (marking paid, cancelling, refunding, applying credit, closing clients, late fees, overpayments) that trigger credit or debit note creation, explains invoice balance calculation, and covers workflow adaptations for late fee removal, price adjustments, and forgotten line items on immutable invoices. Also documents the Invoice Immutability compliance states that control credit and debit note generation, the state-dependent Mark Paid permission, and why credit applied through a credit note becomes non-removable.https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-management/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-management/Details creating and publishing draft invoices, finding invoices via search, invoice immutability after leaving Draft status and the General Settings compliance selector that controls it, and the Summary, Add Payment, Options, Credit, Refund, and Notes tabs, including steps to cancel, split, delete line items, add or remove credit, and refund transactions with reversal options. Also covers which invoice fields and statuses the Options tab unlocks when you disable immutability, how the removable credit amount on the Credit tab depends on the compliance state, and WHMCS 9.x invoice-status behavior that differs from 8.x: cancellation automatically returns partial payments and applied credit to the client, removing credit from a credit-paid invoice no longer changes its status to Refunded, and refunding a partial payment no longer changes the invoice status.https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-configuration/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-configuration/Covers the Automation Settings controlling invoice generation timing and payment reminder emails, the Invoices tab General Settings for invoice setup, custom invoice numbering format tags like NUMBER, YEAR, MONTH, and DAY, and the Separate Invoices setting that controls automatic grouping of items onto one invoice.https://docs.whmcs.com/9-1/billing-and-invoicing/custom-pdf-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/custom-pdf-invoices/Lists the invoicepdf.tpl, quotepdf.tpl, and viewinvoice.tpl template files, header/footer template naming conventions, logo replacement steps, available Smarty template variables like invoiceid and clientsdetails, filename customization via language file strings, and PDF Font Family settings for reducing file size or supporting additional character sets.https://docs.whmcs.com/9-1/clients/client-profile/invoices-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/invoices-tab/Covers the sortable, filterable invoice list, creating an invoice via Create Invoice, bulk actions including Mark Paid, Mark Unpaid, Mark Cancelled, Duplicate Invoice, Send Reminder, Merge, Mass Pay, and Delete. Also covers the allowed status transitions for Mark Unpaid and how the result banner and Activity Log report bulk-action invoices that the system did not transition.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/cancelled-domain-renewal-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/cancelled-domain-renewal-invoices/Covers two causes of domain renewal invoices set to Cancelled status: Domain Grace and Redemption Fees disabled after expiration, fixed via the Domains tab and per-TLD Domain Pricing settings; and automatic cancellation of unpaid invoices when a client places a renewal order, controlled by Enable Renewal Orders.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/change-invoice-instructions/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/change-invoice-instructions/Steps through updating the Bank Transfer Instructions field in the Mail in Payment or Bank Transfer payment gateway settings to change the payment instructions displayed on invoices.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/change-your-payment-address/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/change-your-payment-address/Steps through updating the Pay To Text field in the General tab of General Settings to change the payment address shown on newly generated invoices.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/configure-invoicing/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/configure-invoicing/Steps through Automation Settings to set the daily automation run time, the Invoice Generation days-in-advance value (with per-billing-cycle Advanced Settings), and enabling Payment Reminder Emails.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/configure-payment-reminders/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/configure-payment-reminders/Steps through enabling Payment Reminder Emails in Automation Settings’ Billing Settings section and setting the Invoice Unpaid Reminder days and the First, Second, and Third Overdue Reminder day values, including disabling any by entering 0.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/convert-invoice-currencies/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/convert-invoice-currencies/Steps through configuring at least two currencies and setting the Convert to For Processing option in payment gateway settings so payments convert to the gateway’s required currency using the Base Conversion Rate at time of payment.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-a-mass-payment-invoice/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-a-mass-payment-invoice/Distinguishes Mass Payment (which keeps invoices separate) from merging invoices, and steps through enabling Enable Mass Payment in General Settings and creating a mass payment via Pay All in the Client Area or Mass Pay in the client profile’s Invoices tab in the Admin Area.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-a-renewal-invoice-early/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-a-renewal-invoice-early/Lists the prerequisites (no existing next-due-date invoice, status of Pending, Active, or Suspended) and steps to select services, domains, or addons in the client profile Summary tab and click Invoice Selected Items to generate an early renewal invoice.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-separate-renewal-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/create-separate-renewal-invoices/Steps through toggling Separate Invoices to ON in an individual client’s Profile tab Settings section, and checking Separate Invoices for Services when editing or creating a client group at Configuration > Client Groups.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/customize-the-invoice-number-format/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/customize-the-invoice-number-format/Steps through enabling Tax Support and Custom Invoice Numbering in Tax Configuration, setting the Custom Invoice Numbering Format using the NUMBER, YEAR, MONTH, and DAY tags, and specifying the Next Invoice Number, with example format outputs.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-invoices-different-dates/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-invoices-different-dates/Explains that duplicate invoices generated on different due dates for the same service usually result from a Next Due Date of 00/00/0000, and gives the fix of setting the correct Next Due Date on the client’s Products/Services tab and deleting the resulting extra invoices.