SarahK at 19:28, 2 May 2022

2022-05-02T19:28:08Z

SarahK: Created page with "When moving from a manual billing system or software for which an import script is not available to WHMCS, you may want to have a record of past invoices that you issued on yo..."

2022-01-13T20:05:06Z

Created page with "When moving from a manual billing system or software for which an import script is not available to WHMCS, you may want to have a record of past invoices that you issued on yo..."

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When moving from a manual billing system or software for which an import script is not available to WHMCS, you may want to have a record of past invoices that you issued on your old system. To create this record, you will need to regenerate your historical invoices.

==Regenerating Historical Invoices==

Before you can regenerate historical invoices, you must finish moving the client and their service.

To regenerate historical invoices:
# Go to the '''Products/Services''' tab in the client's profile.
# Set the '''Next Due Date''' value to the due date you want to use for the first historical invoice. For example, if the client has an invoice every month starting in June 2011, set it to <tt>28/06/2011</tt>.
# Click '''Save Changes'''.
# Click '''Generate Due Invoices''' in the client's '''Summary''' tab to create the invoice.
# When the system prompts you, click '''No''' to prevent a notification email.
# In the client's '''Invoices''' tab, click the invoice.
# Click the '''Add Payment''' tab to record the payment details. For more information, see [[Transactions]].
# Uncheck '''Send Email''' to prevent a notification email. Performing these steps will cause the '''Next Due Date''' value to increment forward one billing cycle (in the above example, it would now be <tt>28/06/2012</tt>).
# Click '''Generate Due Invoices''' to create the June 2011 invoice.
# Repeat these steps until the '''Next Due Date''' value is the date the client's next payment is due.

@@ Line 6: / Line 6: @@
 To regenerate historical invoices:
 # Go to the '''Products/Services''' tab in the client's profile.
 # Set the '''Next Due Date''' value to the due date you want to use for the first historical invoice. For example, if the client has an invoice every month starting in June 2011, set it to <tt>28/06/2011</tt>.
 # Click '''Save Changes'''.
-# Click '''Generate Due Invoices''' in the client's '''Summary''' tab to create the invoice.
+# Click '''Generate Due Invoices''' in the client's '''[[Clients:Summary Tab|Summary]]''' tab to create the invoice.
 # When the system prompts you, click '''No''' to prevent a notification email.
 # In the client's '''Invoices''' tab, click the invoice.
@@ Line 15: / Line 16: @@
 # Uncheck '''Send Email''' to prevent a notification email. Performing these steps will cause the '''Next Due Date''' value to increment forward one billing cycle (in the above example, it would now be <tt>28/06/2012</tt>).
 # Click '''Generate Due Invoices''' to create the June 2011 invoice.
-# Repeat these steps until the '''Next Due Date''' value is the date the client's next payment is due.

Regenerating Historical Invoices - Revision history

SarahK at 19:28, 2 May 2022

SarahK: Created page with "When moving from a manual billing system or software for which an import script is not available to WHMCS, you may want to have a record of past invoices that you issued on yo..."