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Advanced Billing For WHMCS

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<meta name="keywords" content="advanced billing for whmcs, advanced billing configuration, advanced billing management, advanced billing installation, advanced billing guide, modulesgarden advanced billing, advanced billing wiki, advanced billing tutorial, advanced billing tips, whmcs billing module wiki, advanced billing common problems, about advanced billing, advanced billing documentation, advanced billing  faq, advanced billing help"></meta>
 
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Advanced Billing For WHMCS Module."></meta>
 
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Advanced Billing For WHMCS Module."></meta>
  
=About [http://www.modulesgarden.com/products/whmcs/advanced_billing/features Advanced Billing For WHMCS]=
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=About [https://www.modulesgarden.com/products/whmcs/advanced-billing Advanced Billing For WHMCS]=
<h4 style="color: #ff0000; font-weight:bold; text-align:center;">Article update is ongoing on this page, watch out for broken links and unclear descriptions! We are sorry for the inconveniences.</h4>
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{|
 
{|
|style="padding: 10px 0px 10px 0px;"|'''Advanced Billing For WHMCS''' is a module that allows you to set up additional billing options for your products like disk usage or number of email accounts based on the usage.<br />
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|style="padding: 10px 0px 10px 0px;"|'''Advanced Billing For WHMCS enables you to implement flexible billing models based on the actual usage of resources such as bandwidth, CPU, and other server capabilities.<br />
In other words, our product will let you to charge customers based on the resources used by them. What is more, it offers hourly billing, ticket billing and credit billing.<br />
+
This module supports multiple currencies and offers various billing options, including hourly billing, credit billing, and recurring billing.<br/> It automatically generates invoices according to your preferred settings and at customizable intervals, sending them directly to your customers.<br/>
Module will also automatically generate the invoices based on the data gathered by the synchronization.<br />
+
Additionally, clients can set up email reminders to notify them when they reach or exceed specified resource usage limits.<br/>
 +
 
 +
Advanced Billing For WHMCS is compatible with many popular modules, including cPanel, Plesk, and SolusVM, as well as a variety of ModulesGarden products.<br/>
 +
 
 +
The Wiki page for '''Advanced Billing For WHMCS 3.x''' can be found [https://www.docs.modulesgarden.com/Advanced_Billing_3.X_For_WHMCS here].<br/>
 
|}
 
|}
*'''Features:'''
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*'''Core Features:'''
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ Hourly Billing For Any WHMCS Module!
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|style="padding: 10px 0px 0px 30px;"|✔ Hourly Billing For Any WHMCS Module
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ cPanel & [http://www.modulesgarden.com/products/whmcs/cpanel_extended/features cPanel Extended] Integration: Hourly, Bandwidth, Storage, Databases, Addon Domains, Subdomains, Parked Domains, Domain Forwarders, FTP Accounts, Installed Applications, Email Accounts
+
|style="padding: 0px 0px 0px 30px;"|✔ Specific Resources Billing For Integrated WHMCS Modules
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Parallels Plesk Panel & [http://www.modulesgarden.com/products/whmcs/parallels_plesk_panel_extended/features Parallels Plesk Panel Extended] Integration: Hourly, Subdomains, Disk Space, Email Boxes, Sites, Redirects, Mail Groups, Autoresponders, Mailing Lists, Users, Databases, Webapps, Traffic
+
|style="padding: 0px 0px 0px 30px;"|✔ Configure And Manage Individual Product Billing
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ DirectAdmin & [http://www.modulesgarden.com/products/whmcs/directadmin_extended/features DirectAdmin Extended] Integration: Hourly, Bandwidth, Storage, Subdomains, Domain Pointers, FTP Accounts, MySQL Databases, Virtual Domains, Mailing Lists, POP Accounts, Email Forwarders, Email Autoresponders
+
|style="padding: 0px 0px 0px 30px;"|✔ View Billing Calculated Per:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/parallels_cloud_server/features Parallels Cloud Server] Integration: Templates, CPU Usage, Memory, Bandwidth IN, Bandwidth OUT, Disk Used, Backups Usage
+
|style="padding: 0px 0px 0px 45px;"|✔ Single Service
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ SolusVM & [http://www.modulesgarden.com/products/whmcs/solusvm_extended_vps/features SolusVM Extended VPS] Integration: Hourly, Disk Usage, Bandwidth, Memory Usage
+
|style="padding: 0px 0px 0px 45px;"|✔ Cloud-Based Service Item - [https://www.modulesgarden.com/products/whmcs/proxmox-ve-cloud-vps Proxmox VE Cloud VPS For WHMCS], [https://www.modulesgarden.com/products/whmcs/solusvm-2-vps-and-cloud SolusVM 2 VPS & Cloud For WHMCS]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/solusvm_extended_cloud/features SolusVM Extended Cloud] Integration: Available Disk Size, Disk Usage, Available Bandwidth, Available Memory, Cores, IP Addresses, Disk Usage, Bandwidth Used, Memory Usage
+
|style="padding: 0px 0px 0px 30px;"|✔ View List Of Current And Archived Billable Items For Next Invoices
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/proxmox_vps/features Proxmox VPS] Integration: Hourly, Disk Usage, Bandwidth IN, Bandwidth OUT, Memory Usage, Backups Usage, CPU Number, CPU Usage
+
|style="padding: 0px 0px 0px 30px;"|✔ View Item Resource Usage History
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/proxmox_cloud/features Proxmox Cloud] Integration: Disk Usage, Disk Size, Bandwidth IN, Bandwidth OUT, Memory Usage, Memory Size, Backups, CPU Number, CPU Usage
+
|style="padding: 0px 0px 0px 30px;"|✔ Manage Awaiting Invoices And Convert Them To Invoices
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/rackspace_email_extended/features Rackspace Email] Integration: Hourly, Mailbox Storage, Mailboxes, Sync Licenses, Blackberry Licenses, Exchange Storage, Exchange Mailboxes
+
|style="padding: 0px 0px 0px 30px;"|✔ Define Summary Calculation Method
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ [http://www.modulesgarden.com/products/whmcs/zimbra_email/features Zimbra Email] Integration: Hourly, Mailboxes, Aliases, Storage
+
|style="padding: 0px 0px 0px 30px;"|✔ Define Time Period Between Resource Usage Checks
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Ticket Billing
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|style="padding: 0px 0px 0px 30px;"|✔ Configure Multithreaded Cron Job Settings
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Credit Billing
+
|style="padding: 0px 0px 0px 30px;"|✔ Set Clearance Automation For Item Archive
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Configuration Per Product
+
|style="padding: 0px 0px 0px 30px;"|✔ Customize Module Language Files With "Translations" Tool
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Current List Of Billable Items For Next Invoices
+
|style="padding: 0px 0px 0px 30px;"|✔ Control Staff Access Level To Specific Resources With ACL
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Possibility To Generate Invoices Automatically Or Manually
+
|style="padding: 0px 0px 10px 30px;"|✔ View And Manage Logs
 +
|}
 +
 
 +
*''''Credit Billing' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Generate Invoice Every X Days
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Minimum Amount Of Credits To Charge
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Notify Clients Via Email About Low Credit Amount On Their Account
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Suspend Account When Client Is Out Of Credits - With Override Support
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Invoice Payment Due Date
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ List Summary Credit Billing Charges Of Any Hosting
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Refund Credit Payment To Client
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Use Client Credits To Pay Invoices
 +
|}
 +
*''''Fixed Pricing' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Bill Clients With Fixed Amount For Active Service Usage After X Hours
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Number Of Hours For Service To Be Active
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Apply Credits If Available In Client Balance
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Add Tax To Generated Invoices
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Invoice Payment Due Date
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Define Fixed Payment Amounts In Available Currencies
 +
|}
 +
*''''Prepaid Billing' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Enable Clients To Top Up Account With Credits Available For Hosting
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Minimum Amount Of Credits To Top Up Account
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Generate Billing Overview Every X Days
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Access Billing Overview Of Credit Usage By Client
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Notify Clients Via Email About Low Credit Amount On Their Account
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Suspend Account When Client Is Out Of Credits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Refill Client Credit Balance With Their WHMCS Credits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Define Invoice Payment Due Date When Topping Up Account
 +
|}
 +
*''''Recurring Billing' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Bill On Account Termination
 
|}
 
|}
 
{|
 
{|
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|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Bill On Terminate Account
+
|style="padding: 0px 0px 0px 30px;"|✔ Bill On Specific Day Of Month
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Bill Every X Days
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Minimum Billing Amount
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Generate Invoice
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Invoice Payment Due Date
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Apply Credits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Display Advanced Billing Information
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Apply Discounts To Client Groups
 +
|}
 +
*''''Notifications' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Allow Clients To Create Multiple Resource Usage Reminders:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Frequency Of Resource Checks
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Frequency Of Notifications
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Resource Usage Limits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Maximum Number Of Reminders That Clients May Create
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Send Email Reminders To Clients Once Limit Is Reached Or Exceeded
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Choose Reminder Email Template
 +
|}
 +
*''''Usage Records' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Define Period For Counted Resource Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Resource Usage Counting Precision
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Show History Of Resource Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Display Usage Records Pricing
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Show Usage Details Per Subitem
 +
|}
 +
 
 +
*''''Free Limit' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 10px 30px;"|✔ Use Product Configurable Options To Define Maximum Amount Of Usage Records That Will Not Be Charged
 +
|}
 +
*''''Graphs' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ View Graphs In Admin And Client Area
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Generate Time Graphs Of Chosen Resource Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Show Data For Selected Time Period
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ View Disk Storage Used To Archive Data
 +
|}
 +
*''''Product Auto Upgrade' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Live Upgrade/Downgrade Of Products Along With Their Configurable Options Depending On Used Resources
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Admin Area:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Define Product Auto Upgrade Groups
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Enable/Disable Product Auto Upgrade Groups
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Create Product Auto Upgrade Options
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Assign Product To Option - Configurable Options Support
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Define Options Upgrade/Downgrade Rules
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Set Up Minimum Upgrade/Downgrade Interval
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Enable/Disable Any Product Auto Upgrade Option
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Drag & Drop To Reorder Options
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Define Client Area Features
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ View List Of Hosting Accounts Altered By Product Auto Upgrade
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Access Product Auto Upgrade History Of Any Hosting
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Client Area:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Enable/Disable Product Auto Upgrade And Product Auto Upgrade Options
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Manage Product Auto Upgrade Option Rules
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Set Up Minimum Upgrade/Downgrade Interval
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ View Product Auto Upgrade History Per Product
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Set Up Notifications Rules
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 45px;"|✔ Define Minimum Notification Interval
 +
|}
 +
*'''Service Cancellation' Configuration:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Allow Clients To Instantly Terminate Their Services, Stop Billing And Issue Applicable Refund
 +
|}
 +
 
 +
*'''Supported Modules:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/cpanel-extended cPanel Extended] & cPanel Integration: Hourly, Bandwidth, Storage, Databases, Addon Domains, Subdomains, Parked Domains, Domain Forwarders, FTP Accounts, Installed Applications, Email Accounts
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/digitalocean-droplets DigitalOcean Droplets] Integration: Hourly, Memory, Disk, Backups, Volumes, vCPUs, Size, Snapshots
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/directadmin-extended DirectAdmin Extended] & DirectAdmin Integration: Hourly, Bandwidth, Storage, Subdomains, Domain Pointers, FTP Accounts, MySQL Databases, Virtual Domains, Mailing Lists, POP Accounts, Email Forwarders, Email Autoresponders
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/easydcim-dedicated-servers EasyDCIM Dedicated Servers] Integration: Bandwidth IN/OUT/TOTAL, 95th Percentile IN/OUT/TOTAL Bandwidth Overages
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/easydcim-colocation EasyDCIM Colocation] Integration: Bandwidth IN/OUT/TOTAL, 95th Percentile Bandwidth IN/OUT/TOTAL Overages, Power Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/hetzner-cloud-servers Hetzner Cloud Servers] Integration: Backups, CPU Usage, CPUs, Disk, Disk Bandwidth Read, Disk Bandwidth Write, Disk IOPS Read, Disk IOPS Write, Floating IP Addresses, Hourly, Ingoing Traffic, Memory, Network Bandwidth In, Network Bandwidth Out,<br/> Network PPS In, Network PPS Out, Outgoing Traffic, Snapshots, Volumes
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/openstack-projects OpenStack Projects] Integration (V1.9.0 And Higher): CPU Time, Disk Device Read Bandwidth, Disk Device Read Requests, Disk Device Write Bandwidth, Disk Device Write Requests, (Custom) Floating IPs, Image Size, (Custom) IP Addresses, Load Balancers, Memory,<br/> Memory Usage, (Custom) Network Incoming Bytes Bandwidth, (Custom) Network Incoming Packets, (Custom) Network Outgoing Bytes Bandwidth, (Custom) Network Outgoing Packets, OS Images, Snapshot Size, Storage Volumes, VCPU Cores, Volume Size
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/openstack-vps-and-cloud OpenStack VPS & Cloud] Integration: Hourly, vCPU Cores, Memory Usage, CPU Utilization, Incoming Bandwidth, Outgoing Bandwidth, Disk Root Used, Disk I/O Read, Disk I/O Write, Floating IP Address, Fixed IP Address, Backups Number, Load Balancers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/plesk-extended Plesk Extended] & Plesk Integration: Hourly, Subdomains, Disk Space, Email Boxes, Sites, Redirects, Mail Groups, Autoresponders, Mailing Lists, Users, Databases, Webapps, Traffic
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/proxmox-ve-cloud-vps Proxmox VE Cloud VPS] Integration: Disk Usage (LXC), Disk Size, Bandwidth IN, Bandwidth OUT, Bandwidth Total, Memory Usage, Memory Size, Backups, CPU Number, CPU Usage, CPU Cores Usage, Snapshots
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/proxmox-ve-vps-and-cloud Proxmox VE VPS & Cloud] Integration: Hourly, Disk Usage (LXC), Bandwidth IN, Bandwidth OUT, Bandwidth Total, Memory Usage, Backups Usage, CPU Number, CPU Usage, CPU Cores Usage, Snapshots
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/rackspace-email-extended Rackspace Email Extended] Integration: Hourly, Mailbox Storage, Mailboxes, Sync Licenses, Blackberry Licenses, Exchange Storage, Exchange Mailboxes
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/solusvm-extended-cloud SolusVM Extended Cloud] Integration: Available Disk Size, Disk Usage, Available Bandwidth, Available Memory, Cores, IP Addresses, Disk Usage, Memory Usage (except KVM virtualization), Bandwidth Used
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/solusvm-extended-vps SolusVM Extended VPS] & SolusVM Integration: Hourly, Disk Usage, Available Disk Size, Memory Usage (except KVM virtualization), Available Memory, Bandwidth Used, Bandwidth Total, CPU Number, Swap-Burst, IPv4, IPv6, Internal IP Addresses
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/solusvm-2-vps-and-cloud SolusVM 2 VPS & Cloud] & SolusVM 2.0 Integration: Backups, CPU Units, Disk, Hourly, Images, IPv4, IPv6, Memory Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Virtualizor Integration: Bandwidth Usage, CPU Units, CPU Cores, CPU Usage, Disk Size, Disk Usage, RAM Size, RAM Usage, Network Speed IN, Network Speed OUT, I/O Disk Read, I/O Disk Write, IPv4 Addresses, IPv6 Addresses
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/virtuozzo-hybrid-infrastructure-s3 Virtuozzo Hybrid Infrastructure S3] Integration: OPS Other, OPS GET, OPS PUT, OPS LIST, OPS Total and Uploaded, Downloaded, Storage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/virtuozzo-hybrid-server Virtuozzo Hybrid Server] Integration: Templates, CPU Usage, Memory, Bandwidth IN, Bandwidth OUT, Disk Used, Backups Usage
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ [https://www.modulesgarden.com/products/whmcs/zimbra-and-carbonio-email Zimbra & Carbonio Email] Integration: Hourly, Mailboxes, Email Aliases, Domain Aliases, Storage
 +
|}
 +
*'''General Info:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Count Usage Of All Accounts Assigned To Reseller - cPanel, [https://www.modulesgarden.com/products/whmcs/cpanel-extended#features cPanel Extended], DirectAdmin & [https://www.modulesgarden.com/products/whmcs/directadmin-extended#features DirectAdmin Extended]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Fast Billing Calculation Via Multithreading Cron Jobs
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Multi-Currency Support
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support With Custom Translations Tool
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Bill Each 1st Day Of Month
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.3 Back To PHP 8.1
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Apply Credit
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six" And "Twenty-One"
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Logs
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.13 Back To WHMCS V8.9
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support
+
|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V14 Or Later
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V5 and Later
+
|style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/advanced-billing#open-source-version Open Source Version]
 
