How to Configure Invoice Settings in WHMCS

The Invoice tab allows to configure options that your customers will face when receiving invoices. You can set up late fees, PDF delivery settings, payment gateway considerations, and some aesthetic choices including font, paper size, etc. for invoices your customers can print for their records.

  1. Login to your WHMCS Admin
  2. General Settings under Setup

    Hover over Setup and choose General Settings

  3. Invoice tab

    Choose the Invoice tab

  4. Fill in the settings:
    Continuous Invoice Generation:If enabled, invoices will be generated for each cycle even if the previous invoice remains unpaid
    Enable PDF Invoices:Tick to send PDF versions of invoices along with invoice emails
    PDF Paper Size: Choose the paper format to use when generating PDF files
    PDF Font Family:Choose the font you want to use for invoices
    Store Client Data Snapshot:Preserve client details upon invoice generation to prevent profile changes for existing invoices
    Enable Mass Payment:Tick to enable the multiple invoice payment options on the client area homepage
    Clients Choose Gateway:Tick to allow clients to choose the gateway they pay with
    Group Similar Line Items:Tick to enable automatically grouping identical line items into a quantity x description format
    Disable Auto Credit Applying:Tick to disable automatically applying credit from a users available credit balance when generating invoices
    Cancellation Request Handling:Tick to automatically cancel outstanding unpaid invoices when a cancellation request is submitted
    Automatic Subscription Management:Tick to auto-cancel existing subscription agreements (eg. PayPal Subscriptions) on Upgrade or Cancellation.
    Enable Proforma Invoicing:Tick to enable proforma invoicing for unpaid invoices
    Sequential Paid Invoice Numbering:Tick this box to enable automatic sequential numbering of paid invoices
    Sequential Invoice Number Format: {NUMBER} Available auto-insert tags are: {YEAR} {MONTH} {DAY} {NUMBER}
    Next Paid Invoice Number: Only change this if you need to regenerate an invoice number
    Late Fee Type:Select a late fee type
    Late Fee Amount: Enter the amount (percentage or monetary value) to apply to late invoices (set to 0 to disable)
    Late Fee Minimum: Enter the minimum amount to charge in cases where the calculated late fee falls below this figure
    Accepted Credit Card Types:Use Ctrl+Click to select Multiple Card Types
    Issue Number/Start Date:Tick to show these fields for credit card payments
    Invoice # Incrementation:Enter the difference you want between invoice numbers generated by the system (Default: 1)
    Invoice Starting #:Enter to set the next invoice number, must be greater than last #0 (Blank for no change)
  5. Blue Save Changes button

    Click Save Changes

Now that you have gone through the Invoice options you are ready to proceed to the Credit tab.

Christopher Maiorana Content Writer II

Christopher Maiorana joined the InMotion community team in 2015 and regularly dispenses tips and tricks in the Support Center, Community Q&A, and the InMotion Hosting Blog.

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