Managing Administrators
To set up additional admins, go to Configuration > Configure
Administrators. From here you can view and edit existing operators aswell as
adding new ones. When editing an operator you can change all the details of the
ope...
WHMCS comes with a built in affiliates system. Affiliates are often key to a
business in order to generate revenue by having others refer customers. So with
that in mind, WHMCS has a comprehensive affiliate system featuring support for
one time and ...
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.
A...
Configuration
From WHMCS Documentation
General Settings
The General Settings page is where you change the vast majority of WHMCS
general settings. Below is a description of each tab of the general config to
aid in finding what you ne...
Custom Fields
Custom fields allow you to collect additional information from your clients.
WHMCS allows you to setup an unlimited number of customer fields which apply to
clients, individual products/services and support departments. They can als...
Configuring Domain Pricing
You can configuring your domain pricing in Configuration > Domain Pricing.
From here you can enter all your TLDs and set the prices for registration,
transfer and renewal for each of them. You can add multiple years opti...
Automated Import Scripts
The following are automated import scripts from competing applications so if
you are already running one of these switching is easy.
Modernbill V4.4.x & V5
ClientExec V2.8.x & V3
WHMAutoPilot V2.5.x & V3.x
...
DOWNLOADING WHMCS
Click here [1] to navigate to our downloads page
INSTALLING WHMCS
Installing WHMCS is very simple. The following steps will guide you
through the process:
* Unzip the contents of the zip file to a folder on your computer
* ...
Automatic Invoice Generation
WHMCS automatically generates invoices for products and services that are due
in advance of the due date. Exactly how far in advance they generate you can
configure yourself in Config > Automation Settings but by defau...
It is very common for users of WHMCS to want to link to WHMCS from their
website. This can be in the form of an order link, or with a form that either
takes the user straight to the domain checking process to check the availability
of the domain t...
Mass Mail
To send an email to a group of clients, go to Clients > Mass Mail. You can
then choose the criteria you want to filter on in order to select who the email
will be sent to. If you want to filter on product related criteria you must
en...
Placing an Order
You can place an order by going to Orders > Add New Order. The first step
is to choose the client you want to place the order for and decide whether you
want to send the order confirmation email and/or generate the invoice. If the...
Adding a New Product
Before adding a product, you must first add at least one product group. Once
you have, then click the Add New Product link at the top of the
Products/Services page in the Configuration section of WHMCS. You will be
presented w...
Managing a Clients Products/Services
You can manage a clients products/services from their Clients Profile. Being
by going to Clients > View/Search Clients. Locate the client you wish to
manage and click their name. You will be taken to the Client...
Promotions can be setup to offer discounts on your Products & Services.
Discounts cannot currently be offered on Product Addons or Domains
Types of promotions that can be offered
One Time Discounts
Recurring Discounts
Monetary Discounts (eg....
Banning IP Addresses
With WHMCS, it is possible to ban an IP address from accessing your entire
WHMCS system.
Managing Banned IPs
To view all the banned IPs in your system, go to Configuration > Manage
Banned IPs. You will then see the IP num...
Adding a New Server
You can add new servers by going to Configuration > Servers > Add New
Server. You should fill out all the fields. They are as follows:
Name - should be unique to allow you to identify this server
IP Address - this is the p...
Announcements
The announcements system along with showing announcements in the client area
will also output announcements into an XML RSS Feed for use in readers and on
other websites. For this to work, all you need to do is ensure the
announceme...
Link Tracking
The link/ad tracker tool is designed to allow you to track your advertising
campaigns. The way it works is that you can setup the various links you want to
use and then instead of linking directly you use the tracking link WHMCS gives...
Setting up Tax Rules
In order to charge tax, you must first enable Tax charges in WHMCS. To do
this, go to Configuration > Tax Setup and then tick the checkbox at the top
of the page labelled Tax Enabled and click Save Changes. Tax is now enabled ...
Adding a Manual Transaction
To include external transactions in WHMCS such as when you pay for your
servers or other services, you will need to add manual transactions. This can be
done as follows:
Go to Transactions > View Transactions List
C...
How it works
With the automated upgrading & downgrading features in WHMCS, your
clients can upgrade or downgrade the products and packages they have with you
from the client area. When they place an upgrade or downgrade order, they will
be refu...
PERFORMING AN UPGRADE
[1]
The steps needed to upgrade WHMCS stay the same from version to
version. However some updates may require additional steps which are
unique to them. Should these be required you will find them in the
Release Notes [2]. P...
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