Difference between revisions of "Products and Services"

From WHMCS Documentation
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Configure products via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings >  Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
 
Configure products via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings >  Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
  
−
For basic instructions for creating your first product group and product, see [[Setting Up Your First Product]]. This page explains all the advanced options available, including hiding products, stock control, and upgrades.
+
For basic instructions for creating your first product group and product, see [[Setting Up Your First Product]].
  
 
<html><a href="http://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
 
<html><a href="http://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
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==Product Groups==
 
==Product Groups==
−
Products organize on the order form by group. Each group has a separate page, so you can split products into categories or across several pages for ease of display. For example, you may wish to list your shared hosting plans on a separate page to the reseller plans. Clients can switch between groups on the order form or you can link to them directly (see [[#Links Tab| Links]] below).
+
Product groups organize products on the order form. Each group has a separate page, so you can split products into categories or across several pages for ease of display. For example, you may wish to list your shared hosting plans separately from reseller plans. Clients can switch between groups on the order form or you can link to them directly (see [[#Links Tab| Links]] below).
  
 
To create a product group:
 
To create a product group:
  
−
*Click '''Create a New Group'''.
+
#Click '''Create a New Group'''.
−
*Enter a name for the group. This will display on the order form.
+
#Enter a '''Product Group Name'''. This will display on the order form.
−
*Under normal circumstances, all product groups will use the system default order form template in the general settings. However, if you wish to use a different template for just this group, select it from '''Order Form Template'''.<br/>The <tt>carttpl</tt> variable in the link URL can't overwrite any order form templates that you select.
+
#Use the '''URL''' that WHMCS generated from the group name, or enter your desired '''URL'''.
−
*Use the checkboxes to select which ''payment gateways'' to offer on the checkout page for products within this group.
+
#Enter a '''Product Group Headline''' and '''Product Group Tagline'''.
−
*To hide this group from the order form, check '''Hidden'''.
+
#If you want to use a different template from the default for this group, select an '''Order Form Template'''. Normally, all product groups use the system default order form template in '''General Settings'''.
−
*Click '''Create Group'''. To edit the group at a later date, click the corresponding '''Edit''' on '''Products/Services'''.
+
#Check the '''Available Payment Gateways''' to offer on the checkout page for products in this group.
 +
#Check '''Hidden''' to hide the group on the order form.
 +
#Click '''Save Changes'''.  
  
−
To customise display sorting, see [[Products_and_Services#Sorting|Sorting]]
+
To edit the group at a later date, click the corresponding edit icon in the '''Products/Services''' list.
 +
 
 +
To customize display sorting, see [[Products_and_Services#Sorting|Sorting]].
  
 
==Products==
 
==Products==
−
To create a product, click '''Create a New Product'''. You will see these three options:
+
To create a new product:
−
* '''Product Type''' — There are four options to choose from, which WHMCS uses to determine how to handle the product. This is only for system use; you use the groups to divide products into categories for your own use.
+
#Click '''Create a New Product'''.
−
**Shared Hosting — For web hosting accounts.
+
#Choose a '''Product Type'''.
−
**Reseller Hosting — For web hosting reseller accounts.
+
#Choose the '''Product Group''' that you just selected.
−
**Dedicated/VPS Server — For servers. This displays the server hostname, nameserver, and root password fields on signup.
+
#Enter a '''Product Name'''.
−
**Other — For anything else.
+
#Select a '''Module'''. For example, for hosting plans hosted on a Plesk server, select ''Plesk''.
−
*'''Product Group''' — The group the product belongs to for display on the order form.
+
#Toggle '''Create as Hidden''' to hide or show the product on the client-side order form.
−
*'''Product Name''' — The name to display to customers and throughout the admin area.
+
#Click '''Continue''' and then configure the tabs on the page that appears. For more on these tabs, see the sections below.
 +
#After you configure the additional tabs, click '''Save Changes'''.
  
−
After you create the product, the following options will be available for configuration. To edit a product at a later date, click the corresponding '''Edit''' on '''Products/Services'''.
+
To edit the product at a later date, click the corresponding edit icon in the '''Products/Services''' list.  
  
 
To customise display sorting, see [[Products_and_Services#Sorting|Sorting]].
 
