Click the Setup tab itself to see the Setup Tasks page.
This provides a single place to quickly locate and search for all the settings in WHMCS.
The Setup > General Settings page is where you change the vast majority of WHMCS general settings.
Below is a description of each tab of the general config to aid in finding what you need.
Learn 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 Localization 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 set up 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 and set your Credit options at this location.
WHMCS has a built-in Affiliates system that you can set up, 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.
Click the names for an explanation of each available option to visit their link at WHMCS.
- General - this is where basic settings such as your company name, address, domain, and template are configured
- Localization - from here you can configure date, country and language settings.
- Ordering - for configuring TOS URL, where the user is taken to at the end of the order process and other order specific settings
- Domains - this is where you configure domain registration options and pricing for domain addons
- Mail - where you can choose the method used to send mail and set sending preferences and the default signature
- Support - allowing you to customize the order ticket replies are displayed and the allowed attachment types
- Invoices - from here you can set all invoicing/payment related settings
- Credit - this is where you enable/disable the credit funding feature in the client area and set limits
- Affiliates - this is where the affiliate system settings are configured such as required payout level, bonus deposit, and default commission percentage
- Security - tweak the script security settings including password strength and credit card storage
- Social - configure your WHMCS to allow social networking interactions
- Other - this tab contains all the miscellaneous options which don't fit under other headings