|}
 
|}
  
 
=Installation=
 
=Installation=
 
{|
 
{|
|style="padding: 10px 0px 0px 0px;"|'''In this tutorial we will show you how to successfully install and manage Advanced Billing For WHMCS.'''<br />
+
|style="padding: 10px 0px 0px 0px;"|'''In this tutorial, we will show you how to successfully install and manage [https://www.modulesgarden.com/products/whmcs/advanced-billing Advanced Billing For WHMCS.]'''<br />
 
We will guide you step by step through the whole installation and configuration process.
 
We will guide you step by step through the whole installation and configuration process.
 
|}
 
|}
 
{|
 
{|
|style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download Advanced Billing For WHMCS.'''
+
|style="padding: 20px 0px 20px 15px;"|'''1. Log in to our client area and download the module.'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the module into the main WHMCS directory.'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''2. Extract the package and upload its content into the main WHMCS directory.
Files in your WHMCS directory should look like this.
+
The content of the package to upload should look like this.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_2.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_2.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Advanced Billing for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Advanced Billing For WHMCS for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
File is located at '' 'modules/addons/AdvancedBilling/license_RENAME.php' ''. Rename it from '' 'license_RENAME.php' '' to '' 'license.php' ''.
+
File is located in '' 'modules/addons/AdvancedBilling4/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_3.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_2_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key you have to edit a previously renamed '' 'license.php' '' file.'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit a previously renamed '' 'license.php' '' file.'''<br />
Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area '' 'My Products' ''.
+
Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area'' 'My Products'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_4.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_2_2.png]]
 
|}
 
|}
 
{|
 
{|
 
|style="padding: 0px 0px 15px 15px;"|'''5. Now you have to activate the module in your WHMCS system.'''<br />
 
|style="padding: 0px 0px 15px 15px;"|'''5. Now you have to activate the module in your WHMCS system.'''<br />
Login to your WHMCS admin area. Click '' 'Setup' '' then choose '' 'Addon Modules' '' .<br />
+
Log in to your WHMCS admin area. Click '' 'System Settings' '', then choose '' 'Addon Modules'. ''<br />
Afterwards find '' 'Advanced Billing 2.0.1' '' and press Activate button.
+
Afterward, find '' 'Advanced Billing' '' and press the '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_5.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_3.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''6. In next step you need to permit access to this module.'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''6. In the next step, you need to permit access to this module.'''<br />
To do so click on '' 'Configure' '', choose '' 'Full Administrator' '' and press '' 'Save Changes' ''.
+
To do so, click on the '' 'Configure' '' button, tick the desired admin roles, and press '' 'Save Changes'. ''<br />
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_6.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_4.png]]
 
|}
 
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|'''<div id="kotwica"></div>7. The final step is to configure the cron job.'''<br/>
 +
Navigate to: '''WHMCS → Addons → Advanced Billing → Settings → [[#Cron_Job_Settings|Cron Job Settings]]''' page to obtain the correct cron command. <br/> Once you have the command, manually add it to your server's crontab. We recommend setting it to run every 5 minutes:
 +
  php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron 
 +
 +
'''''Note:''' This cron starts a background, continuous process. The 5-minute interval is a backup mechanism that ensures the process restarts automatically if it stops for any reason.<br/> In normal operation, only one process remains active at a time.''
 +
|}
 +
 +
=Configuration and Management=
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|'''7. Last step is setting up two cron jobs, you can find them in your WHMCS → '' 'Addons' '' → '' 'Advanced Billing 2.0.1' '' as shown on the following screen.'''
+
|style="padding: 10px 0px 30px 15px;"|'''Advanced Billing For WHMCS is a module that allows you to set up flexible billing models based on your client's actual usage of resources like bandwidth and CPU.'''<br/>
 +
Refer to the manual below to learn how to configure the module and make full use of its extensive features.
 
|}
 
|}
 +
==Products==
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_7.png]]
+
|style="padding: 10px 0px 20px 15px;"|To enable Advanced Billing For WHMCS features for a product, navigate to '' 'Addons' '' → '' 'Advanced Billing' '' → '' 'Products' '' and click on the '' 'Add Product' '' button.<br/>
 +
Select your product from the dropdown list.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 15px;"|'''Well done, you have just successfully installed Advanced Billing For WHMCS! '''
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_6.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Once your products are added use the action buttons to:
 +
*'''Set Pricing'''
 +
*'''Configure Settings'''
 +
*'''Show Related Items'''
 +
*'''Delete Product from the List'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_7.png]]
 +
|}
 +
===Pricing===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Set pricing for each usage record for a product.<br/>
 +
The pricing list includes information on each usage record:
 +
*'''Name'''
 +
*'''Unit'''
 +
*'''Billing Status'''
 +
*'''Extended Pricing'''
 +
Click on the '' 'Edit' '' button to set up billing for a usage record.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_8.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Under the general tab you can:
 +
*'''Enable or Disable Billing for the Record'''
 +
*'''Select Billing Type'''
 +
**Last - calculates the total based on the most recent reading only.
 +
**Summary - sums all collected records and bills based on the cumulative amount.
 +
**Hourly - averages hourly readings and bills according to that average.
 +
*'''Select Unit'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_9.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|The pricing tab is where you set:
 +
*'''Price''' - the value per unit that clients will be billed with.
 +
*'''Free Usage Amount''' - the number of set units that, when exceeded, will enable billing.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_10.png]]
 
|}
 
|}
  
=Configuration and Management=
+
===Product Configuration===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Now lets learn more about module functionalities. We will present you possibilities of our product on cPanel Extended example.<br />
+
|style="padding: 10px 0px 10px 15px;"|The '' 'Settings' '' action will take you to the configuration window where you can adjust various features for the product.
Please note that billing features are different in each module but the core functionality of the Advanced Billing is the same for each.<br />
+
First choose your module from '' 'Enable Advanced Billing for' '' dropdown menu as show on the following screen.<br />
+
For presentation purposes we chose '' 'cPanel Premium' '' with cPanel Extended module.
+
 
|}
 
|}
 +
 +
====Product Settings====
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_8.png]]
+
|style="padding: 10px 0px 15px 15px;"|Set general product settings related to summaries, cron frequency and client area integration.
 +
*'''Cron Frequency''' - define how often the cron will run for the product. Use seconds as the unit.
 +
*'''Summary Calculation Method''' - choose how summaries are calculated:
 +
**Total Sum
 +
**Total Average (Hourly only)
 +
*'''Client Area Integration''' - toggle to enable client area integration for the product, this option does not add features on its own but is a requisite for other functions to be displayed in the client area.
 
|}
 
|}
==Configuration==
 
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|We group configuration options in 4 tabs depending on their purpose.<br />
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_11.png]]
You can access resource usage pricing from each of the tabs.
+
 
|}
 
|}
===General Settings Tab===
+
 
 +
====Module Settings====
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Here you can find information about module used by your product. If module is not supported, '' 'Basic Module' '' mode will be used.<br />
+
|style="padding: 10px 0px 15px 15px;"|Configure product module-specific settings such as:
'' 'Basic Module' '' enables you to bill your client for hourly usage of product only.<br />
+
'''cPanel Extended'''
In this tab you can also enable/disable Advanced Billing for product.<br />
+
*Application Manager
To disable it, simply unmark '' 'Enable' '' checkbox and press '' 'Save Changes' '' button, as shown on the following screen.<br />
+
*cPanel Theme
 +
'''Proxmox VE Cloud VPS'''
 +
*Free IPv4 Addresses
 +
*Free IPv6 Addresses
 +
'''OpenStack'''
 +
*OpenStack Timezone
 +
*Local Timezone
 +
and more.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_9.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_12.png]]
 
|}
 
|}
  
===Billing Settings Tab===
+
====Credit Billing====
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In this tab you can set up billing for product.<br />
+
|style="padding: 10px 0px 15px 15px;"|Credit Billing allows your clients to be charged with their credits instead of the standard methods.<br/>'''''Note:''' This function is separate from the WHMCS 'Credit Balance'.''<br/>
1. '' 'Bill on Terminate' '' - when account connected with your module will be terminated, invoice for account will be generated.<br />
+
Enable the functionality with the '' 'Enable Credit Billing' '' toggle and configure the details:
2. '' 'Bill on Invoice Generate' '' - customer will receive invoice at the same time as the invoice for his hosting account.<br />
+
*'''Create Invoice Every''' - dictates how often invoices are generated for the product.
3. '' 'Bill Each 1st Day of Month' '' - will generate invoices each first day of month.<br />
+
*'''Minimum Credit''' - the minimum amount that will be charged from the client account credit balance.
4. '' 'Autogenerate Invoice' '' - this is important feature, if enabled, it will automatically send previously generated invoices directly to your customers.<br />
+
*'''Low Credit Notification''' - if this value is higher than the credits on the client's account, an email will be sent to your client regarding the low credit amount.
5. '' 'Create Invoice Each' '' - when you set that field to e.g. '' '14' '', all your customers will be billed exactly each 2 weeks after account creation.<br />
+
*'''Email Interval''' - defines how often low credit notification email will be sent, the interval refers to the number of days.
6. '' 'Due Date' '' - the number of days in which your customers will have to pay the invoice.<br />
+
*'''Autosuspend''' - when the credit balance reaches 0, the product ordered by the client is automatically suspended and an invoice reminding of the lacking amount will be generated.<br />'' '''Note:''' This function also takes account of the '[https://docs.whmcs.com/Products_Management#Overide_Auto_Suspension 'Override Auto-Suspend'] feature.''
7. '' 'Auto Apply Credits' '' - automatically apply any available credits when invoice is created, works only if '' 'Autogenerate Invoice' '' is enabled.<br />
+
*'''Due Date''' - determines how many days after the invoice is generated the payment is due.
 +
*'''Use Client Credits''' - if enabled, the invoices can be paid with the client credits. If disabled, the default payment method will be used.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_10.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_13.png]]
 
|}
 
|}
  
===Credit Billing Tab===
+
====Fixed Pricing====
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Credit billing allows you to charge for product from client credit balance.
+
|style="padding: 10px 0px 15px 15px;"|Fixed Billing charges clients a set amount after a specified number of hours of active service usage.<br/> This feature lets you define a fixed price per product, billed automatically once the usage threshold is reached.
1. '' 'Enable Credit Pay' '' - this option enables/disables credit billing for this module (if credit billing is enabled, standard billing will be turned off).<br />
+
*'''Auto Apply Credits''' - enable to automatically apply user credits if available.
2. '' 'Create Invoices Each' '' - this option defines how often invoice will be generated for this product (if nothing entered here, it will be 30 days).<br />
+
*'''Tax''' - if enabled, the tax will be added to the created invoice.
3. '' 'Minimal Credit' '' - minimal amount that will be charged from client account credit balance.<br />
+
*'''Hours''' - define a number of hours that must pass before the service is billed at a monthly rate.
4. '' 'Low Credit Notify' '' - send email to your client about low credit amount on account account if this value is higher than credits on client account.<br />
+
*'''Due Date''' - define payment due date.
5. '' 'Email Interval' '' - defines how often low credit notification email will be send.<br />
+
*'''Currency''' - set the pricing amount in any currency to bill clients after a declared number of hours has passed.
6. '' 'Autosuspend' '' - when credit balance reach 0, product ordered by client is autosuspended and invoice with lacking amount is generated.<br />
+
7. '' 'Due Date' '' - the number of days that your customers will have to pay the invoice.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_11.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_14.png]]
 
