Activate and test a WHMCS payment gateway Activate a payment gateway only after confirming its supported currencies, payment flows and recurring-payment behavior. A gateway's availability in…

Add and maintain currencies in WHMCS Adding a currency to WHMCS creates a pricing and payment responsibility. Confirm how catalogue prices, exchange rates, gateway processing and accounting…

Add and price WHMCS configurable options Configurable options let customers choose variations that contribute to a product's price, such as a licensed software tier or extra capacity. An option…

Align WHMCS domain due dates with registrar expiry dates Domain-expiry handling must reflect the actual extension and registrar lifecycle. WHMCS grace-period settings help control billing availability, but…

Apply a hosting package change from a WHMCS service A WHMCS product change can affect both recurring billing and the hosting package on the server. Plan supported upgrade and downgrade paths so that a…

Apply and review client credit in WHMCS WHMCS client credit can represent received deposits, overpayments or an authorised goodwill adjustment. Record its source clearly so that staff can…

Back up and restore the WHMCS database and application files A recoverable WHMCS backup must preserve both business records and the files required to use them. The database contains clients, services, invoices and…

Build a WHMCS staging copy without sending live charges or emails A WHMCS staging copy can contain real customers, saved payment references and server credentials. Isolate those capabilities before running tests so the…

Change a WHMCS service due date without creating a billing gap Changing a WHMCS service's billing cycle or due date affects future billing and may affect suspension eligibility. Start from the customer's…

Change the domain or directory of your WHMCS installation Changing the address of a self-hosted WHMCS installation affects more than links in the client area. Payment callbacks, login integrations, mail…

Check WHMCS requirements before installing or updating Check the requirements of your exact WHMCS release before installing it or changing PHP. A server that runs an older WHMCS version successfully may not…

Choose WHMCS default registrars and domain automation Configure a WHMCS registrar connection and its domain defaults before enabling automatic orders. The registrar module handles registration operations,…

Choose and test a WHMCS order form for a product group The WHMCS order form template controls how customers compare products, configure a service and complete checkout. Choose a template that works with the…

Collect a safe WHMCS module log for troubleshooting WHMCS module logging helps diagnose communication between the billing application and a server, registrar or payment integration. Enable it for a…

Collect service information with WHMCS custom fields Use WHMCS custom fields to collect information required to deliver a service or route support. Keep fields limited to a clear business purpose, and…

Complete the WHMCS security checks after installation Complete the security configuration of a self-hosted WHMCS installation before accepting customer accounts or payments. Treat the application, its…

Configure WHMCS data retention using an approved policy Set WHMCS retention controls from an approved policy that distinguishes customer records, financial documents, support attachments and diagnostic logs.…

Configure WHMCS invoice reminders without duplicate notices Payment reminders should tell customers what is due, when payment is needed and whether automatic collection is expected. Configure reminders alongside…

Configure WHMCS promotion codes and eligibility limits A WHMCS promotion should express a specific commercial offer: who qualifies, which products and cycles qualify, how much is discounted and how long the…

Configure WHMCS support email piping or importing Email piping and importing bring support messages into WHMCS. Choose one intended delivery route for each mailbox, then test both new tickets and…

Configure WHMCS tax rules for your approved billing policy Configure WHMCS tax settings from the business's approved tax requirements. This guide explains the software controls; it does not determine where your…

Configure and inspect WHMCS domain synchronization The WHMCS domain-sync task checks supported registrar modules for current registration and transfer information. Use it to keep billing records aligned…

Configure authenticated outgoing email in WHMCS WHMCS's mail provider sends invoices, welcome messages and support notifications. Configure it independently from support-mail importing, using the…

Configure recurring and one-time WHMCS product prices Configure a WHMCS product's billing cycles from the price you intend to charge for the full period. Keep recurring charges, setup fees and fixed-term…

Configure supported saved payment methods in WHMCS A tokenized payment method stores a provider reference that WHMCS can use for authorised future payments. The exact data flow depends on the gateway, so…

