Clients:Products/Services Tab

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 |

From the Products/Services tab, you can easily view details for all of a client's services, as well as the edit, upgrade or downgrade, move, or delete the product, or run module commands.

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

Client Products/Services Tab

Accessing the Products/Services Tab

You can navigate to the Products/Services tab in a client's profile through several methods:

• Go to Clients > View/Search Clients and click on the Products/Services tab.
• Go to Clients > Products/Services and click on a product in the list.
• Use the Intelligent Search ().

This tab allows you to view and modify all of a product's settings. After making any changes, click Save Changes.

SSL Monitoring

SSL Status Admin Area

A padlock icon is displayed in the top-right corner of the tab to reflect the SSL status of the domain. A corresponding icon is displayed in the products/services list within the client area.

There are four icons that display the SSL information:

 — A green padlock indicates that the selected domain has an active and valid SSL Certificate.

 — A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.

 — A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.

 — A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.

For more information, see SSL Monitoring.

New Addon

To add addons in WHMCS 7.10 and earlier, see Adding an Addon below.

You can add new addons to any product. To do this:

1. Click New Addon at the top-right of the page.
2. Ensure that the Parent Product/Service and Registration Date are correct.
3. Choose an addon:
   • For predefined addons, choose that addon from Predefined Addon. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
   • For custom addons, leave Predefined Addon set to None and enter a Custom Name, Setup Fee, Recurring, and Billing Cycle.
4. If you don't want to invoice for the new addon immediately, uncheck Generate Invoice after Adding.
5. Click Save Changes.

More

Click More to access the following options:

View Invoices

To view invoices for this product, click More and choose View Invoices.

Upgrades/Downgrades

Prior to WHMCS 8.0, this appears as a link next to Product/Service.

Upgrades and downgrades let you change the product or service and automatically charge or credit the difference. For more information about upgrades and downgrades, see Automated Upgrades and Downgrades.

To upgrade or downgrade a product, click More and choose Upgrade/Downgrade. Select an Upgrade Type, the New Product/Service, a Billing Cycle, and, optionally, a Promotion Code.

Upgrade and Downgrade Process

No immediate changes to the product will occur after creating an upgrade order. The changes take effect when the invoice is paid. Then, the product will be updated, the new recurring amount will be set, and, with most supported control panels, the upgrade is fully automated. Finally, the upgrade email specified in the product configuration is sent to the user advising them of the new product's details.

You can use the same process for configurable options if the product contains them.

Manual Upgrades

You can make an upgrade without placing an upgrade order (such as a free upgrade) or processing the upgrade before the client has paid for it. To do this:

1. Use Product/Service to choose a new product or service.
2. Check Auto Recalculate on Save.
3. Click Save Changes.
4. Click Change Package in Module Commands to make the change on the server.

Transfer Ownership

Prior to WHMCS 8.0, this appears as Move Product/Service to Another Client at the top-right of the page.

Transfer Product Popup

To transfer ownership of a product to another account:

1. Click More.
2. Choose Transfer Ownership.
3. In the box that appears, enter the Client ID for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and the Client ID will populate with that ID.
4. Click Transfer.

Moving a product or service between accounts within WHMCS will not have any effect on the account on the server.

Invoices cannot be moved between clients. When you transfer ownership of a product or service, any invoices will remain under the old owner. We recommend that you check the old owner's Invoices tab for any unpaid invoices for this service and cancel them. To invoice the new owner for the service, move the Next Due Date forward or back by one day. The system will generate a new invoice the next time that the cron runs.

Send Message

Prior to WHMCS 8.0, this appeared at the bottom of the page.

To send a message to the account:

1. Click More.
2. Choose Send Message.
3. Select an email template from Choose Message.
4. Click Send Message.

For more information, see Messages/Emails.

Resend Welcome Email

Prior to WHMCS 8.0, this appears as Resend Product Welcome Email at the bottom of the page.

To resend a product welcome email, click More and then click Resend Welcome Email.

Delete

Prior to WHMCS 8.0, Delete appears as a red link at the bottom of the page.

To delete a product, click More and then click Delete. Click Yes to confirm the deletion.

Deleting a product from WHMCS will not terminate it on the server. If you want to remove it from the server, use Terminate in Module Commands before deleting the record from WHMCS.

Basic Information

To view the order for this product or service, click View Order next to Order #.

To select a different product or service to associate with this entry, choose one from Product/Service.

These fields contain basic information for the product or service:

• Server
• Domain
• Dedicated IP
• Username
• Password

Product and Billing Details

Status

The product's current state:

• Pending — Service is awaiting provisioning.
• Active — Service is activated and running.
• Completed — Useful for one-time services to indicate they have been performed (no further invoices will be generated).
• Suspended — Service is temporarily stopped, used automatically for overdue services.
• Terminated — Service is permanently stopped and data removed, used automatically for overdue services (no further invoices will be generated).
• Cancelled — Service is permanently stopped and data removed at the client's request (no further invoices will be generated).
• Fraud — Order was marked as fraud (no further invoices will be generated).

If you want to cancel a product that isn't associated with a module, change this to Cancelled. This will prevent the generation of any further invoices.

Registration Date

The date on which the product or service was ordered.

First Payment Amount

The sum total due for the initial payment for this service. It includes the product price, configurable options, and any setup fee, less any discounts.

This generates an invoice when Registration Date is Next Due Date.