|}
 
|}
 +
 +
====Prepaid Billing====
 
{|
 
{|
|style="padding: 0px 0px 30px 15px;"|When '' 'Autosuspend' '' is marked and your client credit ballance reach 0, his product will be suspended. Additionally, invoice with lacking payment will be generated.<br />
+
|style="padding: 10px 0px 15px 15px;"|Prepaid Billing enables charging clients directly from their prepaid credit balance.<br/> It also provides summary billing, combining charges into a single summary instead of generating separate invoices.
If it is unmarked and credit balance reach 0, account will not be suspended and invoice will be generated according to number of days set in '' 'Create Invoices Each' '' field.
+
*'''Billing Overview Interval (Days)''' - define how often billing overviews should be refreshed.
 +
*'''Minimum Credit''' - determine the minimum amount that will be charged from the client's account.
 +
*'''Low Credit Notification''' - define the credit balance low point when an email notification will be sent.
 +
*'''Email Interval''' - set interval for email notifications, measured in days.
 +
*'''Autosuspend''' - suspend the account automatically if the user does not have sufficient funds.
 +
*'''Due Date''' - number of days between the invoice being generated and due date.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_15.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|The client area will include the summations and a way for the client to top up his credit balance.<br/>
 +
After the client indicates the amount of credits to be added to his account, an invoice will be generated for it.<br/>
 +
Only after the invoice is paid, will the client receive the credits.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_13_1.png]]
 
|}
 
|}
  
===Module Settings Tab===
+
====Recurring Billing====
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|''This tab shows only for cPanel/cPanel Extended modules.''<br />
+
|style="padding: 10px 0px 15px 15px;"|Recurring Billing automatically charges clients on a regular schedule for their products.<br/> This feature simplifies ongoing payments by setting up recurring billing cycles.
Here you can set Application Manager (Softaculous/Installatron) and cPanel theme. Default value of theme is '' 'x3' ''.<br />
+
*'''Invoice on Termination''' - when the account connected with your module is terminated, an invoice for the account will be generated.
To use different theme you have installed simply enter its name as shown on the screen below.
+
*'''Billing Type''' - enables you to choose how to bill your client.
 +
**'''Bill On Invoice Generated''' - new items will appear on the renewal invoice for the hosting account just as it is generated by WHMCS.
 +
**'''Bill On Specific Day''' - generates invoices each month on the day specified in the 'Billing Type Value'.
 +
**'''Bill Every X Days''' - generates an invoice each X days where X is the number specified in the 'Billing Type Value' field.
 +
*'''Due Date''' - the number of days in which your customers will have to pay the invoice.
 +
*'''Auto Generate Invoice''' - if enabled, the invoices are automatically generated and sent directly to your customers.
 +
*'''Auto Apply Credits''' - automatically applies any available credits when an invoice is created. Works only if the 'Auto Generate Invoice' option is enabled.
 +
*'''Show Advanced Billing Information''' - this will replace any 'Billing Cycle' with 'Hourly Billing' on the product management page in the client area.
 +
*'''Apply Group Discount''' - enable if you want to apply the discount to the invoice set in the [https://docs.whmcs.com/Client_Groups client group].
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_12.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_16.png]]
 
|}
 
|}
  
===Used Resource Pricing===
+
====Notifications====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Notifications allow clients to set up email reminders that are sent when their resource usage reaches or exceeds specified limits.<br/> This feature helps clients stay informed about their usage and avoid unexpected charges.
 +
*'''Reminder Limit''' - limit how many reminders a client can create.
 +
*'''Email Template''' - email template that will be used.<br/>
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|The predefined '' 'Advanced Billing Resource Usage Reminder' '' features variables that you can also use in your own templates:
 +
*'''{$reminder_name}''' - the name of a reminder set by a client.
 +
*'''{$type}''' -  the resource type for which the limit has been set by a client. E. g. '' 'Storage' '', '' 'Bandwidth' '' etc.
 +
*'''{$usage}''' - the current recorded usage value of the resource type the limit is set for.
 +
*'''{$limit}''' - the limit value defined by a client whose reaching or exceeding results in sending the notification.
 +
*'''{$unit}''' - the unit of the billed record. E.g. '' 'MB' '', '' 'GB' '' etc.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Once the function is enabled, clients will see the '' 'Reminders' '' table where they can add and manage their notifications.<br/>
 +
To add a new notification click on the '' 'Add Reminder' '' button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Provide the following:
 +
*'''Name''' - name your reminder, it is used in the default notification template.
 +
*'''Checks Frequency''' - how often a resource check is performed, in hours.
 +
*'''Reminders Frequency''' - limits how often a reminder can be sent, in hours.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Once the reminder is added, it can be managed using the action buttons:
 +
*'''Edit Reminder'''
 +
*'''Define Limits'''
 +
*'''Delete'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17_4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|While defining the limits, you can scroll the list of resources horizontally.<br/> The fields for each include:
 +
*'''Used''' - current recorded usage of the given resource.
 +
*'''Operator''' - logical operator used for the argument.
 +
*'''Value''' - the value for the logical operation.
 +
For example, we can set the reminder to be sent after the bandwidth is '' 'is more' '' than 20000MB, as shown on the screen below.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_17_5.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Make sure to enable the reminder after the limits are defined for it.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_17_6.png]]
 +
|}
 +
 
 +
====Usage Records====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Usage Records displays clients' resource usage data and usage history directly on the product page in the client area.<br/> This feature allows clients to easily track their resource consumption over time.
 +
*'''Display Summary From''' - defines the period for which usage records will be counted.
 +
*'''Usage Records Precision''' - the number of decimal digits indicating the precision of usage records.
 +
*'''Records History''' - displays history of usage records.
 +
*'''Display Usage Records Pricing''' - displays usage record pricing for the product during the order process.
 +
*'''Show Usage Details Per Subitem''' - display detailed usage history for subitems in cloud services. <br/>Additional usage details will be listed in the 'Usage Details Per Subitems' on the service page in the client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_18.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Enabling the extension will display the current usage in the client area.<br/> Enabling the '' 'Records History' '' function will also display usage from previous periods.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_18_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|The '' 'Display Usage Records Pricing' '' will display the pricing table when clients prepare thier order.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_18_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|The '' 'Show Usage Details Per Subitem' '' will display detailed usage history for subitems in '''cloud services'''. <br/> Additional usage details will be listed in the '''Usage Details Per Subitems''' on the service page in the client area.<br/>
 +
'''''Note:''' The screen below is taken from the Proxmox VE Cloud VPS product view, not cPanel Extended, as all other illustrations in this section.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_18_3.png]]
 +
|}
 +
 
 +
====Free Limit====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Free Limit allows you to set free usage limits for a product based on its Configurable Options.
 +
This feature enables precise control over complimentary usage thresholds before charges apply.<br/>
 +
After enabling the feature with the '' 'Enable Free Limit' '' toggle, select the configurable options responsible for the resources below.<br/>
 +
The configurable option has to be created for the product first. The configurable option value represents the resource in units selected under '' 'Products' '' → '' 'Pricing'.''<br/>
 +
Leave fields empty, to not enable the free limit on selected resources.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_19.png]]
 +
|}
 +
 
 +
====Graphs====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Graphs provide a graphical display of usage records for each configured service.<br/> This feature helps visualize resource consumption trends over time.<br/> Use the '' 'Show Enabled Records Only' '' option to hide records with no pricing enabled.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_20.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|With the functionality enabled, clients will find a graph of their usage displayed in the client area.<br/>
 +
They will be able to change the graph's scope and resources displayed.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_20_1.png]]
 +
|}
 +
 
 +
====Product Auto Upgrade====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Product Auto Upgrade automatically upgrades or downgrades products based on resource usage, following the rules you set.<br/> Clients can choose whether to allow automatic adjustments and can even configure their own rules for product resizing.<br/>
 +
 
 +
For more information on available settings, visit the [[#Product_Auto_Upgrade_Management| Product Auto Upgrade Management]] section.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_21.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Depending on the settings, clients will be able to:
 +
*Enable/disable automatic upgrades for their product.
 +
*Set a minimum time interval that has to pass between upgrades.
 +
*Include/exclude certain upgrade options.
 +
*See and/or change upgrade conditions.
 +
*See their upgrade history.
 +
*Set upgrade notifications based on resource usage.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_21_1.png]]
 +
|}
 +
 
 +
====Service Cancellation====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|When enabled, this setting allows clients to immediately terminate their service directly from the product page in the client area.<br/>
 +
The cancellation bypasses the standard queue, and the service is terminated right away.<br/> Billing is stopped instantly, and if applicable, any remaining balance is refunded.
 +
|}
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In the bottom part of the screen you can set up billing for specific server resource usage like for e.g. bandwidth.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_21_2.png]]
''' '' 'Free Limit' '' ''' field is used to set amount of usage records for which customer won't be charged.<br />
+
In our example, customer won't be charged for 1GB (1024MB) bandwidth.<br />
+
''' '' 'Price' '' ''' defines how much your client will have to pay for specific resource. Note that we provide two types of charging: units per hour and units used since last cron run.<br />
+
For example, user pays for subdomain quantity each hour, but when he generates traffic, he will pay only once for bandwidth he used since last cron run.<br />
+
''' '' 'Displayed Unit' '' ''' category defines how record usage will be displayed. It do not affect free limit and pricing, they are calculated in basic unit.<br />
+
So, if you select '' 'GB' '', free limit will be still 1024 MB, and price will be MB/hr, '''not''' GB/hr.<br />
+
''' '' 'Status' '' ''' allows you to enable/disable billing for this resource.<br />
+
To proceed, choose your usage records, units, status, set up the prices and free limits. Afterwards, press '' 'Save Changes' ''.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_13.png]]
+
|style="padding: 0px 0px 15px 15px;"|In the client area, an additional box will appear at the very bottom of the product page with a "Cancel Service" button.<br/> Clients can click this button, provide a reason for cancellation, and confirm the action. The service will then be terminated immediately.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|As you could notice on the screen above, '' 'Configure' '' column was added.<br />
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_21_3.png]]
It allows you to set up different free limits and pricing depending from resource origin.<br />
+
Currently only Parallels Cloud Server submodule supports this feature.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_13_1.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_21_4.png]]
 
|}
 
|}
  
 
==Items==
 
==Items==
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|To view counted usage, go to '' 'Items' '' tab.<br />
+
|style="padding: 10px 0px 10px 15px;"|Items with resource usage counted can be found in the '' 'Items' '' section.<br/>
Each cron run will create an item for each customer if it does not exist at the moment and add new records to existing ones.<br />
+
The '' 'Item List' '' includes current billable items, while the '' 'Item Archive' '' lists historical items that are already billed.  
In that way you can see current server resources usage from last billing period .<br />
+
Automatic generation of invoices is based precisely on previously created items.<br />
+
To view more details click on '' 'Show usage records' '' as shown on the following screen.<br />
+
You can also easily remove billing for specific hosting. To do so, press '' 'x' '' in '' 'Delete' '' column.
+
 
|}
 
|}
 +
===Item List===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_14.png]]
+
|style="padding: 10px 0px 15px 15px;"|You can find the '' 'Item List' '' under '' 'Items'.''<br/>
 +
The list includes information such as:
 +
*'''Item ID'''
 +
*'''Hosting Name'''
 +
*'''Client Name'''
 +
*'''Total Amount'''
 +
*'''Last update'''
 +
And action button responsible for:
 +
*'''Viewing details'''
 +
*'''Viewing the graph'''
 +
*'''Deleting the item from the list'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"| It shows detailed information about record usage and quote for that usage.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_22.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_15.png]]
+
|style="padding: 0px 0px 20px 15px;"|You can mark multiple items with the mass delete function when necessary as well.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|In order to view price for specific element of record, simply drag mouse on it. <br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_23.png]]
The following screen shows situation after running cron only 2 times. Note that first record is always empty as it's task is to initialize billing for specific account.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_16.png]]
+
|style="padding: 0px 0px 15px 15px;"|Clicking on the '' 'View Details' '' button will display the page with all the usage recorded.<br/>
 +
The page includes action buttons responsible for:
 +
*'''Deleting the item'''
 +
*'''Generating an invoice for the item'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|In addition to the above information you can check time of each cron run.  
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_24.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_17.png]]
+
|style="padding: 0px 0px 15px 15px;"|The '' 'View Graph' '' button will in turn display a resource usage graph for the item.<br/> You can aspects of the graph scope by clicking on the '' 'Edit' '' button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_25.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Select the resources and time scope you would like the graph to include.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_26.png]]
 
|}
 
|}
  
==Logs==
+
===Item Archive===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In logs you will find information about the module activity. You can view informative logs, error logs and critical logs.<br />
+
|style="padding: 10px 0px 15px 15px;"|You can find the '' 'Item Archive' '' under '' 'Items'.''<br/> It included items that are already billed.<br/>
Choose your .log file from a dropdown menu and press '' 'Show' '' as presented on the screen below.<br />
+
The list includes information such as:
To remove log simply press '' 'Delete' '' instead of '' 'Show' '' button.<br />
+
*'''Item ID'''
New log files are created every day to help you find information you are looking for.
+
*'''Hosting Name'''
 +
*'''Client Name'''
 +
And action button responsible for:
 +
*'''Viewing details'''
 +
*'''Deleting the item from the list'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_18.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_27.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|This is how the '' 'infolog-YYYY-MM-DD.log' '' can look like.
+
|style="padding: 0px 0px 20px 15px;"|You can mark multiple items with the mass delete function when necessary as well.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_19.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_28.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Finally, you can flush your archive, deleting items meeting the criteria set in [[#Item_Archive_Configuration|Item Archive Configuration]].
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_28_1.png]]
 
