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.

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 https://ausweb.com.au/ 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.