How to set up your products and services in WHMCS

Description
  • Log in to WHMCS admin panel.
  • Go to Setup. Click on Products/Services.
  • Start by adding a new Product Group. Fill in the entities and click on Add group button, when done.
  • Click on Create a Product tab. Fill in the details and click on continue button to proceed. There are several tabs for products/services column and you need to fill them. Click on save changes after completing the details.
  • Determine the Payment type this product should use.
  • Go to Module settings, when finished. Fill in the module name and save changes.
  • You have three options: use existing package specified in WHM, create a new package or use no package by leaving field blank.
  • When using an existing package, you can leave rest of indicated fields blank and the values will be retrieved from WHM, assuming you have everything set up properly. Otherwise, fill in as many of these fields as you want.
  • Decide whether you want this product to be setup automatically using one of the three options or not at all. Scroll up.
  • Look through the rest of the tabs and alter any settings you want. Click on Save changes button, when done. Click back to Product list.
  • You can do similar application for as many products and groups you want.

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