Adding a Client
To add a new client, go to Clients > Add New Client. You will then be
presented with the Add New Client form. You can choose whether or not to send
the client a welcome info email using the tick box at the bottom of the page.
Adding a Contact
To add a new contact, begin by locating the client in your WHMCS and entering
their Clients Summary page and then click on the Contacts tab. If they already
have existing contacts setup, the first of these will be shown - in this case,
you need to choose Add New from the dropdown menu. If they don't have any
contacts setup then you can just proceed with entering the details of the new
contact. Clients can also manage contacts from the client area themselves.
The minimum required fields are First & Last Name and Email Address. The
other fields are optional when adding a contact from the client area. You will
see an Email Notifications section with 5 checkboxes for each of the five email
categories that you can assign this contact to. Just tick the boxes for the
email groups you want this contact to receive.
Once completed, simply click the Add Contact button to complete the process.
Setting a Billing Contact
A billing contact is used where the name/address an invoice should be sent to
differs from the main account and/or the name/address of the card holder that
will be paying the invoice is different (if using a merchant gateway). A billing
contact is setup in the normal way as above and then from the main profile area
for that client, in the Default Billing Contact you need to select the contact
which you've setup for the purpose.
Changing a Clients Status
Rather than deleting a user you would normally just change the users status
for record keeping purposes. To do this, go to the Profile tab of the client you
wish to change and then select the status you want in the dropdown box. Then
click the Save Changes button to save the new status.
- Active - Can login and has active services
- Inactive - Can login but has no active services currently
- Closed - No active services and cannot login to the client area
Please note: The clients status does not stop invoicing if their packages
status is still active
Managing Credit
You may want to add credit to a client if they overpay one month or if you
have some downtime which you want to provide credit for. With WHMCS, you can
give the client a credit balance and when their next invoice is generated, this
credit will be automatically applied to it. If the credit is enough to cover the
entire invoice, the invoice is automatically marked paid. Otherwise, the total
amount due is just decreased by the required amount.
Issuing Credit to a Client
Begin by going to the Clients Summary page for the client you wish to add
Credit to On the Quick Links section, click the link "Manage Credits" In the
popup window that is displayed, click the Add Credit button Enter a description
for the credit for your records and the amount of credit to add and click "Save
Changes" The credit will be added to the clients balance and credit entry shown
on the credits list
Manual Adjustment
If you don't want to log the adding of credit to a client or just want to
make an adjustment to the credit balance of a user, simply go to their Clients
Profile. From there, you can edit the Credits Balance field to change the amount
of credit the client has available.
Merging Clients
To merge two seperate client accounts into one, locate the first of the
clients and click the "Merge Client Accounts" link in the Actions section of the
Client Summary panel. You will then be presented with a popup window which
allows you to select the other client to merge with and choose which client
profile is kept and which is discarded with the merge to client 1 or merge to
client 2 selection option.
Deleting a Client
Deleting a client removes everything related to that client from the WHMCS
database except for transactions. They are considered income that isn't being
refunded just because the client is being removed. To delete the client, begin
by clicking the Clients tab on the Administration Menu Bar. Browse for the
client you wish to delete and click their name to enter the Clients Summary
page. From here, click Delete Client in red from the Quick Links section of the
summary page. You will be asked to confirm you want to delete the user and after
confirming the user will be removed and you will be returned to the Clients
List. Should you wish to remove their transactions aswell, you should do this
before deleting the client from the Transactions tab.
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