|}
 
|}
  
==Awaiting Invoices==
+
==Billing==
 +
{|
 +
|style="padding: 10px 0px 10px 15px;"|All billing related management can be found under the '' 'Billing' '' section.<br/>
 +
This includes '' 'Invoices' '' and '' 'Credits'.''
 +
|}
 +
===Invoices===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Invoices created both automatically and manually can be found here.<br/>
 +
The invoice list includes:
 +
*'''Invoice ID'''
 +
*'''Client Name'''
 +
*'''Hosting Name'''
 +
*'''Product Name'''
 +
*'''Total'''
 +
*'''Date'''
 +
*'''Due Date'''
 +
And action buttons responsible for:
 +
*'''Generating the invoice'''
 +
*'''Displaying details'''
 +
*'''Deleting the invoice'''
 +
|}
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Here you can check your awaiting invoices. Invoices can be generated automatically or manually.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_30.png]]
On the screen you can see our previously generated invoice for our cPanel Extended account.<br />
+
To view detailed information about particular invoice press '' 'Show' ''.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_20.png]]
+
|style="padding: 0px 0px 15px 15px;"|You can also utilize the mass function to generate or delete multiple invoices at once.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|This is the place where you can verify and modify your awaiting invoices. It's worth to check whether invoices are correct to avoid risk.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_31.png]]
You already know that you can set up automatic invoice generation in configuration section. Now lets manually generate invoice for your customer.<br />
+
For this purpose simply click on '' 'Generate Invoice' ''.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_21.png]]
+
|style="padding: 0px 0px 15px 15px;"|Invoice details consist of editable fields such as:
 +
*'''Invoice Date'''
 +
*'''Invoice Due Date'''
 +
and every billed item with its:
 +
*'''Description'''
 +
*'''Amount'''
 +
*'''Tax toggle'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 20px;"|After changing package, invoice is automatically generated for old package.
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_32.png]]
 
|}
 
|}
  
==User Credits==
+
===Credits===
 
{|
 
{|
|style="padding: 10px 0px 15px 20px;"|All information related to credit payment for hosting can be found at '' 'User Credit' '' tab. As you can see, there are two columns with credits.<br />
+
|style="padding: 10px 0px 15px 15px;"|This tab lists all credit top-ups issued by the clients with the '' 'Credit Billing' '' function.<br/>
First one, '' 'Internal Credit' '' contain credits which was not used for payment, but are reserved for it. It was created to increase accuracy of credit billing.<br />
+
The list includes:
Second column, '' 'Already Paid For Hosting' '' contains summary credit payment for hosting.<br />
+
*'''Client Name'''
You can order refund of any hosting through pressing '' 'Refund' '' button next to it. Client will receive sum of '' 'Internal Credit' '' and '' 'Already Paid For Hosting' '' rounded down to 0.01.
+
*'''Hosting'''
 +
*'''Credits Reserved'''
 +
*'''Amount Paid'''
 +
and an action button allowing the admin to '' 'Refund' '' the credits to WHMCS '' 'Credit Balance'.''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_21_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_33.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Multiple top-ups can be selected to refund them at the same time.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_33_1.png]]
 
|}
 
|}
  
==Integration Code==
+
==Product Auto Upgrade Management==
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|Integration code allows displaying usage records for each of your customers in the client area and allows to display pricing on the order form.
+
|style="padding: 10px 0px 10px 15px;"|Under the '' 'Product auto Upgrade' '' you will be able to find tools to create and manage the auto upgrades based on resource usage.<br/>
 +
This section is only relevant for products with the [[#Product_Auto_Upgrade|Product Auto Upgrade]] function enabled.
 
|}
 
|}
 +
===Configuration===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_22.png]]
+
|style="padding: 10px 0px 20px 15px;"|Find the '' 'Configuration' '' tab under ' ''Product Auto Upgrade' '' and click on '' 'Add Group' '' to add a new group.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Exemplary display of usage records in the client area. Note that disabled usage records will not be displayed.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_34.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_23.png]]
+
|style="padding: 0px 0px 15px 15px;"|As you create the group, complete the following fields:
 +
*'''Name''' - name the group, the name will not be visible to clients.
 +
*'''Product''' - select the product the group will be applicable for.
 +
*'''Configurable Options Group''' - optionally include a configurable options group.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Exemplary display of pricing in the order form. Note that disabled usage records will not be displayed.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_34_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_24.png]]
+
|style="padding: 0px 0px 20px 15px;"|Once the group is added, the action buttons will allow you to:
 +
*'''Edit the group's settings.'''
 +
*'''Add and manage upgrade options within the group.'''
 +
*'''Delete the group from the list.'''
 
|}
 
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_35.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|While editing the settings you will be able to change:
 +
*'''Group Name'''
 +
*'''Server Type'''
 +
*'''Time Interval''' - how often upgrades can happen (in minutes).
 +
*'''Notification Time Interval''' - how often the notification can be sent (in minutes).
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_36.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|You can also change what the client is allowed to do:
 +
*'''Client Rules Configuration''' - display rules configuration in the client area.
 +
*'''Rules Configuration''' - enable clients to change the upgrade rules for themselves.
 +
*'''Rules Disable''' - permit clients to disable some of the upgrade rules.
 +
*'''Time Interval''' - give clients the option to modify upgrades time interval.
 +
*'''Time Interval Values''' - define the allowed range for upgrades time interval (minutes).
 +
*'''Notifications''' - allow clients to manage notifications.
 +
*'''Notifications Time Interval ''' - allow clients to modify notifications time interval.
 +
*'''Notifications Time Interval Values''' - define the allowed range for notifications time interval (minutes).
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_37.png]]
 +
|}
 +
====Option Configuration====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|The '' 'Options' '' action will take you to a page where you can define upgrade/downgrade options within the group and manage their status.<br/>
  
==Migration Tool==
+
Before you can enable the Product Auto Upgrade single option, make sure the following configuration steps are completed:
 +
* '''Define "Upgrade Rules"''' – Go to the "Upgrade Rules" tab and set how resources or products should be upgraded. ''(Use '''Edit''' icon in action buttons).''
 +
* '''Define "Downgrade Rules"''' – Open the "Downgrade Rules" tab and set up the conditions for product downgrades. ''(Use '''Edit''' icon in action buttons).''
 +
* '''Confirm the "Change Package"''' – Once the rules are set, complete the configuration by approving the '''Change Package''' process.
 +
 
 +
All three steps must be completed before the toggle can be set to '''Enabled'''. Otherwise, you may encounter the following error message: ''You cannot enable the option. Please check the option configuration.''<br/>
 +
 
 +
To start, simply click the '''Add Option''' button and name your new option.
 +
|}
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Migration tool allows you to import configuration from Advanced Billing 1.3.8 or older.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_38.png]]
Each product you migrate will be disabled on your previous Advanced Billing.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_25.png]]
+
|style="padding: 0px 0px 15px 15px;"|After the option is added, it will appear on the list. Use the action buttons to perform actions:
 +
* '''Edit''' – Define the upgrade and downgrade rules by selecting the appropriate '''Comparison Type''' and '''Threshold''' for each option.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|To start, press '' 'Migrate Product' '' next to product you want to import.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_41.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_26.png]]
+
|style="padding: 0px 0px 20px 15px;"|
 +
* '''Change Package''' – Select the package that will be used for this option. This step is required to finalize the rule configuration.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'' 'Divider Prices' '' divide prices you have had on your previous Advanced Billing.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_39.png]]
Reason of implementing it are changes in pricing system, at old Advanced Billing it was price per month, now it is price per hour.<br />
+
We recommend using standard, '' '720' '' divider. To change it, simply enter value into '' 'Divider Prices' '' and press refresh button next to it as shown on the following screen.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_27.png]]
+
|style="padding: 0px 0px 15px 15px;"|
 +
* '''Change Description''' – Add custom descriptions for each option configuration.
 +
* '''Delete''' – Remove the option from the group.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|In '' 'Invoice Settings' '', '' 'Billing Settings' '' and '' 'Credit Billing' '' tab you can configure product billing. Description of this tabs you can find in this article.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_39_0.png]]
You can jump to it through pressing one of following: [http://www.docs.modulesgarden.com/Advanced_Billing_For_WHMCS#Billing_Settings_Tab Invoice & Billing Settings] [http://www.docs.modulesgarden.com/Advanced_Billing_For_WHMCS#Module_Settings_Tab Credit Billing]<br />
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_27.1.png]]
+
|style="padding: 0px 0px 20px 15px;"|You can also use the mass action tools to delete or change packages for multiple options at once.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|You can also edit '' 'Free Limit' '', '' 'Pricing' '', '' 'Displayed Unit' '' and '' 'Status' ''. <br />
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_40.png]]
At the bottom of the screen you can decide, if you want to generate invoice for accounts you are importing product for.<br />
+
If yes, simply left '' 'Generate Invoices' '' checkbox marked, otherwise unmark it. Afterwards, confirm migration through pressing '' 'Migrate Product' ''.
+
 
|}
 
|}
 +
 +
===Accounts===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_27.2.png]]
+
|style="padding: 10px 0px 15px 15px;"|Services or '' 'Accounts' '' that make use of the '' 'Product Auto Upgrade' '' are recorded and listed in the '' 'Accounts' '' section under '' 'Product Auto Upgrades'.'' <br/>
 +
The list includes information such as:
 +
*'''Hosting ID'''
 +
*'''Client Name'''
 +
*'''Product Name'''
 +
*'''Option ID'''
 +
The '' 'Details' '' action button will display more information on a specific account.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|You should see information about changes you are trying to make, confirm them through pressing '' 'Migrate' '' button.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_43.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_27.3.png]]
+
|style="padding: 0px 0px 20px 15px;"|The details include a list of auto upgrades complete with:
 +
*'''Date of the update'''
 +
*'''Type'''
 +
*'''Option before the upgrade'''
 +
*'''Option after the upgrade'''
 +
*'''Message regarding the action taken'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_44.png]]
 +
|}
 +
===Client Area===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Depending on the option's setting, several features can be made available to the client.<br/>
 +
Assuming '' 'Client Rules Configuration' '' is enabled, clients will be able to change how their service interacts with the system by clicking on the '' 'Settings' '' icon under '' 'Auto Upgrade'.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Options may include:
 +
*'''Enable Auto Upgrade''' - can be turned off to disable auto upgrades altogether.
 +
*'''Time Interval''' - change the minimum time that has to pass between upgrades.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Under the '' 'Rules Options' '' tab, the client can select which rules to enable.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Service upgrades are recorded and displayed in the '' 'Auto Upgrade History' '' table.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Notification messages for upgrades can be set up by the user, first, click on the additional actions button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_5.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Enable the function and select the interval between each message.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_6.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|To add a new notification use the '' 'Add Notification' '' button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_7.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Select the resource, comparison and unit for the notification.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_8.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|You can add as many notifications as you would like.<br/>Action buttons allow you to edit or delete the notification.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_44_9.png]]
 
|}
 
|}
  
==Hourly Billing==
+
==Settings==
 +
===Cron Job Settings===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Hourly billing allows you to charge your customers for each hour of use of the product (hourly billing calculation are based on product '' 'Registration Date' '').<br />
+
|style="padding: 10px 0px 5px 15px;"|This section provides the command required to initiate the billing process handled by the module. The cron job is essential to perform automated billing actions in the background. <br/>
You can enable hourly billing for any product type.<br />
+
Please manually add the below command to the crontab, remember to adjust the path to match your WHMCS installation:
Regardless of whether it is a server, web hosting account or other, customer will be billed for each hour of using the product.
+
  php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron   
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_29.png]]
+
|style="padding: 0px 0px 15px 15px;"|The cron can be customized with the following options:
 +
*'''Cron Memory Limit''' - limit how much memory the cron can use (in megabytes). If exceeded, the cron will restart. Leave empty or set to '' 0' '' to disable the limit.
 +
*'''Cron Threads''' - toggle to enable cron threading.
 +
*'''Threads Limit''' - limit the number of threads for the above function.
 +
*'''Thread Accounts''' - limit the number of accounts per thread
 +
*'''Clear Logs''' - toggle to have the cron clear logs.
 +
*'''Clear After [days]''' - enter how old the logs have to be to be subject to clearing (in days). The default is 365 days.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_5.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''Cron job additional options:'''
 +
* <code>--force</code> → Runs a single cron loop immediately.
 +
* <code>--single</code> → Forces execution of the module-specific cron.
 +
* <code>--ignore-product-frequency</code> → Runs cron without applying product frequency settings. <br/ > '''''Note:''' If you prefer not to run the module in daemon mode (as the module runs continuously by default), you can use these cron options to control execution manually.''
 
|}
 
|}
  
==Ticket Billing==
+
===Item Archive Configuration===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Ticket billing works exactly as it sounds. When enabled, it bills you customers for each opened ticket.<br />
+
|style="padding: 10px 0px 15px 15px;"|In this section, you can set up the item archive to your preferences. The top of the tab includes a counter that lists the total archived items and how much disk space it occupies.
As in the case of hourly billing, you can enable ticket billing for any product type.
+
*'''Clear Automatically''' - Enable to automatically clear the item archive under specified conditions.
 +
*'''Flush Interval''' - Decide how often (in days) the flush should happen.
 +
*'''Delete Archive Items Older than''' - Decide how old the archive items have to be to be subject for deletion during flush.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_30.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_5_1.png]]
 
|}
 
|}
==Sample Configuration==
+
 
 +
==Other==
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|In this section we will show you two sample configuration of Advanced Billing.
+
|style="padding: 10px 0px 10px 15px;"|Other useful tools and features directly related to the module functioning can be found in the '' 'Other' '' section.<br/>
 +
This includes:
 +
*'''Translations Tool'''
 +
*'''Access Control'''
 +
*'''Module Logs'''
 
|}
 
|}
===Two Weeks Billing===
+
===[https://www.docs.modulesgarden.com/Translations_Tool Translations]===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In order to set up generating invoice for resource usage each 2 weeks, follow this steps:<br />
+
|style="padding: 10px 0px 15px 15px;"|Customizing language files is now extremely easy with the '' "Translations" '' tool that is now available directly in the addon.<br.> Its user-friendly design makes managing various language file tweaks a smooth and efficient process. <br/>
1. Go to '' 'Addons' '' → '' 'Advanced Billing 2.0.1' '' and select your product from '' 'Enable Advanced Billing 2.0 for:' ''.
+
Prepare translations for the original English files with this handy built-in tool. For specific instructions on how to use this tool please refer to its dedicated article, you will find it [https://www.docs.modulesgarden.com/Translations_Tool here].
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_31.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_tr.png]]
 
|}
 
|}
 +
 +
===Access Control===
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|2. Go to '' 'Billing Setting' '', mark '' 'Bill on Terminate' '' checkbox and enter '' '14' '' in '' 'Create Invoices Each' '' textbox.
+
|style="padding: 10px 0px 10px 15px;"|'' 'Access Control' '' allows you to specify and control exactly which sections of the module can be accessed by your administrators. <br/>The way it works is that you create access control rules in which you decide if a specific admin, or admin role has full access, or is restricted to only specific sections.<br/>
 +
For more detailed information on the available modules that include this tool, please refer to the [https://www.docs.modulesgarden.com/Access_Control_Tool Access Control Tools Wiki Page].
 
