Note: This can not be done Clinet/User.
Configuration Options After Service Activation in WHMCS
Purpose:
This SOP outlines the steps to configure options (e.g. adding Additional Space in the server after activation) for a service after it has been activated in WHMCS. This ensures accurate service setup and customization based on client requirements.
Prerequisites:
- The service must already be activated.
- Understanding of the client’s requirements for configurable options.
Procedure:
1. Log in to the WHMCS Admin Panel
2. Locate the Service
- Navigate to the "Clients > View/Search Clients" section.
- Use the search bar to find the client by:
- Name
- Email address
- Client ID
- Click on the client’s profile to view their active services.
3. Open the Service Details
- Under the "Products/Services" tab, locate the active service from the drop down.
4. Configure Options
- Scroll down to the "Configurable Options" section.
- Adjust the options as per the client’s request, such as:
- Additional Disk Space
- Backups
- Other custom options available for the service.
5. Update Billing (if applicable)
- If the client has requested additional features or upgrades:
- Adjust the recurring amount to reflect the changes by change the toggle next to the recurring amount to yes and save the changes.
- Ensure the Recurring Amount has been updated.
- Create a new invoice for any additional charges (If applicable).
6. Double-check
- Double-check the updated options & price for accuracy.
7. Notify the Client
- Send an email to the client confirming the changes.
- Include any relevant details such as:
- Updated service specifications
- Additional charges (if applicable)
8. Verify the Configuration
- Log in to the relevant server or control panel to confirm the settings.
