Invoice Sync

Introduction

Invoice Sync is a feature that allows to share Invoice Numbering and Credit Note Numbering across multiple installations of WHMCS regardless of where you have installed them. Let's suppose that you have 3 WHMCS named as follows:
  • demo1.katamaze.com
  • demo2.katamaze.com
  • demo3.katamaze.com
Each WHMCS works indipendently but as soon as an an invoice or a credit note is issued on one system, others will be syncronized automatically. For example when invoice #2018-105 is issued on demo1, demo2 and demo3 will use 106 as Next ID for Invoices.

Notice that it doesn't matter if you are using Dedicated Sequential Numering for Credit Notes or a custom Incrementation. Billing Extension automatically detects your settings and apply changes accordingly. Moreover you can still use different Number Format if you like to.

Requirements

First off Billing Extension version 2.2.8 or newer must be installed on each of your WHMCS. The following settings for Invoices must be the same:
  • Next ID
  • Increment
Same goes for Credit Notes if in use:
  • Dedicated Sequential Numbering
  • Next ID
  • Increment
Please, be very careful when you edit these fields since you could break the synchronization. If you need to make a change to one of the settings listed above, repeat the operation for all systems.

Token

Invoice Sync is possible thanks to an inbuilt WebService that has been introduced starting from version 2.2.8 of Billing Extension. In order to secure the connection across all your WHMCS, you need to generate a token using the provided feature.



Press the orange button to generate the alphanumeric token from one of your systems then copy it on the others and save. Make sure that all your WHMCS are set to use the same token.

Systems



In the provided textarea insert the SystemURL of all your WHMCS (one per line). To avoid any misunderstanding, visit Setup > General and note down the WHMCS System URL for every WHMCS you need to add. If for some reason the URL changes, don't forget to apply changes also on Invoice Sync. Keep in mind that Billing Extension notifies you about any possible problem in the Warning System.