Common Mistakes to Avoid in WHMCS

Planning on starting a WHMCS website? You surely want to avoid the most common WHMCS mistakes that can turn into a disaster for your WHMCS website and your business. I am not saying it’s not okay to fail. What I am trying to say is this: why make mistakes and redo things when you can already go ahead of them and get them done for the first time.

Like it is said it’s better to be precautious than to be sorry when things end up bad. Especially with the stuff that you could have done right in the first go. That being said, WHMCS is not an easy niche. It requires technical knowledge to run your website successfully.

If you have already decided you want to get into this niche. Then better bring that technological knowledge with you or start learning today.

Without any further ado let’s go ahead and learn which are the common WHMCS mistakes that you definitely need to avoid.

List of Common WHMCS Mistakes You Need to Avoid

We need to divide these common mistakes in 7 categories:

  1. CMS
  2. Security
  3. Billing
  4. Emails
  5. Credentials
  6. Links
  7. Automatic Invoices

Let’s understand in depth which types of mistakes you need to avoid in these different categories of WHMCS.

CMS

CMS is very important in the online business niche and everyone knows it. Reason being is content marketing. Every good online business company/ organization uses content marketing strategy to highlight their business. And boom it further up.

This is where CMS plays a very important role in it. CMS gives content creators an extra added freedom to do what they like with their content. Plus also helps in getting a good SEO(Search Engine Optimization) ranking. But what people don’t know usually is that WHMCS restricts Content marketing. As it doesn’t offer many tools to content creators. And thus leading to a poor SEO score.

To resolve this issue many WHMCS website owners opt for CMS like WordPress to build their front end websites and use WHMCS as a client area only. But they don’t know a matter of fact that this could lead to compromising of their WHMCS website. Especially when the WHMCS and CMS websites have the same hosting provider. As you cannot install WHMCS and WordPress on same directory. You need to install WHMCS in a subdirectory or a subdomain.

Most of the users install the WHMCS on subdirectory that can totaly compromise the security of WHMCS. As you know WordPress use to recieve attacks when not properly configured by experts so when crackers attack your WordPress website they can easily steal the data of the WHMCS as well.

So the question arises isn’t there any way to resolve this issue and have content marketing as well. And the answer is yes there is.

The following ways will solve your issue.

  1. Use WHMCS CMS for your front end website and client area, which can be done with the use of WHMCS theme like HostX WHMCS Theme.
  2. Install WHMCS on subdomain and WordPress on the main domain & put your WHMCS and CMS websites on two different hosting providers, for example
xyz.com - > WordPress website
whmcs.xyz.com -> WHMCS website

If you follow any of the above-mentioned ways your WHMCS website remains secure and keeps you business boosted with content marketing as well.

Security

When we talk about WHMCS we know we are getting into website hosting business. Like any other online business a lot of payments go through WHMCS websites. Though there are a lot of websites out there and all need security upgrades to keep them safe.

But many websites don’t do online payment transactions like WHMCS does. Thus, making it a more attractive option for cyber-attacks.

Therefore, making security a very important issue for all WHMCS website owners. So in order to be on the safe side you need to take into account a couple of things.

Here is the list of things you need to do for better security of your WHMCS website.

  1. Disable specific database privileges.
  2. Restricting access for specific sets of IP’s.
  3. Use www to make secured directories to avoid any backdoors to your website.
  4. Move your crons directory to www for more security.
  5. Rename your admin folder name to avoid other people guessing it easily.

Following these security steps you will end up making your website way more secure than before. Avoiding any type of security mistakes you could have made unknowingly.

Billing

Billing is an integral part of your WHMCS hosting business. As it handles all the transactions that your business makes. Not just that it also handles the invoices that are sent to your customers. Usually, there are no issues with it as WHMCS comes with an integrated billing extension. But still, some people rely on 3rd party billing solutions, dont know why? We would love hear the reasons in comments. Which further leads to common mistakes done by owners and can end up messing up with your customer invoices or transactions.

Thus, ends up costing you money or even the worst-case scenario making your customer lose faith in your services. In short, losing your customers. And is a nightmare for any business.

