Viewing articles tagged 'whmcs'

Activate and test a WHMCS payment gateway

Activate a payment gateway only after confirming its supported currencies, payment flows and...

Add and maintain currencies in WHMCS

Adding a currency to WHMCS creates a pricing and payment responsibility. Confirm how catalogue...

Add and price WHMCS configurable options

Configurable options let customers choose variations that contribute to a product's price, such...

Adding a cPanel hosting product to your own WHMCS

This guide is for resellers who administer their own WHMCS installation. A WHMCS product...

Align WHMCS domain due dates with registrar expiry dates

Domain-expiry handling must reflect the actual extension and registrar lifecycle. WHMCS...

Apply a hosting package change from a WHMCS service

A WHMCS product change can affect both recurring billing and the hosting package on the server....

Apply and review client credit in WHMCS

WHMCS client credit can represent received deposits, overpayments or an authorised goodwill...

Back up and restore the WHMCS database and application files

A recoverable WHMCS backup must preserve both business records and the files required to use...

Build a WHMCS staging copy without sending live charges or emails

A WHMCS staging copy can contain real customers, saved payment references and server...

Change a WHMCS service due date without creating a billing gap

Changing a WHMCS service's billing cycle or due date affects future billing and may affect...

Change the domain or directory of your WHMCS installation

Changing the address of a self-hosted WHMCS installation affects more than links in the client...

Check WHMCS requirements before installing or updating

Check the requirements of your exact WHMCS release before installing it or changing PHP. A...

Check why a database content import has not changed the visible page

If an import finishes but a page still shows its old content, confirm what was actually...

Choose and test a WHMCS order form for a product group

The WHMCS order form template controls how customers compare products, configure a service and...

Choose WHMCS default registrars and domain automation

Configure a WHMCS registrar connection and its domain defaults before enabling automatic...

Choosing and activating a WHMCS licence

A WHMCS licence authorises use of the billing software under its licence terms. It is separate...

Collect a safe WHMCS module log for troubleshooting

WHMCS module logging helps diagnose communication between the billing application and a server,...

Collect registry-specific fields in a WHMCS reseller order form

Some domain registries need information beyond the ordinary name, address and email fields....

Collect service information with WHMCS custom fields

Use WHMCS custom fields to collect information required to deliver a service or route support....

Complete the WHMCS security checks after installation

Complete the security configuration of a self-hosted WHMCS installation before accepting...

Configure and inspect WHMCS domain synchronization

The WHMCS domain-sync task checks supported registrar modules for current registration and...

Configure authenticated outgoing email in WHMCS

WHMCS's mail provider sends invoices, welcome messages and support notifications. Configure it...

Configure recurring and one-time WHMCS product prices

Configure a WHMCS product's billing cycles from the price you intend to charge for the full...

Configure supported saved payment methods in WHMCS

A tokenized payment method stores a provider reference that WHMCS can use for authorised future...

Configure WHMCS data retention using an approved policy

Set WHMCS retention controls from an approved policy that distinguishes customer records,...

Configure WHMCS domain synchronisation and investigate pending registrations

WHMCS domain synchronisation updates local domain information from the connector's confirmed...

Configure WHMCS invoice reminders without duplicate notices

Payment reminders should tell customers what is due, when payment is needed and whether...

Configure WHMCS promotion codes and eligibility limits

A WHMCS promotion should express a specific commercial offer: who qualifies, which products and...

Configure WHMCS support email piping or importing

Email piping and importing bring support messages into WHMCS. Choose one intended delivery...

Configure WHMCS tax rules for your approved billing policy

Configure WHMCS tax settings from the business's approved tax requirements. This guide explains...

Connect a Plesk server to native WHMCS provisioning

The native WHMCS Plesk module connects billing services to Plesk accounts and service plans....

Connect cPanel or WHM DNS using an existing WHMCS server or dedicated token

Domain Nexus can reuse a cPanel server already configured in WHMCS or connect with a dedicated...

Connect DirectAdmin to native WHMCS provisioning

The native WHMCS DirectAdmin module supports account provisioning and common lifecycle actions...

Connect Vultr DNS and allow the WHMCS server's actual outbound address

The Vultr DNS connection uses a provider API key and must pass Vultr's access-control rules. A...

Connecting a cPanel reseller server to your own WHMCS

Connect WHMCS to WHM so your own reseller business can provision and manage the hosting...

Control when WHMCS generates recurring invoices

WHMCS generates recurring invoices from service billing dates and the configured lead time....

Correct a WHMCS invoice without losing its audit trail

WHMCS 9.0 changes the way administrators correct invoices. Once an invoice leaves Draft, its...

Create recurring service addons in WHMCS

A WHMCS product addon is suitable for an additional service that needs its own billing or...

Create restricted WHMCS API credentials for an integration

Create separate WHMCS API credentials for each integration and grant only its required API...

Create WHMCS administrator roles with appropriate access

Give each WHMCS staff member an individual administrator account with a role matched to their...

Create WHMCS support departments and staff access

Support departments route customer requests to the right staff and control how tickets can be...

Customize WHMCS email templates and merge fields

Customise WHMCS email templates so that each message explains the event and gives the customer...

Diagnose a WHMCS cron that runs without completing automation

A recent cron invocation does not prove that every WHMCS daily task completed. Diagnose the...

Handle a WHMCS order held for fraud review

Fraud screening helps prioritise order review, but an automated score is not a complete...

