How to configure the general settings in WHMCS



How to configure the general settings in WHMCS

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

Now let's learn how to configure our general settings.

Click the Setup tab.

Then click General Settings.

There are several tabs you should go through to setup WHMCS the way that works best for you.

The General tab is where you can set your company name, email address, domain and more. Let's make a few changes.

When finished, click Save Changes.

Click the Localisation tab.

This is where you can change your default country and language, and date format.

The Ordering tab is where you go to set your ordering options, including the order form template you want to use.

The domains tab is where you define whether or not you're going to sell domain registrations, or allow domain transfers.

The Mail tab is where you can setup your mail and SMTP settings.

WHMCS allows you to install Support Modules that integrate with a standalone support solution such as Kayako... but you can also choose to use the built-in support ticketing system that comes with WHMCS.

Click the Support tab.

You can set your Invoicing options here...

... and set your Credit options here.

WHMCS has a built-in Affiliates system which you can setup here, allowing you to pay commissions for referrals.

There are some Security settings you can tweak here...

... as well as Social settings you can set here.

Once you're finished making all the changes you want, don't forget to click Save Changes.

This is the end of the tutorial. You now know how to configure your general settings in WHMCS.

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