Create Your Whmcs Invoice Template for Facilities Effortlessly

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WHMCS invoice template for facilities

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WHMCS invoice template for facilities

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  4. If you plan to use this document again, convert it into a reusable template for future ease.
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Whmcs invoice template for Facilities

so you don't want to send your website visitors to the WHMCS open support take the link I don't blame you I don't want to either I'll show you how to set it up so that way you can use your own contact form and still have the emails go to the WHMCS support ticket system and I'll show you how to do it correctly okay I have a set up so that way if I type in maybe my name and can some somebody give me a tour so if I click on contact us and I got to Debbie HFCS oops BAM you show them right here and what's also nice is that if I click into custom fields I'll see the custom fields that I've passed through from the contact form into here so I'll show you how to go ahead and get the set up first things first what we're going to do is work we'll be utilizing the WHMCS API and this tutorial I'll show you how to use the internal API there's two api's the survey is search for WHMCS API there's an external API and there's an internal API so if I click on get started the external API is basically if your WHMCS installation is hosted somewhere somewhere else that's on outside of where your website contact form is for our intended purpose will be using internal API because I'm going by the assumption that your website in aviation CIS installation is on the same server so what we will do is I'm going to open this file here and I already have this set up so that way you don't have to reinvent the wheel and this will save you some time I'm going to include this piece of code right below in the description of this video so you can just copy and paste it and then switch off the different variables now I'll show you what you need to do so first change this to the path this should be the path of your WHMCS installation and include the initialization file so you definitely need to change this unless this is the same location as as on your website and what you want to do here is just go ahead and comment this out comment apart top part out and you want to read Renda this script here and do a quick test you might get here and if you if you do let's backtrack a little bit unless you upload this to your server you want to in your web browser open this file and what what it will do is basically it will create a ticket with this demo information so that way you don't have to fill out form every single time as you're testing and Gantt is working and over here the print are our results will give you basically if there's an errors or anything you see that or is successful you'll be able to see that as well and this is basically I just changed the field variables on here to make it easier for you but it's pretty much the same exact file that I have on that I'm sending this form T so once you get that working and also I would remove this part for now just just for now we can add it back if you have custom variables or custom fields remove that sanitize make sure this you change this to your administrative username so though if it's not happening change it to whatever it would be and after you've done that open the spot in your web browser and you'll be able to see the result so it it should go through or it is in the errors you can then use that information to kind of go back here and I swap any stuff out oh yeah you also need to change the department ID so to get the department ID I'll show you how so in WHMCS you want to go to setup and then you want to go to support support departments and then once you're in here click on the lower pencil icon for whichever Department you want to set the light that you want to send the emails to somebody's check here this information is not as relevant to us this information here is relevant so in the URL it will show ID equals and then just that number is basically what you will plug into for department ID for the other information you can leave it as this just for now and run your test so once you run your test you should I beautiful go into your tickets let's see if I can figure out how to go to to close tickets oh yeah I merge all the test tickets over here but these were basically are the tests that I was doing so so once you open that file this file in your web web browser it will create ticket in here and now what I'm going to do is I'm going to show you how to set up all the custom fields so in order to set the custom fields you want to go back to that screen in support departments and then from this screen click on the custom fields tab and add all the custom fields that you want you can also set the order display and this the ordinance plate is what will show up over here so if you change the order this uh if you want to change the order here this is basically where you would go to do that so you can you don't really have to add description area or anything else really you just try to add the field name so go ahead and add all those and we'll return back to our script here and underneath custom fields make sure you leave this alone because what actually took a lot of time was I have realized that it I needed to have this because that's how our WHMCS I guess reads it and I think the reason they they want to do this is because if there's any kind of custom variables in here they don't want that these to get messed up so make sure that this stays here make sure that this also stays there and then you can go ahead and add all the crystal field and and then also what I recommend for the very post is Chris that in variables for now just for the troubleshooting process and then once you've done that then when you open ticket you should see all you custom fields under the custom fields tab for each of the support tickets now next I will kind of give you give you in a general idea of how you would swap it out a swap out all the static variables into dynamic variables where you can pass data to your form so going to calm this out and I'm calm at the top part and what you want to do is just you know set up all the variables that your contact form has so you can include additional stuff maybe you want to find out what their average revenue is for the company or where they found you whether it's Google or Yelp user or whatnot so you have all that information get passed through using post or you can use get but that's not the best way of doing it so use post and then