This will teach you how to order additional items in the client area of Client Area. It is a very easy process, and you can easily find the products you are looking for. This tutorial will assume that you are already logged into WHMCS. If you are having problems doing that, or don't know how, please view the tutorial named "How to Login to the Client Area".
Step 1: Logging In
- Begin by logging into your WHMCS client area. If you're unsure how to do this, you can refer to the tutorial "How to Login to the Client Area."
Step 2: Accessing the Order Page
- Once you're logged in, you'll find yourself in the client area. Look for the "You are Here" line and click on the "Portal Home" link.
- You will be redirected to the Support Portal page. On the right-hand side, click on the "Order New Services" link.
- This will take you to a page titled "Browse Products & Services." Next, click on the "Services" link in the menu bar.
Step 3: Selecting Additional Services
- On the "Services" page, you'll find a list of services or products offered by your hosting company. Browse through the options and select the ones you need. To order, click the "Order Now" button next to the item.
Step 4: Product Configuration
- You'll now land on a page called "Product Configuration." Here, you may need to make various choices, such as selecting billing cycles (monthly, yearly, etc.), or specifying which domain you want to associate with the product. The available options may vary based on your hosting company.
- After making your selections, click the "Update Cart" button to proceed.
Step 5: Review Your Shopping Cart
- The next screen is your shopping cart. Review the items you've added. If everything looks good, click the "Checkout" button.
Step 6: Enter Payment Information
- You will now be taken to a detailed screen. Scroll down to find the section where you need to enter your payment information.
- Additionally, you can add any notes or extra information you want to include with your order.
Step 7: Complete Your Order
- Once you've entered your payment information and any additional notes, click the "Complete Order" button to finalize your purchase.
Step 8: Review Invoice
- You will be shown an invoice for your new order, displaying all the information you've entered. Review it for accuracy.
Step 9: Return to the Client Area
- If everything is in order, click the "Back to Client Area" button at the bottom of the page.