Configuring Payment Reminders
In this guide, we will go through the steps necessary to configure and enable payment reminders for your customers.
Prior to beginning, please ensure you have setup your System Cron. A guide for setting up your Cron with cPanel is found here although setting up with other control panels is very similar.
First, navigate to Configuration > System Settings > Automation Settings (Setup > Automation Settings in WHMCS 7.10 and earlier).
Scrolling to the second section on the page is the Billing Settings section. This is where we will configure the Payment Reminder settings and Overdue Notices we want to send out. For our example, we would like to setup our system with the following conditions:
- Invoice Generated 14 days before the Due Date
- Payment Reminder 5 days before the Invoice is Due
- 1st Overdue Reminder 1 day after the Invoice is Due
- 2nd Overdue Reminder 5 days after the Invoice is Due
- No Third Overdue Reminder
- Add Late Fees 6 days after the Invoice is Due
To do this, we simply need to fill out the appropriate fields in the Billings Settings Section. We also need to make sure the Payment Reminder Emails option is enabled.
After making the settings we desire, scroll to the bottom of the page and choose Save Changes.
You are all set, your reminders will be delivered to your customers based upon your settings you just set.
For more information on the Automation Settings page, please refer to our documentation at https://docs.whmcs.com/Automation_Settings
Customizing the Email Templates
Another powerful feature of WHMCS is the customization of the email templates. This step is optional as we provide default templates.
To learn more about customizing the email templates for the Payment Reminders you just setup, please see Customising Email Contents.