How to manage clients in WHMCS Print

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

Now let's learn how to manage clients

1) Go to the Clients menu and click View/Search Clients

 

2) To view a client's profile, click on the client's name

This page will show you the client's information and stats. The right column will show you a list of shortcuts to actions that can be performed such as adding a new order for this client

 

Here we can see other information about the client and even send an email

 

Here we can see a list of products/services, addons, and domains this client has purchased

3) Click the Profile tab

 

This is where you can edit the client's information

4) Make some changes then scroll down

5) Click Save Changes

 

6) Now click Contacts

 

On this page, you can add a contact for the client

7) Go to Products/Services

 

This is where you can edit the client's products and services

8) Go to Domains

 

Here we can see the domains this client has purchased and edit information about each one

9) Click Billable Items

 

If this client has been billed for additional items, they will show up on this page

10) Go to Invoices

 

Any invoices this client has received will show up below

11) Go to Quotes

 

Any quotes you have given to this client will show up here

12) Click Transactions

 

If this client has sent a payment, it will show up below

13) Click Emails

 

Any emails this client has received in WHMCS will show up here

14) Go to Notes

 

Here you can add notes about the client

 

That's it! You now know how to manage clients in WHMCS