Difference between revisions of "Configuration"

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==General Configuration==
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{{General Settings}}<br/>
  
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The General Configuration 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.
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WHMCS groups most of its settings in a single location.
  
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*General - this is where basic settings such as your company name, address, domain and template are configured
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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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*Localisation - from here you can configure country, language and currency settings
 
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*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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*Domains - this is where you configure domain registration options and pricing for domain addons
 
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*Mail - where you can choose the method used to send mail and set sending preferences and the default signature
 
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*Support - allowing you to customise the order ticket replies are displayed and the allowed attachment types
 
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*Invoices - from here you can set all invoicing/payment related settings
 
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*Credit - this is where you enable/disable the credit funding feature in the client area and set limits
 
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*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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*Other - this tab contains all the miscellaneous options which don't fit under other headings
 
  
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==Email Sending Protocol==
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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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WHMCS can use either PHP Mail or SMTP for the sending of emails. SMTP has the benefit of being less likely to be judged to be spam but it does have lower performance than the PHP Mail option. You can select the method you wish to use in General Configuration > Mail. For SMTP, you must enter the login details for a valid SMTP account.
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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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==Automation Settings==
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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]] — Configure date, country and language settings.
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The automation settings configuration page is where you configure all the automated events such as automated suspension, unsuspension, termination, how far in advance to generate invoices, when overdue notices are sent, etc... It's the one central place that controls everything that the cron does during it's daily run. All the options should be fairly self explanitory and each one has a description explaining it to guide you through exactly what it is/does.
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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]] — Configure domain registration options and pricing for domain addons.
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*[[Mail_Tab|Mail]] — Configure how the system sends mail and the default signature.
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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]] — Configure all invoicing and payment-related settings.
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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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*[[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]] — Configure the script security settings, including password strength and credit card storage.
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*[[Social_Networking|Social]] — Configure WHMCS to allow social networking interactions.
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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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