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Advanced Billing For WHMCS

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Contents

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 Billing Per Product
✔ Manage Individual Configurations Per Products
✔ View Current And Archived List Of Billable Items For Next Invoices
✔ View Resource Usage History Of Any Item
✔ Manage Awaiting Invoices And Convert Them To Invoices
✔ Define Summary Calculation Method
✔ Define Time Period Between Resource Usage Checks
✔ Configure Multithreaded Cron Job Settings
✔ Customize Module Language Files With "Translations" Tool
✔ Control Staff Access Level To Specific Resources With ACL
✔ View And Manage Logs
  • 'Recurring Billing' Configuration:
✔ Bill On Account Termination
✔ Bill When Invoice Is Generated For Hosting
✔ Bill Each X Day Of Month
✔ Bill Each X Days
✔ Define Minimum Billing Amount
✔ Automatically Generate Invoice
✔ Define Invoice Payment Due Date
✔ Automatically Apply Credits
✔ Display Advanced Billing Cycle Info
✔ Apply Discounts To Client Groups
  • 'Prepaid Billing' Configuration:
✔ Enable Clients To Top Up Account With Credits Available For Hosting
✔ Define Minimum Amount Of Credits To Top Up Account
✔ Generate Summation Each X Days
✔ Access Summations Of Credit Usage By Client
✔ Send Email When Client's Credit Balance Falls Below Defined Credit Amount
✔ Automatically Suspend Account When Client Is Out Of Credits
✔ Automatically Refill Client's Credit Balance With Needed Amount Using Their WHMCS Credits
✔ Define Invoice Payment Due Date When Topping Up Account
  • 'Credit Billing' Configuration:
✔ Generate Invoice Each X Days
✔ Define Minimum Amount Of Credits To Charge
✔ Send Email When Client's Credit Balance Falls Below Defined Credit Amount
✔ 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
✔ Pay Invoices With Client Credits
  • 'Fixed Pricing' Configuration
✔ Bill Clients With Fixed Amount For Active Service Usage After X Hours
✔ Define Number Of Hours For Service To Be Active
✔ Toggle Credits To Be Automatically Applied If Available In Client's Balance
✔ Toggle Tax To Be Added To Generated Invoices
✔ Define Invoice Payment Due Date
✔ Define Fixed Payment Amounts In Available Currencies
  • '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 Minimal 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 Options Rules
✔ Set Up Minimal Upgrade/Downgrade Interval
✔ View Product Auto Upgrade History Per Product
✔ Set Up Notifications Rules
✔ Define Minimal Notification Interval
  • '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 Record' Configuration:
✔ Define Period For Counted Resource Usage
✔ Define Resource Usage Counting Precision
✔ Show History Of Resource Usage
  • '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
✔ Flush Archived Data Immediately Or After X Days
  • 'Free Limit' Configuration:
✔ Use Product Configurable Options To Define Maximum Amount Of Usage Records That Will Not Be Charged
  • Supported Modules:
✔ cPanel & cPanel Extended 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 & DirectAdmin Extended 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 IPs, Hourly, Ingoing Traffic, Memory, Network Bandwidth In, Network Bandwidth Out,
Network PPS In, Network PPS Out, Outgoing Traffic, Snapshots, Volumes
OpenStack Projects Integration: CPU Time, Disk Device Read Bandwidth, Disk Device Read Requests, Disk Device Write Bandwidth, Disk Device Write Requests, Floating IPs, Image Size, Memory, Memory Usage, Network Incoming Bytes Bandwidth,
Network Incoming Packets, Network Outgoing Bytes Bandwidth, Network Outgoing Packets, OS Images, Snapshot Size, Storage Volumes, Usage Record, 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, Fixed IP, Backups Number
✔ Plesk & Plesk Extended 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 Integration: Hourly, Disk Usage (LXC), Bandwidth IN, Bandwidth OUT, Bandwidth Total, Memory Usage, Backups Usage, CPU Number, CPU Usage, CPU Cores Usage, Snapshots
SolusVM 2 VPS & Cloud For WHMCS & SolusVM 2.0 WHMCS Integration: Backups, CPU Units, Disk, Hourly, Images, IPv4, IPv6, Memory Usage
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 & SolusVM Extended VPS Integration: Hourly, Disk Usage, Available Disk Size, Memory Usage (except KVM virtualization), Available Memory, Bandwidth Used, Bandwidth Total, CPUs Number, Swap-Burst, IPv4, IPv6, Internal IPs
✔ 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 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 8.2 Back To PHP 7.4
✔ Supports WHMCS Themes "Six" And "Twenty-One"
✔ Supports WHMCS V8.11 Back To WHMCS V8.8
✔ Requires ionCube Loader V13 Or Later
✔ Easy Module Upgrade To Open Source Version

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 last step is setting up a cron job. You can find it following the path: WHMCS → 'Addons' 'Advanced Billing' 'Settings' page.

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

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.

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

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

Settings

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

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

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

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

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

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.
  • Summation Interval (Days) - define how often summations should be generated.
  • 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

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

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 enable 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

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.
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

Free Limit

Important: This function is not yet implemented in the 4.0.0 beta release.

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.

AB4 19.png

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

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.

After enabling the function, take a look at the Product Auto Upgrade Management section to prepare the options.

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

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.

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

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

Billing

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

This includes 'Invoices' and 'Credits'.

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

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

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.

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
The 'Options' action will take you to a page where you can define upgrade options within the group.

To begin, click on the 'Add Option' button and name the option.

AB4 38.png
Use the action buttons to:
  • Edit - define the upgrade and downgrade rules.
  • Change Package - select which package will be used for the option.
  • Change Description - add descriptions to each option's configuration.
  • Delete - delete the option from the group.
AB4 39.png
The mass action feature can also be used to delete or change packages for multiple options at once.
AB4 40.png
Click the 'Edit' button and define rules for both upgrades and downgrades, by selecting the 'Comparison Type' and 'Threshold' for any of the options.
AB4 41.png

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

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

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

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.

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

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

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

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

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.

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 into the Advanced Billing module the future releases.

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