Your reseller account can include its own WHMCS, the billing system that takes orders, sends invoices and creates hosting accounts for your customers.
Step 1: Ask us to install it
Open a support ticket and ask for your WHMCS to be set up. Installation usually takes a few business days, and we will update your ticket as soon as it is ready. It comes with only the basic settings.
Step 2: Use an AI assistant to help
An AI assistant such as Claude can explain each setting, suggest prices, write your plan descriptions and FAQs, and walk you through each screen.
Stay safe while you do it:
- Never paste passwords, API keys or card numbers into a chat. Log in to your accounts yourself.
- Check prices, policies and anything else customers will see before you publish it.
- Back up files before changing them, and make one change at a time.
Step 3: Work through this checklist
- Company details: business name, logo, email address and currency.
- Server: connect your hosting server so WHMCS can create accounts.
- Plans: create hosting packages in WHM, then a matching product in WHMCS for each one.
- Payments: connect a payment gateway such as PayPal, and make sure test mode is off.
- Domains: if you sell domains, connect a registrar and set your prices.
- Automation: set your invoice, reminder, suspension and termination dates, and check that the daily cron job completes.
- Emails: rewrite the welcome email and other templates in your own words.
- Look and feel: match your portal to your brand.
- Help content: add news and FAQs.
- Security: turn on two-factor authentication and captcha.
Step 4: Test it with a real order
Place an order yourself and confirm that payment works, the account is created and the welcome email arrives.
Good to know: accounts you create by hand in WHM do not appear in your WHMCS customer list automatically. They need to be ordered through WHMCS or imported into it.
