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Creating an API user in WHMCS
In order to be able to exchange information between the Commitment Forecaster and WHMCS, access t...
Adding the WHMCS System
Installed Commitment Forecaster module, although it is installed in WHMCS, retrieves data through...
Deleting PDF files
To delete a PDF file, you mustGo to the "Documents" menu item and click "List of unclassified". ...
Unmapping documents
If for some reason it is necessary to move the document to an unclassified state, for example, if...
Viewing/Editing an annex to the Agreement
The annex is used to change the terms of the contract without editing the contract itself and hel...
Viewing/Editing the Agreement
Go to the "Documents" menu item and click "Agreement list". Use the date buttons to select a sor...
Viewing/Editing an Invoice
Go to the "Documents" menu item and click "List invoices". Use the date buttons to select a sort...
Classification of PDF files
Go to the "Documents" menu item and click "List of unclassified". Go to the viewing mode by clic...
Bulk PDF upload
The system enables the batch upload of PDF files to the system. Mass file upload helps in everyd...
Adding a document
Documents can be added in several ways: We can use the bulk upload option and upload a few or a ...
Information contained in the counterparty's profile.
The counterparty profile contains information such as: Number of invoices Number of active comm...
Edit counterparty
To view a list of all contractors, go to the "Counterparties" menu and click "List counterparties...
Add counterparty
To add a counterparty go to the menu item "Counterparties" and click on "Add counterparty". Af...
Configuration of module parameters
In the WHMCS administrator panel, browse to: System Settings -> Addons Modules -> Commitments fo...
Requirements
Installed and correctly configured WHMCS Module tested on WHMCS 8.1 version NextCloud server ac...
Adding a commitment
To add a liability, go to the "Commitments" menu item and click "Add commitment". After comple...
Edit the commitment
To view a list of all obligations, go to the "Commitments" menu and click "List of commitments". ...
Sync/Full Sync
Full synchronization means that all invoices of the selected system will be completely synchroniz...
Reindex commitment dates
A commitment in the system has parameters such as a start date, end date, indefinite period. Th...
Reindex agreements dates
In the system, the parameters of the contract, such as Commitment Date, Expiry Date, Notice Perio...