This tutorial assumes you’ve already logged in to your WHMCS admin panel.

Now let’s learn how to place a new order for a client.

1) Click add new order.

2) Select a client from the list.

3) Select payment method.

4) Choose the product/service this client will order.

5) Enter the domain name.

6) Click submit order.

An invoice for the order will be displayed.

That’s it! You now know how to place a new order for a client in WHMCS!

This tutorial assumes you’ve already logged in to your WHMCS admin panel.

Now let’s learn how to manage clients.

1) Go to the clients menu.

2) And click view/search clients.

3) To view a client’s profile, click on the client’s name.

You can see here also list of shortcuts to actions that can be performed such as adding a new order for this client.

This page will show you the client’s information and stats.

Here we can see other information about the client and even send an email.

Here we can see a list of products/services, addons and domains this client has purchased.

4) Click the profile tab.

This is where you can edit the client’s information.

5) Make some changes and scroll down.

6) Click save changes.

7) Now click contacts.

On this page, you can add a contact for the client.

8) Go to products/services.

This is where you can edit the client’s products and services.

9) Go to domains.

Here we can see the domains this client has purchased and edit information about each one.

10) Click billable items.

If this client has been billed for additional items, they will show up on this page.

11) Go to invoices.

Any invoices this client has received will show up below.

12) Go to quotes.

Any quotes you have given to this client will show up here.

13) Click transactions.

If this client has sent a payment, it will show up below.

14) Click emails.

Any emails this client has received in WHMCS will show up here.

15) Go to notes.

Here you can add notes about the client.

There is a new tab in WHMCS 5, log. It will give you information about client’s activity in WHMCS.

16) Click log.

You will get complete actions details including, date, description, user and IP address.

You can see what client has done. He has modified password etc. You can also that who has performed action on client’s account, either client himself or admin.

That’s it! You now know how to manage clients in WHMCS.

This tutorial assumes you’ve already logged in to your WHMCS admin panel.

Almost all of your clients will eventually pacificliners.com submit a support ticket for some reason. This tutorial will show you how to manage your WHMCS support queue.

1) Go to support.

2) Click support tickets.

3) To open a support ticket,click it’s subject.

You can change the ticket’s status using this drop-down menu.

4) Enter your reply here, then scroll down.

5) Select what to do after posting your reply.

You can insert a knowledgebase link a predefined ticket reply or an attachment using these fields.

You can also add a billing entry right here, instead of having to do that separately.

6) Let’s add a predefined reply.

7) Here is predefined replys category list. Choose only category we have support.

8) Select a reply.

The predefined reply has been inserted here. Note that the reply will overwrite any exisiting contents of the box.

9) When finished, click add response.

Here it is! Now scroll back up and return to the support ticket queue.

Scroll down to verify that your reply was submitted correctly.

Since the ticket is now marked in progress, it will not show up here by default.

10) You can change that by clicking the search/filter button.

11) To view all tickets make sure you set any in all options.

12) Click search/filter.

The page will reload, filtering the tickets as specified – in this case, all.

You might find it useful to auto refresh the page every few minutes.

13) Specify the interval, then click set atuo refresh.

14) You can also merge, close or delete tickets using these buttons.

If you found that a ticket is a spam. Use this button to block sender and delete the ticket.

This is the end of the tutorial. Now you know how to manage the support ticket queue in WHMCS.