To customise display sorting, see [[Products_and_Services#Sorting|Sorting]].
  
−
===Details Tab===
+
===Details===
−
This is the first tab you see. It contains general information about a product, including its name and product group.
+
'''Details''' contains general information about a product, including its name and product group:
  
 
* '''Product Type''', '''Product Group''' and '''Product Name''' — See the [[#Products|Products]] section above.
 
* '''Product Type''', '''Product Group''' and '''Product Name''' — See the [[#Products|Products]] section above.
−
*'''Product Description''' — The detailed information on the order form, which relates to this product.
+
* '''Product Description''' — The detailed information that relates to this product on the order form.
−
** '''Note:''' The system maintains line breaks when you format a description. When using HTML, we recommend avoiding new lines unless you want them to appear in the end result.
+
** The system maintains line breaks when you format a description.  
−
*'''Welcome Email''' — The email template to send when activating the product. You can create custom email templates to use on different products. For more information, see [[Email Templates]].
+
** When using HTML, we recommend avoiding new lines unless you want them to appear in the end result.
−
*'''Require Domain''' — The domain registration options on ordering. You should always enable this for hosting and disable it for any other products that don't require a domain name.
+
* '''Welcome Email''' — The email template to send when activating the product. You can create custom email templates to use on different products. For more information, see [[Email Templates]].
−
*'''Stock Control''' — The specific available quantity of an item (for example, servers) or a limited special-offer product. Check this to enable it, and then enter the remaining quantity. WHMCS will stop orders when it reaches zero.
+
* '''Require Domain''' — The domain registration option on ordering. You should always enable this for hosting and disable it for other products that don't require a domain name.
−
*'''Sort Order''' — A number that overrides the default product ordering of alphabetical names. For example, a product with sort order of 0 will appear in the list first, with 1 will be beneath that and 2 beneath that.
+
* '''Stock Control''' — The available quantity of an item (for example, servers) or a limited special-offer product. Check this to enable the limit, and then enter the remaining quantity. WHMCS will stop orders when it reaches zero.  
−
*'''Apply Tax''' — Whether to apply tax rules to this product. For more information, see [[Tax Configuration|Tax/VAT Rules]].
+
* '''Apply Tax''' — Whether to apply tax rules to this product. For more information, see [[Tax Configuration|Tax/VAT Rules]].
−
*'''Hidden''' — Whether to show the product on the order form. Customers will still be able to order this using the direct order links.
+
* '''Featured''' — Display a product more prominently on some supported order forms.
−
*'''Retire''' — Whether to hide the product from admin area lists, such as '''Products/Services''' in '''Products/Services''' in the client's profile.
+
* '''Hidden''' — Whether to show the product on the order form. Customers will still be able to order this using the direct order links.
 +
* '''Retired''' — Whether to hide the product from admin area menus, like the product menu in the client's profile.
 +
 
 +
===Pricing===
 +
'''Pricing''' lets you specify the prices and duration of the product.
  
−
===Pricing Tab===
 
−
This second tab lets you specify the prices and duration of the product.
 
 
[[File:Price grid.png|thumb|Price Grid]]
 
[[File:Price grid.png|thumb|Price Grid]]
−
*'''Payment Types''' — Free, One Time, and Recurring options.  
+
 
−
**When you select One Time or Recurring payment types, the '''pricing grid''' will appear for entry of the product price. Enable each billing cycle by checking '''Enable'''.
+
*'''Payment Types''' — Select '''Free''', '''One Time''', or '''Recurring'''. If you select '''One Time''' or '''Recurring''', the pricing grid will appear. Enable each billing cycle by checking '''Enable'''.
−
**For Free products, the grid will not appear, since you cannot specify a price for a free product.
+
**For '''One Time''' products, enable '''One Time/Monthly''' and enter your prices into that column.
−
**For One Time products, enable '''One Time/Monthly''' and enter your prices into that column.
+
**For '''Recurring''' products, check '''Enable''' for the billing cycles that you want to offer with the product.
−
**For Recurring pricing types, you can choose from several billing cycles depending on how often you want to bill clients. You can enable as many or as few as you like.
+
**For '''Setup Fee''' in each column, enter any setup fees for a given billing cycle. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
−
**The '''setup fee''' in each column allows you to specify different setup fees depending on the cycle you choose. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
+
*'''Allow Multiple Quantities''' — Select whether clients can multiples of this product on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
−
**If you do not wish to offer a particular billing cycle, deselect '''Enable''' to disable it. In this screenshot, the product will only be available monthly or annually with no setup fee.
+
*'''Recurring Cycles Limit''' — For '''Recurring''' payment types, the default value (<tt>0</tt>) will invoice indefinitely until cancelled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering <tt>5</tt> on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
−
*'''Allow Multiple Quantities''' — When you enable it, this option allows clients to choose the quantity of this product they wish to order. This is available on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
+
*'''Auto Terminate/Fixed Term''' — You can set up products that automatically terminate after a set number of days from the service's registration date.  
−
*'''Recurring Cycles Limit''' — For '''Recurring''' payment types, the default value (<tt>0</tt>) will invoice indefinitely until cancelled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering 5 on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
 
