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Saturday, 05 March 2016 12:03

Manually adding Domains to WHMCS

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This process can be useful if you:

  • Want to setup a domain record in WHMCS but have already transfered the domain in directly by your Registrar.
  • You have created an account on your WHM server manually and need to add in a matching record for the domain.
  • You have run the WHM import utility but now need to add all of the domain records into WHMCS to match the cPanel accounts added.

Instructions

Manually adding a domain name does not required that you have configured TLD and their registrars. What having these setup before this process means is that all the settings, price and associated registrar will be correctely written in to the domain profile.

  • if this is the first domain and you get the following message displayed, just click on 'Click Here' and go to the next section:

    No Domains
    No domains found for this user. Click Here to place a new order.
  • if this is the second domain that is being added you need to go to the summary of the client you are working on and click on 'Add New Order' in the middle of the page and then proceed to the next section

Next Section:

  1. The clients name will be auto filled in
  2. Goto 'Domain Registration' section
  3. Select 'Registration' (as per WHMCS wiki)
  4. Enter the domain i.e. example.com
  5. Leave registration period alone, should be set to 1yr usually.
  6. Don’t add domain addons as clients don’t need these (optional)
  7. Goto 'Order Settings' section
  8. Untick all the boxes unless the customer needs notifying
  9. Put order status to Active (unless Pending is required)
  10. Submit order
  11. Click on the 'Domain' link. It should be the only one under the item column
  12. Get the whois record for the domain and fill in the 'Registration Date' and 'Expiry Date' for the domain, click save changes. (If you have Due Date and Expiry date CRON setup you don't need to do this althought it looks betters until the database is synced.)
  13. Goto the 'Products/Services' Tab and get the 'Next Due Date' for the relevant account, copy and Paste that into the 'Next Due Date' on the Domain page for the domain that has just been setup. Save changes
    • (Not Sure this is needed)
    • Currently I am using the 'Next Due Date' for the domain expiry as well so the date ranges billed for look correct on a customers invoice
  14. Also make sure the registrar and payment methods are the same to ensure a free domain is applied.
  15. If this is a second domain that you need to add as free, use a coupon code to add 100% off see http://docs.whmcs.com/Promotions, ie. Free Domain

Notes

  • When setting up a domain, the first and recurring pricing amounts should be the same
  • On my developers accounts where the actual hosting is free I can not match up 'Next Dues Date' so I just use the expiry date and put the price down to 0.00 or you could use promo code (not Preferred) which has 100% off /Free

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Read 2903 times Last modified on Sunday, 06 March 2016 17:03