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Knowledgebase : WHMCS Common Questions.
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...