Polar

Wanted to share my experience on this issue. After a great deal of googling I found that some WHMCS users suggested to untick the "pdf" option in settings >> invoices, then save. Then tick it again, and save. From what I was reading that should do the trick. Well, not for me. Untick, save, tick, save. Go to invoices, send "invoice created" email. No pdf attached... So this is the trick. If you ever experience that the pdf is not included, do this: settings >> invoices : untick PDF - save Go to main screen / root page Return to settings >> invoices : tick PDF - save Then go to invoices and resend the invoice created email. PDF should now be included. At least, it worked for me Costed me 2 days of trial and error...

YES YES YES !!!! STUPID ME !!! That was what I was looking for. I must admit, there is a LOT of information on that Summary screen. I was staring myself blind on other things. Thank you for bringing this to my attention Next stop : Manage DNS zone files from within WHMCS when using Hexonet.

To be honest... I've been mixing several questions and situations, and my question above is only partially correct... The DNS servers can be changed from the client side. But not the zone file. However, I see that other modules are available in the appstore to edit zone files from within the client area, all depending on what provider or platform you are using.) I guess I'll need to talk to my provider then... But the part about needing to login with customer credentials is still valid. The case was this. When I renew a domain from the admin panel, no invoice is generated automatically. (this happens often when I speak with a customer where they ask ME to renew it for them). I need to create a manual invoice. But if I do this from the client area, the order is placed, an invoice is created, and renewal is done after payment of the invoice. So it is here that I wonder why the admin not has access to this feature. If I need to do this from the client area in order to follow the above mentioned flow, it would be nice to do this without the need of loging in with the customer credentials. Something I am overseing?

I want to edit the zone file for a domain of a customer. I am in the WHMCS admin panel. I follow this path: Clients >> domains (/whmcs/admin/clientsdomains.php?userid=1) When I am on the domain page, I click the link "Client Area" (top left of my screen). This brings me to the main page /whmcs/. Top right it says "Logged in as Administrator". From here I want to get access to the client area for editing the DNS zone file. (/whmcs/clientarea.php) It looks to me that the only way to get there is to login with the customers credentials (which are unknown to me). Is this the way it is supposed to work?

Thank you very much. This was helpfull, however, I'm not quite out of the woods... I just did a renewal for a domain name. I did this directly from the admin cp in WHMCS by clicking RENEW from within Customer/Domains. I can see in my registrars cp that the domain renewal is paid for. But what I am missing is the automatic invoice from WHMCS to the customer. Isn't there a link between the two? For sure I did oversee something here ... How can I fix this? Iow, I now need WHMCS to create the invoice for renewal, without sending another renewal request to the registrar. The domain extention and pricing is setup correct. How do you suggest I go about?

Hi all, I opened a fresh account at Resellerclub. For starters I was not using WHMCS. I created a new customer, and ordered a webpackage on behalf of the customer. Account was created, package activated. Invoice not send (I was not certain how to bill him, so decided I could always send the invoice later). After this install, I decided to use WHMCS for billing and provisioning. In WHMCS I have started with adding new customer 2 with a new package. aLl works well. Now for customer 1: I created customer 1 in WHMCS, witht he same information as I have in Reseller CP. But what I am uncertain about is how to let WHMCS deal with the package I need to create for this customer. I can not order a new package, because then Resellerclub would activate a second package for this customer. Is there a way that I can create/assign the package in WHMCS, just as it is created in Resellerclub CP, without triggering a new install in RC CP? WHMCS needs to send an invoice to the customer. Or would it be easier just to delete the order in RC CP, and start all over again from WHMCS. (in RC CP I can cancel since I have a 30 days money back garanti). I know there is an import module (free WHMCS tools V2) but that seems like overkill for this one customer. Other then that, I see under utilities the Cpanel imort function. But there is no cPanel server listed. I assume that under Setup/products,services/Servers the server needs to be setup, right? On the server page it says: "This is where you configure all your servers so that WHMCS can communicate with them. The default server for each module is marked with an asterisk *. You must select a default server for automatic setup to function correctly." But I never now what server is going to be assigned by Resellerclub... So question here is: do I need to use this, or is it only if you are running your own dedicated servers?