How to set up your payment gateways for use with WHMCS

WHMCS 5 setup series

How to set up your payment gateways for use with WHMCS

This tutorial assumes you’ve already https://ausweb.com.au/ 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 customize currencies in WHMCS

WHMCS 5 setup series

How to customize currencies in WHMCS

This tutorial assumes you’ve already logged in to your WHMCS 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 manage servers in WHMCS

WHMCS 5 setup series

How to manage servers in WHMCS

This tutorial assumes you’ve already 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 set up fraud protection in WHMCS

WHMCS 5 setup series

How to set up fraud protection in WHMCS

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

Fraud is an unfortunate part of doing business on the internet. WHMCS helps you combat fraud by letting you enable one of three popular fraud protection modules.

1) Click setup.

2) Click fraud protection.

You may only have one fraud module enabled at a time. Note that you must already have an account with the provider of your choice before you can enable its module here.

3) Choose one of the three modules; we’ll use Maxmind. Then click go.

4) Check this checkbox to enable this anti-fraud module.

5) Enter your MaxMind license key.

You can reject outright orders that trigger one of these flags by clicking the checkbox next to each of them.

6) Next specify the maximum allowed MaxMind fraud risk score. Any orders that receive a higher score than this are considered fraudulent and will be blocked.

7) Indicate the fraud score when phone verification starts being required.

8) Last, choose the language in which the call should be placed. We’ll leave it as English.

9) Then, click save changes.

The other two fraud modules can be set up in a similar fashion, if you’d prefer one of those.

Note that the settings shown here are just examples; you’ll need to find out what will work best for your purposes.

This is the end of the tutorial. You now know how to set up fraud protection in WHMCS.

How to manage security questions in WHMCS

WHMCS 5 setup series

How to manage security questions in WHMCS

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

Now let’s learn how to manage security questions.

1) Go to the setup menu.

2) Mouse hover other.

3) Click security questions.

4) Type a question and click save changes.

The security question shows up here.

5) To delete a security question click the red button.

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