WHMCS - Revision history

Matt: /* Add existing service */

2025-01-17T18:44:33Z

Add existing service

← Older revision		Revision as of 11:44, 17 January 2025
Line 1:		Line 1:
	= Add existing service =		= Add existing service =
	This is how to migrate a customer from the legacy LH or JC systems to WHMCS.		This is how to migrate a customer from the legacy LH or JC systems to WHMCS.
			<br />
	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.		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:		# First add the customer to WHMCS. This can be done one of two ways:

Matt: /* Add existing service */

2025-01-17T18:43:39Z

Add existing service

← Older revision		Revision as of 11:43, 17 January 2025
Line 1:		Line 1:
	= Add existing service =		= Add existing service =
	This is how to migrate a customer from the legacy LH or JC systems to WHMCS. \		This is how to migrate a customer from the legacy LH or JC systems to WHMCS.

	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.		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:		# First add the customer to WHMCS. This can be done one of two ways:

Matt: /* Add existing service */

2025-01-17T18:43:31Z

Add existing service

← Older revision		Revision as of 11:43, 17 January 2025
Line 1:		Line 1:
	= Add existing service =		= Add existing service =
	This is how to migrate a customer from the legacy LH or JC systems to WHMCS.		This is how to migrate a customer from the legacy LH or JC systems to WHMCS. \
	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.		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:		# First add the customer to WHMCS. This can be done one of two ways:

Matt: /* Add existing service */

2025-01-17T18:43:13Z

Add existing service

← Older revision		Revision as of 11:43, 17 January 2025
Line 1:		Line 1:
	= Add existing service =		= Add existing service =
	This is how to migrate a customer from the legacy LH or JC systems to WHMCS.		This is how to migrate a customer from the legacy LH or JC systems to WHMCS.
			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:		# 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		#: - Have the customer register themselves at https://cp.jcihosting.com/register.php

Matt at 18:11, 30 October 2024

2024-10-30T18:11:56Z

← Older revision		Revision as of 11:11, 30 October 2024
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	#: - Send Email		#: - Send Email
	# Fill out the "Product/Service" section.		# 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.		#: 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		# Submit Order
	# Once the "Product/Service" is added you can then edit the "Recurring Amount" and "Next Due Date" as need be.		# Once the "Product/Service" is added you can then edit the "Recurring Amount" and "Next Due Date" as need be.

Matt at 18:11, 30 October 2024

2024-10-30T18:11:31Z

← Older revision		Revision as of 11:11, 30 October 2024
Line 12:		Line 12:
	#: - Send Email		#: - Send Email
	# Fill out the "Product/Service" section.		# 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.		#: If there isn't an exact match for the "Product/Service select" one that is closest and enter a "Price Override" as need be.
	# Once the ''Product/Service'' is added you can then edit the ''Recurring Amount'' and ''Next Due Date'' 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.

	= Import existing domain registrations into WHMCS =		= Import existing domain registrations into WHMCS =

Matt at 18:10, 30 October 2024

2024-10-30T18:10:26Z

← Older revision		Revision as of 11:10, 30 October 2024
Line 3:		Line 3:
	# First add the customer to WHMCS. This can be done one of two ways:		# 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		#: - 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''		#: - Add the customer via the admin by going to "Clients -> Add New Client"
	# Select ''Orders -> Add New Order''		# Select "Orders -> Add New Order"
	# Select the correct ''Client''		# Select the correct "Client"
	# Set ''Order Status'' to ''active''		# Set "Order Status" to "active"
	# Uncheck these boxes:		# Uncheck these boxes:
	#: - Order Confirmation		#: - Order Confirmation
	#: - Generate Invoice		#: - Generate Invoice
	#: - Send Email		#: - Send Email
	# Fill out the ''Product/Service'' section.		# 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.		#: If there isn't an exact match for the "Product/Service select" one that is closest and enter a '''Price Override''' as need be.
	# Once the ''Product/Service'' is added you can then edit the ''Recurring Amount'' and ''Next Due Date'' as need be.		# Once the ''Product/Service'' is added you can then edit the ''Recurring Amount'' and ''Next Due Date'' as need be.

