How to configure general settings in WHMCS

WHMCS 5 setup series

How to configure 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.

How to configure automation settings in WHMCS

WHMCS 5 setup series

How to configure 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 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 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.