How to bill my hosting clients - WHMCS

How to Add a Product/Service to WHMCS and Place an Order

WHMCS (Web Host Manager Complete Solution) is a comprehensive client management, billing, and support solution for online businesses, especially in the web hosting and domain registration sectors. This guide will walk you through the process of adding a product or service to WHMCS and placing an order for this product/service from both the backend (admin area) and the client frontend. This guide assumes that you already own a WHMCS license and have installed WHMCS. WHMCS licenses can be purchased from Webway and this article will guide you on how to install WHMCS through Softaculous.

Adding a Product/Service to WHMCS

Step 1: Access the Admin Area

Step 2: Navigate to Setup

In the top navigation bar, find Setup button or spanner/wrench icon on the top right, hover over it, then navigate to System Settings. Next click on Products/Services.

Step 3: Create a New Group

Before adding a product, you might need to create a product group. Click on Create a New Group.
Fill in the required details such as the group name and description. Set the visibility as per your requirement.
Click Save Changes to create the product group.

Step 4: Add a New Product

Inside the product group, click on Create a New Product.
Select the product type as Shared Hosting and the product group you've just created.
Enter a product name, description, and any other details required. The options you see will depend on the product type selected. By default a product is created as hidden, so be sure to toggle the slider to show the product should you want your clients to see this product.
Choose the applicable module for provisioning - this will either be DirectAdmin or cPanel depending on the type of reseller hosting package you've purchased.

Step 5: Configure Product Settings

Go through the tabs (Pricing, Module Settings, etc.) to configure the product settings. Set the pricing, and configure other settings like billing cycle, welcome emails, etc. Under the module settings tab, you can select the WHM / DirectAdmin server package name which will automatically load if packages have been created in your WHM / DirectAdmin reseller package. For instructions on how to create hosting packages under your WHM / DirectAdmin reseller account, kindly read the following article.

Step 6: Save Changes

Once you've configured all settings, click Save Changes.

Placing an Order for a client from the WHMCS Admin area

Step 1: Access the Admin Area

Step 2: Navigate to Orders

Go to Orders -> Add New Order in the top navigation bar.

Step 3: Enter Order Details

Select the client or create a new one, then add the product/service to the order.
Configure the product options as required, such as billing cycle, domain name (if applicable), and custom fields.

Step 4: Complete the Order

Choose the payment method and order status (e.g., Active if you want to activate the service immediately).
Click Submit Order to complete the process.

Placing an Order from the Client Portal

Step 1: Access the Client Area

The client needs to log in to the WHMCS client area. The URL typically is yourdomain.com/whmcs.

Step 2: Choose a Product/Service

Navigate to the Services -> Order New Services section. The client will see a list of available products/services.
The client selects the desired product/service and clicks Order Now.

Step 3: Configure the Product and Checkout

The client configures the product as necessary (e.g., choosing a billing cycle, entering domain information).
Proceeds to checkout, entering payment information and finalizing the order.

Step 4: Review and Pay

The client reviews the order summary and clicks Checkout to proceed with payment.
Upon successful payment, the order will be processed according to the admin's settings (instant activation, manual review, etc.).

Conclusion

Adding a product/service to WHMCS and placing orders are straightforward processes once you're familiar with the WHMCS interface. These steps ensure that your offerings are correctly set up for your clients to purchase and use. Remember, the exact steps and options may vary slightly depending on your WHMCS version and the specific configurations of your installation. Always refer to the official WHMCS documentation for the most accurate and detailed guidance.

Updated on: 20/01/2025

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