from there you can plan all the variables in here swap any of the of the value variable values house and then set off your custom fields here and then run a test and and your emails from your contact form should go directly into here now the alternative way of doing it is to have a PHP send mail script and then you set up email piping but that's not the cleanest approach this is the cleanest approach and this will get the job done a lot more efficient and a lot quicker so you've probably watched this tutorial because you're either getting ready to launch your web hosting business or you already have a web hosting business and you just want to tighten up the brick flow on your website either way I highly recommend sending a press release and let me show you why it so press release jet is a press release distribution company that's take in so if I type in press Sweden's jet in Google see how it shows top stories right here so that's from a press release released that we that I've sent for the for the company and what's really nice about this is if you haven't if you're launching new web hosting business you want when somebody touched in your company name you want your company to show up on the top of Google so this will these press releases will stay on the top here for at least a few days sometimes even a few weeks which is pretty nice so that will give you a quick jump start in addition if you're a building of your web hosting business or if you already have one you're just trying to scale up the marketing what's really nice is that the you can include keywords in your press room use headline and that will help when somebody searches those keywords they'll help they're ranked in us in search engine so let me just yeah I'm not really sure what to expect here but let me just type this into Google [Music] that might be a little bit competitive for a for that keyword but if I type in maybe Wow so if I type in impressively PR web versus press release all these new stories show up so what's kind of nice is that for it especially if you're in a particular hosting dish whether it's maybe you're trying to push solid state drive hosting or maybe Lightspeed server hosting you can include those keywords in your headline and so when somebody searches for that your press release will show up so if I click into one of these just to give you idea this is kind of how it looks like now I'm going to copy and paste the full new story URL and I'll give you a few of quick tips so you want to make sure that your company name and any keywords that you want is in the in the headline and also include those some of those keywords in the body and also if you have existing maybe blog articles or knowledgebase articles include the links in include some of the links I recommend maybe three or four links in here in the press release body and what I would do is ill give you some nice high quality backlinks now you can spend all day with se newb what scrapebox with blah comity and other stuff but the value of those backlinks you spend so much time at that but it's not going to equate sending out even just one press release because the distribution outlets these are legitimate news outlets and it includes ABC CBS FOX NBC is he live CW sometimes he even gets into sites like LA Times Washington Post Bloomberg business so just keep that in mind all these sites a really high domain authority so it's going to really help with your SEO efforts another quick tip actually before I explain that let me just give you an idea of the pricing now you may or may not heard of PR web or PR Newswire but this is how much they charge PR Newswire um also and PR web nationally the same company PR web is there no end version pyrénées why aren't they charge $775 these are the features that you get the really cool thing is with the press release yet in $75 you get all these features including extra stuff so it's really I mean you save $700 for impress movies that you send out and this will give you a huge competitive advantage especially with ambulance searching you know before before anybody moves forward with a business they may find you through keyword but even they do they're going to search for your company and if it's empty on on Google or it's just your home page on the wall that doesn't reflect - well as far as instilling confidence for your prospective customers so what so if I clean depressing there's two plants here there's a $35 plan this is seven pounds off but I highly recommend send $5 plan just because you get all these benefits and you get including it - ABC NBC CBS Fox and CW which is great because you can also add a scene on logos to your website and what this will do is ill instill a lot more confidence a lot more buying confidence in your perspective customers and if you see in a lot of startups or big companies they have these on there and it does help with commercially or how you know so maybe for every 100 people that visit your website maybe instead of one out of every hundred that may signing up you know could be two or three of every country that signs up just depend on whatever your conversion rate is and as a disclaimer I do have stake in press release yet but I truly truly believe that it is an incredible tool it's going to help your business also make sure you get the e-book I wrote it myself and in the e-book I'll show you how to get your top of Google using the knowledge graph get your top Google using the through Google News and also how to leverage press releases to build up your SEO backlinks so that way you show up on the top of Google for your niche whatever web hosting these keywords that you're trying to optimize for hopefully you found this tutorial helpful I mean I've spent hours trying to figure this out and there's a lot of misguided advice on forums and and articles on the internet saying that I should you send mail to send it to to one of the internal emails instead of email piping it's great to have email pipes and I've actually have another tutorial just go to my youtube channel and search for it search WHMCS email pipe II have a tutorial for last fall but that's not the best way of doing it's and this this is the legitimate way of passing data from your contact form into WHMCS so hopefully you found this helpful and if you have liked this video subscribe to my youtube channel have either WHMCS tutorials as well as tons of digital marketing tutorials from google adwords to SEO to email marketing also you have any questions or comments feel free to post below i also include the code below in the description and other than that thank you very much for watching and best of luck for your web hosting business

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