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-invoices-same-dates/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-invoices-same-dates/Describes two invoices with matching services and due date, one empty, plus duplicate overdue reminder emails, caused by multiple cron jobs running the system cron simultaneously, and links to shared troubleshooting and solution steps for fixing duplicate cron execution.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-tblinvoices-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/duplicate-tblinvoices-errors/Covers the “PDOException: 1062 Duplicate entry ‘2147483647’ for key tblinvoices.PRIMARY” error during invoice creation, caused by an Invoice Starting # exceeding MySQL’s integer limit, with the fix of querying MAX(invoiceid)+1 from tblinvoiceitems and entering it as Invoice Starting # in General Settings > Invoices.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-payments/duplicate-transactions/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-payments/duplicate-transactions/Covers invoices being charged multiple times in separate transactions, often alongside duplicate invoices, caused by multiple system cron jobs running concurrently on self-hosted installations, and links to shared troubleshooting and solution steps for resolving overlapping cron runs.https://docs.whmcs.com/9-1/addon-modules/e-invoicing/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/addon-modules/e-invoicing/The E-Invoicing addon module exports published WHMCS invoices to a third-party e-invoicing service, which generates each e-invoice in the Peppol BIS Billing 3.0 (UBL/XML) format and exchanges it with the relevant tax authority to meet EU e-invoicing mandates. The addon module is in a limited release: WHMCS does not include it by default, WebPros invites participants by email, and it supports installations in Belgium only. This page covers how to purchase the addon module from the E-Invoicing landing page that the invitation email links to, then download, upload, activate, and configure it with a License ID and License Key, the eligibility rules for automatic export (a non-Draft invoice with a total greater than zero, E-Invoicing enabled and complete data for the client, and an invoice that is not already exported), how to monitor the E-Invoicing Status in the Invoice Management section at Addons > E-Invoicing, how automatic and manual credit notes handle cancellations and partial reversals through the Send Credit Note action, why exported invoices are immutable and must be corrected by cancelling and reissuing, and how the addon module records activity in the WHMCS Activity Log and Module Log and in the mod_einvoicing_audit_log audit table.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-configuration-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-configuration-errors/Configuration validation errors in the E-Invoicing addon module occur when you save its settings with a required value left empty or in an invalid format, or with only one of the two license credentials entered, and produce messages such as The tax ID is invalid or The postcode is invalid. The article lists the validation rules for the License ID, License Key, Company Name, Tax ID, Email, Address, City, Postcode, Country, Phone, and Audit Log Retention (Days) settings, and explains how to read the error, correct the named value, enter both or neither license credential, and save the settings again. During the addon module’s limited release, Country must be Belgium.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/enable-proforma-invoicing/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/enable-proforma-invoicing/Steps through enabling Tax Support and Proforma Invoicing/Sequential Paid Invoice Numbering in Tax Configuration’s VAT Settings, setting the Sequential Invoice Number Format, Next Paid Invoice Number, and Auto Reset Numbering, then enabling Enable Proforma Invoicing in the General Settings Invoices tab.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoice-immutability-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoice-immutability-errors/Explains the “Invoice immutability is disabled” Admin Area message and the matching System Health warning, caused by selecting an Invoice Immutability compliance state that allows editing non-Draft invoices, and recommends using credit and debit notes to adjust balances and reissuing invoices to correct fields like invoice date or tax rate instead. Also covers the dismiss-once behavior of the Admin Area message and the steps to restore full compliance.https://docs.whmcs.com/9-1/system/general-settings/general-settings-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/general-settings/general-settings-invoices/Documents Continuous Invoice Generation, Metric Usage Invoicing, PDF Invoices/Paper Size/Font Family, Store Client Data Snapshot, Mass Payment, Clients Choose Gateway (including its effect on API-driven invoice gateway changes), Group Similar Line Items, Cancellation Request Handling, Automatic Subscription Management, Proforma Invoicing, Sequential Paid Invoice Numbering, invoice/credit/debit note number incrementation, late fee type and amount, and accepted credit card types. Also documents the Invoice Immutability compliance selector, its three states (full compliance, immutability disabled with credit and debit notes, and immutability and credit and debit note generation disabled), and the confirmation window that gates the disabled states.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoices-are-missing-tax/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoices-are-missing-tax/Walks through diagnosing invoices missing configured taxes by checking Apply Tax options and product tax settings in Tax Configuration and Products/Services, and verifying the client’s Apply Tax setting and exact-match state/country values against tax rules, noting fixes only apply to future invoices.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/merge-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/merge-invoices/Distinguishes merging invoices from mass payments, and steps through selecting invoices in the client profile’s Invoices tab and clicking Merge, noting the system merges older invoice contents into the higher-numbered invoice and deletes the rest without emailing the customer.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/missing-domain-renewal-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/missing-domain-renewal-invoices/Walks through checking the Disable Auto Renew toggle, the domain Status field, Next Due Date versus Invoice Generation days, a deleted prior invoice found via a tblinvoiceitems SQL query, and the daily automation cron log for a domain that fails to generate a renewal invoice.