Invoice Configuration

You can configure when and how WHMCS invoices your customers using the settings at Configuration () > System Settings > Automation Settings.

For more information about how WHMCS generates invoices, see Billing Logic and Invoice Management.

Configure Invoicing

To configure how and when WHMCS invoices your customers:

  1. Go to Configuration () > System Settings > Automation Settings.
  2. Locate the Scheduling section.
    The Scheduling section in Automation Settings=
  3. For Time of Day, select the time at which you want WHMCS to run invoicing and other automated tasks.
  4. Locate the Billing Settings section.
    The Billing Settings section in Automation Settings
  5. For Invoice Generation, enter the number of days before the Next Due Date to generate invoices, or click Advanced Settings to specify different numbers of days in advance to generate invoices for different billing cycles. For example, the system could generate invoices for monthly billing cycles 9 days in advance and for annual billing cycles 30 days in advance.
    Advanced Settings for Invoice Generation in Automation Settings
  6. To send invoice payment reminder emails after the initial invoice generation email, check Payment Reminder Emails. Then, enter the desired number of days for sending invoice reminders and overdue notices.
    For more information about configuring payment reminders, see Configure Payment Reminders.
  7. Click Save Changes.

Configure Invoice Setup

You can configure settings for invoice setup in the Invoices tab at Configuration () > System Settings > General Settings.

The Invoices tab in General Settings

Custom Invoice Numbering Format

You can use custom invoice numbering format tags with any of the following settings:

  • Custom Invoice Numbering Format at Configuration () > System Settings > Tax Configuration.
  • Sequential Invoice Numbering Format at Configuration () > System Settings > Tax Configuration.
  • Sequential Invoice Numbering Format in the Invoices tab at Configuration () > System Settings > General Settings.

Invoice numbering format tags let you customize the invoice number that WHMCS assigns to each invoice that it generates. For example:

  • ABC-123
  • 01-01-2020~456
  • IND/789
  • ANYTEXT-2020-123

You can use the following tags:

TagDescription
{NUMBER}The value for Next Invoice Number (for Custom Invoice Numbering Format) or the sequential invoice number (for Sequential Invoice Numbering Format).
{YEAR}The four-digit year value for the current date.
{MONTH}The two-digit month value for the current date.
{DAY}The two-digit day value for the current date.

The system will replace the tag with the correct value during invoice generation.

Automatic Grouping of Items

WHMCS automatically groups products, services, addons, domains, and billable items into a single invoice if they are due on the same date with the same payment method for the same client. The client only receives a single invoice and only needs to make a single payment. This reduces your transaction fees.

If you have a client for whom you do not want this grouping to occur, you can disable it with the Separate Invoices setting in a client’s profile or for their client group.

invoices renewals next-due-date payment-reminders automation

Last modified: November 19, 2024