Invoicing - Revision history

SarahK: /* Options */

2024-04-03T17:59:14Z

‎Options

2024-04-03T17:59:00Z

‎Delete

2024-04-03T17:58:44Z

‎Split to New Invoice

2024-04-03T17:58:26Z

‎Split to New Invoice

2024-04-03T17:57:06Z

‎Cancel an Invoice

2024-04-03T17:47:41Z

‎Cancel an Invoice

2024-04-03T14:24:13Z

‎Notes

2024-02-07T17:27:16Z

‎Split to New Invoice

2024-02-07T17:27:06Z

‎Sending Emails

2024-02-07T17:26:52Z

‎Notes

@@ Line 101: / Line 101: @@
 ===Options===
-<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to view this tab.</div>
+<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to view this tab.</div>
 In the '''Options''' tab, you can configure the following invoice settings:
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 * '''Tax Rate''' — The rate at which the system will tax the items in the invoice.
 * '''Status''' — The invoice status.
-−
 ===Credit===

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 ====Delete====
-<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
+<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
 To delete items from an invoice, select the desired items under '''Invoice Items''' and then choose ''Delete''.
 <div class="docs-alert-warning">This does '''not''' move the deleted items to a new invoice.</div>
-−
 ===Add Payment===

@@ Line 69: / Line 69: @@
 ====Split to New Invoice====
-<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
+<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.</div>
 Splitting invoices allows you to separate line items from an invoice into a separate invoice. This is useful if, for example, items appear together on a single invoice that a client wants to renew separately or a merge happened incorrectly.

@@ Line 76: / Line 76: @@
 * This process does '''not''' send an email to the customer. If you want to notify the customer, click '''Send Email'''.
-* When splitting an invoice, the system sets the due date of the resulting invoice based on the current date and '''Invoice Generation''' settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]'''.
+* When splitting an invoice, the system sets the due date of the resulting invoice based on the current date and '''Invoice Generation''' settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
 ====Delete====

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 <div class="docs-alert-success">
 * In WHMCS 8.10 and later, the system cron can automatically cancel invoices after they have been overdue for a specified number of days. You can enable this setting and set the number of days in the '''Billing Settings''' section at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
-* In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.
+* In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' permission and click '''Manage Invoices''' in the top-right corner while in view-only mode to perform this action.
 </div>

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 ====Cancel an Invoice====
-−
 To cancel an invoice, click '''Mark Cancelled''' under the invoice status.
 ====Split to New Invoice====

@@ Line 150: / Line 150: @@
 ===Notes===
-<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to enter or edit notes.</div>
+<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' and click '''Manage Invoices''' in the top-right corner while in view-only mode to enter or edit notes.</div>
 Use the '''Notes''' tab to view and enter notes about the invoice.

@@ Line 56: / Line 56: @@
 To send an email for the selected invoice, choose the desired email template from the menu under the invoice status and click '''Send Email'''.
-<div class="docs-alert-info">You '''cannot''' send email for invoices that are in the _Draft_ status. You must first publish the invoice before sending email.</div>
+<div class="docs-alert-info">You '''cannot''' send email for invoices that are in the ''Draft'' status. You must first publish the invoice before sending email.</div>
-−
 ====Cancel an Invoice====

← Older revision		Revision as of 17:26, 7 February 2024
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	<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to enter or edit notes.</div>		<div class="docs-alert-success">In WHMCS 8.9 and later, you '''must''' have the ''Manage Invoices'' [permission](/admins-and-the-admin-area/admins#administrator-roles) and click '''Manage Invoices''' in the top-right corner while in view-only mode to enter or edit notes.</div>

−	Use the Notes tab to view and enter notes about the invoice.	+	Use the '''Notes''' tab to view and enter notes about the invoice.