https://docs.whmcs.com/9-1/tags/client-profile/Recent content in client-profile 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/clients/users-and-client-accounts/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/users-and-client-accounts/Explains the distinction between accounts and users, account owner permissions, sending invitations via the Client Area or the Users tab, the Choose Account login screen for multi-account users, deleting users through Manage Users or client deletion, and how user actions attribute in the Activity Log and support ticket badges.https://docs.whmcs.com/9-1/clients/client-management-tutorials/add-and-associate-users/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/add-and-associate-users/Covers associating a user with a client via the Users tab’s Associate User button and Permissions checkboxes, inviting users from the Client Area’s User Management page, the Send Invite toggle behavior, and changing a client’s owner by checking Make Owner under Manage User.https://docs.whmcs.com/9-1/clients/client-management-tutorials/match-user-and-client-details/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/match-user-and-client-details/Explains that user and client contact details do not sync automatically, and gives steps to update each separately in the Admin Area’s Users and Profile tabs or in the Client Area’s Account Details and Your Profile pages, noting email changes also update login credentials.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/clients/client-profile/users-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/users-tab/Covers associating a user via invitation, Resend Invite and Cancel Invite, the Manage User action for editing name, email, permissions, and security questions, resetting or changing a user password via the Actions column, and revoking a user’s access to the client.https://docs.whmcs.com/9-1/clients/client-profile/contacts-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/contacts-tab/Covers adding a contact with required email and Email Notification checkboxes, editing and deleting contacts, the deprecated Sub-Accounts feature, and setting a contact as the Billing Contact in the Profile tab.https://docs.whmcs.com/9-1/clients/client-profile/products-services-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/products-services-tab/Documents service fields (Status values, Recurring Amount, Next Due Date, Billing Cycle, Auto Recalculate on Save), actions like adding addons, upgrades/downgrades, transferring ownership, and Module Commands (Create, Suspend, Terminate, Change Package), plus Metric Statistics for usage billing, WordPress installation management, Domain Control Validation, Override Auto-Suspend, and Auto-Terminate End of Cycle.https://docs.whmcs.com/9-1/clients/client-profile/domains-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/domains-tab/Details the domain settings table (Registrar, First Payment Amount, Recurring Amount, Registration Period, Status, Nameservers, Registrar Lock, and more), SSL monitoring status, Auto Renew, and domain actions including View Invoices, Transfer Ownership, Send Message, Delete, and registrar Module Commands like Register, Transfer, Renew, and Get EPP Code.https://docs.whmcs.com/9-1/clients/client-profile/billable-items-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/billable-items-tab/Documents the Billable Items tab’s Add Billable Item and Add Time Billing Entries actions, the Uninvoiced Items and Invoiced Items lists, editing and deleting items, and generating invoices immediately via Invoice Selected Items.https://docs.whmcs.com/9-1/clients/client-profile/invoices-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/invoices-tab/Covers the sortable, filterable invoice list, creating an invoice via Create Invoice, bulk actions including Mark Paid, Mark Unpaid, Mark Cancelled, Duplicate Invoice, Send Reminder, Merge, Mass Pay, and Delete. Also covers the allowed status transitions for Mark Unpaid and how the result banner and Activity Log report bulk-action invoices that the system did not transition.https://docs.whmcs.com/9-1/clients/client-profile/quotes-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/quotes-tab/Gives steps to create a quote via Create New Quote, including setting subject, Date Created, Valid Until, line items with quantity and discount, adding predefined products, and Proposal Text, Customer Notes, and Admin Only Notes fields.https://docs.whmcs.com/9-1/clients/client-profile/credit-debit-notes-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/credit-debit-notes-tab/Covers the sortable, filterable list of a client’s credit and debit notes in the client profile, including columns, sort and filter options, and the single-match search redirect behavior.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/clients/client-profile/transactions-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/transactions-tab/Describes the transactions list with edit and delete actions, and the Add New Transaction fields including Date, Description, Transaction ID, Invoice ID, Payment Method, Amount In, Fees, Amount Out, and Add as Credit.https://docs.whmcs.com/9-1/clients/client-profile/tickets-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/tickets-tab/Covers the paginated ticket list with open date, department, subject, and status, the Open New Ticket action, real-time search and filter by subject or status, and the Statistics panel showing ticket counts by month and year.https://docs.whmcs.com/9-1/clients/client-profile/emails-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/emails-tab/Lists the security-excluded email types not shown (password reset and email verification emails) and gives steps to resend a listed email by clicking Resend, optionally editing content and recipients, and clicking Send Message.https://docs.whmcs.com/9-1/clients/client-profile/notes-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/notes-tab/Covers admin-only private notes visible to all staff but not the client, the Make Sticky option to display a note account-wide, and tagging admins with @username in the Add Note tab to trigger email notifications.https://docs.whmcs.com/9-1/clients/client-profile/log-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/log-tab/Explains that the Log tab surfaces Activity Log entries for the client and gives steps to search by date, username, description, or logged IP address using the Filter Log button.