Client Management

Adding a Client

To add a new client, go to Clients > Add New Client. You will then be presented with the Add New Client form. You can choose whether or not to send the client a welcome info email using the tick box at the bottom of the page.

Changing a Clients Status

Rather than deleting a user - you would normally just want to set a user to inactive. To do this, go the Profile tab of the client you wish to set to inactive and then change the status dropdown box from Active to Inactive. Then click the Save Changes button to save the new status.

Please note: This would not stop invoicing if the Product Status is still active

Managing Credit

You may want to add credit to a client if they overpay one month or if you have some downtime which you want to provide credit for. With WHMCS, you can give the client a credit balance and when their next invoice is generated, this credit will be automatically applied to it. If the credit is enough to cover the entire invoice, the invoice is automatically marked paid. Otherwise, the total amount due is just decreased by the required amount.

Issueing Credit to a Client

Begin by going to the Clients Summary page for the client you wish to add Credit to On the Quick Links section, click the link "Manage Credits" In the popup window that is displayed, click the Add Credit button Enter a description for the credit for your records and the amount of credit to add and click "Save Changes" The credit will be added to the clients balance and credit entry shown on the credits list Manually Altering the Credit Balance

Manual Adjustment

If you don't want to log the adding of credit to a client or just want to make an adjustment to the credit balance of a user, simply go to their Clients Profile. From there, you can edit the Credits Balance field to change the amount of credit the client has available.

Deleting a Client

Deleting a client removes everything related to that client from the WHMCS database except for transactions. They are considered income that isn't being refunded just because the client is being removed. To delete the client, begin by clicking the Clients tab on the Administration Menu Bar. Browse for the client you wish to delete and click their name to enter the Clients Summary page. From here, click Delete Client in red from the Quick Links section of the summary page. You will be asked to confirm you want to delete the user and after confirming the user will be removed and you will be returned to the Clients List. Should you wish to remove their transactions aswell, you should do this before deleting the client from the Transactions tab.