The “Ordering” tab lets you configure a variety of options that will affect how you manage the ordering process for your customers. These steps will apply for VPS, reseller, as well as dedicated web server hosting.
- Login to your WHMCS Admin
Hover over Setup and choose General Settings
Choose the Ordering tab
- Fill in the settings:
| Order Days Grace: |
The number of days to allow for payment of an order before being overdue |
| Default Order Form Template: |
Select the form layout you wish to use |
| Sidebar Toggle Option: |
Tick to enable the display of a sidebar toggle button on Order Form Product Selection Pages |
| Enable TOS Acceptance: |
If ticked, clients must agree to your Terms of Service |
| Terms of Service URL: |
The URL to your Terms of Service page on your site (eg. https://www.yourdomain.com/tos.html) |
| Auto Redirect on Checkout: |
Just show the order completed page (no payment redirect)
Automatically take the user to the invoice
Automatically forward the user to the payment gateway |
| Allow Notes on Checkout: |
Tick this box to show a field on the order form where the customer can enter additional info for staff |
| Monthly Pricing Breakdown: |
Tick this box to enable monthly pricing breakdown for recurring terms on the order form |
| Block Existing Domains: |
Tick this box to prevent orders being placed for domains already in your system |
| No Invoice Email on Order: |
Tick this box to not send an invoice due notice when new orders are placed |
| Skip Fraud Check for Existing: |
Tick this box to skip the fraud check for existing clients who already have an active order |
| Only Auto Provision for Existing: |
Tick this box to always leave orders by new clients pending for manual review (no auto setup/registration) |
| Enable Random Usernames: |
Tick this box to generate random usernames for services rather than use the first 8 letters of the domain |
| Signup Anniversary Prorata: |
Prorata products to the clients signup anniversary date if prorata is enabled (ie. all items due on the same date per client) |
Click Save Changes
Now that you have gone through the Ordering options you are ready to proceed to the Domain tab.
