Clients:Profile Tab

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |

The Profile tab contains fields for changing the account's contact details, like their name, address, and email address. It also contains other options that affect the behavior of the account in WHMCS.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

View Marketing Opt-In Consent History

Click View Marketing Opt-In Consent History to view the account's consent history.

Account Information

This tab includes these basic account information settings:

Name and Addresses

Use these fields to enter basic information for the account:

• First Name
• Last Name
• Company Name
• Email Address
• Password (in WHMCS 7.10 and earlier)
• Address 1 and Address 2
• City
• State/Region
• Postcode
• Country
• Phone Number
• Language
• Tax ID

Payment Method

Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method.

Billing Contact

Select the main contact for billing-related items. You can create billing contacts in the Contacts tab.

Currency

Select the account's default currency. This will change the currency symbol, but will not automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.

An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.

• We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
• For steps for our recommended method for changing a client's currency, see Changing a Client's Currency.

Status

Instead of deleting a user, you can change the user's status for record-keeping purposes.

When you set an account's status, you can choose these options:

• Active — The account can log in and has active or suspended services.
• Inactive — The account can log in but has no active services and is removed from client menus.
• Closed — The account has no active services, cannot log in to the client area, and is removed from client menus.

The client's status does not stop invoicing if their package's status is still active, suspended, or pending.

Client Group

If client groups have been configured in Configuration () > System Settings > Client Groups (or, prior to WHMCS 8.0, Setup > Client Groups), use this to assign a group or remove their group assignment.

Email Notifications

We added this setting in WHMCS 7.10.

This setting allows you to customize the types of emails the client will receive. It does not allow you to change the opt-in and opt-out email notification preferences of the client or to discontinue Email Verification or Password Reset emails.

• By default, clients and users receive all email notification types.
• The groups of email notifications match the groups at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

This setting only displays if you have enabled Client Email Preferences in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Settings

You can set these billing-related settings up on a per-client basis:

Late Fees

Use this to prevent overdue invoices from including late fees.

• In WHMCS 8.0 and later, toggle it to Off to prevent fees.
• In WHMCS 7.10 and earlier, check Late Fees to prevent fees.

Overdue Notices

Use this to disable overdue email notices for certain clients.

• In WHMCS 8.0 and later, toggle this to Off to disable notices.
• In WHMCS 7.10 and earlier, check Overdue Notices to disable notices.

The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second, and Third Overdue Invoice Notice email messages.

Tax Exempt

Toggle this to On to prevent tax rules from being applied to the account's invoices.

Separate Invoices

Toggle this to On to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have.

Disable CC Processing

Toggle this to On to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file.

Marketing Emails Opt-out

Toggle this to On to prevent emails sent via the Utilities > Email Marketer and Utilities > Email Campaigns or, prior to WHMCS 8.0, Clients > Mass Mail tools.

Clients can change this in the Client Area if you enable Marketing Opt-out in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Status Update

Any client account with no active products, addons, or domains will have their account automatically set to Inactive by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices.

• In WHMCS 8.0 and later, toggle this to Off to disable status updates.
• In WHMCS 7.10 and earlier, check Status Update to disable status updates.

An active product or addon is in the Active or Suspended states. An active domain is in the Active or Pending-Transfer states. If the client purchases a product domain or addon, their status will automatically be set to Active again.

You can extend this to include clients who have not logged in to the client area for three months or disable it entirely at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.

Allow Single Sign-On

Toggle this to On to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the cPanel OpenID integration.

Custom Client Fields

If any custom client fields have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.

Admin Notes

Enter private notes about the client, which will display whenever someone views this tab.

Separate notes sections are available under the Products/Services, Domains, and Notes tabs.