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WHMCS Configuring Automation Settings

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


Creating your Automated Settings

  1. Begin by clicking the Setup tab from the top menu.
  2. Click Automation Settings.
  3. 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 setting 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.

Setting up the Automation

  1. Copy the cron command.
  2. Log into your cPanel.
  3. In cPanel, select the Cron Jobs icon.
  4. Once inside the Cron Jobs setting, you will want to set the Common Setting dropdown to the Once a Day option.
  5. Then, on the Minutes and Hour setting, you will want to enter 0 running your cron exactly at midnight.
  6. Next, paste the cron command from WHMCS into the Command field and select the Add New Cron Job button.

Your Automation Settings are now setup.

If you need any further assistance please feel free to contact us via phone or Live Chat.