Revenue Guardian for WHMCS is built specifically for hosting companies, VPS providers, cloud providers, domain registrars, and managed hosting businesses that have sales or account management teams.
The module allows super administrators to assign customers to staff members, track unpaid invoices, monitor payment promises, identify revenue at risk, and measure staff performance from a single dashboard. Instead of manually tracking follow-ups and collections, Revenue Guardian automates reminders and scheduled reports for overdue invoices, upcoming renewals, pre-suspension accounts, pre-termination accounts, and expiring services.
It gives your team a clear view of customer accounts, improves payment collection, reduces missed follow-ups, and helps protect recurring revenue. Everything is managed from one place, making it easier to track performance, recover payments, and grow your business with less administrative effort.
Customer Assignment & Ownership
Assign customers to sales representatives or account managers and clearly define ownership. Every team member knows which clients they are responsible for, improving accountability and customer relationships.
Revenue Recovery Dashboard
View overdue invoices, outstanding balances, payment promises, and revenue at risk from a single dashboard. Focus on the accounts that need immediate attention and recover payments faster.
Automated Payment Follow-ups
Reduce manual work by automatically sending payment reminders and follow-up emails before and after invoice due dates, helping increase on-time payments.
Pre-Suspension & Termination Tracking
Never miss critical accounts. Track services that are approaching suspension or termination so your team can contact customers before services are affected.
Product & Domain Renewal Monitoring
Keep an eye on upcoming hosting, VPS, cloud, server, and domain renewals. Timely follow-ups help improve renewal rates and reduce customer churn.
Sales Staff Performance Tracking
Measure each staff member’s performance by monitoring assigned customers, payment collections, follow-ups, recovered revenue, and overall contribution to the business.
Scheduled Reports & Notifications
Automatically send daily or weekly reports to management and sales staff with overdue invoices, upcoming renewals, expiring services, and collection summaries.
Complete Customer Revenue History
View invoices, payments, outstanding balances, follow-up activities, payment promises, and account status in one place, giving your team complete customer visibility.
Centralized Revenue Management
Manage customer assignments, payment collections, follow-ups, renewals, staff activities, and business reports from one centralized interface inside WHMCS, eliminating spreadsheets and manual tracking.
Annual: $169.00 USD (Discount will be applied automatically)
One Time: $799 (Open Source + 1 year free support and updates)
We also offer a 7-day free trial, allowing you to explore the module and experience its features before making a commitment.
What is Revenue Guardian for WHMCS?
Revenue Guardian is a WHMCS addon that helps hosting providers recover unpaid invoices, improve renewal rates, automate customer follow-ups, and manage revenue collection from a centralized dashboard.
Who should use this module?
It is ideal for web hosting providers, cloud hosting companies, VPS providers, dedicated server providers, domain registrars, SaaS businesses, and managed service providers using WHMCS.
Can I assign clients to specific account managers?
Yes. Clients can be assigned manually or automatically using client groups, products, countries, services, or custom assignment rules.
Does the module support WhatsApp reminders?
Yes. Revenue Guardian supports Twilio, Meta Business API, WATI, and Interakt for automated WhatsApp payment reminders.
Can I automate payment reminders?
Absolutely. You can create automation rules for invoices, renewals, follow-ups, payment promises, and staff notifications.
Does it include staff performance reports?
Yes. Managers can monitor recovery performance, collections, follow-ups, rankings, and revenue generated by each staff member.
Can I export reports?
Yes. Reports can be exported in CSV, Excel, and PDF formats.
Does Revenue Guardian support multiple currencies?
Yes. The module generates reports using your configured reporting currency while supporting multi-currency WHMCS installations.
Is role-based access supported?
Yes. Administrators can define permissions for managers, staff members, and read-only users while restricting customer portfolios.
Can Revenue Guardian track orders assigned to individual sales staff?
Yes. Every WHMCS order can be automatically attributed to the responsible sales representative, whether the order is placed by an assigned customer or created manually by an administrator.
Can I track outstanding revenue for each sales representative?
Yes. The module displays collected revenue, outstanding balances, unpaid invoices, and payment status for every assigned sales representative, making performance tracking simple.
Can account managers follow up directly from the order list?
Yes. Account managers can access customer details, invoices, payment status, follow-up history, and recovery activities from a centralized workspace, eliminating the need to switch between multiple WHMCS pages.
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