Editing WHMCS (section)

= Add existing service =
This is how to migrate a customer from the legacy LH or JC systems to WHMCS.
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Following these steps will *not* create an invoice. This is for adding services *before* they are due and then letting automation take over. Billing will happen in the future, on the next due date.
# First add the customer to WHMCS. This can be done one of two ways:
#: - Have the customer register themselves at https://cp.jcihosting.com/register.php
#: - Add the customer via the admin by going to "Clients -> Add New Client"
# Select "Orders -> Add New Order"
# Select the correct "Client"
# Set "Order Status" to "active"
# Uncheck these boxes:
#: - Order Confirmation
#: - Generate Invoice
#: - Send Email
# Fill out the "Product/Service" section.
#: If there isn't an exact match for the "Product/Service" select one that is closest and enter a "Price Override" as need be.
# Submit Order
# Once the "Product/Service" is added you can then edit the "Recurring Amount" and "Next Due Date" as need be.