Summary Tab

The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.

Custom PDF Invoices

Invoice and quote PDF files use a customizable template file system in the templates directory of the active WHMCS system theme.

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.


The Invoices tab allows you to configure how WHMCS generates and sends invoices and applies late fees.


Quotes allow you to send estimates to customers. If the customer accepts your quote, you can easily convert the quote into an invoice.