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WHMCS Configuring Automation Settings

 

The video guide below will show you where you can configure your Automation Settings in WHMCS.


How To Create Automation Settings

  1. Log in to your WHMCS account.
  2. Click the Setup tab from the top menu.
  3. Select Automation Settings. This is where you can see various options to configure how WHMCS invoices customers and actions to be taken upon non-payment.
  4. Once you have determined the automation settings for invoices and non-payment, select Save Changes at the bottom of the page.
  5. You will see a message Changes Saved Successfully, and you will be given a cron command.
  6. Copy the cron command.

How To Set Up Automation Settings

  1. Log in to cPanel.
  2. Look for the Advanced section, then click on the Cron Jobs icon.

    cPanel - Cron Jobs

  3. Once inside the Cron Jobs settings, you will want to set the Common Settings dropdown to Once Per Day.

    Cron Job - Common Settings

  4. In the Minutes and Hour fields, enter 0 to run your cron exactly at midnight.
  5. In the Command field, paste the cron command you copied from WHMCS.
  6. Click the Add New Cron Job button.

You have now completed setting up your Automation Settings!

Need further assistance? Please contact us via phone or Live Chat so we can assist!