Connect DirectAdmin to native WHMCS provisioning The native WHMCS DirectAdmin module supports account provisioning and common lifecycle actions when the connected DirectAdmin account has the required…

Connect a Plesk server to native WHMCS provisioning The native WHMCS Plesk module connects billing services to Plesk accounts and service plans. Set up and test the server connection before enabling…

Control when WHMCS generates recurring invoices WHMCS generates recurring invoices from service billing dates and the configured lead time. Diagnose missing or unexpected invoices by checking those…

Correct a WHMCS invoice without losing its audit trail WHMCS 9.0 changes the way administrators correct invoices. Once an invoice leaves Draft, its published contents are preserved. Use the documented…

Create WHMCS administrator roles with appropriate access Give each WHMCS staff member an individual administrator account with a role matched to their work. Separate routine support, billing adjustments and…

Create WHMCS support departments and staff access Support departments route customer requests to the right staff and control how tickets can be opened. Use a small set of departments with clear…

Create recurring service addons in WHMCS A WHMCS product addon is suitable for an additional service that needs its own billing or lifecycle record. Use a configurable option when the variation…

Create restricted WHMCS API credentials for an integration Create separate WHMCS API credentials for each integration and grant only its required API actions. This makes access easier to review, rotate and…

Customize WHMCS email templates and merge fields Customise WHMCS email templates so that each message explains the event and gives the customer a useful next step. Preserve the template's supported…

Diagnose a WHMCS cron that runs without completing automation A recent cron invocation does not prove that every WHMCS daily task completed. Diagnose the scheduler, PHP execution and individual automation tasks…

Handle a WHMCS order held for fraud review Fraud screening helps prioritise order review, but an automated score is not a complete decision about a customer. Use a documented review process that…

Import existing hosting services into WHMCS safely Bringing existing hosting services into WHMCS requires an inventory of the remote accounts and their billing arrangements. The import must link the…

Investigate a paid WHMCS order that did not create hosting When a paid hosting order does not produce a working account, determine which part of the process failed before running Create again. Payment receipt,…

Investigate a paid domain renewal that did not reach the registrar A domain renewal is complete when the registrar confirms the additional registration period. A paid WHMCS invoice records the customer's payment, but a…

Investigate failed automatic payment captures in WHMCS When automatic payment capture fails in WHMCS, first determine whether no attempt occurred, the gateway declined the attempt or the payment succeeded…

Investigate missing WHMCS client emails When a WHMCS email is missing, trace it from the application to the sending provider and then the destination. This establishes whether the message was…

Maintain a custom WHMCS theme across upgrades Update a custom WHMCS theme alongside the application release it supports. Keeping an old theme unchanged can hide new controls or break checkout even…

Manage client users and permissions in WHMCS WHMCS separates the client account that owns services from the users who log in to manage it. This lets a company invite staff or a developer without…

Match the web and cron PHP environments for WHMCS WHMCS can load in a browser while its cron fails because the two use different PHP binaries or configuration files. Compare both environments before…

Move WHMCS writable directories outside the public web root Move WHMCS writable directories outside the public web root to prevent direct web access, then update both the template cache path and storage settings.…

Move a self-hosted WHMCS installation to another server Move a self-hosted WHMCS installation as one coordinated change involving its database, files, private storage, licence, scheduled tasks and external…

Offer and reconcile WHMCS mass payment invoices WHMCS Mass Payment lets a customer settle several outstanding invoices in one transaction while retaining the original invoice records. Use it when the…

Organize WHMCS products into customer-facing groups Use WHMCS product groups to organise the catalogue around customer needs, such as shared hosting, reseller hosting or software modules. A clear group…

Organize and maintain a WHMCS knowledgebase Organise the WHMCS knowledgebase around tasks customers need to complete. Each article should answer one practical question, identify prerequisites and…

Plan a client-data import into WHMCS Import client records into WHMCS using a supported workflow and a reviewed mapping of source identities. A successful upload is only the beginning:…

