How to configure Automation Settings in WHMCS?

All automated processes such as: suspensions, unsuspensions, terminations, how far in advance to generate invoices, when overdue notices are sent, e-mail reminders, etc.. are all handled under Automation Settings. It’s the central place where the cron is controlled for it’s daily run.

This tutorial and the video following this, is created to guide you on configuring Automation Settings. Please note that, you must configure the Cron Job to run once per day inside your hosting control panel for the automated actions to occur.

  1. First as always log into your WHMCS admin panel and click the  Setup tab.setup-from-whmcs
  2. Select Automation Settings from the drop down list.choose-automation-settings
  3. In order for the automation settings to work, you must have the WHMCS cron job set up. For details on how this is done, watch the tutorial on Cron Jobs.
  4. The first box of settings controls automatic account suspension and termination. Note:  This will only function properly once WHMCS has been set up to work with your control panel(s).automation-module-functions
  5. Automatic suspension is already enabled. Let’s change the number of days a payment can be late before an account is suspended.enable-suspension-for-an-account
  6. Once a payment has been received, a suspended account will be automatically re-activated, as per this setting.enable-unsuspension-for-an-account-in-whmcs
  7. Click here if you want to enable automatic account Termination.enable-termination-for-a-whmcs-account
  8. You can change number of days past the due date to auto-terminate.billing-settings-for-an-account
  9. Scroll down to go to Billing Settings.
  10. The customer will always receive e-mail notification of the invoice when it’s generated the number of days before the due date specified.invoice-generation-billing-settings
  11. You can toggle additional reminders with this checkbox.payment-reminder-emails
  12. By default, only one overdue notice will be sent. You can specify second and even third overdue reminders here.billing-settings-for-an-account-interface
  13. Add the last Fee Days allows you to change the number of days to wait before applying the late fee.
  14. Next the settings that control automatic Credit Card Charging.
  15. You can specify the number of days before the due date to attempt to capture the payment here.process-days-before-due-settings
  16. You have the option of attempting the payment only.check-attempt-only-once-settings
  17. When a credit card on file is about to expire, WHMCS will notify the client on the specified date of the month
  18. There are only two currency auto update settings. By default, WHMCS will attempt to update the exchange rates every day automatically.currency-auto-update-settings
  19. Product prices, however, will not be updated daily to reflect the exchange rates unless you check this box.
  20. Now scroll down to the Domain Reminder Settings. This allow you to specify the frequency at which notices will be sent prior to a domain name’s renewal date. You can send up to five notices.domain-reminder-settings
  21. Here you can auto-close inactive support tickets after a specified number of
  22. You’ll probably want to leave the Miscellaneous settings as the defaults.set-miscellaneous-settings-for-automation-settings-of-whmcs
  23. When finished, click Save

This is the end of the tutorial. You now know how to configure the automation settings in WHMCS.

Configuring Automation Settings