Difference between revisions of "Client Management"

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{{Client Management}}
 
{{Client Management}}
  
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Client Management is a large part of what the WHMCS software does and therefore this is quite a large section of documentation. When viewing a client's details a number of tabs are displayed such as Summary, Profile, Products/Services, Domains... Below is a description of each tab of the client management area to aid in finding what you need. Click the names for an explanation of each available option.
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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.
  
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*[[Clients:Summary_Tab|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.
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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.
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*[[Clients:Profile_Tab|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.  
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*[[Clients:Contacts_Tab|ContactsTab]] - from here one can view client contacts and sub-accounts as well as add or delete them.
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== Client Profile Tabs ==
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*[[Clients:Products/Services_Tab|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.
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*[[Clients:Domains_Tab|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.  
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The client profile displays information in several tabs:
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*[[Clients:Invoices_Tab|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.  
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*[[Clients:Quotes_Tab|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.
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* '''[[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.
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*[[Clients:Transactions_Tab|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.
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* '''[[Clients:Profile_Tab|Profile]]''' — The client's contact details (for example, name and address) and options for billing behaviour.
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* [[Clients:Tickets_Tab|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.
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* '''[[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.
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*[[Clients:Emails/Notes/Logs_Tabs|Emails/Notes/Logs Tabs]] - descriptions of the last three tabs in the client management section; Emails, Notes and Logs.
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* '''[[Clients:Contacts_Tab|Contacts]]''' — The client's contacts and sub-accounts and options to manage them.
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* '''[[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.
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* '''[[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.  
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* '''[[Clients:Invoices_Tab|Invoices]]''' — The client's invoices, tools for searching within them, and options for bulk invoice management.  
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* '''[[Clients:Quotes_Tab|Quotes]]''' — The client's quotes and the ability to create, edit, and delete quotes.
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* '''[[Clients:Transactions_Tab|Transactions]]''' — A summary and list of the client's transactions and the ability to create, edit, or delete transactions.
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* '''[[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.
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* '''[[Clients:Emails Tab|Emails]]''' — A list of emails that you sent to the client via WHMCS.
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* '''[[Clients:Notes Tab|Notes]]''' — The notes admins have added about this client.
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* '''[[Clients:Log Tab|Log]]''' — Log entries that relate to this client.
  
 
==Common Actions==
 
==Common Actions==
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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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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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* [[Clients:Summary_Tab#Reset_.26_Send_Password|Resetting a client's password]]
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* [[Clients:Summary_Tab#Reset_.26_Send_Password|Resetting a client's password]].
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* [[Clients:Summary_Tab#Credit_Card_Information|View/change/remove a client's credit card number]]
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* [[Clients:Summary_Tab#Credit_Card_Information|View, change, or remove a client's credit card number]].
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* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts together into one]]
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* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts]].
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* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]]
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* [[Clients:Summary_Tab#Close_Clients_Account|Close or delete a client's account]].
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* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]]
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* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]].
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* [[Clients:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices issued to a client]]
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* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]].
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* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]]
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* [[Clients:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices for a client]].
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* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often a client is billed for a service]]
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* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]].
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* [[Clients:Products/Services_Tab#Cancelling_a_Service|Cancel a service]]
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* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often to bill a client for a service]].
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* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or Downgrade a service]]
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* [[Clients:Products/Services_Tab#Cancelling_a_Service|Cancel a service]].
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* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]]
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* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or downgrade a service]].
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* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or whois contacts]]
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* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]].
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* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]]
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* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or WHOIS contacts]].
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* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]].

Latest revision as of 17:22, 21 April 2022

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |


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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