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Revenue report // Report of what I've invoiced (all/ by month/etc.)

Brent Kobayashi shared this idea 1 month ago
Under Consideration

Hi all,

WHMCS is missing one significant report (IMO), what has been invoiced in a month. In other words a revenue report.

Let me explain:

- There is an "income report", which gives a report of cashflow (including tax). For most accounting revenue is what you've invoiced, not what you've collected in a month)

- There is an all "invoices" report. However, this includes "mass pay" invoices. A mass pay invoice isn't really an invoice (from a business perspective), it is a payment. It's only an "invoice" from a systems perspective (how mass pay was implemented specifically on WHMCS).

So, I'd like a report that tells me what I've invoiced.

Or, an enhancement to the "invoice" report that indicates if an invoice is a mass-pay invoice.

Without this, WHMCS does not seem capable of giving a report of revenue.

Comments (2)

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Hi there,

Thanks for your suggestion.

In the meantime all the reports are open-source so can be customised to meet your requirements with a bit of PHP knowledge. For example you could filter out the invoices with an tblinvoiceitems.type of "AddFunds".

For guidance on customising reports, check out: https://docs.whmcs.com/Reports#Customising_Reports

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Hi Brent,

We have some free reports available that might be of interest to you. The Invoice Report might be what you are looking for.

https://www.elive.net/free-whmcs-reports/