How do I create an account in WHMCS for new or existing WHMCS clients?

How do I create an account in WHMCS for new or existing WHMCS clients?

You can create a new client in WHMCS by navigating to the Clients tab and selecting "Add New Client".

Fill out the client information, and then select "Add Client".

The next screen will display a summary of your client's information.

Select the Products / Services tab to add a product bundle for this client.

You can select the product for purchase as well as any add-on(s). The total is displayed on the right. Select "Submit Order".

Next, you will be taken to the "Manage Orders" screen. This is the confirmation screen where you can accept the order, delete the order, cancel the order, refund the order, or set as fraud. You can also set the status of the order from Pending, Active, Cancelled, or Fraud.

The order is now created and associated to the client.

When the payment status is Paid, then we will provision the account on the Reseller Dashboard.
If the Reseller accepts the order manually, this is the force option to create an account in our Reseller Dashboard.
‚ÄčThe client can pay via the invoice link sent in the email or can log in to their instance and pay the invoice.

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