Knowledgebase

Product Custom Fields

WHMCS product custom fields allow you to collect additional information from clients when they order a specific product or service. This feature is particularly useful if you offer products or services that require specific details from clients. Here's how you can work with product custom fields in WHMCS:

Creating Product Custom Fields:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Product/Service Custom Fields:

    • Go to "Setup" in the top menu.
    • Click on "Products/Services."
    • Select "Custom Fields."
  3. Select Product/Service Category:

    • Choose the product or service category for which you want to create custom fields.
  4. Create a New Custom Field:

    • Click the "Create New Field" button.
  5. Fill in Field Details:

    • Enter a name for the field (e.g., "Domain Name").
    • Choose the field type (e.g., text box, dropdown menu, etc.).
    • Set any validation rules or options relevant to the field type.
  6. Specify When to Display:

    • Select when the custom field should be displayed (e.g., on order form, on client profile, etc.).
  7. Save Changes:

    • Click the "Save Changes" button to create the new custom field.

Editing or Deleting Product Custom Fields:

  1. Navigate to Product/Service Custom Fields:

    • Go to "Setup" > "Products/Services" > "Custom Fields."
  2. Edit Field:

    • To edit an existing product custom field, locate it in the list and click on its name.
    • Make the necessary changes and click "Save Changes."
  3. Delete Field:

    • Be cautious when deleting custom fields, as it may result in data loss.
    • To delete a product custom field, locate it in the list and click the red trash can icon next to it.

Using Product Custom Fields:

  • Product custom fields will now be associated with the specified product or service.
  • When a client orders that specific product or service, they will see the custom fields on the order form.
  • The information entered by the client will be visible in the product details in the admin area.

Custom fields for products or services in WHMCS provide a flexible way to collect specific information from clients based on the products or services they are ordering. This allows you to tailor your offerings to suit individual client needs and requirements.

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