Difference between revisions of "Clients:Profile Tab"

From WHMCS Documentation

(Created page with "The Profile tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Profile". It contains fields for changing the client'...")
 
(→‎Admin Notes)
 
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The Profile tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Profile". It contains fields for changing the client's contact details (name, address, email address etc.) as well as a number of other options affecting the behaviour of their account in WHMCS.
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{{Client Management}}
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[[File:client_profile.png|thumb|Client Profile Tab]]
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The '''Profile''' tab contains fields for changing the account's contact details, like their name, address, and email address. It also contains other options that affect the behavior of the account in WHMCS.
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You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
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==View Marketing Opt-In Consent History==
  
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==Core Options==
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Click '''View Marketing Opt-In Consent History''' to view the account's consent history.
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===Name, Address, Email Address===
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==Account Information==
  
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A number of fields on this page should be self-explanatory, such as Name, Address, Email Address, Phone Number etc.... They display the client's current details. The values can be changed, and upon clicking Save Changes their record will be updated.
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This tab includes these basic account information settings:
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===Name and Addresses===
  
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===Password===
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Use these fields to enter basic information for the account:
  
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Clicking this link will instantly generate a new client area password for the client and email it to them.
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* '''First Name'''
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* '''Last Name'''
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* '''Company Name'''
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* '''Email Address'''
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* '''Password''' (in WHMCS 7.10 and earlier)
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* '''Address 1''' and '''Address 2'''
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* '''City'''
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* '''State/Region'''
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* '''Postcode'''
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* '''Country'''
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* '''Phone Number'''
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* '''Language'''
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* '''Tax ID'''
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===Payment Method===
  
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Clients can also request a password reset themselves by clicking the the '''Forgotten Password''' link on the login form to begin the reset process:
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Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method.
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===Billing Contact===
  
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*After entering their email address, if a security question answer is specified they will be prompted to provide the answer, then an email is sent containing a confirmation link to ensure they are actually the one who requested the reset. The reset link is valid for 2 hours from the time of request
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Select the main contact for billing-related items. You can create billing contacts in the '''[[Clients:Contacts_Tab|Contacts]]''' tab.
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**If no security question answer is set, the email will be sent immediately upon entering a valid email address.
 
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*When they click the link in the email, clients will be taken to the password reset validation page where a new password can be specified. They can then login immediately using the new password. If the client didn't request the reset they are advised to simply ignore the email and not click the link.
 
  
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==Billing Preferences==
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===Currency===
  
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There are a number of billing related settings that can be set on a per client basis. These are set from the Client Profile tab also. The options consist of the following:
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Select the account's default currency. This will change the currency symbol, but '''will not''' automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.
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An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.
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* We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
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* For steps for our recommended method for changing a client's currency, see [https://help.whmcs.com/m/payments/l/1552574-changing-a-client-s-currency Changing a Client's Currency].
  
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===Late Fees===
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===Status===
  
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Ticking this box will prevent any late fees being applied to invoices that become overdue for this client
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Instead of deleting a user, you can change the user's status for record-keeping purposes.
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When you set an account's status, you can choose these options:
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*'''Active''' — The account can log in and has active or suspended services.
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*'''Inactive''' — The account can log in but has no active services and is removed from client menus.
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*'''Closed''' — The account has no active services, cannot log in to the client area, and is removed from client menus.
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<div class="docs-alert-warning">
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The client's status does not stop invoicing if their package's status is still active, suspended, or pending.
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</div>
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===Client Group===
  
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===Overdue Notices===
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If client groups have been configured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Client Groups]]''' (or, prior to WHMCS 8.0, '''Setup > Client Groups'''), use this to assign a group or remove their group assignment.
  
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There are situations where you may want to disable overdue email notices for certain clients. You can do this in WHMCS from the client profile tab by ticking the "Don't Send Overdue Emails" checkbox. The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second & Third Overdue Invoice Notice email messages.
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===Email Notifications===
  
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===Tax Exempt===
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<div class="docs-alert-info">
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We added this setting in WHMCS 7.10.
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</div>
  
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Ticking this box will stop any tax rules from being applied to invoices generated for this client
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This setting allows you to customize the types of emails the client will receive. It does not allow you to change the opt-in and opt-out email notification preferences of the client or to discontinue '''Email Verification''' or '''Password Reset''' emails.
  
