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:

@@ Line 1: / Line 1: @@
-==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.  All the other fields are optional and the Email Notification checkboxes allow you to set which email categories the contact should receive copies of.  Once completed, simply click the Add Contact button to complete the process.
+== Client Profile Tabs ==
-'''Note:''' Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened.
+The client profile displays information in several tabs:
-===Sub-Accounts===
+* '''[[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.
-An extension of the Contacts feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to login, and carry out various actions that the main account holder has permitted them to.  Refer to the [[Sub-Accounts|Sub-Accounts Guide]] for more information.
+==Common Actions==
+Below are some common client management tasks you are likely to perform, with direct links to the relevant section of the documentation:
-===Setting a Billing Contact===
+* [[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]].
-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.
+* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts]].
+* [[Clients:Summary_Tab#Close_Clients_Account|Close or delete a client's account]].
-==Disable Notices==
+* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]].
+* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]].
-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:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices for a client]].
+* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]].
-==Changing a Clients Status==
+* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often to bill a client for a service]].
-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:Products/Services_Tab#Cancelling_a_Service|Cancel a service]].
+* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or downgrade a service]].
-*Active - Can login and has active services
+* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]].
-*Inactive - Can login but has no active services currently
+* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or WHOIS contacts]].
-*Closed - No active services and cannot login to the client area
+* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]].
-Please note: The clients status does not stop invoicing if their packages status is still active
-==Client Files==
-*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
-==Credit Card Billing==
-If the client pays by credit card, then a credit card may be stored on their account unless they chose for it not to be. To check if you have card details on file, from the client summary screen click '''Manage Credit Card Information''' in the '''Actions''' panel.  If a card is stored you will instantly see the card type, last 4 digits, expiry date and issue number/start date (if applicable).
-===Adding a New Card===
-You can replace the existing card stored for a client or add one if none is already stored on this page at the bottom. Simply enter the card details (card issue and start date are optional) and click '''Save Changes'''.
-===Viewing Full Card Number===
-If you need to view the full card number, then on this screen you will see a heading named this with a box below asking for the CC Encryption Hash.  This is the random hash key used for your install which you can find in the configuration.php file.  Enter the hash there to confirm you are authorized and click submit for it to reload showing the full number.
-===Removing Card Details===
-If you would like to remove card details from a client, simply click the '''Clear Details''' button located at the bottom right of the screen.
-==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, Profile or Contact Pages, click the '''Reset & Send Password''' link to automatically generate a new password and email it to the client
-*#Or alternatively, you can change their password to a specific new value on 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