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.

Custom PDF Invoices

Invoice and quote PDF files use a customizable template file system in the templates directory of the active WHMCS system theme. If you use a self-hosted WHMCS installation, you can use this templated system to customize your PDF invoices and quotes.

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.

Invoices

The Invoices tab in General Settings allows you to configure how WHMCS generates and sends invoices and applies late fees.


Quotes

Quotes allow you to send estimates to customers. If the customer accepts your quote, you can easily convert the quote into an invoice.