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WHMCS provides you with many options in adding and managing the products and services you plan to sell through the system. This article goes over the options available and how to perform some basic tasks regarding products and services in WHMCS.
To view the Product/Services options in WHMCS, navigate to Setup -> Products/Services and then whatever section you want to access.
This page is where you can add and configure all the products and services you plan to sell through WHMCS. The main page lists all your existing products and their groups.
Before you can add a new product, you must have at least one group to assign it to. To create a new product group, click the Create a New Group button, fill out the following form and click Save Changes.
Once you have made at least one product group, you can add a new product by clicking the Create a New Product button. You will be brought to the following form:
Simply select what type of product it is, what group it belongs to, and give it a name, then click Continue to proceed to the following form:
The options for this form are as follows:
This section is to specify the basic details of the product.
This section is to specify the pricing and billing options for the product.
This section lets you set up individual modules that go along with your product. This can include things like cPanel, SSL Certificates, Plesk, etc. The setup varies slightly based on the module being configured, but it is as simple as supplying the input fields with their name/description. The few settings that are the same for every module are as follows:
This section lets you make custom fields to be filled out for this product.
This section lets you specify what Option Groups this product applies to. This lets you assign a set of options to multiple products without reconfiguring those options for each product.
This section is to specify the upgrade/downgrade options available for the product.
This section lets you specify any options regarding providing a free domain registration with the purchase of this product.
This section is for all other settings.
This section displays the direct links for several pages and sections this product will appear under.
Written by Hostwinds Team / September 8, 2018