How to set the customer’s Signup and Products and Services Due Date in WHMCS?

What is WHMCS?

WHMCS stands for Web Host Manager Complete Solution. It is a great client management, billing, and support interface for hosting your business on the internet. You can easily expand your web dependant business by automating tedious and repetitive tasks. This convenient support interface allows you to constantly grow your business and helps you to manage the following tasks:

  • Customer support (including customer sign up and customer termination)
  • Domain registration
  • Powerful automation
  • Report generation
  • Billing and support solution for online business
  • Order management
  • Fraud management
  • Creation and management of web hosting services for clients

How to set up the Sign up for Customers

Sign-In Integrations allows customers to connect important services with WHMCS for registration and sign-in. This feature is applicable toFacebook, Google,and Twitter.

Configuring Sign-In with Facebook:

When you sign in with Facebook, you connect your Facebook accounts with your WHMCS for quick and automatic sign up.

Requirements for Sign-In with Facebook:

  • You must have a Facebook account (App)
  • Retrieval of app credentials
  • Activation of Facebook within WHMCS

Steps to create a Facebook App for WHMCS:

  1. To create a new App: Click on https://developers.facebook.com/apps/
  2. Log in to your Facebook account
  3. Click on the “My Apps” tab and navigate to Create New App
  4. You will get a pop up to create a new app ID. In that pop-up, Enter a ‘Display Name’. This Display name will be visible to the audience (You can use your company name here). Also enter your ‘Contact Email’ (This initiates communication to your app).
  5. After entering the display name and company name, click on the “Create App ID” button
  6. You will get a pop up to Select a Scenario. Select the “Integrate Facebook Login” option from this pop-up
  7. Click on the “confirm” button
  8. You will now be able to view your App dashboard
  9. Click on the “Finish Quickstart” button
  10. In the next pop-up, select ‘Web’ as the platform requirement
  11. You will be asked to provide information about your website. You must enter the full URL to the root domain of your website
  12. Click on the “Save” button and then on the “Continue” button
  13. Navigate to Settings and select ‘Basic’. Settings->Basic
  14. Under the ‘Basic’ option. You must enter the App Domain. Enter the same URL as you entered in Step 11 when you enter the “App Domain”
  15. Enter the “Privacy Policy” URL and “Data Deletion URL”
  16. Enter the “Terms of Service URL”
  17. Enter the “Category”(this would probably be Business and Pages)
  18. Save the changes
  19. Toggle the Off switch in the top right corner to On
  20. Confirm to make your App public.

Done!You’re all set to use Facebook App for WHMCS.

Configuring Sign-In with Google:

When you sign in with Google, you connect your Google accounts with your WHMCS for quick and automatic sign up.

Requirements for Sign-In with Google:

  1. Creation of Google Developer Project and Retrieval of API credentials
  2. Activation of GoogleSign In within WHMCS

Steps to Create a Google Developer Project and Retrieve API Credentials:

  1. To create a developer project: Click on https://console.developers.google.com/
  2. Login to your Google account
  3. Click on the “Project selector”and choose “Create project”
  4. Enter the name you want to give to your project and click on the “Create” button (only you can see this name, it is private to you)
  5. Your project dashboard will open. In this dashboard, navigate to the left sidebar and select the “Credentials” option
  6. After entering into “credentials”, first, complete the OAuth consent screen configuration in the ‘OAuth consent screen’ tab.In this tab enter product name, logo URL, and homepage URL(visible to users while authorizing access)
  7. Click on the ‘Save’ button
  8. Now click on the ‘credentials’ tab and navigate Create Credentials -> OAuth client ID.
  9. The following pop-up will appear. In this pop-up, choose ‘Web Application’
  10. Now you need to enter ‘Name’ for the credential set (private to you), ‘Authorized JavaScript origins’, and ‘Redirect URIs’. Enter your full root domain in both the ‘authorized JavaScript origin’ and ‘redirect URI’ boxes.
  11. you have entered these credentials, click on the “Create” button.
  12. You will get a pop-up showing your ‘client ID’ and ‘client secret’. These are the important values you will need to activate Google Sign In within WHMCS.So note it down somewhere.

We must now proceed to activate Google within WHMCS.

Steps to Activate Google within WHMCS:
  1. Login to the WHMCS admin area.
  2. Navigate to Configuration -> System settings -> Sign-In Integrations (in WHMCS 8.0). If you have an older version of WHMSC, navigate to Set up -> Sign-In Integrations.
  3. Under the Google heading, select ‘Activate’.
  4. You will be asked to enter your ‘client ID’ and ‘client secret’. Enter it.
  5. Click on Save and Activate.

If the client ID and client secret entered is valid, the WHMCS will successfully authenticate with the Google API and the values will be saved.

Done! Google Sign-In is now enabled for you.

Configuring Sign-In with Twitter:

When you sign in with Twitter, you connect your Twitter accounts with your WHMCS for quick and automatic sign up.

