Automation Settings - Revision history

Lawrence: /* Change Invoice Status */

2024-05-17T16:56:40Z

‎Change Invoice Status

2024-04-24T20:25:33Z

‎Enable Auto Cancellation

2024-04-24T13:55:53Z

‎Enable Auto Cancellation

2024-04-03T17:58:15Z

‎Enable Auto Cancellation

2024-04-03T17:47:46Z

‎Billing Settings

2024-02-23T18:55:41Z

2023-12-06T20:47:50Z

‎Change Invoice Status

2023-10-24T13:50:03Z

‎Retry Every Week For

2022-06-14T15:57:37Z

‎Payment Capture Settings

2022-06-14T15:57:18Z

‎Credit Card Charging Settings

@@ Line 68: / Line 68: @@
 <div class="docs-alert-info">
-WHMCS 8.3 and higher includes support for disputes for [[Stripe]] and some [[PayPal]]® transactions at '''Billing > [[Disputes]]'''.
+WHMCS 8.3 and higher includes support for disputes for [[Stripe]] (credit card only) and some [[PayPal]]® transactions at '''Billing > [[Disputes]]'''.
 </div>

@@ Line 75: / Line 75: @@
 === Enable Auto Cancellation ===
-Select this to enable automatic cancellation of overdue invoices after a specific number of days. This setting automates removal of old, overdue invoices in the ''Unpaid'' status each time that the system cron runs.
+Select this to enable automatic cancellation of overdue invoices after a specific number of days. This setting automates cancellation of old, overdue invoices in the ''Unpaid'' status each time that the system cron runs.
-* This setting will '''not''' remove any overdue invoices that have partial payment or applied credit, regardless of the invoice's age.
+* This setting will '''not''' cancel any overdue invoices that have partial payment or applied credit, regardless of the invoice's age.
 * Invoice cancellation does '''not''' explicitly trigger additional actions. However, depending on your automation settings, additional automation may occur due to cancelled invoices.
 * When the system cron cancels the applicable invoices, it will add a note to the invoice to indicate closure due to automatic cancellation.

@@ Line 76: / Line 76: @@
 === Enable Auto Cancellation ===
 Select this to enable automatic cancellation of overdue invoices after a specific number of days. This setting automates removal of old, overdue invoices in the ''Unpaid'' status each time that the system cron runs.
-−
 * This setting will '''not''' remove any overdue invoices that have partial payment or applied credit, regardless of the invoice's age.
 * Invoice cancellation does '''not''' explicitly trigger additional actions. However, depending on your automation settings, additional automation may occur due to cancelled invoices.
 * When the system cron cancels the applicable invoices, it will add a note to the invoice to indicate closure due to automatic cancellation.
 <div class="docs-alert-success">We added this setting in WHMCS 8.10.</div>

@@ Line 77: / Line 77: @@
 Select this to enable automatic cancellation of overdue invoices after a specific number of days. This setting automates removal of old, overdue invoices in the ''Unpaid'' status each time that the system cron runs.
-* This setting will **not** remove any overdue invoices that have partial payment or applied credit, regardless of the invoice's age.
+* This setting will '''not''' remove any overdue invoices that have partial payment or applied credit, regardless of the invoice's age.
-* Invoice cancellation does **not** explicitly trigger additional actions. However, depending on your automation settings, additional automation may occur due to cancelled invoices.
+* Invoice cancellation does '''not''' explicitly trigger additional actions. However, depending on your automation settings, additional automation may occur due to cancelled invoices.
 * When the system cron cancels the applicable invoices, it will add a note to the invoice to indicate closure due to automatic cancellation.
 <div class="docs-alert-success">We added this setting in WHMCS 8.10.</div>
-−
 === Days Overdue ===
 If you enabled '''Enable Auto Cancellation''', enter the number of days an invoice can remain overdue before the system cron job cancels it.

@@ Line 73: / Line 73: @@
 ===Change Due Dates===
 Part of the [[Payment_Reversals|Payment Reversals]] feature. This reverts Next Due Date Increments for the products and services in an invoice. The system considers them as due again, and, in cases where the date is in the past, overdue, which will trigger an automated suspension until repayment is made.
 ==Payment Capture Settings==

← Older revision		Revision as of 18:55, 23 February 2024
Line 235:		Line 235:

	'''Change client status based on active/inactive products and not logged in for longer than 3 months''' — In addition to the above option, the system will only set a client's account to inactive when their last login date was over 3 months ago.		'''Change client status based on active/inactive products and not logged in for longer than 3 months''' — In addition to the above option, the system will only set a client's account to inactive when their last login date was over 3 months ago.
		+
		+	===Module Log Pruning===
		+	Enabling this option allows you to choose the number of days of [[System_Logs#Module_Log\|module log]] entries to retain. The system prunes the module log daily during the execution of the cron.

@@ Line 64: / Line 64: @@
 ===Change Invoice Status===
-Part of the [[Payment_Reversals|Payment Reversals]] feature. Set Invoice to Collections Status. WHMCS uses the collections status for invoices to denote invoices that are bad debts. You can use this to track invoices that have received payment disputes or chargebacks.
+Select this to use the ''Collections'' invoice status to denote invoices that are bad debts ([[Payment_Reversals|payment reversals]]). You can use this to track invoices that have received payment disputes or chargebacks.
 <div class="docs-alert-info">
-<i class="fa fa-question-circle"></i>
+WHMCS 8.3 and higher includes support for disputes for [[Stripe]] and some [[PayPal]]® transactions at '''Billing > [[Disputes]]'''.
 </div>

@@ Line 88: / Line 88: @@
 ===Retry Every Week For===
-If a credit card is declined and you have enabled this setting, WHMCS will attempt the card once a week for this number of weeks. For example, if you set this to <tt>2</tt>, the system would attempt to charge the card two additional times.  Set this to <tt>0</tt> to disable this, causing the system to attempt to change the card every day.
+When you enable this, WHMCS will attempt to charge the card every Seven days from the expected capture attempt date for this number of weeks.
 ===CC Expiry Notices Date===

@@ Line 74: / Line 74: @@
 Part of the [[Payment_Reversals|Payment Reversals]] feature. This reverts Next Due Date Increments for the products and services in an invoice. The system considers them as due again, and, in cases where the date is in the past, overdue, which will trigger an automated suspension until repayment is made.
-==Credit Card Charging Settings==
+==Payment Capture Settings==
-[[File:Credit Card Charging Settings.png|thumb|Credit Card Charging Settings]]
+[[File:Credit Card Charging Settings.png|thumb|Payment Capture Settings]]
-Use these settings to determine how to charge your customer's cards when you use a merchant gateway to handle credit card payments.
+Use these settings to determine how to charge your customer's pay method when you use a merchant gateway to handle credit card and other payments.
 ===Process Days Before Due===