Import existing hosting services into WHMCS safely

Bringing existing hosting services into WHMCS requires an inventory of the remote accounts and...

Import the exact Nabtech domain price matrix into a WHMCS reseller installation

The current WHMCS connector includes an exact catalogue-sync addon for registration, transfer...

Installing WHMCS on a compatible hosting account

Install WHMCS only after confirming a valid licence and an environment that meets the...

Investigate a paid domain renewal that did not reach the registrar

A domain renewal is complete when the registrar confirms the additional registration period. A...

Investigate a paid WHMCS order that did not create hosting

When a paid hosting order does not produce a working account, determine which part of the...

Investigate a WHMCS connector order blocked by reseller account status

A domain order can be blocked even when the WHMCS connector is installed correctly. Check the...

Investigate failed automatic payment captures in WHMCS

When automatic payment capture fails in WHMCS, first determine whether no attempt occurred, the...

Investigate missing WHMCS client emails

When a WHMCS email is missing, trace it from the application to the sending provider and then...

Maintain a custom WHMCS theme across upgrades

Update a custom WHMCS theme alongside the application release it supports. Keeping an old theme...

Manage client users and permissions in WHMCS

WHMCS separates the client account that owns services from the users who log in to manage it....

Match the web and cron PHP environments for WHMCS

WHMCS can load in a browser while its cron fails because the two use different PHP binaries or...

Move a self-hosted WHMCS installation to another server

Move a self-hosted WHMCS installation as one coordinated change involving its database, files,...

Move WHMCS writable directories outside the public web root

Move WHMCS writable directories outside the public web root to prevent direct web access, then...

Offer and reconcile WHMCS mass payment invoices

WHMCS Mass Payment lets a customer settle several outstanding invoices in one transaction while...

Offer branded registration certificates through the WHMCS connector

The WHMCS connector can offer customers a branded domain registration certificate containing...

Organize and maintain a WHMCS knowledgebase

Organise the WHMCS knowledgebase around tasks customers need to complete. Each article should...

Organize WHMCS products into customer-facing groups

Use WHMCS product groups to organise the catalogue around customer needs, such as shared...

Plan a client-data import into WHMCS

Import client records into WHMCS using a supported workflow and a reviewed mapping of source...

Plan an upgrade from an unsupported WHMCS version

Plan an upgrade from an unsupported WHMCS version as a sequence of compatible transitions. Very...

Prepare a dedicated database for WHMCS

Create a dedicated database and user for a self-hosted WHMCS installation. Keep its credentials...

Process and reconcile a WHMCS refund

A WHMCS refund must match both the customer's approved refund and the movement of funds at the...

Protect the WHMCS administrator sign-in area

Protect WHMCS administrator access with individual accounts, suitable permissions and strong...

Publish controlled customer downloads in WHMCS

Use WHMCS downloads to distribute approved files with clear access rules and version...

Reconcile WHMCS reports with invoices and transactions

Use WHMCS reports to answer a defined operational question, then verify the report's date...

Record an offline payment against the correct WHMCS invoice

Record a manual WHMCS payment after confirming that the money was received through the approved...

Resolve duplicate recurring payment subscriptions

If a customer appears to pay twice each renewal period, compare the actual provider...

Review and accept a WHMCS order without duplicate provisioning

Review a WHMCS order by checking its payment, risk information and delivered items before...

Review and retry failed WHMCS module actions

Module Queue records failed automated actions involving service or domain modules. It gives an...

Review registrar TLD pricing before importing it into WHMCS

Registrar TLD Sync can import supported extension pricing into WHMCS and apply a selling-price...

Roll out two-factor authentication for WHMCS users and staff

Enable two-factor authentication in WHMCS with a tested enrolment and recovery process. This...

Run an end-to-end WHMCS test order before launch

A complete WHMCS test order checks the customer journey and the operational result. A...

Schedule the WHMCS system cron and daily automation

The WHMCS system cron performs due automation tasks such as invoicing, payment processing and...

Set and review WHMCS late fees

WHMCS late fees should implement the company's approved customer agreement. Decide the amount,...

Set up a consistent WHMCS support ticket workflow

A consistent WHMCS ticket workflow makes the next action and owner clear. Use customer replies...

Set up prorated WHMCS product billing

Prorata billing aligns new service periods to a chosen billing day and charges an appropriate...

Set WHMCS domain registration transfer and renewal prices

WHMCS domain pricing needs separate registration, transfer and renewal values for each...

Set WHMCS suspension and termination automation deliberately

WHMCS automation should implement the hosting company's approved billing and service policy....

Track a domain transfer order in WHMCS

Manage a domain transfer as a process that continues after payment. WHMCS can submit the...

Troubleshoot WHMCS payment callbacks and unpaid invoices

Payment callbacks and webhooks allow a gateway to notify WHMCS about events independently of...

Update WHMCS manually when the automatic updater is unavailable

A manual WHMCS update requires both the correct release files and the supported database update...

Use the WHMCS automatic updater safely

Use Utilities > Update WHMCS to apply a supported update to a self-hosted installation after...

Use WHMCS server groups to control provisioning placement

A WHMCS server group determines which configured server receives a newly provisioned service...

Why is a WHMCS invoice still unpaid after the customer paid?

When a WHMCS invoice shows the wrong payment state, reconcile the money and ledger before...