These are a collection of my WHMCS notes that dont really fit anywhere else.

WHMCS emails and their templates

• only certain email templates are visible on certain pages

• the templates seem to take variables of the pages they are sent from

Billing / Pricing Logic - explains different prices

• the billing calculation is a tricky one and the process should be made clearer. after a lot of contemplation i worked out that whmcs basically has 2 tables where it stores prices. the first is the price of the products etc.. and the second is where a clients price for the product is stored. whmcs at time of purchase copies this price in to the clients table, this table is passive. when billing occurs whmcs reads this information and makes the invoices

• an active pricing logic scheme that is set by pricing rules is then:

• these prices when used are applied to a passive database that is not dynamically updated by the pricing logic but rather just read by the invoicing system and can be manually changed after the fact

Important things to consider about whmcs

I hope these are of use and you really should look at them

• The domain expiry script might no be working and the cron job needs updating see the following webpage below
  http://docs.whmcs.com/Domains_Tabin particular:  php -q /path/to/home/public_html/whmcspath/crons/domainsync.php

• You can now set the renewal date X days before the domain is due for renewal in admin/setup/general settings/domain tab
  Sync Next Due Date        Enable - Number of Days to Set Due Date in Advance of Expiry:

• In admin/setup/automation settings  you should consider you automatic deletion policy
• Also moving your CRON jobs out of the public html directory

Crons

These are working crons for WHMCS. the one with >/dev/null 2>&1 doesnt not output any error or content whcih is used to supress errors.

*/10     *     *     *     *
php56 -c /usr/local/lib/php56.ini -q /home/xxxxxx/public_html/hosting/crons/cron.php >/dev/null 2>&1

5     0     *     *     1
php56 -c /usr/local/lib/php56.ini -q /home/xxxxxx/public_html/hosting/crons/domainsync.php

Other Notes:

• Domain registration/renewal and hosting provision is automatic for existing customers. Although that does depend upon you selecting one of the following auto-setup settings (Setup > Products/Services > Edit > Module Settings tab):
  • Automatically setup the product as soon as an order is placed
  • Automatically setup the product as soon as the first payment is received
• in general settings, invoices, Cancellation Request Handling, Tick to automatically cancel outstanding unpaid invoices when a cancellation request is submitted is set to on, should i have this on

• Only Auto Provision for Existing - is on the general settings ordering tab.
• 'automatic registration on payment' is enabled when you select an autmatic registrar in domain pricing , there is no checkbox And if you want automatic registration to occur on payment, choose the registrar which should be used in the dropdown (more about this furthur down)

• in resellerclub set send customer emails to none. they dont need it, less hassle

• eatmemo wrote http://www.webhostingbusinessbook.com/ which is free from hostgator (check in my ebooks)

• eatmemos resources are here http://www.webhostingbusinessbook.com/resources/
• when creating addons custom name is only required if you want a different name
• server expenses costs are set in the server configuration (used in reports to calculate profit if entered / unsure what calculations this is used for/check this)
• costs/expenses/bills are added in manually via the transactions menu - http://docs.whmcs.com/Transactions , billing /transaction list
• Use configurable options when you want it to be part of the main service (i.e. SSL and dedicated IP can be selected as e-commerce when buying the hosting package) - this option adds it to client groups (this is definitely not for dedicated IP etc..)
• Use product addons for dedicated IPs, SSL etc.. for after account setups or separate billing cycles:
  http://docs.whmcs.com/Products_Management#Addons then when the popup box appears, do not confused. select the product the addons is to be applied to. there should usually only be one product. if you select a pre defined option these will overwrite the blank boxes
• bundles are a good way of setting up e-commerce i.e. hosting + IP and SSL addons
• clicking on a server group name in 'Servers' sets it as default

• how does it know what server a packages is on - client profile page look at help as server is changeable– it doesnt per say, You create packages in WHM, and then set the products in WHMCS to use the appropriate WHM package manually. If you change what type of WHMCS product a WHMCS account is on, it will change the WHM package appropriately

• view order does not exist after import, is this because i imported without setting up pricing properely first - ?
• orders might be created after first cron job – orders are created when the cron job runs
• due invoices might be created after first cron job – orders are created when the cron job runs
• check that cpanel backup script / works (done yes it does)

• create a support account with only 1 email sent but with a real email
  
  create a support@example.com
  redirect email to 111188@example.com
  pipe 111188@example.com to the pipe php
  use support@lancastrian-it as normal
  
  you can create an email pipe with no pop3 account

• Domain Addons - ID Protection, DNS Management & Email Forwarding, these can be managed in WHMCS when supported by the 'Auto Registration'/Registrar instead of going to the appropriate registrar. so unless you are adding a registrar these are useless.
• i setup .com, .co.uk, .eu and setup the costs as per 123-reg inc vat, i used 'none for 'Auto Registration' and none of the Addons were activated on them
• The domain can't be displayed as free until both are added to the shopping cart. A notice is displayed on the domain page listing which TLDs are free. You can add this to the product config. page too if you want or make it more noticeable.
• Could someone please tell me how to make my clients when purchasing a domain through my whmcs, to have hosting, i dont want them to have the option of having either or ;-) I want them to pick a domain and for them to have to have a package
• Create a hosting product and require domain registration. Make the domain free when hosting is purchased. This will ensure all users get a domain and hosting.

• add to instructions use different providers for different tld ie heartinternet for .co.uk, enom for .com etc...