https://docs.whmcs.com/9-1/tags/client-data/Recent content in client-data onHugo -- gohugo.iohttps://docs.whmcs.com/9-1/clients/client-profile/summary-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/summary-tab/Covers the Actions toggles (Exempt From Tax, Auto CC Processing), Pay Methods management, Invoices/Billing statistics and Create Invoice/Add Funds Invoice actions, Other Actions including Merge Client Accounts, Close and Delete Account, Export Client Data, and the Services/Addons/Domains/Quotes lists with Status Filter and Bulk Actions like Invoice Selected Items and Delete Selected Items.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-the-database/troubleshooting-the-database/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-the-database/troubleshooting-the-database/Index page linking to general database and database backup troubleshooting articles for the MySQL database that WHMCS uses.https://docs.whmcs.com/9-1/clients/client-profile/profile-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/profile-tab/Lists account fields (Email Address, Payment Method, Currency, Status, Client Group, Email Notifications), the Marketing Opt-In Consent History view, and per-client settings including Late Fees, Overdue Notices, Tax Exempt, Separate Invoices, Disable CC Processing, Marketing Emails Opt-in, Status Update, and Allow Single Sign-On.https://docs.whmcs.com/9-1/orders/spam-orders/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/orders/spam-orders/Lists methods to reduce spam orders: third-party firewalls, reCAPTCHA v3 or hCaptcha, banning email domains, disabling client registration and presales forms, a custom human-verification client field, MaxMind’s automatic fraud detection, and Only Auto Provision for Existing.https://docs.whmcs.com/9-1/clients/the-client-area/custom-fields/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/the-client-area/custom-fields/Covers creating Client, Product, and Support Department custom fields with field types (Text Box, Password, Drop Down, Checkbox), Admin Only, Required Field, Show on Order Form, and Show on Invoice options, display names, regular expression validation, searching by custom field values, and merge field syntax for displaying values in emails and pages.https://docs.whmcs.com/9-1/addon-modules/importassist/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/addon-modules/importassist/Lists supported source applications (WHMCS, Blesta, ClientExec, HostBill) and importable data types for database imports, plus the required CSV field format (id, email, first_name, and similar) and steps for CSV file uploads and manual imports.https://docs.whmcs.com/9-1/system/general-settings/general-settings-other/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/general-settings/general-settings-other/Documents Marketing Emails opt-in settings, Admin Client Display Format, Default to Client Area, Client Area User Management, Client Registration, Optional/Locked Profile Fields, Show Cancellation Link, Banned Subdomain Prefixes, Encoded File Loading, Event Handling (Concurrent/Inline/Cron), Display Errors, Log Errors, SQL Debug Mode, and Hooks Debug Mode.https://docs.whmcs.com/9-1/system/reports/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/reports/Catalogs the built-in reports by category (General, Billing, Income, Clients, Support, Exports, System) including Daily Performance, Aging Invoices, Annual Income Report, Client Statement, Ticket Feedback Scores, the Smarty Compatibility Report for legacy {php}/{include_php}/{insert} tags, and CSV/PDF export options.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-invoice-details/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/unexpected-invoice-details/Explains checking the Store Client Data Snapshot setting under General Settings > Invoices and the client’s Billing Contact setting on the Profile tab to resolve invoices displaying unexpected client name, address, or contact details.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-client-data-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-addon-modules/e-invoicing/e-invoicing-client-data-errors/Client data errors in the E-Invoicing addon module appear as an info icon beside a client in the Client Management section at Addons > E-Invoicing, warning that client data is missing or that the contact failed to export to the e-invoicing service, or as an Activity Log entry stating that E-Invoicing is not enabled for the client. The article explains that the causes are empty or invalid required values, a contact that the e-invoicing service rejected, or a client without E-Invoicing enabled, and covers how to complete the Name, Country, Currency, and Tax ID values with the Tax ID length and character rules, retry the invoice in Invoice Management, and turn on Enable E-Invoicing in the E-Invoicing Information section of the client Profile, noting that enabling it does not export past invoices.https://docs.whmcs.com/9-1/clients/client-management-tutorials/delete-inactive-clients/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/delete-inactive-clients/Explains the Data Retention Settings option in Automation Settings that deletes clients after a set number of months of no invoice or transaction activity, including the toggle to also delete users only associated with the deleted clients.https://docs.whmcs.com/9-1/clients/client-management-tutorials/export-client-data/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/export-client-data/Walks through generating a single client’s data export from Reports > Reports under Exports > Client, including searching for the client, selecting data categories via checkboxes, and downloading the resulting JSON file.