How to add promotions and coupons in WHMCS

WHMCS 5 setup series

4. How to add promotions and coupons in WHMCS

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

Now let’s learn how to add promotions and coupons.

1) Go to the setup menu.

2) Click payments.

3) Click promotions.

4) Click create new promotion.

5) Type a promotion code customers will be able to use to receive this promotion.

6) WHMCS 5 also allow you to auto generate code.

7) Choose the promotion type.

8) Select if this promotion is recurring. WHMCS 5 also give you option to set how many times recur should be occured.

9) Enter a value.

10) Select a product or service for this promotion to apply to.

11) WHMCS 5 also allow you to set which item require to qualify for this promotion.

12) Choose the cycle. WHMCS 5 also allow you to select domains with particular year term.

13) If desired, set an expiration date or limit the number or uses.

14) You can also specify number of uses. Let’s set it to unlimited by entering 0.

15) Let’s limit this promotion to once per order.

16) Click save changes.

To edit or delete an existing promotion, use these icons.

That’s it! You now know how to add a coupon or promotion in WHMCS.

How to further secure your WHMCS installation

WHMCS 5 setup series

22. How to further secure your WHMCS installation

Now that you’ve installed WHMCS, there are a few steps that can be powered by ausweb to bolster its security.

Open up your favorite FTP client or your control panel’s file manager. For this tutorial, we will be using cPanel’s file manager, but anything will work.

By default all files and directories contained in the public directory of a web server can be directly downloaded by anyone. For certain content such as downloads and attachments, this behavior is generally undesirable.

1) Start by moving the attachments, downloads, and templates_c directories outside of public access.

On most shared hosting accounts, the public directory is named public_html or www. What we need to do is move the folders below that directory; in most cases, that will mean putting them in your home directory. Our home directory is /home/mybiz123.

2) Let’s first create a directory in our home directory. Click here and remove path and click go so we will go to home directory directly.

3) Click new folder.

4) Give this folder name, this is where we will move those folders.

5) Click create new folder.

Folder is created successfully, which we can see here.

Let’s go back to our WHMCS installation folder.

6) Let’s select those directories. Please note that you can select multiple directories by holding ctrl and click.

7) Now click move file.

8) Let’s place these three directories in the new folder we just created. Set the path to that folder.

9) Click move file(s).

After you are done, you will see the folders disappear.

10) Next, let’s rename the admin directory to add some security through obscurity. This will help prevent malicious users from even attempting to log in to your admin area.

Note that the admin directory must remain inside this folder; it cannot be moved like the others only renamed.

11) Select the directory.

12) Click rename.

13) Click rename file.

The directory has been renamed.

Scroll down.

Last, we must inform WHMCS of the changes to its directory structure.

14) Open configuration.php for editing. Select it first.

15) Click edit.

16) First update the variable $templates_compiledir

17) Next, add the two variables and directory paths that follow.

18) Finally, add the following variable to tell WHMCS the new name of the admin directory.

19) Click save changes.

20) Now let’s verify that the admin panel works in the new location.

Success! You’ve finished enhancing WHMCS with extra security.

How to install WHMCS

WHMCS 5 setup series

21. How to install WHMCS

Installing WHMCS is a simple process, as long as your powered by ausweb meets all the system requirements.

Generally, any server running a control panel such as cPanel or Plesk will meet the requirements. If any are not met, you should be notified of this during the install process.

This tutorial assumes you have already purchased a license for WHMCS.

1) Download latest version of WHMCS from WHMCS client area and extract it on your computer.

2) Double click on WHMCS folder.

3) Remove .new from the configuration file’s name.

4) With the file renamed, upload the entire WHMCS folder to your FTP server.

Because the WHMCS code is encrypted, the Ioncube loaders are required for it to function. Your server may already have these installed. If it does not, you’ll be unable to proceed any further.

5) There should be an Ioncube folder in the archive you extracted. Simply upload that folder inside the WHMCS directory you just uploaded.

If the Ioncube folder is not present, contact WHMCS support for the files, or contact our support department to have Ioncube set up for your entire server.

6) After all the files have been uploaded, you’re ready to begin installation. Go to the installation script here:http://www.yourdomain.com/whmcs/install/install.php

Read throught the license agreement, then scroll down.

7) Click I agree.

If any of the permissions checks fail, you will need to adjust the CHMOD permissions as described for each file. This can be done using your FTP client or control panel.

8) Once all checks have been passed, click continue.

9) Type here your license key.

10) Fill out the database information.

11) Click continue.

12) Enter account details for your primary administrator account.

13) Click complete setup.

14) Installation is now complete! You should delete or at least rename the install directory before proceeding.

15) Also, be sure to change the CHMOD permissions for configuration.php back to 644 if you needed to change them earlier.

16) Then, go to yourdomain.com/whmcs/admin/ to see if the login page appears.

Here it is! You can now log in to WHMCS.

There are a few post-installation stpes that should be taken before actively using WHMCS. For details, watch the two tutorials that follow.

How to specify tax rules with WHMCS

WHMCS 5 setup series

20. How to specify tax rules with WHMCS

Certain countries and states require you to ausweb taxes on your sales. WHMCS allows you to specify the tax rates on a regional basis.

1) Go to setup.

2) Mouse hover payments.

3) Click tax rules.

4) By default, taxes are not enabled. Check this box to enable them.

5) Select whether you want your prices to include the taxes (inclusive) or have them added on top of your prices (exclusive).

6) Using these fields, specify whether taxes should be applied to domains, custom invoices or late fees.

Enabling compound tax will apply the level 2 tax rates to the total after level 1 taxes have been applied instead of to the subtotal.

7) When finished, click save changes.

Now let’s add a tax rule to level one. Scroll down.

8) Click add new tax rule.

9) Give the tax a name.

10) Choose whether the rule should apply to all countries or a specific country.

11) Do the same thing for state.

12) Last, set a tax rate.

13) To finish, click add rule.

You can add as many tax rules to either level as you want.

That’s it! You now know how to specify tax rules with WHMCS.