Configuring invoice settings

Video Guide

We have produced a video guide covering configuration of invoice settings.

Scroll down to read the illustrated guide below.

WHMCS has built in capability to invoice your customers precisely when you want. Setting this up is quite easy!

Navigate to Setup > Automation Settings

Choosing when to run invoicing

WHMCS offers the ability to execute invoicing and other automated tasks during a specific hour. By default, WHMCS will specify this at 9AM local server time. This is customisable via the Scheduling section within the Automation Settings screen.

Choose your desired hour under the Time of Day setting.

Then click Save Settings at the bottom of the screen.

Specifying invoice generation intervals

WHMCS offers the ability to customise the number of days prior to the Next Due Date that an invoice is generated.

To modify this, scroll down the Billing Settings section within the Automation Settings screen.

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 wish to invoice all products and domains with any billing cycle (Monthly, Quarterly, etc) with the same interval, modify the Invoice Generation setting to your desired value:

Then click Save Changes at the bottom of the screen.

Specify an invoice interval per billing cycle

Alternatively you can specify a different number of days in advance to generate an invoice based based upon the billing cycle (Monthly, Quarterly, etc.) and another for domain names.

To modify this, click on the Advanced Settings button under the Invoice Generation screen:

An expanded area will display allowing you to specify the number of days before the Next Due Date that an invoice will be generated. Update these boxes to your desired values:

Then click Save Changes at the bottom of the screen.

Specifying invoice reminder intervals

Once an invoice has been sent to the customer, a reminder is sometimes needed to ensure payment is made. 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 modify the dates, scroll down to the Billing Settings section of the Automation Settings screen.

From here, modify the fields to your specific business needs:

Then click Save Changes at the bottom of the screen.

And you're done! WHMCS is now configured to automatically issue renewal invoices and reminders.

Further Reading

There are many more settings on this page, each of which is described in our Automation Settings Documentation .

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