In some jurisdictions, you may need to fix the client’s name, address, and tax ID to the values that existed when WHMCS generated the invoice. In these cases, subsequent changes to the client’s profile data must not affect existing invoices.

Snapshot Customer Data in Invoices #

To fix client data to its state at invoice generation:

1. Go to Configuration () > System Settings > General Settings. .
2. Choose the Invoices tab.
3. Check Store Client Data Snapshot.
   
4. Click Save Changes.

After you do this, new invoices will always use the client data that was present at invoice generation and will not change if you change the client’s data.

Last modified: November 12, 2024