Once you have added the clients, you can proceed to add their services (such as hosting accounts). Perform the following steps for each client:
- On the Client Summary page, click "Add New Order" in the "Actions" panel.
- The system will preselect the client. Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
- Choose the applicable product or service and the billing cycle.
- If the service has an associated domain name, enter it in the textbox. If you also control the domain name registration, select "Register" on the domain section below and choose any addons the user has for their domain.
- Deselect the boxes for Order Confirmation and Generate Invoice. This will ensure that the system doesn't email the client about the order you are adding.
- Select Active from the Order Status menu. Then, click Submit to add the order to WHMCS.
The system will display the order details page, which will summarise the details of the order you added.
As the final step, go into the service details and set the correct next due date. To do this from the order details page, click on the link in the "Item" column of the items ordered. This will take you to the service details page. From there, you can edit the next due payment date. For hosting accounts, select the correct server and enter the username for the account to allow WHMCS to perform suspensions and terminations.
