WHMCS automation settings allow you to streamline various processes within the platform. This includes tasks like generating invoices, sending renewal reminders, suspending overdue accounts, and more. Here's a step-by-step guide on how to configure automation settings in WHMCS:

1. Login to WHMCS:

   • Log in to your WHMCS administrator dashboard using your credentials.

2. Navigate to Automation Settings:

   • From the main menu, go to "Setup" > "Automation Settings".

3. Configure General Automation Settings:

   • In the "Automation Settings" section, you'll find various tabs for different automation aspects.

   • Automation Settings:

     • Review and configure settings related to invoice generation, late fee application, and more.

   • Cron Configuration:

     • Ensure that the cron job is set up on your server. This is essential for automated tasks to run at scheduled intervals.

   • Auto Terminate/Unsuspend:

     • Set up rules for automatic termination or unsuspension of services based on overdue payments.

   • Invoice Settings:

     • Configure settings related to invoice numbering, generation, and sending.

   • Domain Renewal Settings:

     • Define when and how domain renewal reminders are sent to clients.

   • Cancellation Requests:

     • Set up rules for processing cancellation requests automatically.

   • Overdue Notices:

     • Configure how and when overdue notices are sent to clients.

   • Client Statuses:

     • Determine how client accounts are handled based on their status (e.g., Active, Inactive, Closed).

   • Subscription Management:

     • Configure settings for recurring billing and subscription management.

4. Save Changes:

   • After making any necessary configurations, click "Save Changes" to apply the settings.

5. Verify Cron Job:

   • Ensure that the cron job is properly configured and running at the specified intervals. This is crucial for automation to work.

6. Testing Automation Tasks:

   • Perform tests to ensure that automated tasks such as invoice generation, late fee application, and suspension/unsuspension are functioning as expected.

7. Regular Monitoring:

   • Keep an eye on the automation logs and activity to identify any issues or discrepancies in the automated processes.

8. Customizing Automation with Hooks (Optional):

   • For advanced users, WHMCS provides hooks that allow you to customize and extend the automation processes.

Remember to regularly review and adjust your automation settings as your business requirements evolve. Additionally, consult the WHMCS documentation and support resources for detailed information on each of the automation settings.