Plan an upgrade from an unsupported WHMCS version Plan an upgrade from an unsupported WHMCS version as a sequence of compatible transitions. Very old releases can require intermediate PHP, ionCube and…

Prepare a dedicated database for WHMCS Create a dedicated database and user for a self-hosted WHMCS installation. Keep its credentials separate from unrelated websites so access can be…

Process and reconcile a WHMCS refund A WHMCS refund must match both the customer's approved refund and the movement of funds at the payment provider. Decide whether you are returning money…

Protect the WHMCS administrator sign-in area Protect WHMCS administrator access with individual accounts, suitable permissions and strong authentication. A custom administrator directory can reduce…

Publish controlled customer downloads in WHMCS Use WHMCS downloads to distribute approved files with clear access rules and version information. A hidden listing is not the same as a protected…

Reconcile WHMCS reports with invoices and transactions Use WHMCS reports to answer a defined operational question, then verify the report's date range, status filters and currency treatment. A forecast, an…

Record an offline payment against the correct WHMCS invoice Record a manual WHMCS payment after confirming that the money was received through the approved bank or payment channel. The payment record should…

Resolve duplicate recurring payment subscriptions If a customer appears to pay twice each renewal period, compare the actual provider transactions and recurring agreements. A duplicate callback for one…

Review and accept a WHMCS order without duplicate provisioning Review a WHMCS order by checking its payment, risk information and delivered items before accepting or cancelling it. The order's review status is…

Review and retry failed WHMCS module actions Module Queue records failed automated actions involving service or domain modules. It gives an administrator a place to investigate and retry failures,…

Review registrar TLD pricing before importing it into WHMCS Registrar TLD Sync can import supported extension pricing into WHMCS and apply a selling-price margin. Review the selected extensions and import options…

Roll out two-factor authentication for WHMCS users and staff Enable two-factor authentication in WHMCS with a tested enrolment and recovery process. This reduces reliance on a password while preserving a…

Run an end-to-end WHMCS test order before launch A complete WHMCS test order checks the customer journey and the operational result. A successful checkout page alone does not prove that payment,…

Schedule the WHMCS system cron and daily automation The WHMCS system cron performs due automation tasks such as invoicing, payment processing and account actions. Configure it on the server that owns the…

Set WHMCS domain registration transfer and renewal prices WHMCS domain pricing needs separate registration, transfer and renewal values for each supported term and currency. Build the price table from the…

Set WHMCS suspension and termination automation deliberately WHMCS automation should implement the hosting company's approved billing and service policy. Configure invoice timing, reminders, suspension and…

Set and review WHMCS late fees WHMCS late fees should implement the company's approved customer agreement. Decide the amount, trigger date, exceptions and communication before…

Set up a consistent WHMCS support ticket workflow A consistent WHMCS ticket workflow makes the next action and owner clear. Use customer replies for information the customer needs and private notes for…

Set up prorated WHMCS product billing Prorata billing aligns new service periods to a chosen billing day and charges an appropriate initial partial period. Use it when customers need…

Track a domain transfer order in WHMCS Manage a domain transfer as a process that continues after payment. WHMCS can submit the request through a supported registrar module, but the losing…

Troubleshoot WHMCS payment callbacks and unpaid invoices Payment callbacks and webhooks allow a gateway to notify WHMCS about events independently of the customer's browser. If a customer pays successfully but…

Update WHMCS manually when the automatic updater is unavailable A manual WHMCS update requires both the correct release files and the supported database update process. Use it when the automatic updater is…

Use WHMCS server groups to control provisioning placement A WHMCS server group determines which configured server receives a newly provisioned service for a product. It is useful when a product can be delivered…

Use the WHMCS automatic updater safely Use Utilities > Update WHMCS to apply a supported update to a self-hosted installation after checking compatibility and creating a recoverable…

Why is a WHMCS invoice still unpaid after the customer paid? When a WHMCS invoice shows the wrong payment state, reconcile the money and ledger before changing a status. A status label is not a substitute for…