WHMCS
How do I change my default email provider for WHMCS?
You can change the email provider, also known as the SMTP relay, by going to the General Settings in your WHMCS instance. Log in to your WHMCS instance. Select the tool icon (at the top right corner), then select the "System Settings" tile, and then ...
How do I update the "Privacy" and "Terms" links in my WHMCS portal?
Follow these steps to change the Terms & Conditions and Privacy links that are displayed in your WHMCS instance. Log in to your Reseller Dashboard (Reseller login). For this change, you will be logging in directly to the Reseller Dashboard, not your ...
How do I change the "Powered By" footer of my WHMCS instance?
To change the "Powered By" footer on your WHMCS landing page, follow these steps. Log in to your Reseller Dashboard (Reseller login). For this change, you will be logging in directly to the Reseller Dashboard, not your WHMCS instance. Navigate to the ...
Can I log in as a client from the WHMCS admin portal?
Yes, you can log in as a client to check any information in their client area. Log in to your WHMCS admin portal, navigate to the client's profile, and then select "Log in As Client". This will redirect you to their client area. You can view ...
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 ...
Where can my clients see their paid and unpaid invoices?
Your clients can check their invoices by logging in to their client area: Select Invoices. You can view your client's invoice by navigating to the client profile, selecting the client, and then selecting the Invoices tab from the WHMCS admin panel.
How do I check the wholesale prices and contract terms for my products in WHMCS?
1. To check the wholesale prices and contract terms for your products, select the Addons tab > ReviewRev. The left hand navigation displays links to the terms, support, privacy, and FAQ pages. The main screen shows your wholesale price for each ...
How do I connect my reseller instance to WHMCS?
You can connect your reseller instance to WHMCS in the Setup\Add-on Modules section of your WHMCS instance. 1. First you will need to locate your Partner ID Key and WHMCS Private API key. Log in to your Reseller Dashboard and select ...
Can I edit my client payment method in WHMCS?
Yes, edit your client payment method by navigating to the Billing tab. Select the customer profile and then select payment methods.
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 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 ...
What are the configurable options for Base Plan and No Plan Bundles?
Below is the full list of enums used to configure the add ons. This should only be modified by advanced users. Making changes to this can cause errors in invoicing add-ons. Options for Base Plan and No Plan Bundles Social 365 - Social Calendar ...
How do I configure add-on options in WHMCS?
Add On options can be managed and configured through the "Configurable Options" section in WHMCS. 1. Select the Setup tab > Product \ Services > Configurable Options. Configurable Options on products allow you to give your clients variables which ...
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 ...
How do I install the ReviewRev app in WHMCS?
To install the WHMCS module, you first need to go to the WHMCS Marketplace and download the app. Click here, to go directly to the marketplace and download the ReviewRev app. After you add the ReviewRev app inside WHMCS, the next step is to activate ...
Can I customize WHMCS to match my website?
Yes, WHMCS can be easily customized. It integrates seamlessly, allowing you to edit the front-end of your WHMCS instance to match your website. For more information on styling your WHMCS instance click here.
Where is my WHMCS instance hosted?
WHMCS is a self-hosted platform that gives you complete control over your installation and customer data. You have the option to have us create the WHMCS instance for you, or you can use your own WHMCS environment if you already have one created. If ...
What is WHMCS?
WHMCS is a powerful automation and support tool with an all-in-one client management, billing, and support solution for online businesses. It handles everything from sign up to cancelation.