Difference between revisions of "Post-Installation Tasks"

From WHMCS Documentation
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After installation is completed you should perform the following tasks:
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==After Installation==
  
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#Delete the installation folder - Leaving this folder on your server is a security risk. You should remove or rename it so visitors cannot access it.
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After installing WHMCS, perform the following tasks:
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#Setup the WHMCS Cron Job - If you didn't do this when instructed by the installer process then you must login to cPanel and set this up. Without it, WHMCS will not automatically generate invoices, suspend accounts, send payment reminders and update the disk usage statistics.
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#Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the relevant manual article.
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# Remove or rename the <tt>installation</tt> folder to ensure that visitors cannot access it. Leaving this folder on your server is a security risk.  
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#Login to the admin area and configure your settings ('''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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# If you have not already done this, set up the WHMCS cron job. Without this, WHMCS will not perform many automated tasks, including generating invoices, suspending accounts, and sending payment reminders.
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#Setup your Payment Gateways ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''')
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# Log in to the Admin Area and perform the following tasks:
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#Setup your Products & Services ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services''')
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## Configure your settings at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''.
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#Configure your Domain Pricing ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Pricing''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Domain Pricing''')
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## Set up your Payment Gateways at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''.
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#Setup your Support Ticket Departments ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support Departments''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments''')
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## Set up your products and services at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products_and_Services|Products/Services]]'''.
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#Place some test orders on your website to check everything works as expected
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## Configure domain pricing at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]'''.
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## Set up your support departments at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''', including setting up email piping.
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# Place some test orders on your website to check your setup.
  
 
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[[Installation|<< Back to Installation Overview]]
 
[[Installation|<< Back to Installation Overview]]

Revision as of 16:25, 28 September 2021

After Installation

After installing WHMCS, perform the following tasks:

  1. Remove or rename the installation folder to ensure that visitors cannot access it. Leaving this folder on your server is a security risk.
  2. If you have not already done this, set up the WHMCS cron job. Without this, WHMCS will not perform many automated tasks, including generating invoices, suspending accounts, and sending payment reminders.
  3. Log in to the Admin Area and perform the following tasks:
    1. Configure your settings at Configuration () > System Settings > General Settings.
    2. Set up your Payment Gateways at Configuration () > System Settings > Payment Gateways.
    3. Set up your products and services at Configuration () > System Settings > Products/Services.
    4. Configure domain pricing at Configuration () > System Settings > Domain Pricing.
    5. Set up your support departments at Configuration () > System Settings > Support Departments, including setting up email piping.
  4. Place some test orders on your website to check your setup.


<< Back to Installation Overview

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