How can we improve WHMCS?

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Allow single monthly invoice for all services/domains



Some customers have loads of domains and/or services. It would be great if they got invoiced once per month with all the services/domain renewals in that invoice. eg Create invoice on nth October for all services/domains due to expire in November.

Currently to generate a single invoice for all services due in a whole month, you need to manually adjust the due dates of all such services/domains to be the same and make sure that the payment method selected for all these services are same as well.
Tags
  invoice,automation,due date,billing cycle,billing date

16 Comments

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another one for this feature, it seems there are ways to do it with expensive add-ons products but the core product should do this, I have just changed to WHMCS since lockdown as I had to lose staff and this saves time, but I have clients raging that they are now getting 100s of invoices for domains throughout the month instead of just one a month.
As this (mostly) affects domain orders, there is a simple solution. Well, not that simple.

We always set domain next due date to the 15th of the previous month, while billing is set to send invoices 14 days before due date. That way, clients always got billed for all domains in the NEXT month at least 15 days before´in one invoice.

That was the only possible way of doing this. But that is working very good.

Example:

Domain original due date : 23.08.2020
Domain new due date set to : 15.07.2020
Invoiced at: 01.07.2020

(watch for domain syncing...!)

That way all domains, tha are due at any day in august. will be invoiced at 01.07.2020

It´s somewhat early billing and some customers pay late because of this, but we simply ignore that.
Hi Michael. I also set WHMCS sending invoices 14 days before due date. However, WHMCS is still generating different invoices for different domains (with different due dates). Then it's different than what we are requesting at (only) one invoice for all domains in the same month.

Or unless I am misunderstanding your way... Does your WHMCS generate one invoice or multiple invoices for domains?
Any progress on this? I currently set all of my customer's products and services to the 1st of the month, but it's a bit tedious and sometimes results in errors.
@WHMCS John,

Yes we currently use the Signup Anniversary Prorata feature. However somehow we frequently see invoice drift causing invoices to separate at odd times much to the frustration of our clients.

Also it is not a given that WHMCS will combine invoices that are invoiced on the same date. Even if "generate separate invoices" is not ticked on the back end.

We've lost several clients as a result of them feeling that our billing is confusing and buggy. An accountant customer ended up requesting recons to invoices almost monthly as a result of billing quirks.

This is frustrating enough that I'm seriously digging into rolling our own solution for billing.
Same - I love that WHMCS does so much automatically but it needs to be way clearer about telling us and the customer what it's doing and when. The custom coding I had to do just to get the emails to not be completely confusing for the customers was nuts. If I can ever afford to take some free time off perhaps I'll use it to sit down and just revamp the whole UX myself and put it all in an extension.
WHMCS already has the manual "bulk pay all invoices" option - could there be a way to trigger that automatically once a month? The invoices would have to all have the same payment method though, because otherwise things like PayPal subscriptions would still go through.

Basically some kind of automatic "Settle my account each month" option that the customer could opt into. Even just a checkbox on the card management page and a hook attached to the cron should do it, no? Although we'd have to be able to set a delay I think, and if this option is active then the customer should only get one email listing the charge and itemizing the invoices that will be paid. Otherwise they're still getting inundated with invoice emails.
I am looking for this feature too.
Yes one invoice per month is what most of our clients are screaming about as well. They get confused with many invoices. Because many invoices leads to many notifications about invoices. So 10 services invoiced separately means 10 invoice emails, 10 reminder emails, 10 first overdue reminders, 10 2nd due reminders, 10 3rd Overdue reminders, 10 Suspension reminders, 10 Un-suspension reminders, 10 Re-suspension reminders -- for a slow paying customer. So 90 Emails just about 10 services. And this actually happens to some of our customers.

Then since they have 10 invoices each service get's billed the overdue base rate, which we have to remove manually since it completely blows charges out of proportion. Billing overdues at a % results in a too small penalty for small invoices and is completely useless in some customer use cases.

On top of this the Admin time spent decipering invoices leads to increased requests for Statements. Which then leads to requests for an entire recon of their account if WHMCS applies a credit in a way that looks weird on a statement.

The result becomes absolute madness with clients who want to use more than just one or 2 services with us.

This issue has completely halted our growth right at this point. And I've just lost a large account partly due to this.
what a shame, i am not moving to whmcs because this feature is not available yet.
i cannot send my clients hundereds of invoices when they have many domains, this feature should be build as soon as possible.

feature request: one invoice a month!!!
This feature is really needed.
Customers really don't want lots of invoices in a month - each one costs time and money to process. When a customer gets 10 invoices in a month, they are not impressed!
Hi there,
Thanks for your suggestion. Have you considered the Signup Anniversary Prorata feature for this need?
Yes, but it don't include Domains.
We have clients with for example 80 Domains ordered in one month on differend Days, WHMCS will create a lot of invoices, because Domains will be billed on the orderdate. And to change the billing date manually can not be the solution.
+1 for the same reason. Invoicing all domains the first day of the month would be such a great feature instead of creating a bunch of invoices during the month. It simplify thing for the accounting and the customer isn't spammed with lot of small invoices.
+1 for this Request.

I can't understand WHMCS not being able to create monthly invoices. We have clients who have ordered several services and domains in one month on different days and WHMCS always bills them on a daily basis, which means that the client gets 14 invoices in one month!This means for us and the customer much too much paperwork and effort in the bookkeeping. Which costs time and money.