|}
 
|}
 +
 +
====Rules====
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_32.png]]
+
|style="padding: 10px 0px 20px 15px;"|
 +
Start with creating a new rule, click on the 'Create Rule' button and a dedicated form will appear. Below you will find a description of every field required in the form.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|3. Scroll down and enter your pricing setting, afterwards, press '' 'Save Changes' ''.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_46.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_33.png]]
+
|style="padding: 0px 0px 15px 15px;"|Fill out the following fields to create resources access rule:
 +
*'''Rule Name''' - Pick a name for your rule.
 +
*'''Grant Full Access''' - Enable to grant full access to all sections of the module to the specified personnel. Disable to specify in two additional fields below, to which resources access will be granted, and to which it will be denied.
 +
*'''Allow Access To''' - Designate the resources that the specified personnel will have access to.
 +
*'''Restrict Access To''' - Specify the resources that the specified personnel will not have access to.
 +
*'''Administrators''' - Specify which singular administrators will be subject to the new rule. If the specific administrator is already included in the group you have picked, you do not need to add him separately. <br/> '''''Note:''' All restrictions for specific administrators are summed with the restrictions on their role groups, across all rules.''
 +
*'''Administrator Roles''' - Specify which administrator role groups will be subject to the new rule.<br/>
 +
'''Important:''' When picking specific sections, keep in mind that allowing a parent section '''will also allow all of its children.''' <br/>
 +
For example by allowing 'Access Control' you allow every section of it<br/>
 +
If you would like to give access to everything about Access Control, but the ability to delete logs, you can pick 'Access Control' in 'Allow Access To' and then 'Access Control → Logs → Delete' in 'Restrict Access To.'<br/> '''Restrict''' takes precedence over '''Allow,''' so if a specific section is included in both, it will be restricted.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|You have just successfully configured billing!<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_47.png]]
You should see something like on screen below in your Advanced Billing main page.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_34.png]]
+
|style="padding: 0px 0px 20px 15px;"|To edit or delete existing rules, use the icons to the right.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_48.png]]
 
|}
 
|}
  
===5 Minutes Billing===
+
====Resources====
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|To bill your client as often as possible follow these steps:<br />
+
|style="padding: 10px 0px 15px 15px;"|Use the toggles in the 'Resources' section to specify which of them should be subject to logging, found in the 'Logs' section. <br/> Every time an administrator requests a toggled resource, it will be recorded.
1.Go to '' 'Addons' '' → '' 'Advanced Billing 2.0.1' '' and select your product from '' 'Enable Advanced Billing 2.0 for:' ''.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_35.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_49.png]]
 
|}
 
|}
 +
 +
====Access Control Logs====
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|2. Go to '' 'Credit Billing' '' and mark '' 'Enable Credit Pay' '' checkbox.<br />
+
|style="padding: 10px 0px 15px 15px;"|The logs section includes:
Afterwards, enter '' '1' '' into '' 'Create Invoices Each'' ', ' ''20' '' into '' 'Minimal Credit' '' and '' '50' '' into '' 'Low Credit Notify' ''.<br />
+
*Log ID
With these settings your client will be billed from credit balance as soon as payment for resource usage reach 20$.<br />
+
*Name of the administrator
He will also receive email if his credit balance fall below 50$.
+
*Requested resource
 +
*Applied Resource
 +
*Rule Name
 +
*Date
 +
Use the trash bin icons to delete specific logs, or utilize the mass action function to delete multiple logs at once.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_36.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_50.png]]
 
|}
 
|}
 +
 +
===Logs===
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|3. Scroll down and enter your pricing setting, afterwards, press '' 'Save Changes' ''.
+
|style="padding: 10px 0px 15px 15px;"|The '' 'Logs' '' section under '' 'Other' '' is where the module logs are stored.<br/>
 +
You can filter the module logs by type with the '' 'Show' '' buttons:
 +
*'''Error'''
 +
*'''Info'''
 +
*'''Both (Total)'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_37.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_51.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|You have just successfully configured billing!<br />
+
|style="padding: 0px 0px 20px 15px;"|You can delete logs either one by one or with the mass function.
In your Advanced Billing '' 'Configuration' '' tab you should see something similar to the following screen.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_38.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_52.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Additional actions include:
 +
*'''Logging Settings'''
 +
*'''Log Export'''
 +
*'''Rule Based Deletion'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_53.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|In the settings you may decide:
 +
*'''Log Types''' - which type of logs should be recorded.
 +
*'''Clear automatically''' - if you would like to automatically delete logs older than defined number of days.
 +
*'''Delete Logs Older Than''' - how many days should pass before logs are automatically deleted.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_54.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|While exporting you will have to specify which logs to export:
 +
*'''From'''
 +
*'''To'''
 +
*'''Log Types'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_55.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|You may also delete specific logs without finding them manually.<br/> Simply define:
 +
*'''Log Types'''
 +
*'''Delete Logs Older Than'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_56.png]]
 
|}
 
|}
  
==How To Update==
+
=Use Cases=
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|Due to completely rewritten code in version 2.0, you have to use migration tool in order to upgrade your Advanced Billing to the latest version.<br />
+
|style="padding: 10px 0px 30px 15px;"|'''This section provides sample scenarios that demonstrate common use cases, showing how the module’s features can be applied in real-world situations.'''<br/>
You can find instruction for it in [http://www.docs.modulesgarden.com/Advanced_Billing_For_WHMCS#Migration_Tool Migration Tool section].
+
Explore the examples below for practical insights into how the module works.
 +
|}
 +
 
 +
==Flexible Cloud Services with Prepaid Billing and Cost Control==
 +
{|
 +
|style="padding: 10px 0px 30px 15px;"|With '''Advanced Billing For WHMCS''', you can deliver a cloud-like experience that gives clients full control over resource selection, deployment, and billing preferences.<br/> Clients can top up their account balance and then deploy and manage virtual machines on demand, eliminating the need for separate orders.<br/>
 +
 
 +
You benefit from full cost transparency, a secure prepaid system, and automated billing, while your clients enjoy fast provisioning and real-time insights into their usage and expenses.
 +
|}
 +
===Key Benefits===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|
 +
* '''Client autonomy''' - Clients pay once, top up their accounts, and deploy services anytime, without additional steps for approval.
 +
* '''Real-time cost overview''' - Clients can monitor daily costs, projected expenses, and pricing per resource (CPU, RAM, bandwidth).
 +
* '''Secure prepaid billing''' -  Services activate only after funds are deposited, eliminating unpaid usage risks.
 +
* '''Self-service top-ups''' - Clients add credit anytime from the WHMCS client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_56_0.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''Usage analytics''' - Clients gain access to detailed, near real-time tracking of individual resource usage.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_56_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''Visual insights''' -  Clients can view usage patterns through clear, intuitive graphical representations.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_56_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''Billing options available in the module:'''
 +
* '''[[#Prepaid_Billing|Prepaid Billing]]''' - Deducts charges from the client's prepaid credit balance, consolidating multiple charges into a single summary invoice, making it ideal for dynamic cloud environments.
 +
* '''[[#Credit_Billing|Credit Billing]]''' -  Deducts costs from a client's available credit instead of using standard payment methods.
 +
* '''[[#Recurring_Billing|Recurring Billing]]''' - Automatically charges clients at set intervals for their services.
 +
* '''[[#Fixed_Pricing|Fixed Pricing]]''' - Bills a fixed amount after a defined number of usage hours. Suitable for predefined pricing plans.
 +
|}
 +
 
 +
===Recommended Integrations===
 +
{|
 +
|style="padding: 10px 0px 30px 15px;"|For '''cloud deployments''', we recommend starting with:
 +
* '''[https://www.modulesgarden.com/products/whmcs/proxmox-ve-cloud-vps#features Proxmox VE Cloud VPS For WHMCS]'''
 +
* '''[https://www.modulesgarden.com/products/whmcs/solusvm-2-vps-and-cloud#features SolusVM 2 VPS & Cloud For WHMCS]'''
 +
For '''enterprise-level solutions''', you may use:
 +
* '''[https://www.modulesgarden.com/products/whmcs/openstack-projects#features OpenStack Projects For WHMCS]''' - fully compatible with Virtuozzo Hybrid Infrastructure.
 +
|}
 +
===Configuration steps===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|'''1.''' Install and configure your provisioning module. In this example, we use '''OpenStack Projects For WHMCS''' module. <br/> Follow the [https://www.docs.modulesgarden.com/OpenStack_Projects_For_WHMCS#Installation_and_Configuration installation guide] to prepare the product for Advanced Billing integration.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_57_5.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|'''2.''' Define '''[[#Pricing|pricing]]''' for each usage record.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_57_9.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''3.''' Move to '''[[#Product_Settings|Product Settings]]''' of the OpenStack Projects product and adjust the following:
 +
*'''Cron Frequency''' - Set how often the cron should run (in seconds).
 +
*'''Summary Calculation Method''' - Choose between:
 +
**Total Sum
 +
**Total Average (Hourly only)
 +
*'''Client Area Integration''' - Enable to allow features like usage overviews and resource summaries to appear in the client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_57_10.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''4.''' Enable and configure '''[[#Prepaid_Billing|Prepaid Billing]]''' for the product an dfine-tune the billing behaviour:
 +
*'''Billing Overview Interval (Days)''' - Frequency for generating billing summaries.
 +
*'''Minimum Credit''' - Minimum charge amount per deduction cycle.
 +
*'''Low Credit Notification''' - Credit threshold that triggers a low balance warning.
 +
*'''Email Interval''' - Time (in days) between low balance reminder emails.
 +
*'''Autosuspend''' - Automatically suspend service if the client has insufficient funds.
 +
*'''Due Date''' - Days between invoice creation and due date (used if invoice generation is active).
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_57_6.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''5.''' Activate optional extensions for advanced usage visibility. We recommend activating:
 +
* '''[[#Usage_Records|Usage Records]]''' – for precise, near real-time tracking of resource consumption.
 +
* '''[[#Graphs|Graphs]]''' – for graphical visualization of usage trends in the client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:AB4_57_7.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''6.''' That is all. Your configuration is complete. From this point on, Advanced Billing For WHMCS will handle cost tracking and charging automatically.<br/>
 +
Your clients can now top up their balance, deploy services, monitor usage, and manage everything directly from the WHMCS client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:AB4_57_8.png]]
 
|}
 
|}
  
 
=Tips=
 
=Tips=
 
{|
 
{|
|style="padding: 10px 0px 0px 15px;"|'''1. Deactivation of the module removes products configuration, usage records and awaiting invoices.'''<br />
+
|style="padding: 10px 0px 30px 15px;"|1. '''In version 4.0, the "Extensions" section has been removed, so the module license must now be placed in the "license.php" file.'''<br/> If upgrading from version V3.X, re-add the license to the "license.php" file and reissue it from your client area panel.
In order to update module, simply follow instruction in '' 'How To Update' '' .
+
 
|}
 
|}
 +
 +
=Update Instructions=
 
{|
 
{|
|style="padding: 10px 0px 0px 15px;"|2. Installed Applications usage record supports both Softaculous and Installatron.
+
|style="padding: 10px 0px 5px 15px;"|Essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''<br/>
 +
Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.<br/> Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.
 
|}
 
|}
 +
==Module Upgrade From V3.X to V4.X==
 
{|
 
{|
|style="padding: 10px 0px 0px 15px;"|3. You can set up as many products as you want.
+
|style="padding: 10px 0px 30px 15px;"|Upgrading from version 3.X to 4.0 requires additional steps due to the changes in the module structure. Please follow the instructions carefully to ensure a smooth transition.
 +
# Optionally backup your language files and license.<br/>
 +
# Delete all old module files.<br/>
 +
# Upload new module files from version 4.0.<br/>
 +
# Re-add the license to license.php and reissue it in your client area.<br/>
 +
# Cron Job Update:<br/>
 +
#* Delete the old cron job.
 +
#* Kill the cron process.
 +
#* Run the upgrade command: <pre>php -q whmcs/modules/addons/AdvancedBilling4/cron/cron.php upgrade run "4.0.0" </pre>
 +
#* Set the new cron job, make sure to replace '' 'your_WHMCS' '' with your WHMCS directory path:  <pre>php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron </pre>
 
|}
 
|}
 +
 +
=Upgrade Guide=
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|4. If your client use currency that is not WHMCS base currency (for example, WHMCS base currency is €, while client uses $):
+
|style="padding: 10px 0px 30px 15px;"|Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?<br/> There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.<br/>
Invoice for him will be generated in his currency, while usage record and calculation in Advanced Billing will be using base currency.
+
 
 +
Opt for the [https://www.modulesgarden.com/products/whmcs/advanced-billing#open-source-version Open Source version] of your Advanced Billing For WHMCS module to unlock these benefits.<br/> Simply click on either the '''Get Source Code''' or '''Upgrade To Lifetime''' button found on the product's page in our client area to complete the one-step upgrade process, with a '''dedicated discount''' already applied.<br/>
 +
 
 +
Follow a [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module comprehensive guide] covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.  
 
|}
 
|}
  
 
=Common Problems=
 
=Common Problems=
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|1. When you will see an error message as shown on the screen below, that means your '' 'cron' '' directory privileges are insufficient.<br />
+
|style="padding: 0px 0px 10px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
To fix this, allow <strong>Read</strong> permissions to directory. In most cases chmod 755 solves the problem.
+
|}
 +
{|
 +
|style="padding: 0px 0px 5px 15px;"|2. Cron Threads feature currently does not work for the EasyDCIM submodule. In case you have enabled Cron Threads, cron tasks for EasyDCIM submodule will be executed in a basic way.<br/>
 +
This option will be implemented in future releases of the Advanced Billing module.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 25px;"|[[File:AB2_39.png]]
+
|style="padding: 0px 0px 10px 15px;"|3. If you encounter metric calculation problems with OpenStack Projects products, make sure you are using version '''1.9.0 or newer''' of OpenStack Projects, as earlier versions are not supported.
 
|}
 
|}
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|2. When you have problems with connection, check whether your SELinux or firewall is not blocking ports.
+
|style="padding: 0px 0px 30px 15px;"|4. If you encounter the error message: <code>"You cannot enable the option. Please check the option configuration."</code> when trying to enable auto upgrade for a group, make sure all the conditions are met:
 +
* ''Upgrade Rules'' have been properly defined under the Upgrade Rules tab.
 +
* ''Downgrade Rules'' have also been set in the Downgrade Rules tab.
 +
* The ''Change Package'' process has been reviewed and confirmed.
 
|}
 
|}

Latest revision as of 10:10, 15 May 2025

Contents

[edit] About Advanced Billing For WHMCS

Advanced Billing For WHMCS enables you to implement flexible billing models based on the actual usage of resources such as bandwidth, CPU, and other server capabilities.

