Configuring products and services in WHMCS allows you to determine the specifics for each of your offerings.

You can access this feature at Configuration () > System Settings > Products/Services.

Products #

To create a new product, click Create a New Product at Configuration () > System Settings > Products/Services and configure the settings below.

After creating a product, you can edit it by clicking the edit icon for the product in the product list.

Details #

The Details tab contains general information about a product, including its name and product group:

Pricing #

The Pricing tab lets you specify the prices and active duration of the product:

Module Settings #

The Module Settings tab lets you specify which server type the product will use and how WHMCS will behave when someone orders this product.

Module #

For Module Name, select the type of server you’re using or another provisioning module that you wish to use. The options that you see below this depend on the module that you choose.

Metric Billing #

The Metric Billing section displays when you select a module that supports this feature:

If you enable a metric, it will appear in the product details in the Client Area. An admin will always see all metrics, enabled or disabled, within the Admin Area when viewing a service for a product which reports metrics.

To enable a metric:

1. Set that toggle to On.
2. Click Configure Pricing for that metric. The module predefines the following attributes for each metric:
   • Metric Type — Defines how to measure the metric. This can be Snapshot, Daily, or Monthly.
   • Metric Unit — Defines the unit of measurement (for example, the number of domains or accounts).
3. Select the type of pricing. This will define how the system calculates pricing for the metric. You can select one of the following pricing schemes:
   • Per Unit — Charge the same amount for each unit.
   • Total Volume — Charge a per-unit price based on the total volume that the client consumes.
   • Graduated — Charge a per-unit price based on the consumption range. The total charge is the sum of the range calculations.
     For Total Volume and Graduated pricing, you must enter pricing in the text boxes.
4. For Quantity Included, enter the number of units to include in the product’s base price. The system will not start charging the client until the usage exceeds the quantity that you enter here.
5. Click Save.

Automation Settings #

At the bottom of the page, the automation settings determine when the system activates the product:

• Automatically setup the product as soon as an order is placed — Set the product up instantly. Generally, use this for free products.
• Automatically setup the product as soon as the first payment is received — Set the product up when the customer pays for the order.
• Automatically setup the product when you manually accept a pending order — Set the product up after an admin has manually reviewed and accepted the order.
• Do not automatically setup this product — Never set the product up automatically. Admins can still initiate setup manually from the product details page under a client’s profile.

Custom Fields #

The Custom Fields tab lets you create custom fields for this product. This allows you to collect additional order form information that you need to supply the product.

To add a custom field, enter the desired field information and choose a field type. Then, click Save Changes.

Configurable Options #

The Configurable Options tab lets you select the configurable options to associate with the product. You can display them on the order form or in the Client Area. Configurable options alter the price of the product.

Upgrades #

The Upgrades tab lets you specify whether the client can upgrade or downgrade from this product to another.

WHMCS can fully automate upgrades and downgrades for many of the modules.

• Select the products that the product can be upgrade or downgrade to.
• Use Ctrl+Click to select multiple products.
• Check Configurable Options to enable upgrading configurable options, if there are any on the product.
• Select an Upgrade Email template to use when a client upgrades to this product. You will first need to create a new product email template under Configuration () > System Settings > Email Templates.
  For more information, see Assign Custom Emails to Products.

Free Domain #

The Free Domain tab lets you configure the offer of a free domain with a product. WHMCS lets you offer free domains with your packages when customers purchase them with certain payment terms. For example, you might want to offer a free domain when someone purchases a package annually.

• For Free Domain, choose whether and how to offer a free domain.
• Select one or more Free Domain Payment Terms to set the billing cycles to require in order for a product to receive a free domain.
• Select one or more Free Domain TLDs to set which TLDs clients can use for a free domain.

Cross-sells #

The Cross-sells tab lets you choose the recommended products that display in the Client Area shopping cart to clients who are purchasing this product.

To add products to the list:

1. Use the Start typing to search for products. menu or enter search terms to find the desired products.
   • A maximum of 30 items will appear in the product selection menu.
   • Using the search feature will allow the system to display products that it did not initially list.
2. Select the desired product by clicking on it.
   • When you select a product, it will appear in the Product Cross-sells list.
   • Click and drag the product to the desired position to reorder the list.
3. Click Save Changes.

To remove a product from the list, click the trash icon and then click Save Changes.

Other #

The Other tab lets you set miscellaneous settings like product affiliate rates, product downloads, and overage billing:

Links #

The Links tab lets you view the URLs that direct visitors to a product.

You can copy the following direct links for the product and its associated group:

Product List #

The product list includes every product group and product that you have configured in WHMCS. Individual products appear under their product group, and you can use sorting to reorganize how products will display on the order form.

This list includes the following information for each product:

• Product Name — The product’s name.
• Type — The product’s type.
• Pay Type — The Payment Types value that you selected in the Pricing tab.
• Stock — The available quantity for the product, if you enabled Stock Control in the Details tab.
• Auto Setup — Whether you selected an automatic setup option for Automation Settings in the Module Settings tab.
• Features — In WHMCS 8.10 and later, specific available features for this product.
  • Currently, this column lists whether the product includes Sitejet Builder.
  • To refresh the statuses in this column, click Refresh Feature Status at the top of the page.

You can sort products in the list using the crosshair icon to the right of the appropriate row.

Last modified: November 19, 2024