Configuration - Revision history

SarahK at 13:45, 19 April 2023

2023-04-19T13:45:03Z

SarahK at 17:57, 30 June 2022

2022-06-30T17:57:33Z

SarahK at 13:44, 15 April 2022

2022-04-15T13:44:36Z

John at 12:51, 3 November 2020

2020-11-03T12:51:57Z

SarahK at 13:18, 4 August 2020

2020-08-04T13:18:19Z

John: /* General Settings */

2020-06-26T10:03:12Z

‎General Settings

John at 17:29, 12 June 2020

2020-06-12T17:29:57Z

SarahK at 17:53, 4 May 2020

2020-05-04T17:53:13Z

John: /* General Settings */

2020-01-14T15:13:03Z

‎General Settings

John at 15:49, 8 March 2018

2018-03-08T15:49:26Z

@@ Line 5: / Line 5: @@
 You can access these settings at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
-<html><a href="https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
+<html><a href="https://youtu.be/odqaShiRLzQ" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
 <html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Configuration Service:</b> Have our team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>

@@ Line 17: / Line 17: @@
 *[[Invoice_Tab|Invoices]] — Configure all invoicing and payment-related settings.
 *[[Credit_Tab|Credit]] — Enable and disable the credit funding feature in the client area and set limits.
-*[[Affiliate_Tab|Affiliates]] — Configure affiliate system settings, such as the required payout level, bonus deposit, and default commission percentage.
+*[[Affiliates_Tab|Affiliates]] — Configure affiliate system settings, such as the required payout level, bonus deposit, and default commission percentage.
 *[[Security_Tab|Security]] — Configure the script security settings, including password strength and credit card storage.
 *[[Social_Networking|Social]] — Configure WHMCS to allow social networking interactions.
 *[[Other_Tab|Other]] — Configure several miscellaneous options.

@@ Line 1: / Line 1: @@
-<br/><br/>{{General Settings}}
+{{General Settings}}<br/>
 <html><a href="https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
 <html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Configuration Service:</b> Have our team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>
 *[[General_Tab|General]] — Configure basic settings, such as your company name, address, domain and template.

@@ Line 4: / Line 4: @@
 <html><a href="https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
-<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small>Have our professional services team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>
+<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Configuration Service:</b> Have our team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>
 Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' to see the [[Setup_Tasks|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.

@@ Line 1: / Line 1: @@
 <br/><br/>{{General Settings}}
 ==General Settings==
-<html><a href="https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
+<html><a href="https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
 <html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small>Have our professional services team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>
-Click the '''Setup tab''' to see the [[Setup_Tasks|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.
+Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' to see the [[Setup_Tasks|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.
-The '''Setup > General Settings''' page is where you change the vast majority of WHMCS general settings.  Below is a description of each tab of the general configuration section, to help you find what you need. Click the names for an explanation of each available option.
+'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' lets you change the vast majority of WHMCS general settings. Below is a description of each tab of the general configuration section, to help you find what you need. Click the names for an explanation of each available option.
 *[[General_Tab|General]] — Configure basic settings, such as your company name, address, domain and template.

← Older revision		Revision as of 17:29, 12 June 2020
Line 5:		Line 5:
	[[File:Videotutorial.png‎\|center\|link=https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s\|Watch Video Tutorial]]		[[File:Videotutorial.png‎\|center\|link=https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s\|Watch Video Tutorial]]

		+	<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small>Have our professional services team configure WHMCS for you.</small></em><span class="button">Services</span></a></html>

	Click the '''Setup tab''' to see the [[Setup_Tasks\|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.		Click the '''Setup tab''' to see the [[Setup_Tasks\|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.