This module supports multiple currencies and offers various billing options, including hourly billing, credit billing, and recurring billing.
It automatically generates invoices according to your preferred settings and at customizable intervals, sending them directly to your customers.
Additionally, clients can set up email reminders to notify them when they reach or exceed specified resource usage limits.

Advanced Billing For WHMCS is compatible with many popular modules, including cPanel, Plesk, and SolusVM, as well as a variety of ModulesGarden products.

The Wiki page for Advanced Billing For WHMCS 3.x can be found here.

  • Core Features:
✔ Hourly Billing For Any WHMCS Module
✔ Specific Resources Billing For Integrated WHMCS Modules
✔ Configure And Manage Individual Product Billing
✔ View Billing Calculated Per:
✔ Single Service
✔ Cloud-Based Service Item - Proxmox VE Cloud VPS For WHMCS, SolusVM 2 VPS & Cloud For WHMCS
✔ View List Of Current And Archived Billable Items For Next Invoices
✔ View Item Resource Usage History
✔ Manage Awaiting Invoices And Convert Them To Invoices
✔ Define Summary Calculation Method
✔ Define Time Period Between Resource Usage Checks
✔ Configure Multithreaded Cron Job Settings
✔ Set Clearance Automation For Item Archive
✔ Customize Module Language Files With "Translations" Tool
✔ Control Staff Access Level To Specific Resources With ACL
✔ View And Manage Logs
  • 'Credit Billing' Configuration:
✔ Generate Invoice Every X Days
✔ Define Minimum Amount Of Credits To Charge
✔ Notify Clients Via Email About Low Credit Amount On Their Account
✔ Automatically Suspend Account When Client Is Out Of Credits - With Override Support
✔ Define Invoice Payment Due Date
✔ List Summary Credit Billing Charges Of Any Hosting
✔ Refund Credit Payment To Client
✔ Use Client Credits To Pay Invoices
  • 'Fixed Pricing' Configuration:
✔ Bill Clients With Fixed Amount For Active Service Usage After X Hours
✔ Define Number Of Hours For Service To Be Active
✔ Automatically Apply Credits If Available In Client Balance
✔ Add Tax To Generated Invoices
✔ Define Invoice Payment Due Date
✔ Define Fixed Payment Amounts In Available Currencies
  • 'Prepaid Billing' Configuration:
✔ Enable Clients To Top Up Account With Credits Available For Hosting
✔ Define Minimum Amount Of Credits To Top Up Account
✔ Generate Billing Overview Every X Days
✔ Access Billing Overview Of Credit Usage By Client
✔ Notify Clients Via Email About Low Credit Amount On Their Account
✔ Automatically Suspend Account When Client Is Out Of Credits
✔ Automatically Refill Client Credit Balance With Their WHMCS Credits
✔ Define Invoice Payment Due Date When Topping Up Account
  • 'Recurring Billing' Configuration:
✔ Bill On Account Termination
✔ Bill When Invoice Is Generated For Hosting
✔ Bill On Specific Day Of Month
✔ Bill Every X Days
✔ Define Minimum Billing Amount
✔ Automatically Generate Invoice
✔ Define Invoice Payment Due Date
✔ Automatically Apply Credits
✔ Display Advanced Billing Information
✔ Apply Discounts To Client Groups
  • 'Notifications' Configuration:
✔ Allow Clients To Create Multiple Resource Usage Reminders:
✔ Define Frequency Of Resource Checks
✔ Define Frequency Of Notifications
✔ Define Resource Usage Limits
✔ Define Maximum Number Of Reminders That Clients May Create
✔ Send Email Reminders To Clients Once Limit Is Reached Or Exceeded
✔ Choose Reminder Email Template
  • 'Usage Records' Configuration:
✔ Define Period For Counted Resource Usage
✔ Define Resource Usage Counting Precision
✔ Show History Of Resource Usage
✔ Display Usage Records Pricing
✔ Show Usage Details Per Subitem
  • 'Free Limit' Configuration:
✔ Use Product Configurable Options To Define Maximum Amount Of Usage Records That Will Not Be Charged
  • 'Graphs' Configuration:
✔ View Graphs In Admin And Client Area
✔ Generate Time Graphs Of Chosen Resource Usage
✔ Show Data For Selected Time Period
✔ View Disk Storage Used To Archive Data
  • 'Product Auto Upgrade' Configuration:
✔ Live Upgrade/Downgrade Of Products Along With Their Configurable Options Depending On Used Resources
✔ Admin Area:
✔ Define Product Auto Upgrade Groups
✔ Enable/Disable Product Auto Upgrade Groups
✔ Create Product Auto Upgrade Options
✔ Assign Product To Option - Configurable Options Support
✔ Define Options Upgrade/Downgrade Rules
✔ Set Up Minimum Upgrade/Downgrade Interval
✔ Enable/Disable Any Product Auto Upgrade Option
✔ Drag & Drop To Reorder Options
✔ Define Client Area Features
✔ View List Of Hosting Accounts Altered By Product Auto Upgrade
✔ Access Product Auto Upgrade History Of Any Hosting
✔ Client Area:
✔ Enable/Disable Product Auto Upgrade And Product Auto Upgrade Options
✔ Manage Product Auto Upgrade Option Rules
✔ Set Up Minimum Upgrade/Downgrade Interval
✔ View Product Auto Upgrade History Per Product
✔ Set Up Notifications Rules
✔ Define Minimum Notification Interval
  • Service Cancellation' Configuration:
✔ Allow Clients To Instantly Terminate Their Services, Stop Billing And Issue Applicable Refund
  • Supported Modules:
cPanel Extended & cPanel Integration: Hourly, Bandwidth, Storage, Databases, Addon Domains, Subdomains, Parked Domains, Domain Forwarders, FTP Accounts, Installed Applications, Email Accounts
DigitalOcean Droplets Integration: Hourly, Memory, Disk, Backups, Volumes, vCPUs, Size, Snapshots
DirectAdmin Extended & DirectAdmin Integration: Hourly, Bandwidth, Storage, Subdomains, Domain Pointers, FTP Accounts, MySQL Databases, Virtual Domains, Mailing Lists, POP Accounts, Email Forwarders, Email Autoresponders
EasyDCIM Dedicated Servers Integration: Bandwidth IN/OUT/TOTAL, 95th Percentile IN/OUT/TOTAL Bandwidth Overages
EasyDCIM Colocation Integration: Bandwidth IN/OUT/TOTAL, 95th Percentile Bandwidth IN/OUT/TOTAL Overages, Power Usage
Hetzner Cloud Servers Integration: Backups, CPU Usage, CPUs, Disk, Disk Bandwidth Read, Disk Bandwidth Write, Disk IOPS Read, Disk IOPS Write, Floating IP Addresses, Hourly, Ingoing Traffic, Memory, Network Bandwidth In, Network Bandwidth Out,
Network PPS In, Network PPS Out, Outgoing Traffic, Snapshots, Volumes
OpenStack Projects Integration (V1.9.0 And Higher): CPU Time, Disk Device Read Bandwidth, Disk Device Read Requests, Disk Device Write Bandwidth, Disk Device Write Requests, (Custom) Floating IPs, Image Size, (Custom) IP Addresses, Load Balancers, Memory,
Memory Usage, (Custom) Network Incoming Bytes Bandwidth, (Custom) Network Incoming Packets, (Custom) Network Outgoing Bytes Bandwidth, (Custom) Network Outgoing Packets, OS Images, Snapshot Size, Storage Volumes, VCPU Cores, Volume Size
OpenStack VPS & Cloud Integration: Hourly, vCPU Cores, Memory Usage, CPU Utilization, Incoming Bandwidth, Outgoing Bandwidth, Disk Root Used, Disk I/O Read, Disk I/O Write, Floating IP Address, Fixed IP Address, Backups Number, Load Balancers
Plesk Extended & Plesk Integration: Hourly, Subdomains, Disk Space, Email Boxes, Sites, Redirects, Mail Groups, Autoresponders, Mailing Lists, Users, Databases, Webapps, Traffic
Proxmox VE Cloud VPS Integration: Disk Usage (LXC), Disk Size, Bandwidth IN, Bandwidth OUT, Bandwidth Total, Memory Usage, Memory Size, Backups, CPU Number, CPU Usage, CPU Cores Usage, Snapshots
Proxmox VE VPS & Cloud Integration: Hourly, Disk Usage (LXC), Bandwidth IN, Bandwidth OUT, Bandwidth Total, Memory Usage, Backups Usage, CPU Number, CPU Usage, CPU Cores Usage, Snapshots
Rackspace Email Extended Integration: Hourly, Mailbox Storage, Mailboxes, Sync Licenses, Blackberry Licenses, Exchange Storage, Exchange Mailboxes
SolusVM Extended Cloud Integration: Available Disk Size, Disk Usage, Available Bandwidth, Available Memory, Cores, IP Addresses, Disk Usage, Memory Usage (except KVM virtualization), Bandwidth Used
SolusVM Extended VPS & SolusVM Integration: Hourly, Disk Usage, Available Disk Size, Memory Usage (except KVM virtualization), Available Memory, Bandwidth Used, Bandwidth Total, CPU Number, Swap-Burst, IPv4, IPv6, Internal IP Addresses
SolusVM 2 VPS & Cloud & SolusVM 2.0 Integration: Backups, CPU Units, Disk, Hourly, Images, IPv4, IPv6, Memory Usage
✔ Virtualizor Integration: Bandwidth Usage, CPU Units, CPU Cores, CPU Usage, Disk Size, Disk Usage, RAM Size, RAM Usage, Network Speed IN, Network Speed OUT, I/O Disk Read, I/O Disk Write, IPv4 Addresses, IPv6 Addresses
Virtuozzo Hybrid Infrastructure S3 Integration: OPS Other, OPS GET, OPS PUT, OPS LIST, OPS Total and Uploaded, Downloaded, Storage
Virtuozzo Hybrid Server Integration: Templates, CPU Usage, Memory, Bandwidth IN, Bandwidth OUT, Disk Used, Backups Usage
Zimbra & Carbonio Email Integration: Hourly, Mailboxes, Email Aliases, Domain Aliases, Storage
  • General Info:
✔ Count Usage Of All Accounts Assigned To Reseller - cPanel, cPanel Extended, DirectAdmin & DirectAdmin Extended
✔ Fast Billing Calculation Via Multithreading Cron Jobs
✔ Multi-Currency Support
✔ Multi-Language Support With Custom Translations Tool
✔ Supports PHP 8.3 Back To PHP 8.1
✔ Supports WHMCS Themes "Six" And "Twenty-One"
✔ Supports WHMCS V8.13 Back To WHMCS V8.9
✔ Requires ionCube Loader V14 Or Later
✔ Easy Module Upgrade To Open Source Version

[edit] Installation

In this tutorial, we will show you how to successfully install and manage Advanced Billing For WHMCS.

We will guide you step by step through the whole installation and configuration process.

1. Log in to our client area and download the module.
AB4 1.png
2. Extract the package and upload its content into the main WHMCS directory.

The content of the package to upload should look like this.

AB4 2.png
3. When you install Advanced Billing For WHMCS for the first time you have to rename 'license_RENAME.php' file.

File is located in 'modules/addons/AdvancedBilling4/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

AB4 2 1.png
4. In order to configure your license key, you have to edit a previously renamed 'license.php' file.

Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

AB4 2 2.png
5. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Click 'System Settings' , then choose 'Addon Modules'.
Afterward, find 'Advanced Billing' and press the 'Activate' button.

AB4 3.png
6. In the next step, you need to permit access to this module.

To do so, click on the 'Configure' button, tick the desired admin roles, and press 'Save Changes'.

AB4 4.png
7. The final step is to configure the cron job.

Navigate to: WHMCS → Addons → Advanced Billing → Settings → Cron Job Settings page to obtain the correct cron command.
Once you have the command, manually add it to your server's crontab. We recommend setting it to run every 5 minutes:

 php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron  

Note: This cron starts a background, continuous process. The 5-minute interval is a backup mechanism that ensures the process restarts automatically if it stops for any reason.
In normal operation, only one process remains active at a time.

