Click Upgrade trial account and select the same option from the drop-down menu.
Start the Trial-to-Billing conversion from the dashboard.
2Enter billing information
Complete the required billing fields, accept the Terms of Service, and click Continue.
Complete the billing details required for account conversion.
If a WHMCS account already exists with the same email address as the platform account, the two accounts are linked automatically. If no matching WHMCS account exists, one is created automatically and the user receives the WHMCS access URL and credentials by email.
3Select payment method and refill amount
Choose the preferred payment method, select the required top-up amount with the slider, and submit the payment.
Select the payment type and initial refill amount.
Tax display: the source notes that VAT / tax is not shown in the dashboard during this stage. Some providers may also offer additional payment methods outside the defaults shown in the interface.
Card Payment During Upgrade
Enter the required credit or debit card details and click Continue. If purchase authentication is requested, complete the additional verification step.
WHMCS card-payment form used in the source workflow.
PayPal Payment During Upgrade
Important: the source states that auto-refill is not available when PayPal is used as the payment method.
With an Existing PayPal Account
Click Log In and enter the PayPal email address and password to complete the purchase.
Choose PayPal login when using an existing PayPal account.Enter the PayPal account credentials.
Without a PayPal Account
Select Buy as a guest, enter the requested billing information, continue, and then provide the debit or credit card details.
Provide billing information for PayPal guest checkout.Enter debit or credit card details to complete the guest payment.
After successful conversion to Billing, the platform sends email notifications about the upgrade and balance refill. Similar notifications also appear in the dashboard.
Refill Account via WHMCS
1Open Refill Balance
Go to Balance → Refill balance from the top dashboard menu.
Select the refill amount and preferred payment method.
Choose the top-up amount with the slider, select the payment method, and click Submit Payment. The source notes that VAT / tax is shown when the order proceeds to payment.
Refill by Card
Enter the card details and submit the payment. If the same card has already been used to refill the account, WHMCS may only require confirmation rather than asking for all card details again.
Card-payment step for a WHMCS balance refill.
Refill by PayPal
Log in to the PayPal account and complete the payment.
Select PayPal for the account refill and complete the transaction.
After a successful refill, an email confirmation is sent and a corresponding message appears in the dashboard.
Configure Auto-Refill
Open Balance → Configure auto-refill to set an automatic balance-replenishment rule.
Open the auto-refill configuration from the Balance menu.
WeeklyTrigger the refill every Monday.
MonthlyTrigger the refill on the 1st day of each month.
Low BalanceTrigger the refill when the balance falls below a user-defined threshold.
Payment MethodUse an eligible saved payment method for the refill order.
Set the refill amount, trigger frequency, and payment method.
How WHMCS auto-refill works: the source explains that WHMCS does not provide a true native auto-recharge mechanism. Instead, the platform creates a recharge-card order when the configured monthly or balance-threshold trigger is reached. The order is paid automatically when the WHMCS balance is sufficient, or manually after an email confirmation when it is not.
To disable automatic refill, open the same auto-refill page and use the provided disable link.
Disable the active auto-refill configuration when it is no longer required.
Payment Methods, Invoices & Billing History
Payment methods — choose the default payment method that should be used for future refills.
View invoices — opens the WHMCS panel with the account’s financial documents, including invoices, orders, payments, and adjustments.
Billing history — shows consumed resources and the corresponding platform charges.
Example WHMCS invoice from the source documentation.
The WHMCS screenshots in the source documentation use an older WHMCS interface. Current provider deployments may look different, but the underlying upgrade, refill, invoice, and billing concepts remain the same where this integration is still used.
WHMCS billing summary: upgrade the Trial account → connect or automatically create the matching WHMCS account → complete the initial payment → use Balance → Refill balance for later top-ups → optionally configure order-based auto-refill → manage the default payment method, invoices, and resource billing history from the connected WHMCS workflow.
