WHMCS Documentation - User contributions [en]

Affiliate Tab

2016-03-29T20:04:21Z

Jimmy: /* Affiliate Links */

<br/><br/>{{General Settings}}

For information regarding the affiliate system in WHMCS [[Affiliates|refer to this page]].

===Enable/Disable===
Tick to enable the affiliate system. Your customers will be rewarded for referring new custom to you using a unique link.

===Affiliate Earning Percentage===
This is the default recurring commission that all customers will earn. If this field is set to 5, then your customer will earn 5 percent of each invoice their referred customer pays you. The commission can be overridden on a product level and customer level so that different commissions are received for certain products or customers.

===Affiliate Bonus Deposit===
Choose to offer a bonus when a customer joins your affiliate program.

===Affiliate Payout Amount===
When a customer’s commission balance is below this level, they cannot withdraw the money. Once this level is reached a Request Withdrawal button will appear which, when clicked will open a support ticket, prompting you to pay the balance.

===Affiliate Commission Delay===
Define how many days the referred customer must stay with you before the affiliate receives commission. If the order is cancelled before this value then the affiliate will not receive commission.

We recommend a minimum Commission Delay value of 1. Typical values would be 30 or 60 days. Setting this value to 0 will cause commissions to always stay in "Pending" status and never clear.

===Payout Request Department===
When a client requests a payout a support ticket will be created, use this option to select in which department these tickets are created.

===Affiliate Links===
The banner codes that your affiliates can use to refer customers to you. The syntax is explained beneath the text area. More information can be found on the [http://docs.whmcs.com/Affiliates#Affiliate_Linking_Code Affiliates Page]

Client Management

2015-12-11T20:51:17Z

Jimmy:

{{Client Management}}

Client Management is a large part of what the WHMCS software does and therefore this is quite a large section of documentation. When viewing a client's details a number of tabs are displayed such as Summary, Profile, Products/Services, Domains... Below is a description of each tab of the client management area to aid in finding what you need. Click the names for an explanation of each available option.

*[[Clients:Summary_Tab|Summary Tab]] - an overview of the client's details, some quick billing and service statistics, quick links to many common management actions as well as a list of all their services, domains and addons.
*[[Clients:Profile_Tab|Profile Tab]] - contains fields for changing the client's contact details (name, address, email address etc.) as well as a number of other options affecting the billing behaviour of their account in WHMCS.
*[[Clients:Contacts_Tab|ContactsTab]] - from here one can view client contacts and sub-accounts as well as add or delete them.
*[[Clients:Products/Services_Tab|Products/Services Tab]] - contains details for all a client's services, as well as the ability to edit, upgrade/downgrade, move to another client, delete and run module commands.
*[[Clients:Domains_Tab|Domains Tab]] - displays details of all a client's domains, as well as the ability to edit nameservers and whois details, apply and remove the Registry lock, move to another client and delete the domain.
*[[Clients:Invoices_Tab|Invoices Tab]] - shows a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.
*[[Clients:Quotes_Tab|Quotes Tab]] - contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.
*[[Clients:Transactions_Tab|Transactions Tab]] - contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record new transactions.
*[[Clients:Emails/Notes/Logs_Tabs|Emails/Notes/Logs Tabs]] - descriptions of the last three tabs in the client management section; Emails, Notes and Logs.

==Common Actions==
Below are some common client management tasks you are likely to perform with direct links to the relevant section of the documentation:

* [[Clients:Summary_Tab#Reset_.26_Send_Password|Resetting a client's password]]
* [[Clients:Summary_Tab#Credit_Card_Information|View/change/remove a client's credit card number]]
* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts together into one]]
* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]]
* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]]
* [[Clients:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices issued to a client]]
* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]]
* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often a client is billed for a service]]
* [[Clients:Products/Services_Tab#Cancelling_a_Service|Cancel a service]]
* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or Downgrade a service]]
* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]]
* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or whois contacts]]
* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]]

Client Management

2015-12-11T20:48:52Z

Jimmy:

{{Client Management}}

Client Management is a large part of what the WHMCS software does and therefore this is quite a large section of documentation. When viewing a client's details a number of tabs are displayed such as Summary, Profile, Products/Services, Domains... Below is a description of each tab of the client management area to aid in finding what you need. Click the names for an explanation of each available option. *

*[[Clients:Summary_Tab|Summary Tab]] - an overview of the client's details, some quick billing and service statistics, quick links to many common management actions as well as a list of all their services, domains and addons.
*[[Clients:Profile_Tab|Profile Tab]] - contains fields for changing the client's contact details (name, address, email address etc.) as well as a number of other options affecting the billing behaviour of their account in WHMCS.
*[[Clients:Contacts_Tab|ContactsTab]] - from here one can view client contacts and sub-accounts as well as add or delete them.
*[[Clients:Products/Services_Tab|Products/Services Tab]] - contains details for all a client's services, as well as the ability to edit, upgrade/downgrade, move to another client, delete and run module commands.
*[[Clients:Domains_Tab|Domains Tab]] - displays details of all a client's domains, as well as the ability to edit nameservers and whois details, apply and remove the Registry lock, move to another client and delete the domain.
*[[Clients:Invoices_Tab|Invoices Tab]] - shows a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.
*[[Clients:Quotes_Tab|Quotes Tab]] - contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.
*[[Clients:Transactions_Tab|Transactions Tab]] - contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record new transactions.
*[[Clients:Emails/Notes/Logs_Tabs|Emails/Notes/Logs Tabs]] - descriptions of the last three tabs in the client management section; Emails, Notes and Logs.

==Common Actions==
Below are some common client management tasks you are likely to perform with direct links to the relevant section of the documentation:

* [[Clients:Summary_Tab#Reset_.26_Send_Password|Resetting a client's password]]
* [[Clients:Summary_Tab#Credit_Card_Information|View/change/remove a client's credit card number]]
* [[Clients:Summary_Tab#Merge_Client_Accounts|Merge two client accounts together into one]]
* [[Clients:Summary_Tab#Mass_Updating_Services.2FAddons.2FDomains|Change the renewal date of multiple services at once]]
* [[Clients:Summary_Tab#Invoice_Selected_Items|Generate a product renewal invoice early]]
* [[Clients:Profile_Tab#Billing_Contact|Display a different set of contact details on invoices issued to a client]]
* [[Clients:Contacts_Tab|Create login details for individual staff members of a client's organisation]]
* [[Clients:Products/Services_Tab#Payment_Settings|Change how much and how often a client is billed for a service]]
* [[Clients:Products/Services_Tab#Cancelling_a_Service|Cancel a service]]
* [[Clients:Products/Services_Tab#Upgrades.2FDowngrades|Upgrade or Downgrade a service]]
* [[Clients:Products/Services_Tab#Moving_a_Service_to_another_Client|Move a service to another client]]
* [[Clients:Domains_Tab#Domain_Specific|Change a domain's nameservers or whois contacts]]
* [[Clients:Domains_Tab#Moving_a_Domain_to_another_Client|Move a domain to another client]]