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Expense Tracker For WHMCS

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=Management=
 
=Management=
 
{|
 
{|
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|style="padding: 10px 0px 30px 15px;"|'''In this section we will show you the possibilities of Product Free Trial Manager For WHMCS.'''<br />
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|style="padding: 10px 0px 30px 15px;"|'''In this section we will show you the possibilities of Expense Tracker For WHMCS.'''<br />
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Our module allows your clients to order products and services from your offer in their full version, completely free of charge, for testing purposes before making the final purchase decision.  
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Ou....
 
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==Addon Configuration==
 
==Addon Configuration==
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===Settings===
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===Expenses===
 
{|
 
{|
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|style="padding: 10px 0px 20px 15px;"|At the '' 'Settings' '' tab you can set up the module's behavior. Configure free trial access settings and the cron tab behavior.
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|style="padding: 10px 0px 20px 15px;"|At the '' 'Expenses' '' tab you can set up the module's behavior. Configure
 
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_10.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_10.png]]
 
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|}
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====Categories====
 
{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|At the '' 'Cron Settings' '' tab you can set up the cron's, responsible for regular delivery of email reminders, behavior. <br/> If you set up the cron job exactly as in the automatically generated line below, the task will be performed every day at 10 pm. <br/> We advise setting the task once a day.
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|style="padding: 0px 0px 15px 15px;"|
 
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_11.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_11.png]]
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|In '' 'Gateway Settings' '' section you may customize the trial access requirements for all products:
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|style="padding: 0px 0px 15px 15px;"|In  
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* Trial Period - enter the number of days for how long the ordered product will remain active. After the specified time, the product will be automatically suspended.
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* Products Limit In Cart - enter the maximum number of products that a client may add to the cart and still be able to use the free trial payment method
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* One Trial Per Product - if enabled, only one trial access to a single product may be ordered
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* One Trial Per Customer - if enabled, a customer may order only one product with trial access
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* New Customers Only - if enabled, only customers who do not have any orders yet will be allowed to select the trial payment method
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* Hide Trial Payment Method - if trial access is not available for a given product, and that product is in the client's cart, this payment gateway will be hidden for the client
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* Email Reminders Per Service - if enabled, a separate email reminder will be sent per every active trial service
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* Custom Landing Page - enter the URL to which the customer will be redirected after completing the trial order. If left empty, clients will be redirected to the invoice by default.<br/>
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Do not forget to save the changes when ready.
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{|
 
{|
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_12.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_12.png]]
 
|}
 
|}
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====Recurring Expenses====
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===Products===
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{|
 
{|
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|style="padding: 10px 0px 20px 15px;"|In the '' 'Products' '' section, you will find a full list of products and services available in your WHMCS.
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|style="padding: 0px 0px 15px 15px;"|
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 15px 25px;"|[[File:PTM_13.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_11.png]]
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|Here you can tun on/off the trial access for single products or apply it to numerous products at once with mass action buttons. <br/>
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|style="padding: 0px 0px 15px 15px;"|In
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Products with enabled here trial access will be applicable for clients if they meet all the requirements.
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|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_14.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_12.png]]
 
|}
 
|}
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====All Expenses====
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===Email Reminders===
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{|
 
{|
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|style="padding: 10px 0px 15px 15px;"|'' 'Email Reminders' '' tab allows the option to configure email reminders for your customers.<br/> They will be allowed to make the decision ahead and pay for the product before its automatic suspension.<br/>
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|style="padding: 0px 0px 15px 15px;"|
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Press '' 'Add Reminder' '' to compose the first notification message rules.
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_15.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_11.png]]
 
|}
 
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{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|Provide your reminder name, select one of the templates and enter the number of days.<br/> The email reminder will be delivered this number of days before the invoice due date.
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|style="padding: 0px 0px 15px 15px;"|In
 
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_16.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_12.png]]
 
|}
 
|}
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===Payments===
 
{|
 
{|
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|style="padding: 0px 0px 20px 15px;"|Once ready, you may turn on/off every single reminder, edit it or completely delete by pressing adequate buttons.
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|style="padding: 10px 0px 20px 15px;"|In the '' 'Payments' '' section, you will
 
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_17.png]]
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|style="padding: 0px 0px 15px 25px;"|[[File:ET_13.png]]
 
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{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|Note that you may use the module's dedicated email template. You will find it under '' 'Product Free Trial Manager - Reminder Notification' ''  name. <br/>The template content may be adjusted in ''your WHMCS → System Settings → Email Templates → Product/Services Templates''. <br/>
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|style="padding: 0px 0px 15px 15px;"|Here you can  
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List of supported merge fields that can be used in the email template:<br/>
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'''Service related'''
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* $services_ids
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* $reminder_days
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* $service_product_name<br/>
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'''Invoice related'''
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* $invoice_link
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* $invoice_id
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* $invoice_num
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{|
 
{|
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_18.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_14.png]]
 
|}
 
|}
  
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===Logs===
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===Vendors===
 
{|
 
{|
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|style="padding: 10px 0px 15px 15px;"|The '' 'Logs' '' section contains information an all actions taken by the module, that is:
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|style="padding: 10px 0px 15px 15px;"|'' 'Vendors' '' tab allows
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* information on orders placed and the module payment gateway selected,
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* email reminders sent
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{|
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* suspending products due to their trial access being expired. <br/>
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|style="padding: 0px 0px 20px 25px;"|[[File:PET_15.png]]
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|}
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{|
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|style="padding: 0px 0px 15px 15px;"|Provide your
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{|
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_16.png]]
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|}
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{|
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|style="padding: 0px 0px 20px 15px;"|Once ready,  
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|}
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{|
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_17.png]]
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|}
  
