Advanced Topics

  • How to configure Batch Support

    What is Batch Support? This feature helps you account for invoice payments that our module syncs over to QuickBooks Online that are made by a processor that batches all payments for a day and deposits them in a lump sum into your QuickBooks Online account – making it hard to match individual...
  • Enable Queue Sync / Disable Real-Time Sync

    As of v1.9 of our module, we’ve introduced a feature that allows you to disable the real-time sync functionality of the module – and let a cron job handle the sync activity instead. The most helpful feature of this functionality is the decreased lag time that would be experienced while...
  • Mass Pay & QuickBooks Online Compatibility

    One of the features in WHMCS General Settings > Invoices is the option to “Enable Mass Payment”. What this feature does is allow WHMCS clients to pay multiple invoices at once in the client area. In theory, this sounds super, however the way in which this is executed in WHMCS...
  • Incompatibility with WHMCS “Add Funds” functionality

    One feature of WHMCS’s Invoicing settings is the option to allow clients to add funds to their WHMCS Account – to be used in payment for future invoices. In theory, this is a great option to have, but in practice, it’s simply not implemented correctly inside WHMCS to allow for...
  • Credit Handling / Compatibility

    As part of the invoicing functionality in WHMCS, there is a credit system built in to allow users to carry a credit balance in WHMCS. Unfortunately, the way that WHMCS handles this credit management is not even close to GAAP (generally accepted accounting protocol). The credits are not stored in...