Difference between revisions of "Post-Installation Tasks"
From WHMCS Documentation
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#Setup the WHMCS Cron Job - If you didn't do this when instructed by the installer process then you must login to cPanel and set this up. Without it, WHMCS will not automatically generate invoices, suspend accounts, send payment reminders and update the disk usage statistics. | #Setup the WHMCS Cron Job - If you didn't do this when instructed by the installer process then you must login to cPanel and set this up. Without it, WHMCS will not automatically generate invoices, suspend accounts, send payment reminders and update the disk usage statistics. | ||
#Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the relevant manual article. | #Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the relevant manual article. | ||
| − | #Login to the admin area and configure your settings (Configuration > General Settings) | + | #Login to the admin area and configure your settings ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''') |
| − | #Setup your Payment Gateways (Configuration > Payment Gateways) | + | #Setup your Payment Gateways ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''') |
| − | #Setup your Products & Services (Configuration > Products/Services) | + | #Setup your Products & Services ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services''') |
| − | #Configure your Domain Pricing (Configuration > Domain Pricing) | + | #Configure your Domain Pricing ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Pricing''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Domain Pricing''') |
| − | #Setup your Support Ticket Departments (Configuration > Support Departments) | + | #Setup your Support Ticket Departments ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support Departments''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments''') |
#Place some test orders on your website to check everything works as expected | #Place some test orders on your website to check everything works as expected | ||
<br /> | <br /> | ||
[[Installation|<< Back to Installation Overview]] | [[Installation|<< Back to Installation Overview]] | ||
Revision as of 17:08, 5 August 2020
After installation is completed you should perform the following tasks:
- Delete the installation folder - Leaving this folder on your server is a security risk. You should remove or rename it so visitors cannot access it.
- Setup the WHMCS Cron Job - If you didn't do this when instructed by the installer process then you must login to cPanel and set this up. Without it, WHMCS will not automatically generate invoices, suspend accounts, send payment reminders and update the disk usage statistics.
- Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the relevant manual article.
- Login to the admin area and configure your settings (Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings)
- Setup your Payment Gateways (Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways)
- Setup your Products & Services (Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services)
- Configure your Domain Pricing (Configuration () > System Settings > Domain Pricing or, prior to WHMCS 8.0, Setup > Products/Services > Domain Pricing)
- Setup your Support Ticket Departments (Configuration () > System Settings > Support Departments or, prior to WHMCS 8.0, Setup > Support > Support Departments)
- Place some test orders on your website to check everything works as expected