Product Review: WHMCS
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by Anand Narayanaswamy
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Installation

In order to install the product, you need to upload the files using FTP and run the web based installation wizard. The whole process took only ten minutes to complete and I was able to manage the software immediately after the completion of the installation. My first task was to complete few initial procedures by logging into the administrator control panel. I was impressed with the look and feel of the home page as it has links to all the important management pages including a complete breakdown of earnings along with a detailed statistics.

Figure 1: Admin home page

As an administrator, you need to add products and services to facilitate clients to place orders from their portal page. For this purpose, you should select Products/Services link from the Configuration menu, add a new group and then add products to the created group.

Figure 2: Product Page

As you can see, there are several options separated by Tabs. While you need to specify a short description and set the cost of the product from the Pricing tab, other settings are optional. The pricing page is very systematically arranged and is flexible as you can see from Figure 3. The product enables you to set cost for several billing cycles or only one depending upon your preferences. The product automatically sets the next due date as and when a user signs up for a service through the client portal and also generates invoices and receipts. You should note that receipts are only generated if the payment is made through PayPal or Credit Card.

Figure 3: Pricing Page

A key feature of the product is that you can add custom fields to the order page in addition to fields displayed by default. For instance, you can ask clients whether the hosting account is to be created in the UK or USA based servers by creating a field with the Drop Down menu.


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