How to Configure Ordering Settings in WHMCS
Written by Christopher Maiorana
Published: Aug 26, 2016
The "Ordering" tab lets you configure a variety of options that will affect how you manage the ordering process for your customers.
- Login to your WHMCS Admin
- Hover over Setup and choose General Settings
- Choose the Orderingtab
- 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. http://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.
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