−
*'''Auto Terminate/Fixed Term''' — You can set up products that automatically terminate after a set number of days from the service's Registration Date. Use this to offer free trial products for a certain period of time or time-limited products that should only recur for a certain number of cycles before stopping.
 
 
**To enable this, enter the number of days to wait before terminating and choose an email template to send to the client when the termination occurs (for example, an up-selling email to promote your paid products in the case of a trial, or confirmation of payment completing for installment payments). Set '''Auto Terminate/Fixed Term''' to 0 to disable this feature.  
 
**To enable this, enter the number of days to wait before terminating and choose an email template to send to the client when the termination occurs (for example, an up-selling email to promote your paid products in the case of a trial, or confirmation of payment completing for installment payments). Set '''Auto Terminate/Fixed Term''' to 0 to disable this feature.  
 
**Entering a number in this field terminate the product when the cron job runs that many days after the product registration date.
 
**Entering a number in this field terminate the product when the cron job runs that many days after the product registration date.
−
*'''Termination Email''' — When you enable the above option, choose an email to send to the client at product termination.
+
**Use this to offer free trial products for a certain period of time or time-limited products that should only recur for a certain number of cycles before stopping.
 +
*'''Termination Email''' — If you entered an '''Auto Terminate/Fixed Term''' value, select an email to send to the client at product termination.
 
<div class="docs-alert-info">
 
<div class="docs-alert-info">
 
<span class="title">Note:</span><br />
 
<span class="title">Note:</span><br />
−
'''Termination Email''' only includes custom product type email templates. For more information on creating a custom email template, see [http://docs.whmcs.com/Email_Templates Email Templates]
+
'''Termination Email''' only includes custom product-type email templates. For more information on creating a custom email template, see [http://docs.whmcs.com/Email_Templates Email Templates].
 
</div>
 
</div>
−
*'''Prorata Billing''' — This allows you to bill products on a specific day of the month and charge a prorata amount at the initial time of order. If you enable this, the system will charge all clients on one exact day each month. Otherwise, the product will use the default anniversary billing system (for example, Jun 15–Jul 15). Changes to this setting apply to new orders only.
+
*'''Prorata Billing''' — This allows you to bill products on a specific day of the month and charge a prorata amount at the initial time of order. If you check this, the system will charge all clients on one specific day each month. Otherwise, the product will use the default anniversary billing system (for example, Jun 15–Jul 15). Changes to this setting apply to new orders only.
 
<div class="docs-alert-info">
 
<div class="docs-alert-info">
 
<span class="title">Note:</span><br />
 
<span class="title">Note:</span><br />
 
Prorata billing is not compatible with the free domain logic or having domain renewal invoices that the system generates further in advance than other products.
 
Prorata billing is not compatible with the free domain logic or having domain renewal invoices that the system generates further in advance than other products.
 
