Almost all of your clients will eventually submit a support ticket for some reason. This tutorial will show you how to manage your WHMCS support queue. Watch the video of this episode of this on Managing Support Ticket Queue in WHMCS Log into WHMCS admin panel and click on the Support tab. Click on Support Tickets. To open a ...

Now let’s learn how to set up the WHMCS knowledgebase. Follow the demo video of this topic on Setting up the WHMCS Knowledgebase Go to the Support menu after logging in WHMCS. Click Knowledgebase link from the drop down menu. Click Add Category tab. Enter a Category Name and Description. Now click on Add Category button. Now click Add Article. Type a name for the article and click Add Article. Finally, ...

Now let’s learn how to manage downloads. This tutorial is written to explain how it’s done, watch the video episode of this on Managing Downloads using WHMCS Log into admin panel of WHMCS and go to the Support menu. Click Downloads from the drop down menu. Click Add Category tab. Type a Category Name and Description and click on Add Category. For this demonstration we created a ...

Often, a client will want a customized order instead of your standard offerings. With WHMCS, you can give them an initial quote that can later be converted to an invoice. Learn how it’s done with this detailed tutorial. Watch the video Sending a Quote to a Client Using WHMCS To create a new quote, go to the Billing menu ...

Billable items in WHMCS can be used to bill your customers for something that isn’t one of your set products or services. Let’s learn how to add a new billable item in this tutorial. watch the video of it on Creating Billable Items in WHMCS Click on the Billing tab after logging into WHMCS. Hover over Billable Item. Click ...

Learn how to manage invoices in WHMCS. Click here to watch the video of this tutorial. Click on the Billing tab after you’ve logged into WHMCS admin panel. Click on the Invoices link from the drop down menu. You can use the Search/Filter tab which is to the left to change which invoices are displayed. To perform an ...

Managing orders from WHMCS is easy. Follow along as we discuss how it’s done in detail with images of each step. Watch the video of the topic on Managing Orders in WHMCS Log into WHMCS admin panel and click on the Orders tab. From the drop down list, select List All Orders. A list of orders will ...

In this tutorial you will learn how to place a new order for a client. Click on Place a New Order for a Client using WHMCS to watch this episode’s demo video. Be logged in and click on Add New Order link from the shortcuts section on left. Select a client from the list and a payment method. Choose the Product/Service this client ...

Let’s learn how to mass mail clients using WHMCS. Follow the video tutorial of this on Mass Mail your Clients within WHMCS Click on the Clients tab after you’ve logged into WHMCS. Click on Mass Mail Tool link. Here you can choose what type of email you want to send. Each type has different options that can be set. ...

Let’s see how you can manage clients you’ve added to your system. This tutorial and the WHMCS demo video tutorial are created to help you with the steps of customer managing. Log into admin panel of your WHMCS account and click on the Clients tab. Click View/Search Clients link. To view a client’s profile, click on the client’s name. ...