Setup Tasks

Check off each item in the System Settings Setup Tasks list to ensure that you have completed initial setup for your WHMCS installation.


Spam Control

Spam control filters in WHMCS reduce the amount of spam that you receive in your ticket system by blocking emails, keywords, and phrases.


Tax Configuration

WHMCS can gather necessary taxes when you make sales. First, you must enable tax support in WHMCS and configure the necessary settings.


Credit Balances

Credit allows you to receive money, record it, and apply it to client purchases. Clients and admins can apply credit to unpaid invoices.


Knowledgebase

WHMCS includes all of the tools you need to create a custom knowledgebase for your company. Customers can view this in the Client Area.


OpenID Connect Development

OpenID Connect uses JSON-based identity tokens (JWT) and OAuth 2.0 to allow third-party applications to access WHMCS with Single Sign-On.


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.