Guides & TutorialsPayments & Currency InvoicesFixing/Preserving Customer Invoice Data

Fixing/Preserving Customer Invoice Data

In some jurisdictions it is necessary to fix the client's name, address and tax ID to that in use at the time the invoice was generated. Subsequent changes to the client's profile data must not affect existing invoices.

This can be achieved in WHMCS via the Store Clients Data Snapshot option. Read on to find out more.

Begin by navigating to Setup > General Settings > Invoices tab

Tick the Store Client Data Snapshot checkbox

Click Save Changes

All invoices generated from now on will have the client's names, address and custom fields fixed to the profile data at the time of invoice generation. Invoices generated prior to enabling this option will still change based upon the client's profile data.