WHMCS
Billing, automation, products and client management with WHMCS.
51 guides · page 1 of 3
Accept card payments in WHMCS with Stripe
Activate the Stripe gateway in WHMCS, add API keys and the webhook, store cards for automatic recurring charges and handle 3D Secure and failed payments.
Back up the WHMCS database automatically
Configure WHMCS daily database backups to email, FTP/SFTP or cPanel backups, add off-site copies, and restore WHMCS from a database backup when needed.
Bill extra work with WHMCS billable items
Use WHMCS billable items to charge one-off or recurring extras such as migrations or support hours, bill time logged on tickets, and add items to the next invoice.
Configure SMTP mail in WHMCS so emails reach the inbox
Switch WHMCS from PHP Mail to SMTP or OAuth (Google, Microsoft 365), choose the right port and encryption, send a test message and fix emails that fail or land in spam.
Configure taxes and EU VAT in WHMCS
Enable tax in WHMCS, add tax rules by country and state, turn on EU VAT mode with VAT number validation, choose inclusive or exclusive pricing and mark items taxable.
Connect WHMCS to cPanel/WHM with the server module
Add a WHM server in WHMCS with an API token, create a server group, test the connection and enable automatic account creation, suspension and termination.
Control client registration in WHMCS: email verification and spam signups
Require email verification for new WHMCS clients, decide whether visitors can register without ordering, block disposable emails and bots, and clean up fake accounts.
Create and send quotes in WHMCS
Create a quote for a prospect or client in WHMCS, add line items and validity, send it as PDF, let the customer accept online and convert it to an invoice.
Create product bundles in WHMCS
Combine hosting, domains and add-ons into a single WHMCS bundle with a combined price or discount, control which options customers choose, and promote bundles on your site.
Create product groups and hosting products in WHMCS
Create a product group and a shared or reseller hosting product in WHMCS, set pricing and billing cycles, link it to a cPanel/WHM package and show it in the order form.
Create promotions and coupon codes in WHMCS
Create percentage, fixed, price override and free setup promotions in WHMCS, limit them to products, cycles and dates, make them recurring or one-time, and auto-apply codes.
Create WHMCS API credentials and API roles securely
Create API roles with limited actions, generate API credentials for an admin user, restrict access by IP, test a call and rotate or revoke credentials in WHMCS.
Create WHMCS staff accounts, admin roles and two-factor authentication
Add staff to WHMCS with least-privilege administrator roles, restrict departments, enable and enforce two-factor authentication, and review admin activity logs.
Customise the WHMCS client area theme (Twenty-One) safely
Brand the WHMCS client area: create a child theme of Twenty-One, add your logo and colours with custom CSS, edit templates and menus with hooks, and keep changes upgrade-safe.
Customise WHMCS email templates and the email header and footer
Edit WHMCS email templates such as welcome, invoice and reminder emails, use merge fields, brand the global header and footer, add translations and create custom templates.
Customise WHMCS invoices and PDF layout
Brand WHMCS invoices: logo and Pay To text, invoice numbering formats, PDF paper size and font, custom invoice templates, notes and proforma vs tax invoices.
Customise WHMCS safely with hooks
Learn how WHMCS hooks work, where hook files live, write a simple hook for client area or invoice events, debug it, and keep custom code upgrade-safe.
Email clients in bulk and use reports in WHMCS
Send targeted mass emails to WHMCS clients by product, server or group, respect marketing consent, and use built-in reports for income, churn and support performance.
GDPR tools in WHMCS: consent, data export and deletion
Configure WHMCS privacy features: marketing consent, terms acceptance logging, client data export, automatic removal of inactive clients and handling erasure requests.
Handle cancellations, upgrades and downgrades in WHMCS
Configure how WHMCS handles cancellation requests (immediate or end of period), process them automatically, and set up pro-rata upgrades and downgrades between plans.
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