@@ Line 6: / Line 6: @@
-Click the '''Setup tab''' itself to see the [[Setup_Tasks|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.
+Click the '''Setup tab''' to see the [[Setup_Tasks|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.
-The '''Setup > General Settings''' page is where you change the vast majority of WHMCS general settings.  Below is a description of each tab of the general config to aid in finding what you need. Click the names for an explanation of each available option.
+The '''Setup > General Settings''' page is where you change the vast majority of WHMCS general settings.  Below is a description of each tab of the general configuration section, to help you find what you need. Click the names for an explanation of each available option.
-*[[General_Tab|General]] - this is where basic settings such as your company name, address, domain and template are configured
+*[[General_Tab|General]] — Configure basic settings, such as your company name, address, domain and template.
-*[[Localisation_Tab|Localisation]] - from here you can configure date, country and language settings.
+*[[Localisation_Tab|Localisation]] — Configure date, country and language settings.
-*[[Ordering_Tab|Ordering]] - for configuring TOS URL, where the user is taken to at the end of the order process and other order specific settings
+*[[Ordering_Tab|Ordering]] — Configure your Terms-Of-Service URL and other order-specific settings. The TOS URL is the location that the system takes the user to at the end of the order process.
-*[[Domains_Tab|Domains]] - this is where you configure domain registration options and pricing for domain addons
+*[[Domains_Tab|Domains]] — Configure domain registration options and pricing for domain addons.
-*[[Mail_Tab|Mail]] - where you can choose the method used to send mail and set sending preferences and the default signature
+*[[Mail_Tab|Mail]] — Configure how the system sends mail and the default signature.
-*[[Support_Tab|Support]] - allowing you to customise the order ticket replies are displayed and the allowed attachment types
+*[[Support_Tab|Support]] — Customise the order in which the system displays ticket replies and the allowed attachment types.
-*[[Invoice_Tab|Invoices]] - from here you can set all invoicing/payment related settings
+*[[Invoice_Tab|Invoices]] — Configure all invoicing and payment-related settings.
-*[[Credit_Tab|Credit]] - this is where you enable/disable the credit funding feature in the client area and set limits
+*[[Credit_Tab|Credit]] — Enable and disable the credit funding feature in the client area and set limits.
-*[[Affiliate_Tab|Affiliates]] - this is where the affiliate system settings are configured such as required payout level, bonus deposit and default commission percentage
+*[[Affiliate_Tab|Affiliates]] — Configure affiliate system settings, such as the required payout level, bonus deposit, and default commission percentage.
-*[[Security_Tab|Security]] - tweak the script security settings including password strength and credit card storage
+*[[Security_Tab|Security]] — Configure the script security settings, including password strength and credit card storage.
-*[[Social_Networking|Social]] - configure your WHMCS to allow social networking interactions
+*[[Social_Networking|Social]] — Configure WHMCS to allow social networking interactions.
-*[[Other_Tab|Other]] - this tab contains all the miscellaneous options which don't fit under other headings
+*[[Other_Tab|Other]] — Configure several miscellaneous options.

← Older revision		Revision as of 15:13, 14 January 2020
Line 3:		Line 3:

	==General Settings==		==General Settings==
−	[[File:Videotutorial.png‎\|center\|link=~~http~~://www.youtube.com/watch?v=~~ziIvFCVmMsg~~&hd=1\|Watch Video Tutorial]]	+	[[File:Videotutorial.png‎\|center\|link=https://www.youtube.com/watch?v=_KbXsemJIhw&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=4&t=0s\|Watch Video Tutorial]]

← Older revision		Revision as of 15:49, 8 March 2018
Line 6:		Line 6:


−	The General Settings page is where you change the vast majority of WHMCS general settings. Below is a description of each tab of the general config to aid in finding what you need. Click the names for an explanation of each available option.	+	Click the '''Setup tab''' itself to see the [[Setup_Tasks\|Setup Tasks page]]. This provides a single place to quickly locate and search for all the settings in WHMCS.
		+
		+	The '''Setup > General Settings''' page is where you change the vast majority of WHMCS general settings. Below is a description of each tab of the general config to aid in finding what you need. Click the names for an explanation of each available option.

	*[[General_Tab\|General]] - this is where basic settings such as your company name, address, domain and template are configured		*[[General_Tab\|General]] - this is where basic settings such as your company name, address, domain and template are configured