To avoid such scenarios we highly recommend you to use WHMCS integrated billing platform. If still, you wish to use a 3rd party billing solution. Then we suggest to hire us and get a WHMCS invoice automation module developed from WGS team. So that the third party billing services easly sync with your WHMCS.

Emails Settings

Emails can be a boon or a bane for WHMCS website owners and their customers. Email services offered by WHMCS are already pretty great. So to mess with it would not be recommended.

But when you see so many options for email settings you might be tempted to change a few of them as you see fit. But that would be a bad option as you don’t know what it leads you later on. Because if it comes to bite you in the end then you will probably regret doing it in the first place.

Some options like email templates, email piping are the ones that you don’t need to mess up with if you are a beginner even at intermediate level. As this will totaly mess up the automation of the Emails, sometime the auto emails set to pause that can lead to annoy your users.

Avoid Sending Marketing Emails to Unsubscribed Users

WHMCS comes with Mass Email tool, that will allow users to send marketing emails in bulk to the clients.

What some users do is they keep on sending the emails to users who have unsubscribed the marketing emails permanently. What this results is they keep on spamming your emails and in the end can yeild to suspends your email servers or WHMCS servers permanently. As they are many servers available in the market that takes email spamming very seriously.

So before sending any of your email marketing campaign, do check the feature “Don’t send this email to the clients who have opted our for the marketing emails.”. Always add a unsubscribe link in the marketing emails according to the latest GPDR policy.

So using your emails efficiently is very important. As it can turn into a blessing or curse for you. Just respect your customers wishes and don’t mess up with email settings and you will be good to go.

Sharing WHMCS Credentials

Usually WHMCS owners do not have inhouse development team to cope up with the day to day WHMCS issues. So they generall hire third party WHMCS services providers to get WHMCS support and maintenance services for their website.

Now the point comes you need to share WHMCS admin and FTP accesses to them. What most of the WHMCS owners do is they create user account in WHMCS admin with limited privileges.

But please note that it is not enough, sharing your FTP access is quite enough for any tech guy to export all your clients, invoices, revenue, reports information. So how can this be sorted our?

  1. Get an inhouse WHMCS development team.
  2. Hire trustworthy WHMCS services providers like WHMCS Global Services who are providing WHMCS development services for 10 years. You can easily trust WGS when it comes to WHMCS development services.

Links

When we talk about links there is nothing that feels wrong about it. Actually there is nothing wrong with the links. Problem is that in the internet community cyber attacks and cyber hack are pretty common issues. Many websites become victims of such attacks daily.

These atrocities can be never-ending for a website. So a question arises how do links play a role in it? Links often reveal the address of your directory and can lead others to it when you click on it.

Therefore, in order to avoid these situations when you get tickets from customers which have links. Don’t click on them instead of that just copy paste and use them like that just as a precautionary measure. That way accessing your directory becomes very hard for the crackers.

Automatic Invoices

Nothing is perfect in this world nor are the automatic invoices generated by WHMCS. So it is possible that any automatic invoice sent by WHMCS can have errors in it. Once a person spots it they first course of action that pops in mind is to delete it.

But it isn’t the right option. A question arises why so? The explanation is pretty simple: every automatic invoice consists of a reference ID. So if you go ahead and delete it that reference ID will also be deleted along with it.

Which means WHMCS won’t be able to send Automatic invoices to that reference ID anymore. Leading you to do the necessary manual labor.

So isn’t there a solution to it? Yes, there is! Just correct the error in the same invoice that was issued before without deleting any automatic invoices. And your issue will be solved quite easily. So make sure you don’t make this mistake when it happens to you.

Conclusion

WHMCS is already a very technical and difficult niche. As hard as it is to learn. On the contrary, it’s as easy to make mistakes in it. Therefore, we highly recommend you make minimum changes to it until you master it and understand it’s all perspectives.

Making mistakes is an option when you already know the areas where you can make it. Now you know where to be careful and what is needed to be done to avoid those mistakes. Hope you adhere to the guidelines given and excel in your WHMCS hosting business without making common mistakes.