Create an Order

When your customers purchase items from you, they place orders through your online store and the Client Area. You can create orders for customers in the Admin Area at Orders > Add New Order.

Orders contain all of the details from the checkout process, including a unique reference number, any promo codes that the client used, the affiliate who referred them, and fraud check results (if you have enabled them).

For more information about orders, see Order Management.

Create an Order

To create an order:

  1. Go to Orders > Add New Order.
    Adding a new order in the Admin Area
    You can also click Add New Order in the client’s profile’s Summary tab.
  2. Select the desired client.
    For steps to create a new client, see Add a Client.
  3. Select a payment method.
  4. To add a promotion code to the order, select one or click Create Custom Promo.
    Creating custom promotions requires the Use Any Promotion Code on Order and Create/Edit Promotions permissions. For more information, see Promotions and Administrator Roles.
  5. To alter the order status, select a status. The system selects the Pending status by default.
    For more information, see Order Statuses.
  6. Select the desired options:
    • Select Order Confirmation to send the Order Confirmation email template to the client when you create the order.
    • Select Generate Invoice to create an invoice for the order.
    • If you selected Generate Invoice, select Send Email to send that invoice to the client.
  7. Enter and select the details for the desired product, including a domain name, billing cycle, quantity, and any pricing overrides.
    • If you do not change Billing Cycle and Price Override, the system will use the pricing from the shortest configured billing cycle.
    • Use Quantity to order multiples of a single product that doesn’t require any specific configuration on the initial order (such as a domain name and configurable options). For example, if you are selling a software license using the Software Licensing addon and the customer wishes to receive 10 licenses, you could enter 10 for Quantity. The system would then create 10 services on their account after order submission.
  8. Optionally, select and enter the appropriate details to add one or more domain names to the order.
    • Select None if this order doesn’t require a domain.
    • For registration, the system will prompt you for the domain name, the number of years to register it for, any applicable addons, and any pricing overrides for the registration and future renewal amounts. If there isn’t a price override, the system uses the regular price for that TLD.
    • For transfers, the system will prompt you for the same details, along with the EPP code (or Transfer Authorization code) from the existing registrar for the domain. During the Client Area ordering process, the client supplies this, and you may need to obtain it from them first if it applies to the domain that you are trying to transfer.
    • For Domain Only orders, only set Domain Registration. Do not enter anything for Product/Service, Domain, Billing Cycle, Quantity, and Price Override.
      When ordering domains via the Admin Area, the system does not look up the domain’s availability or whether it is a premium domain. For premium domains, log in as the account owner and order them via the Client Area.
  9. To include multiple products in the order, click Add Another Product. Repeat steps 7 and 8 for each additional product.
  10. Click Submit Order.
After payment, WHMCS automates the provisioning of the ordered product automatically. You can also activate orders manually to provision the order before payment.

Last modified: June 11, 2024