WHMCS

Add existing service

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.

1. 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"

2. Select "Orders -> Add New Order"
3. Select the correct "Client"
4. Set "Order Status" to "active"
5. Uncheck these boxes:

   - Order Confirmation

   - Generate Invoice

   - Send Email

6. 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.

7. Submit Order
8. 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

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.

1. View/Search Clients
2. Click ID
3. Under "Products/Services" click "Add New Order"
4. Set "Order Status" to "Active"
5. Uncheck these boxes:

   - Order Confirmation

   - Generate Invoice

   - Send Email

6. Skip the "Product/Service" section (leave Product/Service set to None)
7. Under "Domain Registration" for "Registration Type" select "Registration"
8. Enter domain name.
9. 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.
10. Submit Order
11. Go back to client summary page and select "Domains".
12. 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:

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

Transfer domain between registrars

For example, transfer an existing domain registration from OpenSRS to Enom.

1. Go to Clients > Domain Registrations and select the desired domain.
2. Uncheck Registrar Lock.
3. Click Save Changes.
4. Click Modify Contact Details.
5. Change the registrant email address to your address.
6. Click Save Changes.
7. Return to the client’s Domains tab and click Get EPP Code.
8. Note the displayed EPP code.
9. Select the new domain registrar from the Registrar menu & SAVE.
10. Click Transfer.

You will see a confirmation message indicating that the transfer initiated successfully.
The client’s Domains tab may display an error message from the new registrar, but this will disappear when the transfer process is complete.
After the transfer process is complete, click Modify Contact Details, change the registrant email address back to the client’s own address, and click Save Changes.

NOTES:
Modify contact details to avoid client having to handle confirmation emails. If you leave contact details as-is the client will receive one or more confirmation emails.
This procedure did not bill for the transfer. Normally we will want to charge the client for a "renewal" as part of this transfer
After transferring or changing contact info there may be an email requiring confirmation of new contact info. It is required to approve these or the domain gets suspended.