Revision as of 19:42, 14 April 2022

The client profile in the WHMCS admin area displays all of a client's information, their products and services, their support ticket history, invoices, and other important details.

You view a list of clients at Clients > View/Search Clients. Then, access the client profile by clicking on the desired client, by searching for the client, or by clicking the client's name in many other places throughout WHMCS.

Client Profile Tabs

The client profile displays information in several tabs:

• Summary Tab - an overview of the client's details, some quick billing and service statistics, quick links to many common management actions as well as a list of all their services, domains and addons.
• Profile Tab - contains fields for changing the client's contact details (name, address, email address etc.) as well as a number of other options affecting the billing behaviour of their account in WHMCS.
• Users Tab — View and manage the user who owns this client account. We added this tab in WHMCS 8.0.
• ContactsTab - from here one can view client contacts and sub-accounts as well as add or delete them.
• Products/Services Tab - contains details for all a client's services, as well as the ability to edit, upgrade/downgrade, move to another client, delete and run module commands.
• Domains Tab - displays details of all a client's domains, as well as the ability to edit nameservers and whois details, apply and remove the Registry lock, move to another client and delete the domain.
• Invoices Tab - shows a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.
• Quotes Tab - contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.
• Transactions Tab - contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record new transactions.
• Tickets Tab - shows statistics of opened tickets by the specific client along with the ability to open a new ticket on the clients behalf and provides a historical list of the clients tickets that you can filter/search through with live results.
• Emails/Notes/Logs Tabs - descriptions of the last three tabs in the client management section; Emails, Notes and Logs.

Common Actions

Below are some common client management tasks you are likely to perform, with direct links to the relevant section of the documentation:

• Resetting a client's password.
• View, change, or remove a client's credit card number.
• Merge two client accounts.
• Close or delete a client's account.
• Change the renewal date of multiple services at once.
• Generate a product renewal invoice early.
• Display a different set of contact details on invoices for a client.
• Create login details for individual staff members of a client's organisation.
• Change how much and how often to bill a client for a service.
• Cancel a service.
• Upgrade or downgrade a service.
• Move a service to another client.
• Change a domain's nameservers or WHOIS contacts.
• Move a domain to another client.