Recurring Amount

The sum total that will be invoiced for this service on renewal. It includes the product price and configurable options less any discounts.

This generates an invoice when Registration Date is not Next Due Date.

Next Due Date

The date on which the next renewal invoice is due. A renewal invoice will be generated in advance of this date in accordance with the setting for the Recurring Amount.

For one-time services, this displays N/A.

Termination Date

The date on which to terminate the product or service.

Billing Cycle

The frequency with which WHMCS invoices the product.

For example, if you set this to Monthly and Recurring Amount is 5.00, WHMCS will invoice the client 5.00, once per month, for this service. Similarly, if this is Annually and Recurring Amount is 50.00, WHMCS will invoice the client for 50.00 once per year for this service.

Only changing the value will not change the price on the client's invoice. To do this, check Auto Recalculate on Save before you click Save Changes.

Payment Method

The payment method used for invoices generated by this service. This allows you to use a different payment gateway for each of a client's services.

The client may ultimately pay using a different payment method, if you permit it in your settings.

Promotion Code

To apply a promotional discount to this service, select it here.

Only changing the value will not change the price the client is invoiced. To change it, check Auto Recalculate on Save before you click Save Changes.

Module Commands

If the product or service is linked to a module, this section will display. This allows you to execute any of the commands available in the module.

The most common functions are:

• Create — Runs the creation routine and sets the product status to Active.
• Suspend — Runs the suspension routine and sets the product status to Suspended. You will be prompted to enter a suspension reason; leave it blank if the client has an unpaid invoice and you want the account automatically unsuspended when paid.
• Unsuspend — Runs the unsuspension routine and sets the product status back to Active.
• Terminate — Runs the termination routine and sets the product status to Terminated. If you want to cancel a product or service that's associated with a module, click Terminate. After you do this, no further invoices will be generated.
• Change Package — Runs the upgrade or downgrade routine for the selected product.
• Change Password — Runs the password modification routine for the last saved password value.

Metric Statistics

If the product or service is linked to a module, this section will display. This section lists all of the Metric Billing items for the product or service.

Click Refresh Now to update the list with the most recent data.

WordPress Hosting

• We added this feature in WHMCS 8.3.
• In WHMCS 8.4 and later, the Event Handling setting at Configuration () > System Settings > General Settings in the Other tab determines how events like WordPress installation run during provisioning.

If you selected Allow Client Installation or Install Automatically while configuring the product, you can manage the product's WordPress® installations from the client profile.

To manage an existing WordPress installation, select the desired WordPress installation from the Manage WordPress menu and click Visit Homepage. A new tab will open and display the WordPress installation's main page.

To install a new WordPress installation, enter a blog title, path, and password. Then, click Install.

For more information, see WordPress Hosting.

Domain Control Validation

We added this functionality in WHMCS 8.3.

For SSL certificates, click Domain Control Validation view and copy additional information about the certificate's Domain Control Validation (DCV) method.

Depending on the DCV method that the certificate uses, this can show the client's email address (email), the host and value (DNS), or the file and value (HTTP file). You can change your DCV method manually by clicking Manually Configure Certificate and selecting a new method in the Validation step.

DigiCert has announced the termination of support for HTTP file-based DCV authentication as of November 15th, 2021. We recommend upgrading to WHMCS 8.3 or higher in order to start using the DNS authentication method.

Addons

Product addons allow you to bill for additional items related to the main product on independant billing cycles from the product. Addons can be preconfigured in Configuration () > System Settings > Product Addons or, prior to WHMCS 8.0, Setup > Product Addons.

You can also create custom addons that aren't predefined. Users can order predefined addons from the client area product details page.

Mananging Addons

Existing addons display with edit and delete icons for managing them.

In WHMCS 7.10 and earlier, the list shows the number of addons a product has. Click Click here to Manage to view, edit, or delete addons.

Adding an Addon

To add an addon in WHMCS 7.10 and earlier:

1. Click Click here to Manage.
2. Click Add New Addon.
3. Choose an addon:
   • For predefined addons, choose that addon from Predefined Addon. Leave the name, price, and billing cycle fields empty. WHMCS will set them automatically.
   • For custom addons, leave Predefined Addon set to None and enter a custom name, price, and cycle.
4. If you don't want to invoice for the new addon immediately, uncheck Generate Invoice.
5. Click Save Changes.

To add an addon in WHMCS 8.0 or later, see New Addon above.

Payment, Suspension, and Termination

Subscription ID

Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. It means that when a payment is made by the subscription it can be associated with this service in WHMCS.

Override Auto-Suspend

Check this to allow extra time for payment to be made by specific individuals. Then, enter a date. The system will wait until that date to suspend the account if it is still unpaid.

Entering 00/00/0000 as the date will permanently prevent the product from being suspended.

Enabling this will also temporarily prevent automatic terminations for nonpayment.

Auto-Terminate End of Cycle

Check this to automatically terminate the product at the end of the billing cycle. Optionally, enter a reason for the termination in Reason.

When you check this, unpaid invoices for the product will be cancelled and further invoices will not be generated.

The "Cancellation Requests" setting in Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings must also be enabled to use this functionality.

Misc. Options

Admin Notes

Use this area to enter private notes about the client. Other staff can view these notes when viewing the product or service. Notes entered here are separate from those entered elsewhere in WHMCS.

Auto Recalculate on Save

Check this to update the Recurring Amount when you click Save Changes.