Clientexec Hosting Billing Automation Setup (Onboarding)

Clientexec Hosting Billing Automation Setup (Onboarding)

1. 01

   Provision a Clientexec instance on the Branded Leased plan ($16.95/mo)

   Log into the Clientexec admin panel and navigate to Settings > General to confirm the plan. The Branded Leased plan includes unlimited clients and staff, lifetime updates, and branding removal, which is the entry point for agency use.

2. 02

   Integrate payment gateways (PayPal and Stripe)

   Go to Settings > Payment Gateways, enable PayPal and Stripe, and enter API credentials. This allows automated invoicing and recurring billing for client accounts.

3. 03

   Connect hosting control panels (cPanel, DirectAdmin, Plesk)

   Under Settings > Servers, add server details for each control panel. Clientexec uses these integrations to automate account provisioning and suspension, reducing manual delivery work.

4. 04

   Connect domain registrars (eNom, NameSilo, OpenSRS, NameCheap)

   Navigate to Settings > Domain Registrars, enter API keys for the registrars you use. This enables automated domain registration, renewal, and DNS management for client domains.

5. 05

   Configure automated invoicing and billing cycles

   In Billing > Invoice Settings, set default due dates, late fees, and recurring billing intervals. Clientexec will generate and send invoices automatically, which is critical for retainer-based hosting services.

6. 06

   Set up support ticketing with email-to-ticket conversion

   Go to Support > Email Settings, configure the email piping address, and enable email-to-ticket conversion. This routes client support requests into the built-in ticketing system, which you can white-label for your agency.

7. 07

   Create a knowledgebase for common client queries

   Under Support > Knowledgebase, add articles covering setup, billing, and troubleshooting. This reduces ticket volume and helps clients self-serve, which is a key part of the delivery workflow.

8. 08

   White-label the client area and remove branding

   Navigate to Settings > Branding, upload your agency logo, and customize the client portal. The Branded Leased plan includes branding removal, so clients see your agency's identity, not Clientexec's.