ClientFence documentation
Find the steps for what you need to do in ClientFence, the billing and client portal for hosting businesses.
Set up your site
Section titled “Set up your site”- Check the requirements and install ClientFence.
- Complete Quick Setup, set up outgoing email, and schedule the cron.
- Connect a payment gateway and create your first product.
- If you are moving from another installation, use the WHMCS migration guide.
Run your business
Section titled “Run your business”| Task | Guides |
|---|---|
| Manage clients and billing | Clients, invoices and refunds, wallet and credit |
| Manage the store and services | Store and checkout, orders, cancellation requests |
| Sell hosting and domains | Enhance servers, client hosting, domain sales |
| Support clients | Tickets, incoming email, network status |
| Manage access and data | Staff permissions, sign-in security, GDPR tools |
| Customize the portal | Branding, languages, custom pages |
Maintain or recover your site
Section titled “Maintain or recover your site”Start with System Health and troubleshooting. Keep off-server backups and know how to restore a backup before you install an update.
More daily tasks
Section titled “More daily tasks”- Reconcile transactions, manage subscriptions and download statements.
- Create priced options, collect order details and update recurring prices.
- Manage hosting email, check DNS and maintain registered domains.
- Set helpdesk policies, automate escalation and investigate email delivery.
- Configure registration, email contacts and Palisade presets.
Need help?
Section titled “Need help?”Ask setup and usage questions on the ClientFence forum. For reproducible bugs, open a GitHub issue.