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
The client can pay via the invoice link sent in the email or can log in to their instance and pay the invoice.
How do I create the product plans I will provision in WHMCS?
First, create a product group and then create a product. The products are called plans. These plans are available for your users. To create a product group, go to Setup > Product / Services > Product / Services. Select Create a New Group. Products ...
Can my client purchase from the storefront I created in WHMCS?
Yes, your clients can purchase any product bundle that is created in WHMCS. A client can simply select "Order Now" and complete the purchase on the following screen. They can then select Checkout. Add the payment information and complete the order. ...
How do I create an account?
You can create accounts for your users within your reseller dashboard. Create an account: Select Create Account Enter the user's information Select a trial period Select upgrades Select Save To create a new account, select “Create Account”. This will ...
How can my clients update their payment information?
Your clients can update their payment information by logging in to their client area. Under Your Info, select "Update". Select Payment Methods from the left hand navigation. From here, clients can edit their current payment method, delete their ...
How do I edit an existing account?
You can edit an existing account and add additional products to a user's subscription. To edit an existing account: Select the pencil icon You can update the user's First and Last Name, Business Name, and add upgrades You can also cancel the ...