How do you place an order for your client in WHMCS
To place an order for a client in WHMCS, follow these steps:
- Log in to WHMCS Admin Panel: Use your admin credentials to access the WHMCS dashboard.
- Go to Clients Section: From the top menu, click on “Clients” and select “Add New Order” from the dropdown.
- Select the Client: Choose an existing client from the dropdown menu, or create a new client if needed.
- Choose Product/Service: Under the “Products/Services” section, select the product, billing cycle, and any configurable options the client wants.
- Set Payment Method: Choose the preferred payment method, such as PayPal, Credit Card, or other available gateways.
- Generate Invoice: Check the option to generate an invoice, if applicable, and make sure the payment status is correct (e.g., unpaid or paid).
- Send Order Confirmation: Check the option to send an order confirmation email to the client, if required.
- Submit Order: Click on “Submit Order” to place the order.
The order will now be placed, and you can view or manage it under the client’s account.
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