</div>
 
</div>
−
*'''Prorata Date''' — If you set this to 1, the system will charge all clients on the 1st of each month.
+
*'''Prorata Date''' — The specific billing date for all sales of the product. If you set this to <tt>1</tt>, the system will charge all clients on the 1st of each month.
−
*'''Charge Next Month''' — After this day of the month, the system will also charge a client for the next month in their initial payment when signing up on a monthly billing cycle. Without enabling this, if you have set the prorata date to 1, and a client signs up on the 30th of the month, they would only pay a small amount. If you enable this, they would pay the prorated amount plus the next month in advance.<br/>'''TIP:''' If you wish to prorate a product but not to enable this feature, set '''Prorata Date''' to a normal value and '''Charge Next Month''' to <tt>32</tt>.
+
*'''Charge Next Month''' — After this day of the month, the system will also charge a client for the next month in their initial payment when signing up on a monthly billing cycle.  
 +
**If you don't enable this, if you have set the prorata date to 1, and a client signs up on the 30th of the month, they would only pay a small amount.  
 +
**If you enable this, they would pay the prorated amount plus the next month in advance.  
 +
**To prorate a product but not to enable this feature, set '''Prorata Date''' to a normal value and '''Charge Next Month''' to <tt>32</tt>.
  
−
===Module Settings (aka Provisioning)===
+
===Module Settings===
  
 
This tab specifies which server type the product will use and how WHMCS will behave when someone orders this product.
 
This tab specifies which server type the product will use and how WHMCS will behave when someone orders this product.
  
−
*From '''Module Name''', select the type of server you're using.  
+
*From '''Module Name''', select the type of server you're using. If a product has no specific module to link to, set it to ''[[Auto_Release|Autorelease]]'' to simulate activation and send a welcome email.
−
* Select your desired options. The options you will see depend upon the module chosen. For more information about each module, see the [[Server_Modules|Provisioning Modules]] section.
+
*Select your desired options. The options you will see depend on your module. For more information about each module, see the [[Server_Modules|Provisioning Modules]] section.
−
*If a product has no specific module to link to, set it to ''[[Auto_Release|Autorelease]]'' in order to simulate the activation and send a welcome email automatically.
 
 
*Select one of the four automation settings for product activation:
 
*Select one of the four automation settings for product activation:
−
**Automatically setup the product as soon as an order is placed — Set it up instantly. Usually, you would use this for free products.
+
**'''Automatically setup the product as soon as an order is placed''' — Set it up instantly. Usually, you would use this for free products.
−
**Automatically setup the product as soon as the first payment is received — Perform the setup as soon as the customer pays for the order.
+
**'''Automatically setup the product as soon as the first payment is received''' — Perform the setup as soon as the customer pays for the order.
−
**Automatically setup the product when you manually accept a pending order — Perform the setup only when an admin has manually reviewed and accepted the order.
+
**'''Automatically setup the product when you manually accept a pending order''' — Perform the setup only when an admin has manually reviewed and accepted the order.
−
**Do not automatically setup this product — Never auto-set-up the product. Admins can still initiate manually from the product details page under a clients profile.
+
**'''Do not automatically setup this product''' — Never auto-set-up the product. Admins can still initiate manually from the product details page under a clients profile.
  
 
====Metric Billing====
 
====Metric Billing====
 
[[File:Usage-billing-module-settings-metric-config.png|thumb|]]
 
[[File:Usage-billing-module-settings-metric-config.png|thumb|]]
−
'''Metric Billing''' displays when you select a module that supports this feature (WHMCS version 7.9 and above).
 
  
−
To enable a metric for billing or display purposes, set the toggle to ''On''. If you enable a metric, it will appear within the client's product details view of the client area. An admin will always see all metrics, enabled or disabled, within the admin area when viewing a service for a product that reports metrics.
+
<div class="docs-alert-info">
 +
<span class="title">Metric Billing</span><br />
 +
'''Metric Billing''' displays in '''Module Settings''' when you select a module that supports this feature (WHMCS version 7.9 and above).
 +
</div>
  
−
To configure pricing for a metric, click '''Configure Pricing''' under the given metric name.  
+
To enable a metric for billing or display purposes, set the toggle to '''On'''. If you enable a metric, it will appear within the client's product details view of the client area. An admin will always see all metrics, enabled or disabled, within the admin area when viewing a service for a product that reports metrics.
 +
 
 +
To configure pricing for a metric, click '''Configure Pricing''' for that metric.  
  
 
For usage and configuration instructions, see [[Usage Billing]].
 
For usage and configuration instructions, see [[Usage Billing]].
Line 103: Line 115:
 
From this tab you can create custom fields for this product. This allows you to collect additional order form information that you need to supply the product.  
 
