Client portal

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...

  1. Send an email to refugee@clientexec.com with invoice of any owned version of a competing product
  2. ClientExec's staff will verify the information and give you a coupon code for a 25% discount
  3. Use your new code during the ordering process

What if I was paying monthly for a competing product?

  1. Send an email to refugee@clientexec.com with invoice of any leased version of a competing product
  2. ClientExec's staff will verify the information and give you a coupon code for one free month
  3. Use your new code during the ordering process


In 5.1 you can customize the PDF invoice by going to: 

/plugins/invoices/[nameofinvoiceyouwanttoedit]/ and you can customize the PDF layout and style here.

To create a new invoice template, you can copy the contents of this folder into a new folder in /plugins/invoices/ and customize it. 


To add your own logo to the invoice upload a file to the /images folder named invoicelogo.jpg

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"

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. 

Using FTP to Upload Clientexec

  1. Download the latest release of ClientExec here.
  2. Extract your file to a fresh folder. 
  3. 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.

  4. Open your FTP client and connect to your server.

  5. Navigate to your public_html directory. On the local view, navigate to where your CE folder is. 

  6. Put your transfer type in BINARY mode!
  7. 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.

  8. Now, your upload is complete. Navigate to http://yourdomain.com/yourCEdirectory. It will automatically lead you to the installer.

Make sure the Support Email Address under Setup > Settings > Support  and the Billing Email under Setup > Settings > Billing contain actual existent e-mails (valid e-mail), not the ones provided by default.
The typical reason for "Forbidden" errors are due to mod_security being enabled. 
mod_security filters information submitted to check for possible hack attempts and security breach attempts by the use of a set of pattern matching rules.
While mod_security is useful for preventing attacks, it is often overprotective and filters valid form information. If you receive this error, you should look into your Apache logs to find the rule that is triggering the error. With this information, you can ask your web host to remove the mod_security rule or replace it with a less restrictive rule.