Reviewing emails sent to you in the client portal

WHMCS 5 end-user series

9. Reviewing emails sent to you in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to review our emails.

1) Click the my emails link.

This is the email page where we can review messages sent to us.

2) Click on an email to read it.

The email opens in a new window. When finished, simply close the window to return to our list of messages.

Be sure to check this area often, so you can see what emails are being sent to you through the client portal.

This is the end of the tutorial. You now know how to review emails sent to you in the client portal.

Creating and managing support tickets in the client portal

WHMCS 5 end-user series

8. Creating and managing support tickets in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to create and manage support tickets.

1) Click the my tickets link.

You can also click my support tickets link.

2) Then click submit ticket.

3) Choose the department you would like to send a ticket to.

This is the support tickets area where we can create tickets and send them to the department of our choice.

4) Enter a subject for the ticket here.

5) You can select the urgency for the support ticket by selecting one of options from this drop down.

6) Select related service.

7) Enter your ticket details here.

8) Click submit.

That’s it! We’ve successfully created a support ticket and a copy of the ticket has also been emailed to us.

9) Again to check your support tickets, click my support tickets link.

We can see the ticket that we just created here.

10) Click the subject of the ticket so we can manage it.

First you will see ticket details, date, subject, urgency, details etc. To reply go to bottom.

You can add more details to the ticket my typing them here.

11) Click submit to send the reply.

You can see that ticket status is now customer-reply. Scroll down.

You can see the last reply you did here.

After your problem is solved, you can click this link to close ticket or it will be closed automatically after few days.

You can see ticket is closed.

This is the end of the tutorial. You now know how to create and manage support tickets in the client portal.

How to pay invoices in the client portal

WHMCS 5 end-user series

7. How to pay invoices in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to pay our invoices.

1) Click the my invoices link.

This page has a list of all of our invoices.

2) Click the view invoice link for an unpaid invoice.

We can see here that this invoice has not yet been paid.

3) Choose your payment method from this drop-down menu.

4) Then click pay now.

5) Fill the proper credit card information and than click click to continue.

6) Click the client area link.

After you have completed the payment process, your invoice will be marked as paid. Note that some payment methods will require the invoice to be manually marked as paid.

This is the end of the tutorial. You now know how to pay invoices in the client portal.

How to order additional items in the client portal

WHMCS 5 end-user series

6. How to order additional items in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to order additional items.

You can order additional services by going to portal home or just click place new order link in this page.

1) Click place new order.

2) Go to services.

3) Click order now.

4) Click checkout.

Scroll down.

5) Choose your method of payment… for now let’s select mail in payment.

6) Click complete order.

That’s it! The new service has been ordered and the invoice for the new service is displayed on this page.

7) Click back to client area.

You will see total current due balance in your client area, here. You can also pay all invoice together by clicking pay all.

8) Click my invoices.

We can see the invoice we just created here which is currently unpaid.

This is the end of the tutorial. You now know how to order additional items in the client portal.

How to register a domain name in the client portal

WHMCS 5 end-user series

5. How to register a domain name in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to register a domain name.

1) Click the portal home link.

2) Click order.

3) Click the register domain link.

4) Enter a domain name here.

5) Choose the top-level domain.

6) Click check availability.

7) Click add to cart.

You will see any add-on services provided for free with domain here.

8) You can specify custom name servers here.

9) Then click update cart.

10) Click checkout.

Scroll down.

11) Choose your payment method, then click complete order.

This is the invoice for the domain we just registered.

12) Click back to client area.

You can see your total due balance in client area itself.

That’s it! We have registered a domain name.

13) Click the my invoices link.

We can see the invoice we just created here which is currently unpaid.

This is the end of the tutorial. You now know how to register a domain name in the client portal.

Reviewing your hosting packages in the client portal

WHMCS 5 end-user series

4. Reviewing your hosting packages in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to review our hosting packages.

1) You can get product/services details in two different ways. Click my services in quick links

Number in brackets indicates number of active items. In this case we have 1 active service.

Another way of getting list of hosting packages is, click on my products & services in top navigation.

Ok this is the hosting packages page where we can view all of our packages and options.

2) Click view details.

Here is your package details, including date, package name, doman etc.

Scroll down.

3) If we ever want to cancel this service, we can do so by clicking the request cancellation button here.

In WHMCS 5, You will also get option of changing password within WHMCS!

4) Click back.

This is the end of the tutorial. You now know how to review your hosting packages in the client portal.

How to update your billing information in the client portal

WHMCS 5 end-user series

3. How to update your billing information in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to update our billing information.

1) Click the my details link.

Here we see our details including Name, Address and Phone number. In order to for payments to be properly processed this information must be valid. Please confirm all details.

Now check bottom of this page.

You can set here your payment method, whichever is available by seller, Just choose them from first drop down menu. You can also select your current contact address as default billing contact  or you can create new address and select it from the second drop down shown here.

2) Let’s select first payment method.

Seller has currently only one payment method, Paypal. Let’s select that for now.

3) Now let’s check default billing contact.

We haven’t add any other contact address so just select the default contact.

4) Then click save changes.

This is the end of the tutorial. You now know how to update your billing information in the client portal.

How to update your personal details in the client portal

WHMCS 5 end-user series

2. How to update your personal details in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to update your personal details.

Here you can preview your details.

1) Click the my details link.

This is the personal details page where we can modify our name, address and more.

Let’s go ahead and make some changes.

2) When finished, click save changes.

That’s it! Our personal details have now been modified.

3) Click the client area link.

Our new updated personal details can be seen here.

This is the end of the tutorial. You now know how to edit your personal details in the client portal.

How to change your password in the client portal

WHMCS 5 end-user series

10. How to change your password in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to change our password.

1) Click my details link.

2) Click change password.

3) Type your exisiting password.

4) Enter a new password here.

5) Re-enter your new password here.

6) Then click save changes.

That’s it! Our password has been changed.

Remember that you should change your password often, for security reasons.

7) Click client area link.

After changing your password, you will need to log in again. Let’s do that now.

This is the end of the tutorial. You now know how to change your client portal password.

How to login to the client portal

WHMCS 5 end-user series

1. How to login to the client portal

1) This is main page for WHMCS. To get login page, click client area link.

This is the login page for the client portal. Now let’s learn how to login.

2) Enter your email address here.

3) Then enter your password here.

4) Click login.

That’s it! We are now logged in to the client portal and can begin managing our hosting services, invoices, etc.

5) When finished, click the logout link here.

We are now logged out of the client portal.

6) Click the click here to continue link.

This is the end of the tutorial. You now know how to login to the client portal