From this tab you can create custom fields for this product. This allows you to collect additional order form information that you need to supply the product.  
  
−
*Field types consist of text boxes, menus, yes-or-no checkboxes, memo text boxes, and password fields. Text in password fields appear as asterisks (<tt>****</tt>).
+
*Field types consist of text boxes, menus, checkboxes, link or URL fields, and password fields. Text in password fields appears as asterisks (<tt>****</tt>).
 
*You can set fields as admin-only for private data, required or optional on the order form, displayed on the order form, displayed in the client area, or displayed on invoices (such as VAT numbers).
 
*You can set fields as admin-only for private data, required or optional on the order form, displayed on the order form, displayed in the client area, or displayed on invoices (such as VAT numbers).
  
Line 110: Line 122:
 
===Configurable Options===
 
===Configurable Options===
  
−
Use this tab to select which configurable options to associate with the product. You can display them on the order form or in the client area.
+
Use this tab to select the configurable options to associate with the product. You can display them on the order form or in the client area. '''Configurable Options''' are options that alter the price of the product.
−
*'''Configurable Options''' allow you to give your clients options that alter the price of the product.
+
 
−
*For more information, see [[Addons_and_Configurable_Options|Addons and Configurable Options]].
+
For more information, see [[Addons_and_Configurable_Options|Addons and Configurable Options]].
  
 
===Upgrades===
 
===Upgrades===
  
−
The sixth tab allows you to specify whether the client can upgrade or downgrade from this product to another.
+
This tab allows you to specify whether the client can upgrade or downgrade from this product to another. WHMCS can fully automate upgrades and downgrades for many of the modules.
  
−
*WHMCS can fully automate upgrades and downgrades for many of the modules.
+
*Select the products that the product can be upgraded or downgraded to.
−
*In this tab, select the products that the product can be upgrade or downgrade to.
 
 
*Use <tt>Ctrl+Click</tt> to select multiple products.
 
*Use <tt>Ctrl+Click</tt> to select multiple products.
−
*Select the checkbox to enable the upgrades of configurable options, if there are any on the product.
+
*Check '''Configurable Options''' to enable upgrading configurable options, if there are any on the product.
−
*Select an email template to use when a client upgrades to this product from '''Upgrade Email'''. You will first need to create a new product email template under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates'''.
+
*Select an '''Upgrade Email''' template to use when a client upgrades to this product. You will first need to create a new product email template under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates'''.
−
*For more information about how WHMCS calculates and processes upgrades and downgrades, see [[Automated_Upgrades_and_Downgrades|Automated Upgrades and Downgrades]].
+
 
 +
For more information about how WHMCS calculates and processes upgrades and downgrades, see [[Automated_Upgrades_and_Downgrades|Automated Upgrades and Downgrades]].
  
 
===Free Domain===
 
===Free Domain===
 +
Use this tab to configure the offer of a free domain with a product. WHMCS lets you offer free domains with your packages when customers purchase them with certain payment terms. For example, you might want to offer a free domain when someone purchases a package annually.
  
−
Use this tab to configure the offer of a free domain with a product.
+
*For '''Free Domain''', choose whether and how to offer a free domain.
−
*WHMCS lets you offer free domains with your packages when customers purchase them with certain payment terms. For example, you might want to offer a free domain when someone purchases a package annually.
+
*Select one or more '''Free Domain Payment Terms''' to set the billing cycles that are required for a product to receive a free domain.
−
*For more information on how to configure this, see [[Domains_Configuration#Offering_Free_Domain_Registration_with_Selected_Packages|Offering Free Domain Registration]].
+
*Select one or more '''Free Domain TLDs''' to set which TLDs can be used for a free domain.
 +
 
 +
For more information on how to configure this, see [[Domains_Configuration#Offering_Free_Domain_Registration_with_Selected_Packages|Offering Free Domain Registration]].
  
 
===Other===
 
===Other===
−
 
 
The penultimate tab contains miscellaneous settings such as product affiliate rates, product downloads, and overage billing.
 
The penultimate tab contains miscellaneous settings such as product affiliate rates, product downloads, and overage billing.
  
−
*'''Custom Affiliate Payout''' — The custom payout rate for this specific product if using the built-in affiliate system. This setting overrides or disables the system default commission rate.
+
*'''Custom Affiliate Payout''' — The custom payout rate for this specific product if it's using the built-in affiliate system. This setting overrides or disables the system default commission rate.
 
