General Tab

From WHMCS Documentation

Revision as of 16:14, 12 May 2022 by SarahK (talk | contribs) (Limit Activity Log)


The General tab allows you to configure basic settings within WHMCS.

You can access this tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Company Name

Enter your company name as you wish it to appear throughout the WHMCS Admin and Client Areas.

Email Address

This is the default email address that will appear as the sender on all of the email that WHMCS sends to you and your customers.

Domain

The URL for the domain that hosts your WHMCS installation.

Logo URL

The URL for the logo image that will appear in email messages, on invoices, and in the WHMCS Client Area.

Pay To Text

The text to display on invoices as the Pay To details.

WHMCS System URL

This setting defines the URL to use to access your WHMCS installation. This is based on the location of the files on your server. If possible, WHMCS attempts to set this value automatically during installation. If you use the command line for installation, WHMCS will prompt you for this value. For example, http://www.example.com/members/.

We recommend installing an SSL certificate. This will let you enter the SSL URL to enable encrypted connections between WHMCS and your customers and between your staff and the Admin Area. For example, https://www.example.com/members/.

For more information about including this value in custom development, see WHMCS Base URL Template Variable.

System Theme

The system theme that you want to use for WHMCS's Client Area. We ship two by default:

  • Twenty-One was introduced in WHMCS 8.1. We recommend that you use this system theme. For more information, see New Twenty-One Client Area Theme.
  • Six was introduced in WHMCS 6.0. We plan to remove this system theme in a future WHMCS version.

In WHMCS 8.1 and higher, when you select a System Theme, WHMCS will validate it for compatibility with the order form templates you use.

For information on developing your own custom system theme, see Themes in our Developer Documentation.

Limit Activity Log

The maximum number of system-related entries to store in Configuration () > System Logs or, prior to WHMCS 8.0, Utilities > Logs. System-related entries display the user of System/Automated and client of None.

WHMCS purges system-related entries daily during the execution of the cron, when the activity log is viewed within the Admin Area, or when the Limit Activity Log setting is modified.

Entries for specific clients are stored indefinitely for auditing purposes. You can prune client-specific log entries at Utilities > System > System Cleanup.

Records to Display per Page

The number of records to display in the Clients list, lists of invoices, and other lists in WHMCS.

Maintenance Mode

Enabling this option will prevent your customers from accessing the Client Area and display the Maintenance Mode Message (or redirect to another URL, if you enter a Maintenance Mode Redirect URL.

Admins will still be able to see the client area. Both the API and hooks will continue to function unobstructed while Maintenance Mode is enabled.

Maintenance Mode Message

If you enable Maintenance Mode, your customers will see the message you enter here in the Client Area.

Maintenance Mode Redirect URL

When you enter a URL here, clients will be redirected there when Maintenance Mode is enabled instead of seeing the maintenance message.

Friendly URLs

You can select a simple URI path mode for friendly URLs or configure advanced settings.

For more information about friendly URLs, the available settings, and the associated system requirements, see Friendly URLs.

Simple Mode

You can choose from the following simple URI path modes:

WHMCS will automatically detect the best option based upon your server environment and highlight it with a green background. If you select a different option, the status indicator will switch to Manual Override.

The recheck button, represented with a circular arrow icon, will perform an environment detection and immediately update your Friendly URLs settings to the optimal configuration. If the Auto-Managed Rewrite setting is not enabled, and the system detects that modifications to your rewrite file (.htaccess) may occur during the optimization routine, you will be a prompted to enable it before any changes are applied.

Advanced Settings

Click Advanced Settings to further customise how this feature behaves. We only recommend changing the advanced settings if you are confident maintaining your own mod_rewrite rules.

Path Mode

The Path Mode management tab of Advanced Settings allows you to manually override the system-detected URI Path Mode and shows which modes are known to be support by your environment.

UriPathModeMgmt.png

The settings provided here perform the same result as the Simple Mode Selection but with more explicit control. Notably, you may enable the manual override option while selecting a URI Path Mode that is the same as the system detected value.

Setting are automatically saved on change.

Rewrite File

The Rewrite File management tab of Advanced Settings allows you to manually select how WHMCS should control the rewrite file (.htaccess) as well as a copy of the WHMCS rewrite rules. Rewrite rules are used to alter inbound HTTP requests so that the application can effectively process Friendly URLs

UriMgmtRewriteRuleTab.png

Upgrade to WHMCS 7.2
Upon installation (or upgrade to v7.2), WHMCS will perform an evaluation of your current environment. For more information, see Friendly URLs Rewrite File Initial Evaluation.