Reversing a payment in WHMCS is technically safe if done correctly. Still, it’s not something to take lightly—it can trigger a cascade of automated actions depending on how your system is configured.
Here’s the lowdown:
-
Automated Reversals: If your payment gateway supports it (like PayPal, GoCardless, or Skrill), WHMCS can automatically reverse payments when a chargeback or dispute is detected. This can:
- Set the invoice status to Collections
- Revert the Next Due Date for services
- Suspend services if overdue
- Remove credits from the client’s account if it was an “Add Funds” invoice
-
Manual Reversals: You can manually reverse a payment by adding a refund and checking the Reverse Payment option. This will also update the invoice status and due dates accordingly.
-
Caution Points:
- Domains and custom invoice items won’t trigger automatic actions—you’ll need to handle those manually.
- Reversals can result in negative credit balances or service suspensions, so be sure you’re ready for the fallout.
- If you’ve got affiliate commissions tied to the payment, those might need to be reversed, too.
So, should it be done? Only when necessary—like for chargebacks, fraud, or genuine disputes. It’s not a casual “oops” button, but more of a last-resort lever.
