Difference between revisions of "Client Management"
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{{Client Management}} | {{Client Management}} | ||
| − | + | 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. | |
| − | *[[Clients:Summary_Tab|Summary | + | 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. |
| − | *[[Clients:Profile_Tab|Profile | + | |
| − | *[[Clients:Users_Tab|Users | + | == Client Profile Tabs == |
| − | *[[Clients:Contacts_Tab| | + | |
| − | *[[Clients:Products/Services_Tab|Products/Services | + | The client profile displays information in several tabs: |
| − | *[[Clients:Domains_Tab|Domains | + | |
| − | *[[Clients:Invoices_Tab|Invoices | + | * '''[[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:Quotes_Tab|Quotes | + | * '''[[Clients:Profile_Tab|Profile]]''' — The client's contact details (for example, name and address) and options for billing behaviour. |
| − | *[[Clients:Transactions_Tab|Transactions | + | * '''[[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:Tickets_Tab|Tickets | + | * '''[[Clients:Contacts_Tab|Contacts]]''' — The client's contacts and sub-accounts and options to manage them. |
| − | *[[Clients: | + | * '''[[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. | ||
==Common Actions== | ==Common Actions== | ||
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:
- 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.