[edit] Configuration and Management

Advanced Billing For WHMCS is a module that allows you to set up flexible billing models based on your client's actual usage of resources like bandwidth and CPU.

Refer to the manual below to learn how to configure the module and make full use of its extensive features.

[edit] Products

To enable Advanced Billing For WHMCS features for a product, navigate to 'Addons' 'Advanced Billing' 'Products' and click on the 'Add Product' button.

Select your product from the dropdown list.

AB4 6.png
Once your products are added use the action buttons to:
  • Set Pricing
  • Configure Settings
  • Show Related Items
  • Delete Product from the List
AB4 7.png

[edit] Pricing

Set pricing for each usage record for a product.

The pricing list includes information on each usage record:

  • Name
  • Unit
  • Billing Status
  • Extended Pricing

Click on the 'Edit' button to set up billing for a usage record.

AB4 8.png
Under the general tab you can:
  • Enable or Disable Billing for the Record
  • Select Billing Type
    • Last - calculates the total based on the most recent reading only.
    • Summary - sums all collected records and bills based on the cumulative amount.
    • Hourly - averages hourly readings and bills according to that average.
  • Select Unit
AB4 9.png
The pricing tab is where you set:
  • Price - the value per unit that clients will be billed with.
  • Free Usage Amount - the number of set units that, when exceeded, will enable billing.
AB4 10.png

[edit] Product Configuration

The 'Settings' action will take you to the configuration window where you can adjust various features for the product.

[edit] Product Settings

Set general product settings related to summaries, cron frequency and client area integration.
  • Cron Frequency - define how often the cron will run for the product. Use seconds as the unit.
  • Summary Calculation Method - choose how summaries are calculated:
    • Total Sum
    • Total Average (Hourly only)
  • Client Area Integration - toggle to enable client area integration for the product, this option does not add features on its own but is a requisite for other functions to be displayed in the client area.
AB4 11.png

[edit] Module Settings

Configure product module-specific settings such as:

cPanel Extended

  • Application Manager
  • cPanel Theme

Proxmox VE Cloud VPS

  • Free IPv4 Addresses
  • Free IPv6 Addresses

OpenStack

  • OpenStack Timezone
  • Local Timezone

and more.

AB4 12.png

[edit] Credit Billing

Credit Billing allows your clients to be charged with their credits instead of the standard methods.
Note: This function is separate from the WHMCS 'Credit Balance'.

Enable the functionality with the 'Enable Credit Billing' toggle and configure the details:

  • Create Invoice Every - dictates how often invoices are generated for the product.
  • Minimum Credit - the minimum amount that will be charged from the client account credit balance.
  • Low Credit Notification - if this value is higher than the credits on the client's account, an email will be sent to your client regarding the low credit amount.
  • Email Interval - defines how often low credit notification email will be sent, the interval refers to the number of days.
  • Autosuspend - when the credit balance reaches 0, the product ordered by the client is automatically suspended and an invoice reminding of the lacking amount will be generated.
    Note: This function also takes account of the ''Override Auto-Suspend' feature.
  • Due Date - determines how many days after the invoice is generated the payment is due.
  • Use Client Credits - if enabled, the invoices can be paid with the client credits. If disabled, the default payment method will be used.
AB4 13.png

[edit] Fixed Pricing

Fixed Billing charges clients a set amount after a specified number of hours of active service usage.
This feature lets you define a fixed price per product, billed automatically once the usage threshold is reached.
  • Auto Apply Credits - enable to automatically apply user credits if available.
  • Tax - if enabled, the tax will be added to the created invoice.
  • Hours - define a number of hours that must pass before the service is billed at a monthly rate.
  • Due Date - define payment due date.
  • Currency - set the pricing amount in any currency to bill clients after a declared number of hours has passed.
AB4 14.png

[edit] Prepaid Billing

Prepaid Billing enables charging clients directly from their prepaid credit balance.
It also provides summary billing, combining charges into a single summary instead of generating separate invoices.
  • Billing Overview Interval (Days) - define how often billing overviews should be refreshed.
  • Minimum Credit - determine the minimum amount that will be charged from the client's account.
  • Low Credit Notification - define the credit balance low point when an email notification will be sent.
  • Email Interval - set interval for email notifications, measured in days.
  • Autosuspend - suspend the account automatically if the user does not have sufficient funds.
  • Due Date - number of days between the invoice being generated and due date.
AB4 15.png
The client area will include the summations and a way for the client to top up his credit balance.

After the client indicates the amount of credits to be added to his account, an invoice will be generated for it.
Only after the invoice is paid, will the client receive the credits.

AB4 13 1.png

[edit] Recurring Billing

Recurring Billing automatically charges clients on a regular schedule for their products.
This feature simplifies ongoing payments by setting up recurring billing cycles.
  • Invoice on Termination - when the account connected with your module is terminated, an invoice for the account will be generated.
  • Billing Type - enables you to choose how to bill your client.
    • Bill On Invoice Generated - new items will appear on the renewal invoice for the hosting account just as it is generated by WHMCS.
    • Bill On Specific Day - generates invoices each month on the day specified in the 'Billing Type Value'.
    • Bill Every X Days - generates an invoice each X days where X is the number specified in the 'Billing Type Value' field.
  • Due Date - the number of days in which your customers will have to pay the invoice.
  • Auto Generate Invoice - if enabled, the invoices are automatically generated and sent directly to your customers.
  • Auto Apply Credits - automatically applies any available credits when an invoice is created. Works only if the 'Auto Generate Invoice' option is enabled.
  • Show Advanced Billing Information - this will replace any 'Billing Cycle' with 'Hourly Billing' on the product management page in the client area.
  • Apply Group Discount - enable if you want to apply the discount to the invoice set in the client group.
AB4 16.png

[edit] Notifications

Notifications allow clients to set up email reminders that are sent when their resource usage reaches or exceeds specified limits.
This feature helps clients stay informed about their usage and avoid unexpected charges.
  • Reminder Limit - limit how many reminders a client can create.
  • Email Template - email template that will be used.
AB4 17.png
The predefined 'Advanced Billing Resource Usage Reminder' features variables that you can also use in your own templates:
  • {$reminder_name} - the name of a reminder set by a client.
  • {$type} - the resource type for which the limit has been set by a client. E. g. 'Storage' , 'Bandwidth' etc.
  • {$usage} - the current recorded usage value of the resource type the limit is set for.
  • {$limit} - the limit value defined by a client whose reaching or exceeding results in sending the notification.
  • {$unit} - the unit of the billed record. E.g. 'MB' , 'GB' etc.
AB4 17 2.png
Once the function is enabled, clients will see the 'Reminders' table where they can add and manage their notifications.

To add a new notification click on the 'Add Reminder' button.

AB4 17 1.png
Provide the following:
  • Name - name your reminder, it is used in the default notification template.
  • Checks Frequency - how often a resource check is performed, in hours.
  • Reminders Frequency - limits how often a reminder can be sent, in hours.
AB4 17 3.png
Once the reminder is added, it can be managed using the action buttons:
  • Edit Reminder
  • Define Limits
  • Delete
AB4 17 4.png
While defining the limits, you can scroll the list of resources horizontally.
The fields for each include:
  • Used - current recorded usage of the given resource.
  • Operator - logical operator used for the argument.
  • Value - the value for the logical operation.

For example, we can set the reminder to be sent after the bandwidth is 'is more' than 20000MB, as shown on the screen below.

AB4 17 5.png
Make sure to enable the reminder after the limits are defined for it.
AB4 17 6.png

[edit] Usage Records

Usage Records displays clients' resource usage data and usage history directly on the product page in the client area.
This feature allows clients to easily track their resource consumption over time.
  • Display Summary From - defines the period for which usage records will be counted.
  • Usage Records Precision - the number of decimal digits indicating the precision of usage records.
  • Records History - displays history of usage records.
  • Display Usage Records Pricing - displays usage record pricing for the product during the order process.
  • Show Usage Details Per Subitem - display detailed usage history for subitems in cloud services.
    Additional usage details will be listed in the 'Usage Details Per Subitems' on the service page in the client area.
AB4 18.png
Enabling the extension will display the current usage in the client area.
Enabling the 'Records History' function will also display usage from previous periods.
AB4 18 2.png
The 'Display Usage Records Pricing' will display the pricing table when clients prepare thier order.
AB4 18 1.png
The 'Show Usage Details Per Subitem' will display detailed usage history for subitems in cloud services.
Additional usage details will be listed in the Usage Details Per Subitems on the service page in the client area.

Note: The screen below is taken from the Proxmox VE Cloud VPS product view, not cPanel Extended, as all other illustrations in this section.

AB4 18 3.png

[edit] Free Limit

Free Limit allows you to set free usage limits for a product based on its Configurable Options.

This feature enables precise control over complimentary usage thresholds before charges apply.
After enabling the feature with the 'Enable Free Limit' toggle, select the configurable options responsible for the resources below.
The configurable option has to be created for the product first. The configurable option value represents the resource in units selected under 'Products' 'Pricing'.
Leave fields empty, to not enable the free limit on selected resources.

AB4 19.png

[edit] Graphs

Graphs provide a graphical display of usage records for each configured service.
This feature helps visualize resource consumption trends over time.
Use the 'Show Enabled Records Only' option to hide records with no pricing enabled.
AB4 20.png
With the functionality enabled, clients will find a graph of their usage displayed in the client area.

They will be able to change the graph's scope and resources displayed.

AB4 20 1.png

[edit] Product Auto Upgrade

Product Auto Upgrade automatically upgrades or downgrades products based on resource usage, following the rules you set.
Clients can choose whether to allow automatic adjustments and can even configure their own rules for product resizing.

For more information on available settings, visit the Product Auto Upgrade Management section.

AB4 21.png
Depending on the settings, clients will be able to:
  • Enable/disable automatic upgrades for their product.
  • Set a minimum time interval that has to pass between upgrades.
  • Include/exclude certain upgrade options.
  • See and/or change upgrade conditions.
  • See their upgrade history.
  • Set upgrade notifications based on resource usage.
AB4 21 1.png

[edit] Service Cancellation

When enabled, this setting allows clients to immediately terminate their service directly from the product page in the client area.

The cancellation bypasses the standard queue, and the service is terminated right away.
Billing is stopped instantly, and if applicable, any remaining balance is refunded.

AB4 21 2.png
In the client area, an additional box will appear at the very bottom of the product page with a "Cancel Service" button.
Clients can click this button, provide a reason for cancellation, and confirm the action. The service will then be terminated immediately.
AB4 21 3.png
AB4 21 4.png

[edit] Items

Items with resource usage counted can be found in the 'Items' section.

The 'Item List' includes current billable items, while the 'Item Archive' lists historical items that are already billed.

[edit] Item List

You can find the 'Item List' under 'Items'.

The list includes information such as:

  • Item ID
  • Hosting Name
  • Client Name
  • Total Amount
  • Last update

And action button responsible for:

  • Viewing details
  • Viewing the graph
  • Deleting the item from the list
AB4 22.png
You can mark multiple items with the mass delete function when necessary as well.
AB4 23.png
Clicking on the 'View Details' button will display the page with all the usage recorded.

The page includes action buttons responsible for:

  • Deleting the item
  • Generating an invoice for the item
AB4 24.png
The 'View Graph' button will in turn display a resource usage graph for the item.
You can aspects of the graph scope by clicking on the 'Edit' button.
AB4 25.png
Select the resources and time scope you would like the graph to include.
AB4 26.png

[edit] Item Archive

You can find the 'Item Archive' under 'Items'.
It included items that are already billed.

The list includes information such as:

  • Item ID
  • Hosting Name
  • Client Name

And action button responsible for:

  • Viewing details
  • Deleting the item from the list
AB4 27.png
You can mark multiple items with the mass delete function when necessary as well.
AB4 28.png
Finally, you can flush your archive, deleting items meeting the criteria set in Item Archive Configuration.
AB4 28 1.png

[edit] Billing

All billing related management can be found under the 'Billing' section.

This includes 'Invoices' and 'Credits'.

[edit] Invoices

Invoices created both automatically and manually can be found here.

The invoice list includes:

  • Invoice ID
  • Client Name
  • Hosting Name
  • Product Name
  • Total
  • Date
  • Due Date

And action buttons responsible for:

  • Generating the invoice
  • Displaying details
  • Deleting the invoice
AB4 30.png
You can also utilize the mass function to generate or delete multiple invoices at once.
AB4 31.png
Invoice details consist of editable fields such as:
  • Invoice Date
  • Invoice Due Date

and every billed item with its:

  • Description
  • Amount
  • Tax toggle
AB4 32.png

[edit] Credits

This tab lists all credit top-ups issued by the clients with the 'Credit Billing' function.

The list includes:

  • Client Name
  • Hosting
  • Credits Reserved
  • Amount Paid

and an action button allowing the admin to 'Refund' the credits to WHMCS 'Credit Balance'.

AB4 33.png
Multiple top-ups can be selected to refund them at the same time.
AB4 33 1.png

[edit] Product Auto Upgrade Management

Under the 'Product auto Upgrade' you will be able to find tools to create and manage the auto upgrades based on resource usage.

This section is only relevant for products with the Product Auto Upgrade function enabled.

[edit] Configuration

Find the 'Configuration' tab under ' Product Auto Upgrade' and click on 'Add Group' to add a new group.
AB4 34.png
As you create the group, complete the following fields:
  • Name - name the group, the name will not be visible to clients.
  • Product - select the product the group will be applicable for.
  • Configurable Options Group - optionally include a configurable options group.
AB4 34 1.png
Once the group is added, the action buttons will allow you to:
  • Edit the group's settings.
  • Add and manage upgrade options within the group.
  • Delete the group from the list.
AB4 35.png
While editing the settings you will be able to change:
  • Group Name
  • Server Type
  • Time Interval - how often upgrades can happen (in minutes).
  • Notification Time Interval - how often the notification can be sent (in minutes).
AB4 36.png
You can also change what the client is allowed to do:
  • Client Rules Configuration - display rules configuration in the client area.
  • Rules Configuration - enable clients to change the upgrade rules for themselves.
  • Rules Disable - permit clients to disable some of the upgrade rules.
  • Time Interval - give clients the option to modify upgrades time interval.
  • Time Interval Values - define the allowed range for upgrades time interval (minutes).
  • Notifications - allow clients to manage notifications.
  • Notifications Time Interval - allow clients to modify notifications time interval.
  • Notifications Time Interval Values - define the allowed range for notifications time interval (minutes).
AB4 37.png

[edit] Option Configuration

The 'Options' action will take you to a page where you can define upgrade/downgrade options within the group and manage their status.

