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How to set up products and services in WHMCS

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How to set up products and services in WHMCS

To set up products and services in WHMCS, perform the following steps:

1. Go to setup.

Note: If you haven’t installed the WHMCS, check step by step guide here to install WHMCS.

How to set up your products and services in WHMCS
2. Mouse hover products/services.

How to set up your products and services in WHMCS
3. Click products/services.

How to set up your products and services in WHMCS
4. Start adding a new product group.

How to set up your products and services in WHMCS
5. Give the group a name.

How to set up your products and services in WHMCS
6. Select all the active payment gateways you want customers to be able to use for products in this group.

How to set up your products and services in WHMCS
7. If you don’t want this group to show up on the order pages, tick the checkbox next to hidden.

How to set up your products and services in WHMCS
8. When finished, click create group. Now that we have a group, it’s time to create a new product.

How to set up your products and services in WHMCS
9. Choose the product’s type.

How to set up your products and services in WHMCS
10. Pick the group in which this product should be placed.

How to set up your products and services in WHMCS
11. Give the product a name.

How to set up your products and services in WHMCS
12. Continue on to the next page.

How to set up your products and services in WHMCS
13. Describe the product here.

How to set up your products and services in WHMCS

14. Then, select a welcome e-mail, if any, to send clients upon the completion of an order.

How to set up your products and services in WHMCS
15. Other settings on this tab allow you to keep track of this product’s stock, change its sort order, apply taxes or hide the product.

How to set up your products and services in WHMCS
16. Now select pricing tab.

How to set up your products and services in WHMCS
17. Determine the payment type this product should use.

How to set up your products and services in WHMCS
18. Then, fill in the setup fees if you want to and prices for every payment period under every currency. Note that a value of -1 will disable any of these payment terms.

How to set up your products and services in WHMCS
19. Let’s disable triennially billing by inserting -1.00Prorata billing is used to force all orders to be due on the same day of the month, as specified here. Activating this setting means a client’s first payment will be a partial payment based on the days left until the next billing date. Charge next month allows you to charge next month’s payment along with the initial payment if the order is placed past a certain day of the month.

20. Go to module settings when finished here.

How to set up your products and services in WHMCS
21. Choose the control panel module that this product should use, if any. We’ll use cPanel.

How to set up your products and services in WHMCS
22. As you will select cPanel it will show you settings page.

How to set up your products and services in WHMCS
23. Select the server, this account should be set up on.

How to set up your products and services in WHMCS

Note: You have three options; use an existing package as specified in WHM, create a new package, or use no package by leaving the field blank. When using an existing package, you can leave the rest of the indicated fields blank and the values will be retrieved from WHM, assuming you have everything set up properly. Otherwise, fill in as many of these fields as you want.

24. These fields are for reseller accounts only.

How to set up your products and services in WHMCS
25. Make sure you select limit reseller by usage, so reseller dont use more resources than their quota.

How to set up your products and services in WHMCS
26. To make it work, you need to enter reseller’s quota space and bandwidth here.

27. If you want to let reseller oversell their resources, select these both options.

28. You can set other options as you feel will work best. Scroll down.

29. Once you’re finished click save changes.

How to set up your products and services in WHMCS

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Updated on June 2, 2016

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