Post-Installation Tasks

From WHMCS Documentation

Revision as of 16:25, 28 September 2021 by SarahK (talk | contribs)

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.


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