Reselling With WHMCS

  Reseller Tutorials

As a reseller, you may want to sell our services to your customers and use an automated billing system to provision service, bill clients, etc. We’re going to show you how to set this up.

First, you should have created your packages. Click here for that tutorial.

You should create a Welcome Email before you create the product. Click Setup and then Email Templates in WHMCS.

Click Create New Email Template.

Set Email Type to Product/Service, give it a unique name. Click Create.

Your email template is yours to create. This is what your software will send to customers when they purchase email service from you. At the bottom, there are all kinds of variables (Available Merge Fields) that you can fill in to make the template dynamic. We can’t make this for you, but we can show you what our template looks like: https://docs.google.com/document/d/14yuMEOlvSPZyM8hKtLx1TbRcf404ZDSG7jI9q2TiQMM/edit?usp=sharing

Next, you need to add the server.

In your WHMCS admin, go to Setup > Products/Services > Servers.

From there, click Add New Server.

In my example, we’re using the safari.mxrouting.com server, and you can see what I’ve configured in the screenshot below. Yours should look similar, but relative to the server you were provisioned on (described in the Important Reseller Information e-mail we sent you).

Scroll down to Server Details. Change Type to DirectAdmin, and enter your reseller username/password (from the Important Reseller Information e-mail) in the Username and Password fields. The end result should look something similar to this:

Click Save Changes.

Next, go to Setup > Products/Services > Products/Services:

Click Create a New Product:

The next page should look something like this when you’ve filled it all out:

Make sure to use Shared Hosting and not Reseller Hosting. We sold you the Reseller Hosting, you are selling your customers the Shared Hosting. Don’t forget to change Module to DirectAdmin. You can disable “Create as Hidden” but be aware that this will become publicly visible in your WHMCS as soon as you’re finished. You may want to test first, then return later and edit the product to unhide it.

Click Continue.

Take a look at Product Description and Welcome Email to see how we set up our example:

When finished with that, click the Pricing tab. Look at how we’ve configured that to charge $10 per month:

When you finish that, click the Module Settings tab. Here’s an example of how ours might be set up:

Click on the Links tab and you can copy the URL required to order the product. You might use that to send to potential customers or to link from your website.

You can keep doing things in there as you need or want, but that’s all you need to do the basic setup. Click Save Changes and you’re done.