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My clients get notifications about upcoming Domain and Hosting renewals, but we also offer things like maintenance, SSLs and I'd like to also have them sent an email before the renewal date for those. Especially the SSL as the clinet needs to know that there will be a short blip on their site while the new SSL is being installed. I can see that for a product, I can select a WELCOME email and a TERMINATION email, but not a renewal one. Does anyone know how I can do that? Once in a while, I get clients that act all surprised when they're billed for renewals (:rolleyes:) Thanks!

Aha! Yes, I see it now. (DUH). Was assumung that becsuse the "from" address I was seeing in outlook was my support address that there was no customer contact details. Many thanks... so, that's my afternoon gone, replying to all those contact. 🙂

Hi, I'm not sure when this has happened, but the emails I'm receiving from my pre-sales contact form is missing most of the fields from the contact form. All I'm getting is my logo and the message text. I don't get the subject, and most importantly the EMAIL ADDRESS of the customer... not a huge lot of good! :) I've just updated from 7.7x to 7.10.2 but no improvement. Im guessing it's something in the contact.tpl or something like that. Anyone able to point me in the right direction here? Thanks!

I've created a ClientAreaPrimarySidebar for a new set of pages in my installation which contains a handful of related pages for visitors that want to create a new website using our design service or self-service by just buying hosting from us. I can't seem to figure out how to set the ACTIVE page so that it's hilighted in the menu when the page is being viewed. I'm sure it's going to be a one-liner involving the page ID or something but I just cant find it in the docs. I'd guess it'll sit either in the .TPL or parent .PHP file. here's a menu line setup example from my menu. // Add design service link. $webDesignPanel->addChild('design-service-link', array( 'uri' => 'new-website.php', 'label' => 'Our design service', 'order' => 1, 'icon' => 'fa-cubes', )); Thanks.

Aha! That looks like the one. Thanks!

Hi, I wonder if anyone has had this problem. I'm setting up a relatively complex account for a customer and have set the client account to INACTIVE while I'm doing that and unchecking all the invoicing boxes when creating new orders for services and things for their account so that I can invoice everything properly when everything is set up. Last night, the account activated itself and the chron-job sent them an invoice for part of the job, which was a little embarrassing. The only thing that I did last night was to click the create button for the HOSTING account in the client profile pages (using Heart Module) so that I could pre-setup the email accounts. Running WHMCS 6.02 btw. Anyone know how to stop this happening?

Okay... I think I have it working. Some things that seemed to work for me when filling out the order. 1. don't put www in the domain name fields. 2. Put the hosting account username and password (find them listed at: https://customer.heartinternet.co.uk/manage/domaincp-domains.cgi) 3. Remember the username is the domain name without the www All seems fine, even adding a domain name by itself to an account, which I just tried. I also am now able to suspend an account (takes a little while to happen) and unsuspend - though the website has gone back to the "This page has been reserved for future use" page. The files are all there though. This has gone slightly off topic, so perhaps an admin can shift this to a new thread for me?

I had to enter mine all by hand. It wasn't a massive chore though.

I'm in the same situation. I want to import all my clients and their account from Heart to WHMCS. There's a page: http://docs.whmcs.com/Importing_Data which talks about how to manually do it, and I'm prepared to slog through this but the trouble is it didn't import the domain when I tried it. I followed the Manual Client entry and although menus in version 6 seem to be slightly different to what's described in the documentation, it kind of fits. I then went back and tried the step to order a doman separately and it fails saying no service or product was included. It's a .com domain, a linux server in the account I'm transferring and I'm running 6.02 Any clues? - - - Updated - - - Hmmm... seems it's not working AT ALL. I tried to suspend the account (it's one of mine, so no harm) to check if WHMCS has control over the account and it says: 1400: Hosting package does not exist despite the account being flagged as active....

Hi, I'm beta testing our lovely new WHMCS installation and so far it's going very well and I'm LOVING WHMCS. I thought I'd try my first "REAL" account with a new customer (who has the patience to allow me to muck about for a while!). Their account requires a .co.uk domain to be transferred. So, I selected transfer domain in the cart process, it added it to their account, billed for it etc and then the hosting account setup (with Heart) failed with an error about the domain not being available for transfer. Now, this is fine and correct as the IPSTAG wasn't changed. I did this on purpose as I'm sure that a lot of customers won't know they need to do this. But outwardly, to the customer there's no sign that anything has gone wrong. The account setup failed and is now sitting there doing nothing. I tried letting the CHRON job run to see if it sent any reminders about pending domain transfers, but nothing. I then set the IPSTAG and ran the CHRON job again when I saw it had taken effect, hoping that it might pick this up and complete the setup but nothing. So, my question(s): What should the proper process be to allow customers to transfer domains when buying hosting, and is the process supposed to be automated? It's going to be a pain to have to manually check each account setup and hand-hold the domain transfer. I suspect that if I go to the services setting in my control panel for the user's account and issue a CREATE command that it'll go ahead and complete the setup , but I really don't want to have to do this manually - I might miss one and cause delay and disappointment to my lovely customers! The process seems to be smooth for .COM domains, as the system set up an account with a reference domain, presumably waiting for the domain purchase... it remains to be seen how things go with a LIVE domain purchase though. Thanks in advance! Andy

... I'll have a poke about. Maybe I broke something? - - - Updated - - - Okay, well I changed the javascript from var submitForm = $("#submitfrm").find("form:first"); submitForm.submit(); to var submitForm = document.getElementsByName("paymentfrm"); submitForm[0].submit(); and it's working now. Hmmm...

Thanks for the quick answer. I took a look at that setting and it's already set to "Automatically forward the user to the payment gateway". the link to the invoice seems to be hardcoded. I'm using a coy of 'verticalsteps'

Oh.. hang on. Found it! The auto-submit form on forwardpage.php seems to go directly to the viewinvoice.php - I need to put in a link to PayPal. Bet that'll work. - - - Updated - - - Thanks for the quick answer. I took a look at that setting and it's already set to "Automatically forward the user to the payment gateway". the link to the invoice seems to be hardcoded. I'm using a coy of 'verticalsteps'

Hi I really can't seem to find the option to stop the customer's invoice appearing before they are taken to the gateway site. Presently, the customer clicks on checkout, then they're taken to the redirect page (with the moving bar thingy) after a couple of seconds it goes to a page showing their invoice. I want it to go direct to PayPal as I'm sure most people won't think to click on the Pay Now button at the top of the page. I also want a smoother customer experience. I notice that the demo site doesn't show the invoice but goes directly (though the page fails) to the gateway. Any help would be brilliant as I'm pretty close to getting my installation working now and finding WHMCS BRILLIANT!

I'm still getting my head around customising WHMCS - it's bloody brilliant though! I've created a custom template and order form template in the way that the documentation shows, switched to my new template and order form in the settings on my dashboard and am able to start making some changes. I've taken 'verticalsteps' as my base code to work on for the order forms, BUT for some reason that I can't figure out, when I enter the cart sequence to start making an order, the theme is 'vertical steps' for the first few steps, then switches to my template for the others. I've tried echoing the variable {$carttpl} in the header to prove this. step-1: verticalsteps step-2: verticalsteps step-2(choose options: my setting step-3: my setting Why on earth isn't it using the template and order form that I specified in the settings for ALL the steps? (I noticed there were a handful of absolute paths in the vertical steps templates, so I've corrected those, but that wasn't the problem). Hopfully I've just made a noob mistake. Thanks, Andy - - - Updated - - - Aha... got it! http://forum.whmcs.com/showthread.php?87111-Orderform-Template-Issue