*'''Affiliate Pay Amount''' — The percentage or amount paid for a purchase of this product, depending on your choice for the setting above.
 
*'''Affiliate Pay Amount''' — The percentage or amount paid for a purchase of this product, depending on your choice for the setting above.
−
*'''One Time Payout''' — Whether to pay only a one-time commission.
+
*'''One Time Payout''' — Check this to pay only a one-time commission.
 
*'''Subdomain Options''' — Enter a domain in the format ".yourdomain.com" if you want to offer a free subdomain option for the domain at signup. You can offer more than one by entering a comma separated list (for example, ".yourdomain.com,.yourdomain.net").
 
*'''Subdomain Options''' — Enter a domain in the format ".yourdomain.com" if you want to offer a free subdomain option for the domain at signup. You can offer more than one by entering a comma separated list (for example, ".yourdomain.com,.yourdomain.net").
−
*'''Product Downloads''' — Whether to offer files to automatically release to the customer when the product is activated. See [[Product Downloads Distribution]] for more information.
+
*'''Associated Downloads''' — The files to automatically release to the customer when the product is activated.  
−
*'''Overage Billing''' — Allows you to bill for the product based on disk and bandwidth usage for the month. Refer to [[Disk Space and Bandwidth Overage Billing]] for more information.
+
**Click '''Add Category''' to create a new category of downloads.
 +
**Click '''Quick Upload''' to upload a new file.
 +
**See [[Product Downloads Distribution]] for more information.
 +
*'''Overages Billing''' — Enables billing for the product based on disk and bandwidth usage for the month. Refer to [[Disk Space and Bandwidth Overage Billing]] for more information.
 +
*'''Soft Limits''' — Enter the soft limits for '''Disk Usage''' and '''Bandwidth'''.
 +
*'''Overage Costs''' — Enter the overage costs for '''Disk Usage''' and '''Bandwidth'''.
  
 
===Links tab===
 
===Links tab===
−
 
+
This tab contains the URLs to link to for this product.
−
The final tab contains some ready-made URLs to add to linking to this product.
 
  
 
*Each URL will add the product to the shopping cart and jump straight to the configuration step.
 
*Each URL will add the product to the shopping cart and jump straight to the configuration step.

Revision as of 15:24, 8 September 2020

Configure products via Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.

For basic instructions for creating your first product group and product, see Setting Up Your First Product.

Watch the video tutorial for this feature   Have our professional services team configure WHMCS for you.Services

Product Groups

Product groups organize products on the order form. Each group has a separate page, so you can split products into categories or across several pages for ease of display. For example, you may wish to list your shared hosting plans separately from reseller plans. Clients can switch between groups on the order form or you can link to them directly (see Links below).

To create a product group:

  1. Click Create a New Group.
  2. Enter a Product Group Name. This will display on the order form.
  3. Use the URL that WHMCS generated from the group name, or enter your desired URL.
  4. Enter a Product Group Headline and Product Group Tagline.
  5. If you want to use a different template from the default for this group, select an Order Form Template. Normally, all product groups use the system default order form template in General Settings.
  6. Check the Available Payment Gateways to offer on the checkout page for products in this group.
  7. Check Hidden to hide the group on the order form.
  8. Click Save Changes.

To edit the group at a later date, click the corresponding edit icon in the Products/Services list.

To customize display sorting, see Sorting.

Products

To create a new product:

  1. Click Create a New Product.
  2. Choose a Product Type.
  3. Choose the Product Group that you just selected.
  4. Enter a Product Name.
  5. Select a Module. For example, for hosting plans hosted on a Plesk server, select Plesk.
  6. Toggle Create as Hidden to hide or show the product on the client-side order form.
  7. Click Continue and then configure the tabs on the page that appears. For more on these tabs, see the sections below.
  8. After you configure the additional tabs, click Save Changes.

To edit the product at a later date, click the corresponding edit icon in the Products/Services list.

To customise display sorting, see Sorting.

