How to manage invoices with WHMCS

1) To manage invoices, go to the Billing menu


2) And click List All Invoices

 

3) You can use the Search/Filter tab at left to change which invoices are displayed


4) To perform an action on an invoice, click its checkbox


5) Then click one of the buttons next to With Selected. We'll mark this one as Paid

 

You can also mark invoices as Unpaid or Cancelled, Delete an invoice, or Send a Payment Reminder for an invoice

6) To edit an invoice, click this button

 

At the bottom of an invoice's page, you can modify the items on the invoice and view a list of payments received


With the Summary tab open, you can also perform the several actions listed at right. For unpaid invoices, you can re-send the reminder e-mails using the top two buttons


 

You can also add a payment to this invoice and apply a credit or a refund

 

When finished, scroll down

 

7) Click Save Changes

 

This is the end of the tutorial. You now know how to manage invoices with WHMCS

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

How to add a new client in WHMCS

This tutorial assumes you've already logged in to your WHMCS admin panel Now let's learn how to...

How to create a billable item in WHMCS

Billable items in WHMCS can be used to bill your customers for something that isn't one of your...

How to manage clients in WHMCS

This tutorial assumes you've already logged in to your WHMCS admin panel Now let's learn how to...

How to manage downloads using WHMCS

This tutorial assumes you've already logged in to your WHMCS admin panel Now let's learn how to...

How to manage orders in WHMCS

This tutorial assumes you've already logged in to your WHMCS admin panel Now let's learn how to...