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Once you have completed your purchase and verified your server requirements, it is time to begin the first step which is downloading and uploading your ClientExec installation! There are three principle ways of uploading your CE installation to your server. You may use either Softaculous or Installatron to simply install the script for you.
Are you using Softaculous? Click here for the Softaculous tutorial.
Are you using cPanel? You might find these instructions to be faster and easier.
You can rename your extracted folder to anything you would like. It will be your CE directory name. You can also do this via your FTP, but it is easier to do it at this step. This extracted installation was renamed to billing.
Open your FTP client and connect to your server.
Navigate to your public_html directory. On the local view, navigate to where your CE folder is.
Right click your directory [on the local view] one time. Click Upload. The completion time varies based on your upload speed. It can take a long time, so do not worry about the long wait.
The WHMCS Importer plugin available in Clientexec helps you to import your clients, packages, invoices, tickets and servers from a WHMCS installation.
This article will guide you on how to import that data using the importer plugin.
You are all set! This will import all the clients, packages, invoices, tickets and servers from your WHMCS installation.
If you receive the error: "Package 'your package name' not found on server" when trying to create a cPanel account, this normally means that you have selected unlimited disk space or unlimited bandwidth in WHM, and your reseller account does not allow this.
You will need to login to your WHM account and fix the limits for your packages before you'll be able to create any accounts.
Since Clientexec version 5.1 you can customize the PDF invoices as described bellow.
By default, we are including 3 templates:
You can also create your own templates by creating a new folder, such as:
Make sure your new folder also includes the 2 required files. You can start by adding a copy of those files from the default template.
Additionally, to add your own logo to the PDF invoices, make sure to upload the image logo (.jpg or .png) to:
Finally, to configure the default template to be used for the PDF invoices, please go to:
In order to configure Authorize.net CIM for your ClientExec installation, navigate to Settings -> Plugins -> Payment Processors. Choose Authorize.net CIM.
You will get something like this:
Your Authorize.Net CIM API Login ID and Authorize.Net CIM Transaction Key can be obtained by logging in to your Authorize.net account. Click the Account tab. Scroll down, and find "API Login ID and Transaction Key" under Security Settings.
Demo Mode will allow you to sandbox your ClientExec installation. In other words, you can order products, choose Authorize.net CIM as the payment method, and no charges should occur. Remember to uncheck this option when you are no longer testing.
Some times, you change your date format in: Settings > Company > Localization > Date Format: Select the date format you want sitewide.
However, you notice the format is not applied to your invoice entries.
This is not an issue. This is just managed in a different setting that gives you more freedom to configure the Invoice Entry Date Range Format.
You can find it in
Settings > Billing > General Billing > Invoice Entry Date Range
"Predicted Income Report"
Is based on the active recurring fees with next due date on the respective month, and also already generated invoices with due date on the respective month. So it is calculating the amount over the items you have already invoiced, as well as the items that will be invoiced in the future for the respective month.
This one is to know how much you will be billing in the respective months.
"Monthly Income Report"
Is based on the active customers with active packages and addons with recurring fees. It calculates an average by month of the amount you should be getting from the products you have sold. This do not means you are getting that amount on the month. For example, if you have some packages that are yearly paid, then their prices are divided by 12 to calculate how much they are giving for a month, but you will not see those payments until one year.
This one is to know the average amount of money you will be earning per month.
"Income Growth Report"
Is only calculated over the invoices that have been already paid and that were paid on the respective month (not necessarily the due month)
This one is to know how much money you have got paid in the respective months.
"Overdue Invoices (Billing Filter)"
Are the invoices that are already generated and not yet paid, but the due date is in the past, so those are invoice that should have been paid, but the customer has delayed the payment (can be even invoices due on the previous months and years)
This one is to know the invoices that needs attention as the customers have not paid on time.
"Unpaid Invoices (Billing Filter)"
Are the invoices that are already generated and not yet paid, no matter the due date (can be even invoices due on the previous months and years, or even on the upcoming months or years)
This one is to know the invoices that are not paid yet.
We understand that for established companies investments have already been made in competing products. To make the transition less painful we have instituted the refugee discount.
Please make sure you follow these instructions prior to ordering your product.
If you have the equivalent of an Owned license with one of our competitors...
What if I was paying monthly for a competing product?
By default, guests will not have access to view the Knowledgebase.
To enable this access for guests you would go to:
Settings > Customer Permissions > Guest (Edit Permissions) > Knowledgebase Permissions
You can easily enable it by checking the box next to "View the knowledgebase"