Discover the Ultimate WHMCS Invoice Template for Administration

Whmcs invoice template for Administration

hello everyone I am anvinder founder and CEO of whmc's Global Services today I will guide you how to manage the invoices in whmcs so let us start without wasting the time so first of all let me share my screen as you can see this is demo user client profile let's go to the invoices table tab and create the new invoice in invoice description text box you can enter the invoice item or the services what you are offering to your customer so let us assume let us put the sample test invoice you will put the amount here if you want the taxable invoice then click this option otherwise ignore it now here you can see the two buttons publish and publish and send email what is the meaning of this published means you can just raise the invoice but this one is recommended method how if you click on the publish and send email invoice will get and also user will get the notification in their email ID so let's click on the publish and send email as you can see the invoice is created now suppose let us assume your customer made the payment through PayPal directly or via bank transfer Etc and now you update that transaction amount in invoice so here we will select the let's assume PayPal and add the transaction detail here in amount build this is this is really important you cannot ignore it if you ignore it sometime customer made the payment like for example let us assume he made the 50 partially payment so we will enter here you can see the transaction added but your stay invoice is still unpaid so now let us assume customer made another transaction and add the payment you can see your invoice Mark paid now if you want some time customer by mistake customer made the place the wrong product and now customer demanding you to cancel the invoice how you can cancel the invoice let's go through in view invoices you can see the unpaid invoices so let us click on the one the unpaid invoices and Mark cancel you can see the invoice Mark canceled now if you want to cancel the particular invoice or you want to delete the invoice how you can do it just click on the delete icon and your once you click the once you confirm the confirm option confirmation it will get delete so still if you have any query or question you can just enter in the comment box and I will get back to you here thank you I think