Invoice Tab - Revision history

SarahK: /* Invoice Starting # */

2023-12-06T21:06:04Z

‎Invoice Starting #

SarahK: /* Invoice # Incrementation */

2023-12-06T21:05:52Z

‎Invoice # Incrementation

SarahK at 17:35, 25 April 2022

2022-04-25T17:35:16Z

Show changes

SarahK at 13:47, 15 April 2022

2022-04-15T13:47:44Z

SarahK at 13:32, 15 April 2022

2022-04-15T13:32:19Z

SarahK at 13:31, 15 April 2022

2022-04-15T13:31:32Z

SarahK at 17:50, 3 February 2022

2022-02-03T17:50:33Z

SarahK at 17:07, 17 December 2021

2021-12-17T17:07:08Z

PeterM: Added 2Checkout to automatic subscription management

2021-02-25T16:17:01Z

Added 2Checkout to automatic subscription management

PeterM: Added Enable Metric Usage Invoicing

2021-02-09T16:13:42Z

Added Enable Metric Usage Invoicing

← Older revision		Revision as of 21:06, 6 December 2023
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	When the page reloads the field will be empty, but the change will have occurred.		When the page reloads the field will be empty, but the change will have occurred.
		+
		+	<div class="docs-alert-info">
		+	In WHMCS 8.9 and later, this setting has a maximum value of <tt>499,999,999</tt>.
		+	</div>

@@ Line 118: / Line 118: @@
 * Entering <tt>1</tt> would cause the first four invoice numbers to be <tt>1</tt>, <tt>2</tt>, <tt>3</tt>, and <tt>4</tt>.
 * Entering <tt>2</tt> would cause the first four invoice numbers to be <tt>1</tt>, <tt>3</tt>, <tt>5</tt>, and <tt>7</tt>.
 ===Invoice Starting #===

@@ Line 3: / Line 3: @@
 The '''Invoicing''' tab allows you to configure how WHMCS generates and sends [[Invoicing|invoices]] and applies late fees.
-You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+You can access this tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 ===Continuous Invoice Generation===

@@ Line 1: / Line 1: @@
 {{General Settings}}<br/>
-The '''Invoicing''' tab allows you to configure how WHMCS generates and sends invoices and applies late fees.
+The '''Invoicing''' tab allows you to configure how WHMCS generates and sends [[Invoicing|invoices]] and applies late fees.
 You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 ===Continuous Invoice Generation===

← Older revision		Revision as of 13:31, 15 April 2022
Line 1:		Line 1:
−	<br/><br/>{{General Settings}}	+	{{General Settings}}<br/>
		+
		+	The '''Invoicing''' tab allows you to configure how WHMCS generates and sends invoices and applies late fees.
		+
		+	You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.

@@ Line 10: / Line 10: @@
 ===Enable Metric Usage Invoicing===
-For further information on metric billing please [[Usage_Billing|refer to this page]].
+When enabled, any metrics which are enabled for billing for a given product will be billed at the time of service renewal.
 ===Enable PDF Invoices===

@@ Line 24: / Line 24: @@
 ===Store Client Data Snapshot===
-With this option ticked, clients name, address & custom field data (for example VAT Numbers) will all be recorded and saved at the time an invoice is generated, and then both the client area and PDF invoice views will display the name/address information as it was at the time of initial creation. So even if the clients profile is edited or the billing contact changed, only future invoices will reflect those changes, existing invoices will keep their current addressee.
+When you check this option, the system saves clients' name, addresses, and custom field data (for example, VAT numbers) during invoice generation, Both the Client Area and PDF invoice views will display the name and address information as it was at the time of initial creation. Editing the client or billing contact only causes future invoices to change and existing invoices will keep their current addressees.
 Once the option is enabled invoice data will start being fixed, it does not apply to invoices generated prior to being enabled.
 ===Enable Mass Payment===
-Ticking this option allows clients to pay several invoices in one transaction using the options in the Due Invoices section of the client area homepage.
+Checking this option allows clients to pay several invoices in one transaction using the options in the Due Invoices section of the client area homepage.
 For more information refer to [[Invoicing#Mass_Payment]]
@@ Line 37: / Line 37: @@
 ===Group Similar Line Items===
-Tick to enable automatically grouping identical line items into a quantity x description format. For more information refer to [[Invoicing_Setup#Group_Similar_Line_Items]]
+Check to enable automatically grouping identical line items into a quantity x description format. For more information refer to [[Invoicing_Setup#Group_Similar_Line_Items]]
 ===Cancellation Request Handling===
@@ Line 54: / Line 54: @@
 === Enable Proforma Invoicing===
 Enabling this option will cause Invoices to display the term "Proforma invoice" whilst in unpaid status unpaid and "Invoice" once paid. For more information [[Invoicing_Setup#Proforma_Invoicing.2FSequential_Invoice_Numbering|refer to this page]].
-This functionality requires sequential paid invoice numbering, so this checkbox will also automatically tick the "Sequential Paid Invoice Numbering" option and grey it out to prevent it being disabled without first disabling Proforma Invoicing.
+This functionality requires sequential paid invoice numbering, so this checkbox will also automatically check the "Sequential Paid Invoice Numbering" option and grey it out to prevent it being disabled without first disabling Proforma Invoicing.
 ===Sequential Paid Invoice Numbering, Sequential Invoice Number Format and Next Paid Invoice Number===

@@ Line 43: / Line 43: @@
 ===Automatic Subscription Management===
-Enable this option and WHMCS will automatically cancel PayPal Subscriptions in the following circumstances:
+Enable this option and WHMCS will automatically cancel PayPal and 2Checkout Subscriptions in the following circumstances:
 * A cancellation request is submitted

← Older revision		Revision as of 16:13, 9 February 2021
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	'''NOTE:''' With Continuous Invoice Generation enabled, any product that is Active, or Suspended '''will''' continue to invoice regardless of the status of its previous invoice(s). Pending, Completed, Cancelled or Terminated services will '''not''' generate invoices.		'''NOTE:''' With Continuous Invoice Generation enabled, any product that is Active, or Suspended '''will''' continue to invoice regardless of the status of its previous invoice(s). Pending, Completed, Cancelled or Terminated services will '''not''' generate invoices.
		+
		+	===Enable Metric Usage Invoicing===
		+	When enabled, clients will be invoiced for any metrics enabled for usage billing on a given product.
		+
		+	For further information on metric billing please [[Usage_Billing\|refer to this page]].

	===Enable PDF Invoices===		===Enable PDF Invoices===