Creating your first Non-Hosting Product
In order to sell something using WHMCS, a Product must be configured. In this guide, we will walk through that process.
Navigate to Setup > Products/Services > Products/Services
On this screen, choose Create a New Product from the options area.
In our example we will be creating a non-hosting product.
Choose the appropriate Product Type, Product Group, and specify the Name of the new product.
In this example, we are selling a Website plan and as such we will use the Auto Release Module.
After filling out the information, click on Continue.
The next page shown will allow the configuration of the product itself, including Product Description, Pricing, Module Settings, and many more.
We're going to select some of the basic options to get things going. In this case we will fill out the Product Description.
Choose your desired Welcome Email to be sent at the time of provisioning. WHMCS comes with several pre-made welcome email templates which can be customized via the Setup > Email Templates screen. For this example, we will choose the Other Product/Service Account Welcome Email.
After filling out this first tab, click on the Pricing tab to set your pricing.
On the pricing tab, we will want to set the options desired for this maintenance plan product. For this example we will only sell this on a yearly basis.
First choose the Recurring option and specify our Annual pricing information as shown.
Note: You can setup as many pricing options as you wish during this step.
After completing this page, continue to the Module Settings tab.
Finally on the Module Settings Page, choose the Module and select the action items for the various tasks WHMCS may perform with this product.
In this example we are using Auto Release and chose that earlier, so it's already selected here. In our case, we wish to have a Support Ticket be automatically opened for any of the Renewal, Suspension and Termination actions. Choose this from each of the dropdowns.
Additionally, select the Admin account to be used for creating the ticket and the Department to which the ticket will belong.
The final option to select is the automatic setup behavior. In our case, we will choose to Automatically Setup the Product when you manually accept a pending order. This enables us to manually review each order before provisioning it.
Click on Save Changes - and you're all done!