Summary Tab

The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.


Profile Tab

The Profile tab in the Client Profile lists the client's contact details and account options.


Users Tab

The Users tab in the Client Profile lists all of the client's users and allows you to manage them.


Contacts Tab

The Contacts tab in the Client Profile lets you add, view, and manage client contacts, allowing email messages to go to additional recipients.


Products/Services Tab

The Products/Services tab in the Client Profile lets you view and manage client services.


Domains Tab

The Domains tab in the Client Profile contains details and management options for all of a client's domains.


Billable Items Tab

The Billable Items tab in the Client Profile contains a list of all a client's billable items and allows you to add time billing.


Invoices Tab

The Invoices tab in the Client Profile allows you to view and manage all of the client's invoices.


Quotes Tab

The Quotes tab in the Client Profile lists the client's existing quotes and allows you to edit them or create a new quote.


Transactions Tab

The Transactions tab in the Client Profile lists statistics on the client's transactions with options to create or manage individual transactions.


Tickets Tab

The Tickets tab in the Client Profile lists all of a client's support ticket history.


Emails Tab

The Emails tab in the Client Profile lists the emails that WHMCS has sent to that client.


Notes Tab

The Notes tab in the Client Profile allows you to enter private notes about a client.


Log Tab

The Log tab in the Client Profile lists entries from the Activity Logs that relate to the client.