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===Separate Invoices===
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* By default, clients and users receive all email notification types.
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* The groups of email notifications match the groups at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
  
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Enabling this option will mean that items due on the same date and via the same payment method will not be automatically grouped together into a single invoice as would normally happen. You might use this for example with resellers where they won't always want to renew every product they have.
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This setting only displays if you have enabled '''Client Email Preferences''' in the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
  
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===Disable CC Processing===
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==Settings==
  
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Enabling this option will prevent invoices for this client due via a merchant gateway from being automatically attempted for capture - leaving the client to login and make payment manually for all invoices even with a credit card stored on file
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You can set these billing-related settings up on a per-client basis:
 +
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===Late Fees===
  
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===Payment Method===
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Use this to prevent overdue invoices from including late fees.
  
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This option can be used to perform a client wide update to all products/services, addons, domains & unpaid invoices of the default payment method that they are set to both now and in the future.
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* In WHMCS 8.0 and later, toggle it to '''Off''' to prevent fees.
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* In WHMCS 7.10 and earlier, check '''Late Fees''' to prevent fees.
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===Overdue Notices===
  
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===Billing Contact===
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Use this to disable overdue email notices for certain clients.
  
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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 first created via the [[Clients:Contacts_tab|Contacts tab]], then it can be selected from this dropdown menu.
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* In WHMCS 8.0 and later, toggle this to '''Off''' to disable notices.
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* In WHMCS 7.10 and earlier, check '''Overdue Notices''' to disable notices.
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The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second, and Third Overdue Invoice Notice email messages.
 +
 +
===Tax Exempt===
  
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===Client Currency===
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Toggle this to '''On''' to prevent tax rules from being applied to the account's invoices.
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A client's currency is fixed when they place their first order, all subsequent orders will use that same currency. As a result clients will not see the currency selector on their order form.
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===Separate Invoices===
  
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Once a client has placed an order - and therefore generated invoices, services and transactions - we recommend against changing their currency in the admin area. The currency dropdown on the client's Profile tab will change the currency symbol, it '''will not''' automatically convert any prices, invoices or transactions into the appropriate amount in the new currency.
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Toggle this to '''On''' to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have.
  
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===Client Group===
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===Disable CC Processing===
  
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If [[Client_Groups|client groups]] have been configured on the Setup > Client Groups page, this dropdown menu can be used to assign this client to a group or change/remove their group assignment.
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Toggle this to '''On''' to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file.
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===Marketing Emails Opt-out===
  
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==Changing a Clients Status==
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Toggle this to '''On''' to prevent emails sent via the '''Utilities > [[Email Marketer]]''' and '''Utilities > [[Email Campaigns]]''' or, prior to WHMCS 8.0, '''Clients > [[Mass Mail]]''' tools.
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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.
 
  
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*Active - Can login and has active services
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Clients can change this in the Client Area if you enable '''Marketing Opt-out''' in the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
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*Inactive - Can login but has no active services currently
 
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*Closed - No active services and cannot login to the client area
 
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Please note: The clients status does not stop invoicing if their packages status is still active
 
  
 
===Status Update===
 
===Status Update===
  
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Any client account with no products, addons or domains active will have their account automatically set to Inactive by the cron job. This does not stop the user logging in, opening a ticket or paying any due invoices.
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Any client account with no active products, addons, or domains will have their account automatically set to '''Inactive''' by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices.
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This can be further extended to include clients who have not logged in to the client area for three months, or it can be switched off entirely via Setup > [[Automation_Settings#Client_Status_Update|Automation Settings]].
 
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An active product or addon is defined as being in Active or Suspended state. An active domain is Active or Pending-Transfer.
 
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Should the client purchase a product domain or addon, then on the next cron run, their status would automatically be set to Active again. The '''Status Update''' checkbox can be ticked to prevent the client's status from being changed automatically and remain at the current value.
 
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==Misc. Options==
 
  
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===Marketing Emails Opt-out===
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* In WHMCS 8.0 and later, toggle this to '''Off''' to disable status updates.
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* In WHMCS 7.10 and earlier, check '''Status Update''' to disable status updates.
  
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When ticked this means clients will not receive emails sent via the [[Mass_Mail|mass mail]] or [[Email_Marketer|email marketer]] tools. Clients can change the status of this field themselves via the My Details page of the client area (if enabled in [[Other_Tab#Marketing_Opt-out|general settings]]).
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An active product or addon is in the '''Active''' or '''Suspended''' states. An active domain is in the '''Active''' or '''Pending-Transfer''' states. If the client purchases a product domain or addon, their status will automatically be set to '''Active''' again.
  
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===Two-Factor Authentication===
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You can extend this to include clients who have not logged in to the client area for three months or disable it entirely at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
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If a client has configured two factor authentication for their account then the greyed-out checkbox on the Profile tab will become ticked. Thus indicating whether two factor is configured for that client's account. Should the client claim to have forgotten/lost their two factor device - then after verifying their identify - a member of staff can untick this checkbox, thereby allowing the client to login without completing two factor auth.
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===Allow Single Sign-On===
  
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Toggle this to '''On''' to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the [[WHMCS_OpenID_and_cPanel_Setup_Guide|cPanel OpenID integration]].
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===Custom Client Fields===
 
===Custom Client Fields===
  
 
If any [[Custom_Fields|custom client fields]] have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.
 