Details

Details contains general information about a product, including its name and product group:

  • Product Type, Product Group and Product Name — See the Products section above.
  • Product Description — The detailed information that relates to this product on the order form.
    • The system maintains line breaks when you format a description.
    • When using HTML, we recommend avoiding new lines unless you want them to appear in the end result.
  • Welcome Email — The email template to send when activating the product. You can create custom email templates to use on different products. For more information, see Email Templates.
  • Require Domain — The domain registration option on ordering. You should always enable this for hosting and disable it for other products that don't require a domain name.
  • Stock Control — The available quantity of an item (for example, servers) or a limited special-offer product. Check this to enable the limit, and then enter the remaining quantity. WHMCS will stop orders when it reaches zero.
  • Apply Tax — Whether to apply tax rules to this product. For more information, see Tax/VAT Rules.
  • Featured — Display a product more prominently on some supported order forms.
  • Hidden — Whether to show the product on the order form. Customers will still be able to order this using the direct order links.
  • Retired — Whether to hide the product from admin area menus, like the product menu in the client's profile.

Pricing

Pricing lets you specify the prices and duration of the product.

Price Grid
  • Payment Types — Select Free, One Time, or Recurring. If you select One Time or Recurring, the pricing grid will appear. Enable each billing cycle by checking Enable.
    • For One Time products, enable One Time/Monthly and enter your prices into that column.
    • For Recurring products, check Enable for the billing cycles that you want to offer with the product.
    • For Setup Fee in each column, enter any setup fees for a given billing cycle. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
  • Allow Multiple Quantities — Select whether clients can multiples of this product on the checkout page. The product must require no additional configuration (like product custom fields or configurable options).
  • Recurring Cycles Limit — For Recurring payment types, the default value (0) will invoice indefinitely until cancelled. However, by entering a value in this field, you can limit the number of times this product will invoice the client. For example, entering 5 on a monthly product would keep the system from generating an invoice in the 6th month after ordering.
  • Auto Terminate/Fixed Term — You can set up products that automatically terminate after a set number of days from the service's registration date.
    • To enable this, enter the number of days to wait before terminating and choose an email template to send to the client when the termination occurs (for example, an up-selling email to promote your paid products in the case of a trial, or confirmation of payment completing for installment payments). Set Auto Terminate/Fixed Term to 0 to disable this feature.
    • Entering a number in this field terminate the product when the cron job runs that many days after the product registration date.
    • Use this to offer free trial products for a certain period of time or time-limited products that should only recur for a certain number of cycles before stopping.
  • Termination Email — If you entered an Auto Terminate/Fixed Term value, select an email to send to the client at product termination.

Note:
Termination Email only includes custom product-type email templates. For more information on creating a custom email template, see Email Templates.

  • Prorata Billing — This allows you to bill products on a specific day of the month and charge a prorata amount at the initial time of order. If you check this, the system will charge all clients on one specific day each month. Otherwise, the product will use the default anniversary billing system (for example, Jun 15–Jul 15). Changes to this setting apply to new orders only.

Note:
Prorata billing is not compatible with the free domain logic or having domain renewal invoices that the system generates further in advance than other products.

  • Prorata Date — The specific billing date for all sales of the product. If you set this to 1, the system will charge all clients on the 1st of each month.
  • Charge Next Month — After this day of the month, the system will also charge a client for the next month in their initial payment when signing up on a monthly billing cycle.
    • If you don't enable this, if you have set the prorata date to 1, and a client signs up on the 30th of the month, they would only pay a small amount.
    • If you enable this, they would pay the prorated amount plus the next month in advance.
    • To prorate a product but not to enable this feature, set Prorata Date to a normal value and Charge Next Month to 32.

Module Settings

This tab specifies which server type the product will use and how WHMCS will behave when someone orders this product.

  • From Module Name, select the type of server you're using. If a product has no specific module to link to, set it to Autorelease to simulate activation and send a welcome email.
  • Select your desired options. The options you will see depend on your module. For more information about each module, see the Provisioning Modules section.
  • Select one of the four automation settings for product activation:
    • Automatically setup the product as soon as an order is placed — Set it up instantly. Usually, you would use this for free products.
    • Automatically setup the product as soon as the first payment is received — Perform the setup as soon as the customer pays for the order.
    • Automatically setup the product when you manually accept a pending order — Perform the setup only when an admin has manually reviewed and accepted the order.
    • Do not automatically setup this product — Never auto-set-up the product. Admins can still initiate manually from the product details page under a clients profile.

