Set Up Cloud Server Products in WHMCS

Once the RemarkableCloud module is installed, this guide covers configuring your products properly: pricing, upgrade paths, and what clients see in their portal.

Product group setup

Organize your VPS products in a group:

1. WHMCS Admin → Products/Services → Products/Services → Create a New Group
2. Name it (e.g. “Managed Cloud Servers”)
3. Set a headline and tagline for the order form
4. Save

Pricing configuration

For each product, go to the Pricing tab:

Setting	Recommendation
Payment type	Recurring
Billing cycles	Monthly and Annual (offer both)
Monthly price	Your cost + margin
Annual price	Monthly × 10 (2 months free)
Setup fee	$0 (lower barrier to order)
Free trial	Not recommended for VPS

Your RemarkableCloud cost is the wholesale rate. Your WHMCS price should include your margin, support time, and overhead. A 30-50% markup is typical for managed hosting resellers.

Configurable options (OS and control panel)

Let clients choose their OS and control panel at order time:

1. Go to Products/Services → Configurable Options → Create a New Group
2. Name it “Server Configuration”
3. Add an option called “Operating System” with choices: Ubuntu 22.04, AlmaLinux 9, Debian 12, Windows Server 2025
4. Add an option called “Control Panel” with choices: RemarkablePanel (Free), cPanel (+$15/mo), DirectAdmin (+$5/mo), None
5. Assign this option group to your VPS products

Upgrade/downgrade paths

Allow clients to upgrade their plan without opening a ticket:

1. Product → Upgrades tab
2. Check the products clients can upgrade to
3. WHMCS automatically calculates the prorated cost and triggers reprovisioning

Welcome email template

Customize the email clients receive after provisioning:

1. Setup → Email Templates → Product/Service Welcome Email
2. Include merge fields: {$service_server_ip}, {$service_username}, {$service_password}, control panel URL
3. For RemarkableCloud servers, use {$service_server_primary_ip} for the IP

Client area display

The client area shows the server’s:

• IP address
• Login credentials
• Control panel link
• Server status (online/offline)
• Bandwidth usage (if the module supports it)

Verify the display by creating a test order and checking what appears in the client view.