{"id":3820,"date":"2016-04-22T13:18:41","date_gmt":"2016-04-22T13:18:41","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/2016\/04\/22\/how-to-configure-ordering-settings-in-whmcs\/"},"modified":"2023-06-08T11:50:11","modified_gmt":"2023-06-08T15:50:11","slug":"how-to-configure-ordering-settings-in-whmcs","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/whm\/how-to-configure-ordering-settings-in-whmcs\/","title":{"rendered":"How to Configure Ordering Settings in WHMCS"},"content":{"rendered":"<p>The \u201cOrdering\u201d tab lets you configure a variety of options that will affect how you manage the ordering process for your customers. <meta http-equiv=\"content-type\" content=\"text\/html; charset=utf-8\">These steps will apply for VPS, reseller, as well as <a href=\"https:\/\/www.inmotionhosting.com\/dedicated-servers\">dedicated web server hosting<\/a>.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li><a href=\"\/support\/edu\/whm\/login-to-whmcs\/\">Login to your WHMCS Admin<\/a><\/li>\n\n\n\n<li><a href=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/Tooltip_043.png\" rel=\"lightbox-0\"><img decoding=\"async\" class=\"std_ss\" style=\"float: right; margin: 0px 15px 15px 15px;\" src=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/Tooltip_043.png\" alt=\"General Settings under Setup\"><\/a>\n<div style=\"clear: both;\">\u00a0<\/div>\n<p>Hover over <em>Setup<\/em> and choose <em>General Settings<\/em><\/p>\n<div style=\"clear: both;\">\u00a0<\/div>\n<\/li>\n\n\n\n<li><a href=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/Selection46.png\" rel=\"lightbox-0\"><img decoding=\"async\" class=\"std_ss\" style=\"float: right; margin: 0px 15px 15px 15px;\" src=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/Selection46.png\" alt=\"Ordering tab\"><\/a> <div style=\"clear: both;\">\u00a0<\/div> <p>Choose the <em>Ordering<\/em> tab<\/p> <div style=\"clear: both;\">\u00a0<\/div> <\/li>\n\n\n\n<li>Fill in the settings:<br>\n<table class=\"table table-striped table-bordered\" style=\"text-align: left;\">\n<tbody>\n<tr>\n<th>Order Days Grace:<\/th>\n<td>The number of days to allow for payment of an order before being overdue<\/td>\n<\/tr>\n<tr>\n<th>Default Order Form Template:<\/th>\n<td>Select the form layout you wish to use<\/td>\n<\/tr>\n<tr>\n<th>Sidebar Toggle Option:<\/th>\n<td>Tick to enable the display of a sidebar toggle button on Order Form Product Selection Pages<\/td>\n<\/tr>\n<tr>\n<th>Enable TOS Acceptance:<\/th>\n<td>If ticked, clients must agree to your Terms of Service<\/td>\n<\/tr>\n<tr>\n<th>Terms of Service URL:<\/th>\n<td>The URL to your Terms of Service page on your site (eg. https:\/\/www.yourdomain.com\/tos.html)<\/td>\n<\/tr>\n<tr>\n<th>Auto Redirect on Checkout:<\/th>\n<td>Just show the order completed page (no payment redirect)<br>Automatically take the user to the invoice<br>Automatically forward the user to the payment gateway<\/td>\n<\/tr>\n<tr>\n<th>Allow Notes on Checkout:<\/th>\n<td>Tick this box to show a field on the order form where the customer can enter additional info for staff<\/td>\n<\/tr>\n<tr>\n<th>Monthly Pricing Breakdown:<\/th>\n<td>Tick this box to enable monthly pricing breakdown for recurring terms on the order form<\/td>\n<\/tr>\n<tr>\n<th>Block Existing Domains:<\/th>\n<td>Tick this box to prevent orders being placed for domains already in your system<\/td>\n<\/tr>\n<tr>\n<th>No Invoice Email on Order:<\/th>\n<td>Tick this box to not send an invoice due notice when new orders are placed<\/td>\n<\/tr>\n<tr>\n<th>Skip Fraud Check for Existing:<\/th>\n<td>Tick this box to skip the fraud check for existing clients who already have an active order<\/td>\n<\/tr>\n<tr>\n<th>Only Auto Provision for Existing:<\/th>\n<td>Tick this box to always leave orders by new clients pending for manual review (no auto setup\/registration)<\/td>\n<\/tr>\n<tr>\n<th>Enable Random Usernames:<\/th>\n<td>Tick this box to generate random usernames for services rather than use the first 8 letters of the domain<\/td>\n<\/tr>\n<tr>\n<th>Signup Anniversary Prorata:<\/th>\n<td>Prorata products to the clients signup anniversary date if prorata is enabled (ie. all items due on the same date per client)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n\n\n\n<li><a href=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/savechanges1.png\" rel=\"lightbox-0\"><img decoding=\"async\" class=\"std_ss\" style=\"float: right; margin: 0px 15px 15px 15px;\" src=\"\/support\/images\/stories\/reseller\/general-settings-whmcs\/savechanges1.png\" alt=\"Blue Save Changes button\"><\/a>\n<div style=\"clear: both;\">\u00a0<\/div>\n<p>Click <strong>Save Changes<\/strong><\/p>\n<\/li>\n<\/ol>\n\n\n\n<p>Now that you have gone through the Ordering options you are ready to proceed to the <a href=\"\/support\/domain-names\/how-to-configure-domain-settings-in-whmcs\/\">Domain<\/a> tab.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The &#8220;Ordering&#8221; 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. Now that you have gone through the Ordering options you are ready to proceed to the Domain tab.<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4289],"tags":[],"class_list":["post-3820","post","type-post","status-publish","format-standard","hentry","category-whm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Configure Ordering Settings in WHMCS | InMotion Hosting<\/title>\n<meta name=\"description\" content=\"In this article, we will be discussing Ordering settings in WHMCS. Get your reseller hosting going!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/whm\/how-to-configure-ordering-settings-in-whmcs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Configure Ordering Settings in WHMCS | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"In this article, we will be discussing Ordering settings in WHMCS. 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