Before you can enable the Product Auto Upgrade single option, make sure the following configuration steps are completed:

  • Define "Upgrade Rules" – Go to the "Upgrade Rules" tab and set how resources or products should be upgraded. (Use Edit icon in action buttons).
  • Define "Downgrade Rules" – Open the "Downgrade Rules" tab and set up the conditions for product downgrades. (Use Edit icon in action buttons).
  • Confirm the "Change Package" – Once the rules are set, complete the configuration by approving the Change Package process.

All three steps must be completed before the toggle can be set to Enabled. Otherwise, you may encounter the following error message: You cannot enable the option. Please check the option configuration.

To start, simply click the Add Option button and name your new option.

AB4 38.png
After the option is added, it will appear on the list. Use the action buttons to perform actions:
  • Edit – Define the upgrade and downgrade rules by selecting the appropriate Comparison Type and Threshold for each option.
AB4 41.png
  • Change Package – Select the package that will be used for this option. This step is required to finalize the rule configuration.
AB4 39.png
  • Change Description – Add custom descriptions for each option configuration.
  • Delete – Remove the option from the group.
AB4 39 0.png
You can also use the mass action tools to delete or change packages for multiple options at once.
AB4 40.png

[edit] Accounts

Services or 'Accounts' that make use of the 'Product Auto Upgrade' are recorded and listed in the 'Accounts' section under 'Product Auto Upgrades'.

The list includes information such as:

  • Hosting ID
  • Client Name
  • Product Name
  • Option ID

The 'Details' action button will display more information on a specific account.

AB4 43.png
The details include a list of auto upgrades complete with:
  • Date of the update
  • Type
  • Option before the upgrade
  • Option after the upgrade
  • Message regarding the action taken
AB4 44.png

[edit] Client Area

Depending on the option's setting, several features can be made available to the client.

Assuming 'Client Rules Configuration' is enabled, clients will be able to change how their service interacts with the system by clicking on the 'Settings' icon under 'Auto Upgrade'.

AB4 44 1.png
Options may include:
  • Enable Auto Upgrade - can be turned off to disable auto upgrades altogether.
  • Time Interval - change the minimum time that has to pass between upgrades.
AB4 44 2.png
Under the 'Rules Options' tab, the client can select which rules to enable.
AB4 44 3.png
Service upgrades are recorded and displayed in the 'Auto Upgrade History' table.
AB4 44 4.png
Notification messages for upgrades can be set up by the user, first, click on the additional actions button.
AB4 44 5.png
Enable the function and select the interval between each message.
AB4 44 6.png
To add a new notification use the 'Add Notification' button.
AB4 44 7.png
Select the resource, comparison and unit for the notification.
AB4 44 8.png
You can add as many notifications as you would like.
Action buttons allow you to edit or delete the notification.
AB4 44 9.png

[edit] Settings

[edit] Cron Job Settings

This section provides the command required to initiate the billing process handled by the module. The cron job is essential to perform automated billing actions in the background.

Please manually add the below command to the crontab, remember to adjust the path to match your WHMCS installation:

 php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron    
The cron can be customized with the following options:
  • Cron Memory Limit - limit how much memory the cron can use (in megabytes). If exceeded, the cron will restart. Leave empty or set to 0' to disable the limit.
  • Cron Threads - toggle to enable cron threading.
  • Threads Limit - limit the number of threads for the above function.
  • Thread Accounts - limit the number of accounts per thread
  • Clear Logs - toggle to have the cron clear logs.
  • Clear After [days] - enter how old the logs have to be to be subject to clearing (in days). The default is 365 days.
AB4 5.png
Cron job additional options:
  • --force → Runs a single cron loop immediately.
  • --single → Forces execution of the module-specific cron.
  • --ignore-product-frequency → Runs cron without applying product frequency settings.
    Note: If you prefer not to run the module in daemon mode (as the module runs continuously by default), you can use these cron options to control execution manually.

[edit] Item Archive Configuration

In this section, you can set up the item archive to your preferences. The top of the tab includes a counter that lists the total archived items and how much disk space it occupies.
  • Clear Automatically - Enable to automatically clear the item archive under specified conditions.
  • Flush Interval - Decide how often (in days) the flush should happen.
  • Delete Archive Items Older than - Decide how old the archive items have to be to be subject for deletion during flush.
AB4 5 1.png

[edit] Other

Other useful tools and features directly related to the module functioning can be found in the 'Other' section.

This includes:

  • Translations Tool
  • Access Control
  • Module Logs

[edit] Translations

Customizing language files is now extremely easy with the "Translations" tool that is now available directly in the addon.
Its user-friendly design makes managing various language file tweaks a smooth and efficient process.

Prepare translations for the original English files with this handy built-in tool. For specific instructions on how to use this tool please refer to its dedicated article, you will find it here.

AB4 tr.png

[edit] Access Control

'Access Control' allows you to specify and control exactly which sections of the module can be accessed by your administrators.
The way it works is that you create access control rules in which you decide if a specific admin, or admin role has full access, or is restricted to only specific sections.

For more detailed information on the available modules that include this tool, please refer to the Access Control Tools Wiki Page.

[edit] Rules

Start with creating a new rule, click on the 'Create Rule' button and a dedicated form will appear. Below you will find a description of every field required in the form.

AB4 46.png
Fill out the following fields to create resources access rule:
  • Rule Name - Pick a name for your rule.
  • Grant Full Access - Enable to grant full access to all sections of the module to the specified personnel. Disable to specify in two additional fields below, to which resources access will be granted, and to which it will be denied.
  • Allow Access To - Designate the resources that the specified personnel will have access to.
  • Restrict Access To - Specify the resources that the specified personnel will not have access to.
  • Administrators - Specify which singular administrators will be subject to the new rule. If the specific administrator is already included in the group you have picked, you do not need to add him separately.
    Note: All restrictions for specific administrators are summed with the restrictions on their role groups, across all rules.
  • Administrator Roles - Specify which administrator role groups will be subject to the new rule.

Important: When picking specific sections, keep in mind that allowing a parent section will also allow all of its children.
For example by allowing 'Access Control' you allow every section of it
If you would like to give access to everything about Access Control, but the ability to delete logs, you can pick 'Access Control' in 'Allow Access To' and then 'Access Control → Logs → Delete' in 'Restrict Access To.'
Restrict takes precedence over Allow, so if a specific section is included in both, it will be restricted.

AB4 47.png
To edit or delete existing rules, use the icons to the right.
AB4 48.png

[edit] Resources

Use the toggles in the 'Resources' section to specify which of them should be subject to logging, found in the 'Logs' section.
Every time an administrator requests a toggled resource, it will be recorded.
AB4 49.png

[edit] Access Control Logs

The logs section includes:
  • Log ID
  • Name of the administrator
  • Requested resource
  • Applied Resource
  • Rule Name
  • Date

Use the trash bin icons to delete specific logs, or utilize the mass action function to delete multiple logs at once.

AB4 50.png

[edit] Logs

The 'Logs' section under 'Other' is where the module logs are stored.

You can filter the module logs by type with the 'Show' buttons:

  • Error
  • Info
  • Both (Total)
AB4 51.png
You can delete logs either one by one or with the mass function.
AB4 52.png
Additional actions include:
  • Logging Settings
  • Log Export
  • Rule Based Deletion
AB4 53.png
In the settings you may decide:
  • Log Types - which type of logs should be recorded.
  • Clear automatically - if you would like to automatically delete logs older than defined number of days.
  • Delete Logs Older Than - how many days should pass before logs are automatically deleted.
AB4 54.png
While exporting you will have to specify which logs to export:
  • From
  • To
  • Log Types
AB4 55.png
You may also delete specific logs without finding them manually.
Simply define:
  • Log Types
  • Delete Logs Older Than
AB4 56.png

[edit] Use Cases

This section provides sample scenarios that demonstrate common use cases, showing how the module’s features can be applied in real-world situations.

Explore the examples below for practical insights into how the module works.

[edit] Flexible Cloud Services with Prepaid Billing and Cost Control

With Advanced Billing For WHMCS, you can deliver a cloud-like experience that gives clients full control over resource selection, deployment, and billing preferences.
Clients can top up their account balance and then deploy and manage virtual machines on demand, eliminating the need for separate orders.

You benefit from full cost transparency, a secure prepaid system, and automated billing, while your clients enjoy fast provisioning and real-time insights into their usage and expenses.

[edit] Key Benefits

  • Client autonomy - Clients pay once, top up their accounts, and deploy services anytime, without additional steps for approval.
  • Real-time cost overview - Clients can monitor daily costs, projected expenses, and pricing per resource (CPU, RAM, bandwidth).
  • Secure prepaid billing - Services activate only after funds are deposited, eliminating unpaid usage risks.
  • Self-service top-ups - Clients add credit anytime from the WHMCS client area.
AB4 56 0.png
  • Usage analytics - Clients gain access to detailed, near real-time tracking of individual resource usage.
AB4 56 1.png
  • Visual insights - Clients can view usage patterns through clear, intuitive graphical representations.
AB4 56 2.png
Billing options available in the module:
  • Prepaid Billing - Deducts charges from the client's prepaid credit balance, consolidating multiple charges into a single summary invoice, making it ideal for dynamic cloud environments.
  • Credit Billing - Deducts costs from a client's available credit instead of using standard payment methods.
  • Recurring Billing - Automatically charges clients at set intervals for their services.
  • Fixed Pricing - Bills a fixed amount after a defined number of usage hours. Suitable for predefined pricing plans.

[edit] Recommended Integrations

For cloud deployments, we recommend starting with:

For enterprise-level solutions, you may use:

[edit] Configuration steps

1. Install and configure your provisioning module. In this example, we use OpenStack Projects For WHMCS module.
Follow the installation guide to prepare the product for Advanced Billing integration.
AB4 57 5.png
2. Define pricing for each usage record.
AB4 57 9.png
3. Move to Product Settings of the OpenStack Projects product and adjust the following:
  • Cron Frequency - Set how often the cron should run (in seconds).
  • Summary Calculation Method - Choose between:
    • Total Sum
    • Total Average (Hourly only)
  • Client Area Integration - Enable to allow features like usage overviews and resource summaries to appear in the client area.
AB4 57 10.png
4. Enable and configure Prepaid Billing for the product an dfine-tune the billing behaviour:
  • Billing Overview Interval (Days) - Frequency for generating billing summaries.
  • Minimum Credit - Minimum charge amount per deduction cycle.
  • Low Credit Notification - Credit threshold that triggers a low balance warning.
  • Email Interval - Time (in days) between low balance reminder emails.
  • Autosuspend - Automatically suspend service if the client has insufficient funds.
  • Due Date - Days between invoice creation and due date (used if invoice generation is active).
AB4 57 6.png
5. Activate optional extensions for advanced usage visibility. We recommend activating:
  • Usage Records – for precise, near real-time tracking of resource consumption.
  • Graphs – for graphical visualization of usage trends in the client area.
AB4 57 7.png
6. That is all. Your configuration is complete. From this point on, Advanced Billing For WHMCS will handle cost tracking and charging automatically.

Your clients can now top up their balance, deploy services, monitor usage, and manage everything directly from the WHMCS client area.

AB4 57 8.png

[edit] Tips

1. In version 4.0, the "Extensions" section has been removed, so the module license must now be placed in the "license.php" file.
If upgrading from version V3.X, re-add the license to the "license.php" file and reissue it from your client area panel.

[edit] Update Instructions

Essential guidance through the process of updating the module is offered here

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.
Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.

[edit] Module Upgrade From V3.X to V4.X

Upgrading from version 3.X to 4.0 requires additional steps due to the changes in the module structure. Please follow the instructions carefully to ensure a smooth transition.
  1. Optionally backup your language files and license.
  2. Delete all old module files.
  3. Upload new module files from version 4.0.
  4. Re-add the license to license.php and reissue it in your client area.
  5. Cron Job Update:
    • Delete the old cron job.
    • Kill the cron process.
    • Run the upgrade command:
      php -q whmcs/modules/addons/AdvancedBilling4/cron/cron.php upgrade run "4.0.0" 
    • Set the new cron job, make sure to replace 'your_WHMCS' with your WHMCS directory path:
      php -q /your_WHMCS/modules/addons/AdvancedBilling4/cron/cron.php cron 

[edit] Upgrade Guide

Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?
There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.

Opt for the Open Source version of your Advanced Billing For WHMCS module to unlock these benefits.
Simply click on either the Get Source Code or Upgrade To Lifetime button found on the product's page in our client area to complete the one-step upgrade process, with a dedicated discount already applied.

Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.

[edit] Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
2. Cron Threads feature currently does not work for the EasyDCIM submodule. In case you have enabled Cron Threads, cron tasks for EasyDCIM submodule will be executed in a basic way.

This option will be implemented in future releases of the Advanced Billing module.

3. If you encounter metric calculation problems with OpenStack Projects products, make sure you are using version 1.9.0 or newer of OpenStack Projects, as earlier versions are not supported.
4. If you encounter the error message: "You cannot enable the option. Please check the option configuration." when trying to enable auto upgrade for a group, make sure all the conditions are met:
  • Upgrade Rules have been properly defined under the Upgrade Rules tab.
  • Downgrade Rules have also been set in the Downgrade Rules tab.
  • The Change Package process has been reviewed and confirmed.
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