How to manage servers in WHMCS

2. How to manage servers in WHMCS

This tutorial assumes you’ve powered by ausweb logged in to your WHMCS admin panel.

As your hosting company grows, you’ll steadily have to purchase more and more servers. WHMCS will help you keep track of them all.

1) Go to setup.

2) Mouse hover products/service.

3) Click servers.

WHMCS 5 allows you to create server groups to configure sets of server to assign products to and have new orders rotate around servers within that group or fill until full.

4) Let’s create a group. Click create new group.

5) Give this new group a name. We will add a server to this group later.

6) Click save changes.

Group is created successfully.

7) Now let’s add a new server. Click add new server.

8) Give the server a name.

9) Enter the hostname and IP address.

Make note of the monthly cost of the server and the datacenter it’s located in.

10) You can specify the maximum number of accounts that can be placed on the server in WHMCS using this setting.

11) If you’ve set this server up with the server status tracking system, enter the full path to the page.

12) Next, specify the hostname and IP address for this server’s nameservers.

13) Select the server’s type.

14) Fill in the username, password and/or access hash for this server or just leave these fields blank.

15) If you want any connections made to this server to be secure, tick this box.

16) Then, click save changes.

That’s it! The server has been successfully added.

17) You can access, edit or delete this server using these buttons.

18) Let’s add this server to the group we created in the start of this tutorial.

This side show selected server and other side show available.

As there was no server earlier. System has added our new server automatically to the group.

19) Click save changes.

This is the end of the tutorial. You now know how to manage servers in WHMCS.

How to customize currencies in WHMCS

19. How to customize currencies in WHMCS

This tutorial assumes you’ve already logged in to your powered by ausweb admin panel.

Most likely if you’re using WHMCS, you’re interested in serving an international clientele. In order to do that, you must set it up with the currencies you wish to support.

1) Click setup.

2) Mouse hover payments.

3) Click currencies.

4) Start by entering the standardized currency code, such as USD or GBP.

5) Choose a prefix, such as dollar or pound sign.

6) Enter a suffix, usually just the currency code.

The default format is fine and the base conversation rate to US dollars can be left blank here and filled in by WHMCS, as you’ll see in a moment.

7) Click add currency.

We’ve successfully added the British Pound to the list of currencies.

8) Click update exchange rates to fill in the current exchange rate to US dollars.

As seen here, the process has completed successfully.

9) Click update product prices to make all prices in WHMCS reflect the current conversion rates.

As seen here, the process has completed successfully.

You can also edit or delete currencies using the buttons below.

That’s it! You’ve successfully added a currency to WHMCS and updated the exchange rates and pricing.

How to set up your payment gateways for use with WHMCS

WHMCS 5 setup series

18. How to set up your payment for use with WHMCS

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

Before you can accept payments from clients through WHMCS, you must first set it up with at least one payment gateway.

1) Go to setup.

2) Mouse hover payments.

3) Click payment gateways.

4) Select a gateway from the list to activate. We’ll start with Paypal.

5) Now click activate.

Scroll down.

6) Fill out the form with all the correct details.

At the very least, you’ll need to specify your Paypal email address.

If you’ll want to give refunds from within WHMCS, you’ll also need to fill in the three API fields.

7) When finished customizing the settings, click save changes.

Let’s add another payment gateway.

This time, we’ll choose offline credit card.

8) Select offline credit card.

9) Click activate.

You can rearrange the display order for the active gateways using these arrows.

Payment gateways can be deactivated by clicking the red link next to each one.

This is end of the tutorial. You’re now able to set up as many payment gateways in WHMCS as you want.

Note that you cannot deactivate a payment gateway that is currently being used anywhere in WHMCS.

How to configure automation settings in WHMCS

17. How to powered by ausweb automation settings in WHMCS

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

The automation settings in WHMCS control processes such as invoicing, e-mail reminders, and account suspension.

Let’s find out how to change these settings.

1) Go to setup.

2) Click automation settings.

The first box of settings controls automatic account suspension and termination. Note that this will only function properly once WHMCS has been set up to work with your control panel(s).

In order for the automation settings to work, you must have the WHMCS cron job set up. For details on how this is done, watch the tutorial earlier in this series.

Automatic suspension is already enabled. Let’s change the number of days a payment can be late before an account is suspended.

Once a payment has been received, a suspended account will be automatically re-activated, as per this setting.

3) Click here if you want to enable automatic account termination.

Scroll down.

Now for the billing notification settings.

You can change number of days past the due date to auto-terminate.

The customer will always receive e-mail notification of the invoice when it’s generated the number of days before the due date specified.

You can toggle additional reminders with this checkbox.

By default, only one overdue notice will be sent. You can specify second and even third overdue reminders here.

The last setting here allows you to change the number of days to wait before applying the late fee.

Next the settings that control automatic credit card charging.

You can specify the number of days before the due date to attempt to capture the payment here.

You have the option of attempting the payment only

When a credit card on file is about to expire, WHMCS will notify the client on the specified date of the month prior.

There are only two currency auto update settings. By default, WHMCS will attempt to update the exchange rates every day automatically.

Product prices, however, will not be updated daily to reflect the exchange rates unless you check this box.

Scroll down.

The domain reminder settings allow you to specify the frequency at which notices will be sent prior to a domain name’s renewal date. You can send up to five notices.

Here you can auto-close inactive support tickets after a specified number of hours.

You’ll probably want to leave the miscellaneous settings as the defaults.

4) When finished, click save changes.

This is the end of the tutorial. You now know how to configure the automation settings in WHMCS.

How to configure general settings in WHMCS

WHMCS 5 setup series

16. How to powered by ausweb general settings in WHMCS

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

Now let’s learn how to configure general settings.

1) Go to the setup menu.

2) Click general settings.

On this first tab, you can change your company name, email address, domain and more.

Let’s make some changes.

Scroll down.

3) You can change template, what WHMCS use.

4) Click save changes.

5) Go to the localisation tab.

Here you can change your default country and language.

6) Click ordering.

This is where you can change your ordering options. If you dislike the default order form template, try them all until you find the one you like the best.

7) More web hosts will probably want to require their clients’ acceptance of the terms of service. Be sure to enter the URL to your TOS page in the box below.

Customize any other options then scroll back up.

8) Go to domains.

Set your domain options here. The defaults should be fine for most purposes.

As you can see, you can set default name servers, and default client details. After you all done, go scroll top.

9) Click mail.

On this page, you can set up your mail and SMTP settings.

10) Go to support.

WHMCS allows you to install support modules that integrate it with a standalone support solution such as Kayako. This is where you choose the support module you wish to use.

That’s it! You now know how to configure general settings in WHMCS.

11) Look over the other tabs and change any options you want, then click save changes.