WHMCS
Billing, automation, products and client management with WHMCS.
51 guides · page 2 of 3
Handle support tickets efficiently in the WHMCS admin area
Work through WHMCS tickets quickly: filters and flags, assigning and merging tickets, predefined replies, internal notes, ticket watchers, statuses and service context.
How recurring billing works in WHMCS: due dates, cycles and invoices
Understand WHMCS recurring billing: registration and next due dates, billing cycles, invoice generation timing, pro-rata billing and why invoices appear when they do.
Install WHMCS on cPanel hosting (step by step)
Install WHMCS on a cPanel account: check requirements, enable ionCube, create the database, upload files, run the installer, secure the folders and set up the cron.
Manage a client's services from the WHMCS admin area
Use the WHMCS service page: module commands like create, suspend and change password, edit billing and due dates, log in as the client, and fix provisioning issues.
Manage domain registrations, transfers and renewals in WHMCS (admin)
Process domain orders in WHMCS, handle incoming transfers with EPP codes, manage auto-renew and renewal reminders, and fix domains stuck in pending or out of sync.
Manage invoices in WHMCS: create, edit, add payments and refunds
Create manual invoices in WHMCS, edit items and due dates, record offline payments, apply credit, issue refunds, merge invoices and handle cancelled invoices.
Move WHMCS to a new server or hosting account
Migrate WHMCS to a new server: copy files and database, keep configuration.php and the encryption hash, update paths, licence, cron, DNS and payment callbacks.
Organise clients in WHMCS with client groups and custom fields
Create client groups with discounts and colours, add custom client fields such as VAT or company size, use them in emails and reports, and merge or close client accounts.
Process pending orders in WHMCS
Review and accept pending orders in WHMCS, understand order statuses, run fraud checks, provision services manually, cancel or refund orders and automate acceptance.
Reduce unpaid invoices in WHMCS: reminders, late fees and credit
Configure WHMCS payment reminders, overdue notices and optional late fees, use stored payment methods and account credit, and set a fair suspension schedule.
Resell SSL, email security and other add-ons with WHMCS MarketConnect
Activate WHMCS MarketConnect, choose services such as SSL certificates or site security, set your prices, show promotions in the client area and handle provisioning.
Sell extras with configurable options and product addons in WHMCS
Use WHMCS configurable options for choices like disk size or dedicated IP, and product addons for extras like SSL or backups, with pricing, quantities and upgrades.
Sell in multiple currencies with WHMCS
Add currencies in WHMCS, set exchange rates and automatic updates, enter product and domain prices per currency, and handle gateways that only accept some currencies.
Sell VPS automatically with the WHMCS Virtualizor module
Connect WHMCS to Virtualizor with an API key, create VPS products linked to Virtualizor plans, add OS and location options and let clients manage their VPS from WHMCS.
Set up a domain registrar module in WHMCS
Activate a registrar module such as Enom, ResellerClub, Namecheap or OpenSRS in WHMCS, add API credentials, whitelist your IP and automate registrations and renewals.
Set up a WHMCS staging copy for testing
Create a safe WHMCS test installation: copy files and database, use a development licence, disable cron, emails and gateways, and test updates, themes and modules.
Set up an affiliate program in WHMCS
Enable WHMCS affiliates, set commission type and amount, choose payout thresholds and delays, configure per-product commissions and manage affiliate withdrawals.
Set up domain pricing and TLDs in WHMCS
Add TLDs in WHMCS, set registration, transfer and renewal prices per year and currency, import prices from your registrar with margins, and add grace and redemption fees.
Set up PayPal payments in WHMCS
Activate the PayPal Payments gateway in WHMCS, connect your PayPal business account, enable subscriptions, test with sandbox and fix payments that do not mark invoices paid.
Set up support departments, ticket email import and piping in WHMCS
Create WHMCS support departments, import tickets from email with POP3/IMAP or OAuth, or pipe mail, set up predefined replies, escalations and ticket notifications.
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