Configuring Invoice Settings

Video Guide

Watch the video guide below for steps to configure invoice settings, or scroll down to read the illustrated guide below.

WHMCS has the built-in capability to invoice your customers precisely when you want. 

To start setting this up, navigate to Configuration > System Settings > Automation Settings (Setup > Automation Settings in WHMCS 7.10 and earlier).

Choosing when to run invoicing

WHMCS lets you execute invoicing and other automated tasks at a specific hour. By default, WHMCS sets this at 9AM local server time. 

You can customize this in the Scheduling section, using the Time of Day setting.

Then, click Save Settings.

Specifying invoice generation intervals

WHMCS lets you customize the number of days prior to the Next Due Date at which the system generates an invoice.

To modify this, use the Billing Settings section.

By default, WHMCS will generate invoices 14 days prior to the Next Due Date. From here you can customise the invoice generation in one of two ways:

Specify an invoice interval for all billing cycles

If you want to invoice all products and domains with any billing cycle (for example, Monthly or Quarterly) with the same interval, modify the Invoice Generation setting.

Then, click Save Changes.

Specify an invoice interval per billing cycle

You can also specify a different number of days in advance to generate an invoice, one based on the billing cycle (for example, Monthly) and another for domain names.

To modify this, click Advanced Settings in the Invoice Generation screen.

An expanded area will display, allowing you to specify the number of days before the Next Due Date to generate an invoice. Update these boxes with your desired values.

Then, click Save Changes.

Specifying invoice reminder intervals

After the system sends the invoice to the customer, you may also need to send a reminder to ensure payment. WHMCS offers the ability to send a reminder email before the invoice is due as well as several reminders after the invoice is past due.

To manage this, use the Billing Settings section. Modify the fields to suit your specific business needs.

Then, click Save Changes.

Further Reading

For more information on other Automation Settings settings, see our Automation Settings Documentation.

In the next guide, we'll learn how to configure when WHMCS takes payments from customers.