Knowledgebase

Manual Entry

Manual entry in WHMCS refers to the process of adding or creating information directly into the WHMCS system without relying on automated processes or external imports. This can be necessary for various reasons, such as when you need to input data that wasn't captured through WHMCS automation, or when you want to record information that doesn't originate from an external source.

Here are some common scenarios for manual entry in WHMCS:

  1. Adding a New Client:

    • Manually creating a new client record in WHMCS, including their contact information, billing details, and login credentials.
  2. Creating a New Hosting Account:

    • When you want to set up a hosting account for a client directly in WHMCS without using an automated provisioning system.
  3. Registering a New Domain Name:

    • Manually entering details for a domain registration, including domain name, registration period, and DNS settings.
  4. Recording Custom Data or Notes:

    • Adding specific information or notes related to a client, product, or service that may not be captured through automated processes.
  5. Creating Invoices or Transactions:

    • Generating invoices or recording financial transactions for services or products provided outside the scope of automated billing.
  6. Adding Support Tickets:

    • Creating support tickets on behalf of clients to track and address their inquiries or issues.
  7. Recording Communication Logs:

    • Keeping track of interactions with clients, including emails, phone calls, or other forms of communication.
  8. Manually Processing Orders:

    • In cases where you need to process an order manually, such as for custom services or products.
  9. Managing Add-ons or Customizations:

    • Recording details about customizations, upgrades, or additional services that are not part of standard automated offerings.
  10. Tracking Affiliate Referrals:

    • Manually entering information about referrals made by affiliates if this information is not automatically captured.
  11. Recording Product or Service Changes:

    • Documenting changes to a client's product or service, such as upgrades, downgrades, or feature additions.
  12. Managing Knowledgebase Articles:

    • Creating or editing knowledgebase articles to provide specific information or resources for clients.

Remember to exercise caution and ensure the accuracy of the data you manually enter into WHMCS. This information is crucial for billing, client management, and support purposes. Additionally, consider keeping detailed records of any manual entries for auditing and reference purposes.

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