Metric Billing

Usage-billing-module-settings-metric-config.png

Metric Billing
Metric Billing displays in Module Settings when you select a module that supports this feature (WHMCS version 7.9 and above).

To enable a metric for billing or display purposes, set the toggle to On. If you enable a metric, it will appear within the client's product details view of the client area. An admin will always see all metrics, enabled or disabled, within the admin area when viewing a service for a product that reports metrics.

To configure pricing for a metric, click Configure Pricing for that metric.

For usage and configuration instructions, see Usage Billing.

Custom Fields

From this tab you can create custom fields for this product. This allows you to collect additional order form information that you need to supply the product.

  • Field types consist of text boxes, menus, checkboxes, link or URL fields, and password fields. Text in password fields appears as asterisks (****).
  • You can set fields as admin-only for private data, required or optional on the order form, displayed on the order form, displayed in the client area, or displayed on invoices (such as VAT numbers).

For more information, see Custom Fields.

Configurable Options

Use this tab to select the configurable options to associate with the product. You can display them on the order form or in the client area. Configurable Options are options that alter the price of the product.

For more information, see Addons and Configurable Options.

Upgrades

This tab allows you to specify whether the client can upgrade or downgrade from this product to another. WHMCS can fully automate upgrades and downgrades for many of the modules.

  • Select the products that the product can be upgraded or downgraded to.
  • Use Ctrl+Click to select multiple products.
  • Check Configurable Options to enable upgrading configurable options, if there are any on the product.
  • Select an Upgrade Email template to use when a client upgrades to this product. You will first need to create a new product email template under Configuration () > System Settings > Email Templates.

For more information about how WHMCS calculates and processes upgrades and downgrades, see Automated Upgrades and Downgrades.

Free Domain

Use this tab to configure the offer of a free domain with a product. WHMCS lets you offer free domains with your packages when customers purchase them with certain payment terms. For example, you might want to offer a free domain when someone purchases a package annually.

  • For Free Domain, choose whether and how to offer a free domain.
  • Select one or more Free Domain Payment Terms to set the billing cycles that are required for a product to receive a free domain.
  • Select one or more Free Domain TLDs to set which TLDs can be used for a free domain.

For more information on how to configure this, see Offering Free Domain Registration.

Other

The penultimate tab contains miscellaneous settings such as product affiliate rates, product downloads, and overage billing.

  • Custom Affiliate Payout — The custom payout rate for this specific product if it's using the built-in affiliate system. This setting overrides or disables the system default commission rate.
  • Affiliate Pay Amount — The percentage or amount paid for a purchase of this product, depending on your choice for the setting above.
  • One Time Payout — Check this to pay only a one-time commission.
  • Subdomain Options — Enter a domain in the format ".yourdomain.com" if you want to offer a free subdomain option for the domain at signup. You can offer more than one by entering a comma separated list (for example, ".yourdomain.com,.yourdomain.net").
  • Associated Downloads — The files to automatically release to the customer when the product is activated.
    • Click Add Category to create a new category of downloads.
    • Click Quick Upload to upload a new file.
    • See Product Downloads Distribution for more information.
  • Overages Billing — Enables billing for the product based on disk and bandwidth usage for the month. Refer to Disk Space and Bandwidth Overage Billing for more information.
  • Soft Limits — Enter the soft limits for Disk Usage and Bandwidth.
  • Overage Costs — Enter the overage costs for Disk Usage and Bandwidth.

Links tab

This tab contains the URLs to link to for this product.

  • Each URL will add the product to the shopping cart and jump straight to the configuration step.
  • There are many more possible variations. For more information, see Linking to WHMCS.

Sorting

Groups and products are sortable using the crosshair icon on the appropriate row. This is on the left for groups and the right for products.

Drag and drop sorting.png

After moving, a success message will appear on the top right of the page to confirm that the system saved the sort order.

Product drag and drop success.png

It is not possible to move products between groups using the drag-and-drop method.

Feature Highlights

Feature Highlights allow you to define features and their values for products in a way that WHMCS can interpret for comparison-based display.

The system supports Feature Highlights for most order form templates. For more information, see Standard Order Form Templates.

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