Invoice Payment Plans and Installments for WHMCS
Split a large WHMCS invoice into 2 to 12 scheduled installments, each its own invoice, with suspension rules for missed ones and a plan view for clients.
What will the payment plans module do?
It turns one large unpaid invoice into a schedule of smaller ones. An admin sets up a plan from the invoice page, or a client picks one from the invoice in the client area when the invoice meets your rules. A plan has 2 to 12 installments, weekly, every two weeks or monthly, in equal amounts that an admin can adjust before the plan starts. Each installment becomes its own WHMCS invoice, linked to the original, so your gateways, saved cards and reminder emails work on it as on any other invoice.
This product is built to order: you get the license key at purchase and the download within 10 business days.
What does WHMCS already do, and what does this add?
WHMCS can split line items from a Draft invoice into a new invoice, lets clients pay several invoices together with Mass Payment, and lets an admin record a part payment or apply credit to any unpaid invoice. It has no way to divide one invoice amount into scheduled parts, and from version 9.0 an invoice cannot be edited once it leaves Draft. This module adds the plan, the schedule and the rules around it without editing the original invoice: each paid installment is applied to the original through the client's credit balance, and when the last one is applied, the original invoice is Paid and WHMCS renews or sets up the services on it as usual.
What is included?
| Part | What you get |
|---|---|
| Plan setup | By an admin on any unpaid invoice, or by the client where your rules allow |
| Installments | 2 to 12, weekly, every two weeks or monthly |
| Invoices | Each installment its own invoice, linked to the original |
| Settlement | Paid installments applied to the original invoice through credit, so income is counted once |
| Client rules | Minimum invoice amount, maximum installments, client groups allowed, admin approval on or off |
| Missed payment | Grace days, then suspension of the services on the original invoice, lifted when the installment is paid |
| Client area | Plan summary with each installment's amount, due date, status and pay link |
Who is it for?
Hosts and agencies that sell large items through WHMCS: a year of a dedicated server, a long domain renewal list, a web design project or a migration. A client who cannot pay a big invoice in one go is often lost, or left sitting on a long overdue balance. A plan with clear dates keeps the work moving, and the suspension rules mean the balance never sits unpaid with nothing to stop it.
What do you need, and what are the limits?
Requirements: WHMCS 8.13 or 9.x (I confirm your exact version at purchase), PHP 8.1 or newer, and the standard WHMCS cron.
Limits: services and domains on the original invoice are set up or renewed when it is paid in full, which is after the last installment, unless you activate them by hand earlier. While a plan is on schedule, the module holds back WHMCS's own suspension and overdue notices for the original invoice. If late fees are on for the client, WHMCS may still add one after the original due date, so turn them off on the client profile while a plan runs. The module charges no interest or plan fees and runs no credit checks; my Client Credit Score addon helps you decide who should get a plan.
It costs $49 once for a lifetime license with twelve months of updates and support, the license key at purchase and the download within 10 business days, and a seven-day refund window.
Key features
- Plans of 2 to 12 installments on any unpaid invoice
- Weekly, two-weekly or monthly schedules
- Each installment issued as its own linked invoice
- Client self-service plans under rules you set
- Optional admin approval for plans clients request
- Paid installments settle the original invoice through credit
- Grace days, then suspension for a missed installment
- Suspension lifted when the missed installment is paid
- Plan summary with pay links in the client area
- Admin list of active, completed and defaulted plans
Why customers buy this module
- →Close sales that one large invoice would lose
- →Installments run through your existing gateways and reminders
- →Missed payments lead to suspension without staff chasing them
- →The original invoice stays as issued for your records
Frequently asked questions
Is the original invoice edited or canceled?
No. It stays as issued, which matters on WHMCS 9, where an invoice cannot be edited once it leaves Draft. Each paid installment goes to the client's credit balance and is applied to the original invoice straight away, so the money is counted once. When the last installment is applied, the original invoice is Paid and WHMCS handles the services on it as usual.
What happens if a client misses an installment?
WHMCS sends its normal reminders for that installment invoice. After the grace days you set, the module suspends the services on the original invoice and emails your staff. When the client pays the missed installment, the suspension is lifted and the plan carries on. You can also cancel a plan from the admin area, which leaves the remaining balance due on the original invoice under your usual WHMCS rules.
When will I get it, and what if you can't deliver?
It is built to order. You get the license key at purchase and the download within 10 business days of purchase. If I do not deliver it in that time, you get a full refund. Once it is delivered, the store's 7-day refund window applies.
Technical specifications
- WHMCS
- 8.13 and 9.x (confirmed at purchase)
- PHP
- 8.1+
- Installments
- 2 to 12 per plan
- Schedules
- Weekly, every two weeks, monthly
- Availability
- Built to order, delivered in 10 business days
- License
- Lifetime, 1 year of updates and support included
- Delivery
- Instant download and license key
- Refund window
- 7 days
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