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/missing-service-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/missing-service-invoices/Details checking a service’s Status and Continuous Invoice Generation setting, pending Cancellation Request notices, Next Due Date against the Invoice Generation days setting, deleted invoice log entries, and the daily automation cron log when a service invoice fails to generate.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-payments/oops-module-not-found-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-payments/oops-module-not-found-errors/Covers the Error: Module Not Found message shown during checkout or invoice viewing and the related The Payment Solution module could not be loaded message on the Payment Gateways list, caused by a missing PHP file in /modules/gateways/, with fixes to restore the file or deactivate the gateway and migrate customers.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/regenerate-historical-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/regenerate-historical-invoices/Covers regenerating a single invoice by advancing Next Due Date and clicking Generate Due Invoices, and the multi-step process for regenerating a full sequence of historical invoices after a migration, including recording payments and suppressing notification emails.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/reissue-an-invoice/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/reissue-an-invoice/Steps through duplicating a non-Draft invoice via Duplicate Invoice, editing the resulting Draft copy, publishing it with Publish & Send Email or Publish, and cancelling the original invoice with Mark Cancelled.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/skip-an-invoice/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/skip-an-invoice/Steps through cancelling any existing unpaid invoice via Manage Invoice and Mark Cancelled, then updating the service’s Next Due Date to resume billing at a later date without charging for the skipped period.https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/snapshot-customer-invoice-data/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoicing-tutorials/snapshot-customer-invoice-data/Steps through enabling Store Client Data Snapshot in the General Settings Invoices tab so new invoices fix the client’s name, address, and tax ID to their values at generation time, noting the setting does not retroactively affect previously generated invoices.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-invoice-details/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-invoice-details/Explains checking the Store Client Data Snapshot setting under General Settings > Invoices and the client’s Billing Contact setting on the Profile tab to resolve invoices displaying unexpected client name, address, or contact details.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-next-due-date/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-next-due-date/Explains how marking the same invoice paid multiple times, such as after an admin marks it unpaid and the client repays, advances Next Due Date by extra billing cycles and skips invoices, recommending Payment Reversals instead.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-invoice-export-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-invoice-export-errors/Invoice export errors in the E-Invoicing addon module occur when an invoice does not export to the e-invoicing service or shows an Error status in the E-Invoicing Status column in the Invoice Management section at Addons > E-Invoicing, caused by an ineligible invoice, a client contact that has not exported, or an error returned by the e-invoicing service. The article lists the eligibility requirements (a non-Draft invoice with a total greater than zero, a tax, E-Invoicing enabled with complete client data and an exported contact, and an invoice that is not already exported), and explains how to read the Activity Log and resolve authentication (401), validation (4xx), and server or connection (5xx) errors, including the manual Retry limit of three attempts per hour.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/invoice-already-submitted-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/invoice-already-submitted-errors/Editing an exported e-invoice is not possible in the E-Invoicing addon module because WHMCS treats an invoice as immutable once it exports the invoice to the e-invoicing service, and attempting to change it shows a warning that the system has already submitted the invoice for e-invoicing. The article explains that legal compliance requires this immutability and describes the correct workflow: reissue the invoice so that the addon module exports the corrected invoice to the e-invoicing service as a separate document, and use the WHMCS Credit Note feature to reverse the original when appropriate.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-status-update-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-status-update-errors/Status update errors in the E-Invoicing addon module occur when an invoice exports successfully but its status never updates, or when the webhook that the e-invoicing service uses to send status changes fails with a 401 response. The article explains that the cause is a missing or incorrect License Key or a webhook endpoint that the e-invoicing service cannot reach because a firewall, web application firewall, or URL misconfiguration blocks inbound POST requests, and gives the steps to confirm the License Key, verify that the webhook endpoint at modules/addons/einvoicing/webhook.php is publicly accessible, and review the Activity Log for webhook entries.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/refused-e-invoice-status/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/refused-e-invoice-status/A Refused e-invoice status in the E-Invoicing addon module means the recipient rejected the e-invoice in their own system and the rejection response returned through the e-invoicing service, which is a business outcome rather than a system error and appears in the E-Invoicing Status column in the Invoice Management section at Addons > E-Invoicing. The article lists common reasons for rejection, such as incorrect routing rules or acceptance criteria, a manual rejection made by mistake, or invoice content that does not match the recipient’s requirements, and advises contacting the client to agree on corrective action and reissuing a corrected invoice when the data must change.https://docs.whmcs.com/9-1/payments/tax-tutorials/change-invoice-tax-rates/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/payments/tax-tutorials/change-invoice-tax-rates/Tax rate changes are made in Tax Configuration by deleting the old tax rule and recreating it with the new rate, or in bulk via an UPDATE tbltax SQL query, with an optional UPDATE tblinvoices query for unpaid invoices due after the change date.https://docs.whmcs.com/9-1/system/system-tutorials/customize-your-logo/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/system-tutorials/customize-your-logo/Covers setting the email and invoice logo via the Getting Started Wizard or the Logo URL field on the General tab of General Settings, and the Client Area logo file lookup order of /assets/img/logo.png, .jpg, then .jpeg.