Automation Status

From WHMCS Documentation

This page describes a feature available in version 7.1 and above

The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS. It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.

How to use it

To view the automation status, click any summary graph shown in the Automation Overview widget on the admin dashboard. Or alternatively click the cogs icon in the top-right corner of the page.

Upon first visiting the Automation Status page, you will be shown a summary of invoice generation activity for the last 7 days, and the results and totals from the current day's automation tasks.

You can browse to earlier days by using the arrow keys, or selecting a date from the calendar.

AutomationStatusPage.png

Be aware that historic automation activity information will only start being recorded from the day you upgrade to WHMCS 7.1 or later

Available Information

The page details items completed by a cron run for the selected date:

  • Invoices - The count of invoices generated.
  • Late Fees - The count of late fees applied to invoices.
  • Credit Cards - The count of successful and declined credit card attempts.
  • Invoice & Overdue Reminders - The count of any invoice and overdue reminders sent.
  • Cancellation Requests - The count of any processed cancellation requests. This also details the failed requests.
  • Overdue Suspensions - The count of successful and failed suspensions.
  • Overdue Terminations - The count of successful and failed terminations.
  • Fixed Term Terminations - The count of terminations defined by a product configuration.
  • Domain Renewal Notices - The count of any domain renewal emails sent.
  • Inactive Tickets - The count of inactive tickets closed.
  • Delayed Affiliate Commissions - The count of commissions applied.
  • Email Marketer Rules - The count of emails sent for the marketer.
  • Database Backup - Was the last database backup setup.
  • WHMCS Updates - Was the check for Updates successful?
  • Currency Exchange Rates - Was the currency exchange rate update successful?
  • Product Pricing Updates - Was the update of product pricing successful?
  • Server Usage Stats - Did the usage information update?

Failed Actions

If you see a number marked as failed items, this indicates some items failed to complete successfully.

In the case of credit card captures declining, these will be retried automatically based upon your settings defined in Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.

For failure items relating to Suspensions, Terminations, Cancellations, etc..., these will be retried daily until successful. They will also be added to the Module Queue from where you can view and resolve them. See the Module Queue page for more information.

Historic Data and Trends

The graph allows you to view a number of the task metrics over time.

By default the current week is displayed showing the number of invoices generated each day. You can choose other metrics and also choose from timeline options including the previous week, this month and last month.

Historic data is purged periodically.

Automation-status-graph-new.png

Cron Task Reporting

This section describes features available in version 7.10 and above

From the first daily cron run after upgrading to WHMCS 7.10, detailed information about actions completed will be saved and available in WHMCS.

From the Automation Status Page clicking on the Cron Task boxes will open a modal that will detail the actions that completed successfully or failed with a link to the appropriate location in WHMCS.

CronTaskAutomationModal.png

The following table lists the cron tasks that have additional detail:

Task Name Logs Additional Links Notes
Invoices A list of invoices generated via the cron run
  • To Invoice using ID and Edit icon
  • To client using client name
The invoice status is the current invoice status
Invoice & Overdue Reminders A list of reminders sent separated by type
  • To Invoice using ID and Edit icon
  • To client using client name
The invoice status is the current invoice status
Late Fees A list of invoices that had a late fee added
  • To Invoice using ID and Edit icon
  • To client using client name
The invoice status is the current invoice status
Credit Card Charges A list of attempted payments whether successful or failed
  • To Invoice using ID and Edit icon
  • To client using client name
The invoice status is the current invoice status

The error message is the latest decline reason

Cancellation Requests A list of services that had a cancellation request processed separated by success and failure
  • To Invoice using ID and Edit icon
  • To client using client name
  • To the Module Queue for the failed task if unresolved
The status is the current status of the service

The error message is message that occurred on cron run.

Overdue Suspensions A list of suspensions attempted separated by success and failure
  • To the service/addon using the ID and Edit icon
  • To the client using client name
  • To the Module Queue for the failed task if unresolved
  • The status is the current status of the service/addon
  • The error message is message that occurred on cron run.
Overdue Terminations A list of terminations attempted separated by success and failure
  • To the service/addon using the ID and Edit icon
  • To the client using client name
  • To the Module Queue for the failed task if unresolved
  • The status is the current status of the service/addon
  • The error message is message that occurred on cron run.
Fixed Term Terminations A list of fixed term terminations attempted separated by success and failure
  • To the service/addon using the ID and Edit icon
  • To the client using client name
  • To the Module Queue for the failed task if unresolved
  • The status is the current status of the service/addon
  • The error message is message that occurred on cron run.
Domain Renewal Notices A list of domains that a renewal notice was sent for. Separated into first to fifth and also lists emails that failed to send
  • To Domain using ID and Edit icon
  • To client using client name
The status is the current status of the domain
Inactive Tickets A list of tickets automatically closed due to inactivity
  • To Ticket using ID and Edit icon
  • To client using client name (if a registered client)
The status is the current status of the ticket
Client Status Update A list of clients updated separated by status being set To the client using the id, client name, and edit icon The status is the current status of the client