How to Upgrade Hosting Plan in WHMCS

In WHMCS, upgrading a client’s hosting plan allows you to move the client to a higher-tier plan or a package with more resources. This can be done either from the Admin Area or via Client Area (if allowed).

Step 1: Login to WHMCS Admin Panel

  1. Go to your WHMCS Admin URL (e.g., https://yourdomain.com/admin).

  2. Login with your Admin credentials.

Step 2: Locate the Client

  1. Navigate to:
    Clients → View/Search Clients

  2. Search for the client whose hosting plan you want to upgrade.

  3. Click on the client’s name to open the profile.

Step 3: Access the Hosting Service

  1. Go to the Products/Services tab in the client profile.

  2. Find the relevant hosting service.

  3. Click Upgrade/Downgrade.

⚠ If Upgrade/Downgrade is not visible, you may need to enable Package Upgrade/Downgrade for that product in WHMCS:

  • Navigate to Setup → Products/Services → Products/Services → Edit Product → Module Settings → Allow Upgrade/Downgrade

Step 4: Select the New Hosting Plan

  1. A list of available plans for upgrade/downgrade will appear.

  2. Select the new hosting package you want to move the client to.

  3. Review the proration / additional charges (if any).

    • WHMCS will calculate prorated difference for remaining billing period.

Step 5: Submit Upgrade Request

  1. Click Continue or Submit Upgrade.

  2. WHMCS will generate an invoice if payment is required for the upgrade.

  3. The client can pay the invoice to complete the upgrade.

Step 6: Verify in Hosting Panel (cPanel/WHM)

  1. After upgrade, verify that the hosting account has the new resources (disk space, bandwidth, email accounts, etc.).

  2. If using WHM module, the upgrade should automatically reflect in cPanel.

Step 7: Confirm with Client

  • Notify the client via email that their hosting plan has been upgraded.

  • Confirm any changes in billing, next due date, or invoice.

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