Knowledgebase

Data Retention Settings

Data retention settings in WHMCS refer to the configuration options that allow you to control how long certain types of data are kept in your system. This is an important aspect of compliance with privacy regulations like GDPR (General Data Protection Regulation) and other data protection laws.

Here's how you can access and configure data retention settings in WHMCS:

  1. Log into WHMCS: Access your WHMCS admin panel using your username and password.

  2. Navigate to General Settings:

    • Click on the "Setup" tab in the top navigation menu.
    • Under the "General Settings" section, select "General Settings."
  3. Locate Data Retention Settings:

    • Scroll down the page until you find a section related to "Data Retention".
  4. Configure Data Retention Settings:

    • Delete Unpaid Invoices After (Days): Set the number of days after which unpaid invoices will be automatically deleted.

    • Delete Cancelled Invoices After (Days): Set the number of days after which canceled invoices will be automatically deleted.

    • Delete Support Tickets After (Days): Set the number of days after which support tickets will be automatically deleted.

    • Delete Closed Tickets After (Days): Set the number of days after which closed tickets will be automatically deleted.

    • Delete Inactive Clients After (Days): Set the number of days after which inactive clients (those who haven't logged in) will be automatically deleted.

  5. Save Changes: After configuring the data retention settings, click the "Save Changes" button.

  6. Review Data Retention Periods Regularly: It's important to periodically review and adjust these settings based on your specific needs and any changes in relevant regulations.

By configuring data retention settings in WHMCS, you can automate the process of purging certain types of data after a specified period. This helps you stay compliant with data protection laws and ensures that you're not retaining data longer than necessary.

Please note that the availability and granularity of data retention settings may vary depending on the specific version of WHMCS you're using. Always refer to the latest WHMCS documentation or consult with legal and compliance experts for the most accurate and up-to-date information.

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