Matt at 18:09, 30 October 2024

2024-10-30T18:09:03Z

← Older revision		Revision as of 11:09, 30 October 2024
Line 1:		Line 1:
			= Add existing service =
			This is how to migrate a customer from the legacy LH or JC systems to WHMCS.
			# 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.
			# Once the ''Product/Service'' is added you can then edit the ''Recurring Amount'' and ''Next Due Date'' as need be.

	= Import existing domain registrations into WHMCS =		= Import existing domain registrations into WHMCS =
	This is how to import existing domain registrations into WHMCS from the JC or LH systems. This assumes the users account has already been added to WHMCS.		This is how to import existing domain registrations into WHMCS from the JC or LH systems. This assumes the users account has already been added to WHMCS.

69.55.235.3 at 19:08, 17 September 2024

2024-09-17T19:08:32Z

← Older revision		Revision as of 12:08, 17 September 2024
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			= Import existing domain registrations into WHMCS =
			This is how to import existing domain registrations into WHMCS from the JC or LH systems. This assumes the users account has already been added to WHMCS.
			# View/Search Clients
			# Click ID
			# Under "Products/Services" click "Add New Order"
			# Set "Order Status" to "Active"
			# Uncheck these boxes:
			#: - Order Confirmation
			#: - Generate Invoice
			#: - Send Email
			# Skip the "Product/Service" section (leave Product/Service set to None)
			# Under "Domain Registration" for "Registration Type" select "Registration"
			# Enter domain name.
			# If you need to add more registrations click "Add Another Domain", select "Registration", and enter another domain name. Do this as many times as needed.
			# Submit Order
			# Go back to client summary page and select "Domains".
			# Set "Registrar" to Enom & click "Save Changes" for each domain.

			The "Expiry Date" & "Next Due Date" will automatically synced by the WHMCS system once the registrar is set to Enom. A domain sync cron job runs every four hours. To force an immediate sync run this command on tux as user jci:

			<code>/usr/bin/php -q /srv/www/cp.jcihosting.com/crons/cron.php do --DomainStatusSync</code>

	= Transfer domain between registrars =		= Transfer domain between registrars =
	For example, transfer an existing domain registration from OpenSRS to Enom.		For example, transfer an existing domain registration from OpenSRS to Enom.

Matt at 21:58, 9 September 2024

2024-09-09T21:58:05Z

← Older revision		Revision as of 14:58, 9 September 2024
Line 2:		Line 2:
	For example, transfer an existing domain registration from OpenSRS to Enom.		For example, transfer an existing domain registration from OpenSRS to Enom.

	* Go to Clients > Domain Registrations and select the desired domain.		# Go to Clients > Domain Registrations and select the desired domain.
	* Uncheck Registrar Lock.		# Uncheck Registrar Lock.
	* Click Save Changes.		# Click Save Changes.
	* Click Modify Contact Details.		# Click Modify Contact Details.
	* Change the registrant email address to your address.		# Change the registrant email address to your address.
	* Click Save Changes.		# Click Save Changes.
	* Return to the client’s Domains tab and click Get EPP Code.		# Return to the client’s Domains tab and click Get EPP Code.
	* Note the displayed EPP code.		# Note the displayed EPP code.
	* Select the new domain registrar from the Registrar menu & SAVE.		# Select the new domain registrar from the Registrar menu & SAVE.
	* Click Transfer.		# Click Transfer.
	You will see a confirmation message indicating that the transfer initiated successfully.<br>		You will see a confirmation message indicating that the transfer initiated successfully.<br>
	The client’s Domains tab may display an error message from the new registrar, but this will disappear when the transfer process is complete.<br>		The client’s Domains tab may display an error message from the new registrar, but this will disappear when the transfer process is complete.<br>