The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.
The user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.
Add users manually, associate them with existing clients, and change the client account owner. Users own and manage client accounts.
Make sure the details for a user and an associated client match by updating them manually. These details do not automatically sync.
The Profile tab in the Client Profile lists the client's contact details and account options.
The Users tab in the Client Profile lists all of the client's users and allows you to manage them.
The Contacts tab in the Client Profile lets you add, view, and manage client contacts, allowing email messages to go to additional recipients.
The Products/Services tab in the Client Profile lets you view and manage client services.
The Domains tab in the Client Profile contains details and management options for all of a client's domains.
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.
The Invoices tab in the Client Profile allows you to view and manage all of the client's invoices.
The Quotes tab in the Client Profile lists the client's existing quotes and allows you to edit them or create a new quote.
Custom fields collect additional information from or about your clients. You can set them as admin-only or make them visible to clients.
The Transactions tab in the Client Profile lists statistics on the client's transactions with options to create or manage individual transactions.
The Tickets tab in the Client Profile lists all of a client's support ticket history.
The Emails tab in the Client Profile lists the emails that WHMCS has sent to that client.
The Notes tab in the Client Profile allows you to enter private notes about a client.
The Log tab in the Client Profile lists entries from the Activity Logs that relate to the client.