Guides tagged “whmcs”
Step-by-step MdmHost guides about whmcs, sorted A-Z.
69 guides · page 2 of 4
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.
Fix VirtFusion WHMCS provisioning: orders that do not create servers
Troubleshoot the VirtFusion WHMCS module when paid orders fail to create a VPS: read the module log, fix tokens, IDs, capacity and OS options, and retry the create.
Fix Virtualizor WHMCS provisioning errors
Troubleshoot the Virtualizor WHMCS module when orders fail: read the module log, fix API credentials, plan and server group mapping, IP pool shortages and OS template IDs.
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.
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.
How to create and manage WHM API tokens as a reseller
Create WHM API tokens for WHMCS, scripts and other tools, limit their privileges and expiry, rotate them safely and revoke a token if it leaks.
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.
Reseller hosting pricing strategy: how to price your hosting plans
How to price reseller hosting plans: working out your real cost per account, choosing a pricing model, building tiers, billing cycles, discounts and avoiding the race to the bottom.
Reseller hosting vs Master Reseller hosting: which one should you choose?
Compare Reseller and Master Reseller hosting side by side: who you can sell to, what’s included, revenue potential and which plan fits your hosting business.
Sell domain names together with hosting as a reseller
Bundle domain registration with your reseller hosting: registering and transferring domains, connecting nameservers, automating with WHMCS registrar modules and renewals.
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