WHMCS Connector — Configuration & Setup Guide

The connector form shows live stat buttons (Clients, Orders, Invoices, Domains, Logs, Tickets, Products, Transactions) and an inline HOW TO SET UP guide. Sync buttons in the header let you trigger each sync type on demand.

Sync Options & Auto-Payment Journal

Toggle Sync Clients / Orders / Invoices / Domains / Tickets / Products independently per connector. Configure an Auto-Payment Journal to automatically register payments in Odoo the moment WHMCS marks an invoice as Paid.

Customer Synchronization

All WHMCS clients appear as Odoo contacts with unpaid invoice amount, active tickets, domain count and product stats visible at a glance.

Customer WHMCS Profile & Per-Client Sync

Each Odoo contact shows their WHMCS identity, credit balance, statistics, inline domains, tickets, transactions and a direct link to their WHMCS admin page.

Client Domain Management with Expiry Tracking

Each domain shows registration date, expiry date, days to expiry and a color-coded state badge.

Support Ticket Synchronization

All WHMCS support tickets pulled into Odoo with status badges (Open, In Progress, On Hold, Answered, Closed), priority levels and department grouping.

Ticket Detail View with Chatter

Each ticket shows full details — ticket ID, connector, customer, department, dates, message and last staff reply. Built-in Odoo chatter lets your team add internal notes and schedule activities directly on the ticket.

Transaction History

Complete payment transaction log — date, customer, description, payment method, amount in/out, fees, currency and gateway reference all in one list.

Transaction Detail View

Each record stores Transaction ID, linked connector, customer, WHMCS invoice ID, date, payment method, gateway reference and the full amount breakdown (Amount In, Amount Out, Fees).

Invoice Synchronization

WHMCS invoices are mirrored as Odoo customer invoices. Paid invoices are automatically posted and payment registered via the configured journal.

Sale Order — WHMCS Details Tab

WHMCS order ID, order number, payment method, invoice ID, promo code and payment status are all tracked on the linked Odoo Sale Order.

WHMCS API Log Tracking

Every sync operation recorded with date, connector, API action, Odoo model, record reference, message and a Success / Error badge. 90-day auto-cleanup keeps it lean.