How To Guides - Revision history

SarahK: /* Change Tax Rate */

2022-11-28T18:30:23Z

‎Change Tax Rate

2022-03-16T18:18:58Z

2022-03-08T15:00:09Z

2022-01-14T18:46:03Z

‎Credit a client for money received

2022-01-14T18:32:14Z

‎Skip an invoice

2022-01-14T18:19:56Z

‎Cancel and regenerate invoice

2022-01-14T18:05:06Z

‎Convert invoice amounts into a different currency

2022-01-14T17:56:26Z

‎Switching Domain Registrars

2022-01-14T17:51:55Z

‎Credit a client for money received

2022-01-14T17:45:54Z

‎Advanced Billing Scenarios

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 ==Change Tax Rate==
-Sometimes, governments change the sales tax rates. This is significant, since you must also update your rates accordingly.
+Sales tax rates generally change over time. When this occurs, you must update the tax rates in WHMCS.
-For more information, see [[Changing Tax Rates on Existing Invoices]].
+For more information, see [https://help.whmcs.com/m/payments/l/1271960-changing-tax-rates Changing Tax Rates].
 ==Migrate Payment Gateways==

← Older revision		Revision as of 18:18, 16 March 2022
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	For more information, see [[Skipping Invoices]].		For more information, see [[Skipping Invoices]].
		+
		+	==Migrating Clients to another cPanel Server==
		+	Occasionally, you may perform a [https://docs.cpanel.net/knowledge-base/transfers-and-restores/how-to-move-all-cpanel-accounts-from-one-server-to-another/ mass transfer of cPanel accounts] between servers. You must also update the records in WHMCS to reflect the new server.
		+
		+	For more information, see [https://help.whmcs.com/m/provisioning/l/1464305-migrating-your-clients-to-another-cpanel-server-cpanel-to-cpanel Migrating your Clients to another cPanel Server (cPanel to cPanel)].

← Older revision		Revision as of 15:00, 8 March 2022
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−	There are more tips, tricks and how-tos [~~http~~://~~forum.~~whmcs.~~com~~/~~forumdisplay.php?29~~-~~Tips~~-~~Tricks~~-~~amp~~-~~Howto~~-s in our ~~forum~~].	+	There are more tips, tricks and how-tos [https://whmcs.community/forum/329-share-your-best-practices-tips/ in our community].

	==Regenerate Historical Invoices==		==Regenerate Historical Invoices==

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 When you receive money from a client, you should record it in WHMCS as a transaction.
-For more information, see [[Adding and Working with Credit]].
+For more information, see [[Adding and Working With Credit]].
 ==Cancel and regenerate invoice==

← Older revision		Revision as of 18:32, 14 January 2022
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	Occasionally you may wish to skip an invoice, giving the customer the invoiced period at no charge, but resume charging on the next due date.		Occasionally you may wish to skip an invoice, giving the customer the invoiced period at no charge, but resume charging on the next due date.

−	~~If an unpaid invoice already exists:~~	+	For more information, see [[Skipping Invoices]].
−
−	* Navigate to Billing > Invoices.
−	* Click the invoice in question.
−	* Click the "Mark Cancelled" button.
−
−	~~You can now set the Next Due Date for when charging should resume:~~
−
−	* Navigate to the service that you wish to extend at no charge.
−	* Set the the Next Due Date.
−	* Click "Save Changes".
−
−	~~The system will create the next invoice on the new Next Due Date without charging for the period between the old next due date and the new next due date~~.

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 Sometimes, you may wish to cancel an unpaid invoice and later need to regenerate an invoice covering the same time period for the service.
-To cancel the original invoice:
+For more information, see [[Canceling and Regenerating Invoices]].
 ==Skip an invoice==

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 It is possible that not every gateway you use will accept all the currencies you offer on your site. Many gateway modules support a '''Convert To For Processing''' option so WHMCS can transparently convert the payment amount into a different currency before sending the client to the payment gateway.
-For example: Gateway A only operates in USD, but you have configured multi-currency in WHMCS, offering prices in USD, GBP and EUR. When a client places an order for 10GBP and chooses to pay via Gateway A, the system will automatically convert the amount to 15USD before the payment processes. The client is able to make payment via Gateway A where they otherwise would not be able to do so.
+For more information, see [[Converting Invoices to a New Currency]].
 ==Credit a client for money received==

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 ==Switching Domain Registrars==
-Domain prices change frequently. If one finds a chosen registrar's price is no longer competitive, it may be desirable to transfer existing domains to a different registrar without the client's knowledge. WHMCS can make the process easier, saving the need to log in to both provider's control panels:
+Domain prices change frequently. If a registrar's price is no longer competitive, you may want to transfer existing domains to a different registrar without the client's knowledge.
-# Navigate to '''Clients > Domain Registrations''' and select the domain in question.
+For more information, see [[Transferring Domains to a New Registrar]].
 ==Convert invoice amounts into a different currency==

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 ==Advanced Billing Scenarios==
 <html><a href="https://www.youtube.com/watch?v=glZv8iZU0mU&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
 ==Switching Domain Registrars==