Inventory your current setup
List customers, currencies, tax rules, services, invoice balances, renewal dates and modules that control provisioning or suspension.
A phased billing handover
WHMCS migration checklist for recurring billing
A practical checklist for customer data, invoice history, billing dates, payment mandates and service automation. Assign one billing owner per customer.
Complete account setup, then activate Business at checkout. Selecting a plan does not activate paid features.
Move billing in controlled stages
Check mandates and payment references
Confirm which provider owns each token or mandate. Do not assume a payment reference can be copied to a different account or platform.
Run a small pilot
Move one agreed customer group. Check invoice totals, portal access, reminders and the next payment. Keep historical invoices available.
Handover one billing owner
Record the final WHMCS charge and first PayRequest renewal for each customer. Disable only the old billing tasks you have replaced, and verify service events separately.
Record the handover before switching
Check your WHMCS migration fit
Send your setup directly to our team. We will confirm scope and feasibility before any migration.
Do not include database passwords, API keys or full customer exports in this request.
Questions before switching
Can PayRequest replace my WHMCS customer portal?
PayRequest Business provides a billing customer portal for invoices and supported subscription actions. Assess hosting services, domain operations, support and installed modules separately before replacing your entire WHMCS client area.
Can I keep WHMCS for hosting automation?
You can plan separate billing and provisioning responsibilities, but you need a defined integration and one billing owner. Do not assume payment, cancellation or suspension events synchronize automatically.
Will existing cards and SEPA mandates transfer automatically?
Not necessarily. Eligibility depends on the provider, account, mandate and integration. Confirm this before migration; some customers may need to authorize a new method.
Which PayRequest plan is intended for this workflow?
Business is €20/month and includes the customer portal and recurring billing. Complete setup and activate the paid plan at checkout. Standard platform payment fees are 0% while active, with provider fees and commission-payment exceptions separate.
Plan your next step
Compare WHMCS alternativesWHMCS pricing guideWHMCS migration checklistCustomer portal setup documentationSubscription self-service documentation
Reviewed 7 October 2026