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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.

Spam Orders

WHMCS recommends several options to help you stop spam orders, and includes support for reCAPTCHA, banning email domains, and more.

Custom Fields

Custom fields collect additional information from or about your clients. You can set them as admin-only or make them visible to clients.

ImportAssist

ImportAssist migrates data from external systems into WHMCS. It can import data from other WHMCS instances, other applications, or CSV import files.

Other

The Other tab in General Settings allows you to configure additional WHMCS settings. You can enable opt-in settings for marketing emails, user management in the Client Area, file encoding, and more.

Reports

WHMCS includes a wide range of reports that you can view and export.


E-Invoicing Client Data Errors

Troubleshoot and resolve missing client data warnings, contact export failures, and clients without E-Invoicing enabled in the E-Invoicing addon module.

Delete Inactive Clients

Configure WHMCS to automatically delete data for inactive clients after they have terminated all services and a period of time has lapsed.

Export Client Data

Export an individual client's data as a downloadable JSON file. You can use this to fulfill clients' requests for their own data.