If any [[Custom_Fields|custom client fields]] have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.
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===Admin Notes===
  
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===Admin Notes===
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Enter private notes about the client, which will display whenever someone views this tab.
  
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Here staff can enter private notes about the client to be displayed to whoever views this Summary tab. Separate notes sections are available available under the Products/Services , Domains and Notes tab.
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Separate notes sections are available under the '''[[Clients:Products/Services Tab|Products/Services]]''', '''[[Clients:Domains Tab|Domains]]''', and '''[[Clients:Notes Tab|Notes]]''' tabs.

Latest revision as of 19:31, 2 December 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 Profile tab contains fields for changing the account's contact details, like their name, address, and email address. It also contains other options that affect the behavior of the account in WHMCS.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

View Marketing Opt-In Consent History

Click View Marketing Opt-In Consent History to view the account's consent history.

Account Information

This tab includes these basic account information settings:

Name and Addresses

Use these fields to enter basic information for the account:

  • First Name
  • Last Name
  • Company Name
  • Email Address
  • Password (in WHMCS 7.10 and earlier)
  • Address 1 and Address 2
  • City
  • State/Region
  • Postcode
  • Country
  • Phone Number
  • Language
  • Tax ID

Payment Method

Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method.

Billing Contact

Select the main contact for billing-related items. You can create billing contacts in the Contacts tab.

Currency

Select the account's default currency. This will change the currency symbol, but will not automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.

An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.

  • We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
  • For steps for our recommended method for changing a client's currency, see Changing a Client's Currency.

Status

Instead of deleting a user, you can change the user's status for record-keeping purposes.

When you set an account's status, you can choose these options:

  • Active — The account can log in and has active or suspended services.
  • Inactive — The account can log in but has no active services and is removed from client menus.
  • Closed — The account has no active services, cannot log in to the client area, and is removed from client menus.

The client's status does not stop invoicing if their package's status is still active, suspended, or pending.

Client Group

If client groups have been configured in Configuration () > System Settings > Client Groups (or, prior to WHMCS 8.0, Setup > Client Groups), use this to assign a group or remove their group assignment.

Email Notifications

We added this setting in WHMCS 7.10.

This setting allows you to customize the types of emails the client will receive. It does not allow you to change the opt-in and opt-out email notification preferences of the client or to discontinue Email Verification or Password Reset emails.

  • By default, clients and users receive all email notification types.
  • The groups of email notifications match the groups at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

This setting only displays if you have enabled Client Email Preferences in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Settings

You can set these billing-related settings up on a per-client basis:

Late Fees

Use this to prevent overdue invoices from including late fees.

  • In WHMCS 8.0 and later, toggle it to Off to prevent fees.
  • In WHMCS 7.10 and earlier, check Late Fees to prevent fees.

Overdue Notices

Use this to disable overdue email notices for certain clients.

  • In WHMCS 8.0 and later, toggle this to Off to disable notices.
  • In WHMCS 7.10 and earlier, check Overdue Notices to disable notices.

The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second, and Third Overdue Invoice Notice email messages.

Tax Exempt

Toggle this to On to prevent tax rules from being applied to the account's invoices.

Separate Invoices

Toggle this to On to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have.

Disable CC Processing

Toggle this to On to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file.

Marketing Emails Opt-out

Toggle this to On to prevent emails sent via the Utilities > Email Marketer and Utilities > Email Campaigns or, prior to WHMCS 8.0, Clients > Mass Mail tools.

Clients can change this in the Client Area if you enable Marketing Opt-out in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Status Update

Any client account with no active products, addons, or domains will have their account automatically set to Inactive by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices.

  • In WHMCS 8.0 and later, toggle this to Off to disable status updates.
  • In WHMCS 7.10 and earlier, check Status Update to disable status updates.

An active product or addon is in the Active or Suspended states. An active domain is in the Active or Pending-Transfer states. If the client purchases a product domain or addon, their status will automatically be set to Active again.

You can extend this to include clients who have not logged in to the client area for three months or disable it entirely at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.

Allow Single Sign-On

Toggle this to On to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the cPanel OpenID integration.

Custom Client Fields

If any custom client fields have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.

Admin Notes

Enter private notes about the client, which will display whenever someone views this tab.

Separate notes sections are available under the Products/Services, Domains, and Notes tabs.

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