Difference between revisions of "Configuration"

From WHMCS Documentation
 
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<br/><br/>{{General Settings}}
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{{General Settings}}<br/>
  
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WHMCS groups most of its settings in a single location.
  
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==General Settings==
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You can access these settings at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
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[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=ziIvFCVmMsg&hd=1|Watch Video Tutorial]]
 
  
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<html><a href="https://youtu.be/odqaShiRLzQ" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
  
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The General Settings page is where you change the vast majority of WHMCS general settings. Below is a description of each tab of the general config to aid in finding what you need. Click the names for an explanation of each available option.
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<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Configuration Service:</b> Have our team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>
  
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*[[General_Tab|General]] - this is where basic settings such as your company name, address, domain and template are configured
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*[[General_Tab|General]] — Configure basic settings, such as your company name, address, domain and template.
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*[[Localisation_Tab|Localisation]] - from here you can configure date, country and language settings.
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*[[Localisation_Tab|Localisation]] — Configure date, country and language settings.
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*[[Ordering_Tab|Ordering]] - for configuring TOS URL, where the user is taken to at the end of the order process and other order specific settings
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*[[Ordering_Tab|Ordering]] — Configure your Terms-Of-Service URL and other order-specific settings. The TOS URL is the location that the system takes the user to at the end of the order process.
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*[[Domains_Tab|Domains]] - this is where you configure domain registration options and pricing for domain addons
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*[[Domains_Tab|Domains]] — Configure domain registration options and pricing for domain addons.
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*[[Mail_Tab|Mail]] - where you can choose the method used to send mail and set sending preferences and the default signature
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*[[Mail_Tab|Mail]] — Configure how the system sends mail and the default signature.
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*[[Support_Tab|Support]] - allowing you to customise the order ticket replies are displayed and the allowed attachment types
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*[[Support_Tab|Support]] — Customise the order in which the system displays ticket replies and the allowed attachment types.
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*[[Invoice_Tab|Invoices]] - from here you can set all invoicing/payment related settings
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*[[Invoice_Tab|Invoices]] — Configure all invoicing and payment-related settings.
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*[[Credit_Tab|Credit]] - this is where you enable/disable the credit funding feature in the client area and set limits
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*[[Credit_Tab|Credit]] — Enable and disable the credit funding feature in the client area and set limits.
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*[[Affiliate_Tab|Affiliates]] - this is where the affiliate system settings are configured such as required payout level, bonus deposit and default commission percentage
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*[[Affiliates_Tab|Affiliates]] — Configure affiliate system settings, such as the required payout level, bonus deposit, and default commission percentage.
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*[[Security_Tab|Security]] - tweak the script security settings including password strength and credit card storage
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*[[Security_Tab|Security]] — Configure the script security settings, including password strength and credit card storage.
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*[[Social_Networking|Social]] - configure your WHMCS to allow social networking interactions
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*[[Social_Networking|Social]] — Configure WHMCS to allow social networking interactions.
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*[[Other_Tab|Other]] - this tab contains all the miscellaneous options which don't fit under other headings
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*[[Other_Tab|Other]] — Configure several miscellaneous options.

Latest revision as of 13:45, 19 April 2023


WHMCS groups most of its settings in a single location.

You can access these settings at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Watch the video tutorial for this feature  

Configuration Service: Have our team configure WHMCS for you.Services

  • General — Configure basic settings, such as your company name, address, domain and template.
  • Localisation — Configure date, country and language settings.
  • Ordering — Configure your Terms-Of-Service URL and other order-specific settings. The TOS URL is the location that the system takes the user to at the end of the order process.
  • Domains — Configure domain registration options and pricing for domain addons.
  • Mail — Configure how the system sends mail and the default signature.
  • Support — Customise the order in which the system displays ticket replies and the allowed attachment types.
  • Invoices — Configure all invoicing and payment-related settings.
  • Credit — Enable and disable the credit funding feature in the client area and set limits.
  • Affiliates — Configure affiliate system settings, such as the required payout level, bonus deposit, and default commission percentage.
  • Security — Configure the script security settings, including password strength and credit card storage.
  • Social — Configure WHMCS to allow social networking interactions.
  • Other — Configure several miscellaneous options.
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