Regenerate Invoices

When you regenerate an invoice, WHMCS performs all of the steps to generate that invoice again. You can trigger the generation of invoices using the Next Due Date value.

Regenerate an Invoice

To regenerate an invoice:

  1. Go to the Products/Services tab in the client’s profile.
  2. Click on the service.
  3. Move the Next Due Date value forward by one day. This will ensure that the value in the database resets to match the next due date when using continuous invoicing.
  4. Click Save Changes.
  5. Click Generate Due Invoices in the client’s Summary tab to create the invoice.

Regenerate Historical Invoices

Before you can regenerate historical invoices, you must finish moving the client and their service.

To regenerate historical invoices:

  1. Go to the Products/Services tab in the client’s profile.
  2. Set the Next Due Date value to the due date you want to use for the first historical invoice. For example, if the client has an invoice every month starting in June 2021, set it to 06/28/2021.
  3. Click Save Changes.
  4. Click Generate Due Invoices in the client’s Summary tab to create the invoice.
  5. When the system prompts you, click No to prevent a notification email.
  6. In the client’s Invoices tab, click the invoice.
  7. Go to the Add Payment tab to record the payment details.
    For more information, see Transactions.
  8. Uncheck Send Email to prevent a notification email.
    Performing these steps will cause the Next Due Date value to increment forward one billing cycle (in the above example, it would now be 06/28/2022).
  9. Click Generate Due Invoices to create the June 2021 invoice.
  10. Repeat these steps until the Next Due Date value is the date the client’s next payment is due.

Last modified: May 31, 2024