Requirements for Sign-In with Twitter:
  • Creation ofTwitter App and Retrieval of API credentials
  • Activation of TwitterSign In within WHMCS
Steps to Create a Twitter App and Retrieve API Credentials:
  1. To create a Twitter App, Click on https://developer.twitter.com/en/apps/
  2. Login to your Twitter account
  3. Click on the “Create New App” button
  4. In the ‘App name’, ‘Application description’, and ‘Website URL’ fields, enter the Name, Description, and Website URL for your App.
  5. Check the “Enable Sign in with Twitter” box.
  6. Fill out the last box asking “Tell us how the App will be used” explaining the use of the App.
  7. Click on the ‘Create’ button
  8. To create the Twitter App, you need to have a valid phone number registered with your Twitter account failing which you may come across an error
  9. Upon submitting the App Creation form, you will see a success confirmation page.
  10. Within the success confirmation page, navigate to the “Permissions” tab. WHMCS requires only Read permission. So, click on the “Edit” button, change the default Access permission level to ‘Read-only’ and click on the ‘Save’ button.
  11. Now navigate to the ‘Keys and tokens’ tab in the same page. You will get a pop-up showing your ‘Consumer API Keys’ and ‘Access token & access token secret’. These are the important values you will need to activate Twitter Sign In within WHMCS. So note it down somewhere.

We must now proceed to activate Twitter within WHMCS.

Steps to Activate Twitter within WHMCS:
  1. Login to the WHMCS admin area.
  2. Navigate to Configuration -> System settings -> Sign-In Integrations (in WHMCS 8.0). If you have an older version of WHMSC, navigate to Set up -> Sign-In Integrations.
  3. Under the Twitter heading, select ‘Activate’.
  4. You will be asked to enter your ‘Consumer API Keys’ and ‘Access token & access token secret’.
  5. Click on Save and Activate.

If the Consumer API Keys and Access token & access token secretentered is valid, the WHMCS will successfully authenticate with the Twitter App and the values will be saved.

Done! Twitter Sign-In is now enabled for you.

How to set Products and Services Due Date in WHMCS?

There is a way we can set the due date for the products and services in WHMCS. This can be done by Configuring Invoice Settings.

How to Configure the Invoice Settings to set the Due Dates in WHMCS:

WHMCS has the integrated efficiency to invoice your customers exactly when you want.

This configuration setup helps you to:

  1. Choose invoice timing.
  2. Set invoice generation intervals.
  3. Set payment reminder emails.

To start with the due date setup, navigate to Configuration -> system Settings -> Automation Settings (in WHMCS 8.0).

If you have an older version of WHMSC, navigate to Set up ->Automation Settings.

How to choose Invoice Timing:

You can choose a specific time or a specific hour in a day to execute invoicing and other automated tasks using WHMCS.
The default WHCMS time is set to 9AM local server time.

The ‘Time of Day’ setting in the ‘Scheduling’ section allows you to customize the time to execute invoicing.

Once you have made your time selection, click on the ‘Save Settings’ button.

How to Set Invoice Generation Levels:

You can customize the number of days left before the Next Due Date at which the invoice gets generated in WHMCS.

WHMCS generally generates the invoices 14 days prior to the Next Due Date by default.

To get this done, navigate to the ‘Billing Settings’ section.

The invoice generation can be customized in two ways:

How to Set Invoice Generation Levels:By specifying an invoice interval for all billing cycles:

You need to modify the invoice generation setting if you want all the product and domains to be invoiced with the same interval. The billing cycle can be monthly, quarterly, etc.

Click on the ‘Save Changes’ button.

By specifying an invoice interval for all billing cycles:

You need to modify the invoice generation setting if you want all the product and domains to be invoiced with the same interval. The billing cycle can be monthly, quarterly, etc.

Click on the ‘Save Changes’ button.

By specifying an invoice interval per billing cycle:

You also have an option to specify the different number of days in advance to generate an invoice. One can be based on the domain names and another based on the billing cycle (monthly, quarterly, etc).

To get this done, navigate to the ‘Invoice Generation’ screen and click on ‘Advanced Settings’.

You will be allowed to specify the number of days before the Next Due Date to generate the invoice.

You need to fill these fields with the required values.

After this, click on the ‘Save Changes’ button.

How to Set Payment Reminder Intervals:

You can now remind the customers to make payments before due date. WHMCS provides the ability to send reminders to customers to ensure payments after the system sends the invoice. An email reminder can be sent before the invoice is due. You can also send several invoice unpaid reminders to customers after the invoice due date is passed.

To perform this action, navigate to the ‘Billing Settings’ section and edit the fields as per your requirement.

Click on the ‘Save Changes’ button.

How to change the way the dates are displayed?

You can display the date formats in several ways in WHMCS.

  1. Navigate to Setup -> General settings.
  2. Choose the ‘Localization’ tab.
  3. In the ‘Date Format’ field, choose the display style in which you want the dates to appear to the staff in the administration area.
  4. In the ‘Client Date Format’ field, select the display style in which you want the dates to appear to the visitors in the client area.
  5. Click on the ‘Save Changes’ button.

Your dates are now personalized!

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