Steps to Create Invoice in WHMCS
Streamline Your Billing Process
Step 1 - Log in to Your WHMCS Account
Begin by logging into your WHMCS account using your credentials. This will grant you access to the billing system.
Step 2 - Navigate to the Billing Section
Once logged in, navigate to the "Billing" section within your WHMCS dashboard. This is where you'll manage invoices.
Step 3 - Create a New Invoice
To get started on a new invoice, click the "Create Invoice" button, which triggers the invoice generation process.
Step 4 - Select the Client for the Invoice
Choose the client for whom you want to create the invoice. WHMCS allows you to associate invoices with specific clients.
Step 5 - Add Billable Items
Now, add the billable items to the invoice. These could be hosting plans, services, or any other products you're invoicing the client for.
Step 6 - Review and Send the Invoice
Thoroughly check the invoice for accuracy, including amounts, due dates, and taxes, and then send it to the client when everything looks good.
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