Difference between revisions of "Client Management"

Latest revision as of 17:22, 21 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 — The client's details, some quick billing and service statistics, quick links to common management actions, and a list of services, domains and addons.
Profile — The client's contact details (for example, name and address) and options for billing behaviour.
Users — The users who can access and manage this client account and options to manage them. We added this tab in WHMCS 8.0.
Contacts — The client's contacts and sub-accounts and options to manage them.
Products/Services — The details for all of the client's services and the tools to edit, upgrade or downgrade, move, or delete services and run module commands.
Domains — The details of all a client's domains, as well as the ability to edit nameservers and WHOIS details, apply and remove the registry locks, and move and delete domains.
Invoices — The client's invoices, tools for searching within them, and options for bulk invoice management.
Quotes — The client's quotes and the ability to create, edit, and delete quotes.
Transactions — A summary and list of the client's transactions and the ability to create, edit, or delete transactions.
Tickets — Statistics and a list of the client's tickets and the ability to open a new ticket on the client's behalf.
Emails — A list of emails that you sent to the client via WHMCS.
Notes — The notes admins have added about this client.
Log — Log entries that relate to this client.

Common Actions

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

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-==Adding a Client==
+{{Client Management}}
-To add a new client, go to Clients > Add New Client.  You will then be presented with the Add New Client form.  You can choose whether or not to send the client a welcome info email using the tick box at the bottom of the page.
-==Adding a Contact==
+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.
-To add a new contact, begin by locating the client in your WHMCS and entering their Clients Summary page and then click on the Contacts tab.  If they already have existing contacts setup, the first of these will be shown - in this case, you need to choose Add New from the dropdown menu.  If they don't have any contacts setup then you can just proceed with entering the details of the new contact.  Clients can also manage contacts from the client area themselves.
+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.
-The minimum required fields are First & Last Name and Email Address.  The other fields are optional when adding a contact from the client area.  You will see an Email Notifications section with 5 checkboxes for each of the five email categories that you can assign this contact to.  Just tick the boxes for the email groups you want this contact to receive.
+== Client Profile Tabs ==
-Once completed, simply click the Add Contact button to complete the process.
+The client profile displays information in several tabs:
-==Setting a Billing Contact==
+* '''[[Clients:Summary_Tab|Summary]]''' — The client's details, some quick billing and service statistics, quick links to common management actions, and a list of services, domains and addons.
+* '''[[Clients:Profile_Tab|Profile]]''' — The client's contact details (for example, name and address) and options for billing behaviour.
+* '''[[Clients:Users_Tab|Users]]''' — The users who can access and manage this client account and options to manage them. We added this tab in WHMCS 8.0.
+* '''[[Clients:Contacts_Tab|Contacts]]''' — The client's contacts and sub-accounts and options to manage them.
+* '''[[Clients:Products/Services_Tab|Products/Services]]''' — The details for all of the client's services and the tools to edit, upgrade or downgrade, move, or delete services and run module commands.
+* '''[[Clients:Domains_Tab|Domains]]''' — The details of all a client's domains, as well as the ability to edit nameservers and WHOIS details, apply and remove the registry locks, and move and delete domains.
+* '''[[Clients:Invoices_Tab|Invoices]]''' — The client's invoices, tools for searching within them, and options for bulk invoice management.
+* '''[[Clients:Quotes_Tab|Quotes]]''' — The client's quotes and the ability to create, edit, and delete quotes.
+* '''[[Clients:Transactions_Tab|Transactions]]''' — A summary and list of the client's transactions and the ability to create, edit, or delete transactions.
+* '''[[Clients:Tickets_Tab|Tickets]]''' — Statistics and a list of the client's tickets and the ability to open a new ticket on the client's behalf.
+* '''[[Clients:Emails Tab|Emails]]''' — A list of emails that you sent to the client via WHMCS.
+* '''[[Clients:Notes Tab|Notes]]''' — The notes admins have added about this client.
+* '''[[Clients:Log Tab|Log]]''' — Log entries that relate to this client.
-A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different (if using a merchant gateway).  A billing contact is setup in the normal way as above and then from the main profile area for that client, in the Default Billing Contact you need to select the contact which you've setup for the purpose.
+==Common Actions==
+Below are some common client management tasks you are likely to perform, with direct links to the relevant section of the documentation:
-==Disable Notices==
+* [[Clients:Summary_Tab#Reset_.26_Send_Password|Resetting a client's password]].
+* [[Clients:Summary_Tab#Credit_Card_Information|View, change, or remove a client's credit card number]].
-There are situations where you may want to disable late fees and overdue email notices for certain clients.  You can do this in WHMCS from the client profile tab by ticking the "Don't Apply Late Fees" and/or "Don't Send Overdue Emails" checkboxes.
+* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts]].