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You may always delete the logs if their number is extensive.
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===Currencies===
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{|
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|style="padding: 10px 0px 15px 15px;"|The '' 'Currencies' ''
 
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{|
 
{|
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_19.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_19.png]]
 
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==Client Area==
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===Reports===
 
{|
 
{|
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|style="padding: 10px 0px 15px 15px;"|Add products to your cart and select the payment gateway that allows free trial access to the ordered products.<br/>Note that the name of the gateway may be different than the one on the screen below, as the display name of the payment gateway can fully customized by your administrator in the module language file. <br/>
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|style="padding: 10px 0px 15px 15px;"|........
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'''''Important:''' The gateway will not be available if free trial is not applicable to all the products in the cart. <br/> Depending on the module [[#Settings|settings]], the gateway will be either blocked or completely hidden.''
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{|
 
{|
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|style="padding: 0px 0px 20px 15px;"|Your order is now complete, you may download the package and start the tests.
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|style="padding: 0px 0px 20px 15px;"|'''Expenses Per Category'''
 
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{|
 
{|
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|style="padding: 0px 0px 20px 25px;"|[[File:PTM_20.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_20.png]]
 
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{|
 
{|
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|style="padding: 0px 0px 15px 15px;"|If you wish to continue using your product right after the trial period, please remember to pay the remaining invoice.<br/>
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|style="padding: 0px 0px 15px 15px;"|'''Pending Expenses'''
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In case the invoice remains unpaid the day the trial period is over, your service will be automatically suspended.
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{|
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_22.png]]
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{|
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|style="padding: 0px 0px 15px 15px;"|'''Yearly Expenses'''
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|}
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{|
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_22.png]]
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|}
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{|
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|style="padding: 0px 0px 15px 15px;"|'''Expenses Vs Income'''
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{|
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|style="padding: 0px 0px 20px 25px;"|[[File:ET_22.png]]
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{|
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|style="padding: 0px 0px 15px 15px;"|'''Expenses Per Vendor'''
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|}
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{|
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|style="padding: 0px 0px 30px 25px;"|[[File:ET_22.png]]
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|}
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===DAshboard===
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{|
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|style="padding: 10px 0px 15px 15px;"|........
 
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{|
 
{|
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_22.png]]
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|style="padding: 0px 0px 30px 25px;"|[[File:PTM_21.png]]
 
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Revision as of 14:23, 13 March 2023

Contents

About Expense Tracker For WHMCS

Expense Tracker For WHMCS allows you to .....
  • Admin Area Features:
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  • General Info:
✔ Multi-Language Support
✔ Supports PHP 7.3 Up To PHP 8.1
✔ Supports WHMCS Themes "Six" And "Twenty-One" And "Lagom WHMCS Client Theme"
✔ Supports WHMCS V8.3 And Later
✔ Requires ionCube Loader V12 Or Later
✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Expense Tracker For WHMCS.

We will guide you step by step through the whole installation and configuration process.

1. Log in to our client area and download the module.
ET 1.png
2. Extract the package and upload its content into the main WHMCS directory.

The content of the package to upload should look like this.

ET 2.png
3. When installing Expense Tracker For WHMCS for the first time, you have to rename the 'license_RENAME.php' file.

The file is located in 'your_whmcs/modules/addons/ProductFreeTrialManager/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

ET 3.png
4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.

Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

ET 4.png
5. Now, set up the 'storage' folder as recursively writable.

This folder is available at 'your_whmcs/modules/addons/ExpenseTracker/'.

ET 5.png

Configuration of Addon

6. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Expense Tracker' and press the 'Activate' button.

ET 6.png
7. In the next step, you need to permit access to this module.

To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

ET 7.png

Management

In this section we will show you the possibilities of Expense Tracker For WHMCS.

Ou....

Addon Configuration

Expenses

At the 'Expenses' tab you can set up the module's behavior. Configure
ET 10.png

Categories

ET 11.png
In
ET 12.png

Recurring Expenses

ET 11.png
In
ET 12.png

All Expenses

ET 11.png
In
ET 12.png

Payments

In the 'Payments' section, you will
ET 13.png
Here you can
ET 14.png

Vendors

'Vendors' tab allows
File:PET 15.png
Provide your
ET 16.png
Once ready,
ET 17.png


Currencies

The 'Currencies'
ET 19.png

Reports

........
PTM 21.png
Expenses Per Category
File:ET 20.png
Pending Expenses
ET 22.png
Yearly Expenses
ET 22.png
Expenses Vs Income
ET 22.png
Expenses Per Vendor
ET 22.png

DAshboard

........
PTM 21.png

Tips

1. Free trials currently can be applied to products and services, the module does not work with addons or domains.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
2. We do not recommend using the Product Free Trial Manager For WHMCS with the following modules:
  • Payment Gateway Charges For WHMCS
  • Recurring Contract Billing For WHMCS
  • Resellers Center For WHMCS
  • Multibrand For WHMCS

Integration between these modules is hampered due to specific features of each one of them and their individual work flow.
We are continually working on eliminating these limitations wherever possible.

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