+* [[Clients:Summary_Tab#Close_Clients_Account|Close or delete a client's account]].
-==Changing a Clients Status==
+* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]].
-Rather than deleting a user you would normally just change the users status for record keeping purposes.  To do this, go to the Profile tab of the client you wish to change and then select the status you want in the dropdown box.  Then click the Save Changes button to save the new status.
+* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]].
+* [[Clients:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices for a client]].
-*Active - Can login and has active services
+* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]].
-*Inactive - Can login but has no active services currently
+* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often to bill a client for a service]].
-*Closed - No active services and cannot login to the client area
+* [[Clients:Products/Services_Tab#Cancelling_a_Service|Cancel a service]].
+* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or downgrade a service]].
-Please note: The clients status does not stop invoicing if their packages status is still active
+* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]].
+* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or WHOIS contacts]].
-==Client Files==
+* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]].
-*The files section in a clients profile allows you to upload files specific to that customer
-*This can be used for documents, agreements or other downloads specific to the individual
-*Files can be set as Admin Only to only be viewed by admins, otherwise they show on the Client Area Homepage for the client to be able to download
-*Files can be added and managed from the Client Summary page in the admin area
-==Managing Credit==
-You may want to add credit to a client if they overpay one month or if you have some downtime which you want to provide credit for.  With WHMCS, you can give the client a credit balance and when their next invoice is generated, this credit will be automatically applied to it.  If the credit is enough to cover the entire invoice, the invoice is automatically marked paid.  Otherwise, the total amount due is just decreased by the required amount.
-===Issuing Credit to a Client===
-#Begin by going to the Clients Summary page for the client you wish to add Credit to
-#On the Quick Links section, click the link "Manage Credits"
-#In the popup window that is displayed, click the Add Credit button
-#Enter a description for the credit for your records and the amount of credit to add and click "Save Changes"
-#The credit will be added to the clients balance and credit entry shown on the credits list
-===Automatic Credit===
-Credit is added automatically when a user overpays an invoice.  A common cause of this is when the client sets up more than 1 PayPal Subscription.  This will appear in the log as "Credit for Overpayment of Invoice #xxxx"
-===Reviewing Credit Logs===
-If you want to see why a client has been given credit, you need to click the Manage Credit link from the Actions panel on the Client Summary page.  You will then see a list of credit log entries for the selected client.  You have the option to delete entries if you wish and they will then be deducted from the credit balance.
-===Manual Adjustment===
-If you don't want to log the adding of credit to a client or just want to make an adjustment to the credit balance of a user, simply go to their Clients Profile.  From there, you can edit the Credit Balance field directly and save.
-==Password Resets==
-*If a client forgets their password, they can click the Forgotten Password link on the login form to begin the reset process
-*After entering their email address they will be sent an email with a confirmation link to confirm they are actually the one who requested the reset. The reset link is valid for 2 hours from the time of request
-*When they click the link in the email their password is reset to a random value and the new password is emailed to them. If they didn't request the reset they are advised to simply ignore the email and not click the link.
-*Admins can also issue a new password in 2 ways:
-*#On the Client Summary page, locate the Send Email panel and choose "Client Area Details Reminder" in the dropdown and then submit. That will generate a new random password and email it to them.
-*#Alternatively, you can change their password to a specific new value from the Profile page where it says "Enter to change"
-==Merging Clients==
-To merge two seperate client accounts into one, locate the first of the clients and click the "Merge Client Accounts" link in the Actions section of the Client Summary panel.  You will then be presented with a popup window which allows you to select the other client to merge with and choose which client profile is kept and which is discarded with the merge to client 1 or merge to client 2 selection option.
-==Deleting a Client==
-Deleting a client removes everything related to that client from the WHMCS database except for transactions.  They are considered income that isn't being refunded just because the client is being removed.  To delete the client, begin by clicking the Clients tab on the Administration Menu Bar.  Browse for the client you wish to delete and click their name to enter the Clients Summary page.  From here, click Delete Client in red from the Quick Links section of the summary page.  You will be asked to confirm you want to delete the user and after confirming the user will be removed and you will be returned to the Clients List.  Should you wish to remove their transactions aswell, you should do this before deleting the client from the Transactions tab.

Documentation

Difference between revisions of "Client Management"

Latest revision as of 17:22, 21 April 2022

Client Profile Tabs

Common Actions