somecows
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Everything posted by somecows
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Thank you.
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Thanks for your reply. it would be nice if WHMCS were set up to cancel the invoice automatically, since obviously it should not be paid once the domain is transferred away. However, I will just go in and cancel it manually. So as far as you know, it won't continue to renew / generate invoices in the future? The client is concerned because when he logs in to his client area of WHMCS, it still says "auto renew" after the domain, even though it also says "Transferred Away". Thanks again
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hello, I have WHMCS set up with the Enom reseller program and a client recently transferred a domain away to another registration. The transfer was successful and in WHMCS the status now says "Transferred Away". I was assuming that the invoice that existed for the domain renewal would be automatically cancelled, but that does not appear to be the case. just wondering if this is expected behavior or not? thank you
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Thank you for your response. It still looks quite pixelated, but much better. Does it matter what the resolution is? The thing I am confused by is the 75. If 75 is the width of the logo, why do you say to use an image that is 300x60? I had originally uploaded an image that was 75px wide, thinking that was the desired width - but that's obviously what was causing my problem. I guess it doesn't really matter, it's just confusing. And it would be nice if WHMCS would specify the required dimensions in their documentation. Do you have any idea if I can expect this logo to get overwritten whenever there is an WHMCS update? I SWEAR that has happened in the past, but perhaps I was doing something wrong. Thank you again.
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It has come to my attention that if a client tries to download a PDF version of an invoice, instead of my logo, it contains a generic and unprofessional "upload your logo here" message. I have taken care of this step many times over the years, but my logo always seems to get deleted and replaced with this message? At any rate, can someone help me do this properly? I uploaded a logo to /assets/img/ but when I view it on a downloaded PDF it is giant and pixelated. I just want something that looks neat and professional - I would rather avoid editing template files, etc., if possible. If someoen could just let me know the proper resolution and default dimensions that the file should be to display properly, that would be great. Thank you in advance.
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I apologize if this is not the right forum for this question - I wasn't sure which forum was most appropriate to choose. I should also say that I ask this question in the most polite way possible. I am not trying to be rude, it is a legitimate question. I am writing to see if any WHMCS users or staff have suggestions about how to get support from WHMCS. I pay annually for support, and of course when I have a problem, I submit a support ticket explaining my issue and requesting help. I am polite and professional and try to provide as much relevant information as possible. Almost without exception, I am unable to get help. And if I do finally get help, it is only after hours or days of back and forth. WHMCS never seems to believe I have a problem, they just insist from the get go that it is not on their end, that the problem is with me, or my server, or my email program, that the problem does not exist at all, etc. Of course, sometimes this is the case, but usually it is not. Regardless, I find it unsettling that when I open a ticket, the immediate response of WHMCS staff is to deny that they can help me, rather than wanting to help. It is frustrating and seems to waste so much time. If anyone has any general advice on steps they have taken to successfully get help, I would appreciate the input. I have a lot invested in WHMCS at this point and it would be hard for me to move to another system. If this post should be moved elsewhere, please let me know. Thank you very much.
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hi there, under general settings -> mail i used to use PHP Mail, but was having some messages to clients get rejected as spam, so wanted to try using SMTP instead. I entered all the relevant info for the email address i want to use which is mail@domain.com. i believe everything is working fine, in the sense that i am able to send test messages to clients and they get through, invoices get delivered, etc. however, i have discovered that this change had caused a problem in my support ticket system. for support tickets, i use the address support@domain.com. this is all set up in the support -> support departments section. it used to work fine, but since the change, when clients open support tickets, or when i reply to support tickets, the messages get sent to clients from mail@domain.com instead of from support@domain.com. this is not how i want it to work, but more importantly, it has broken the piping system, since messages are not being generated from the proper support department address. my email is hosted my gmail / google apps / gmail for your domain. i contacted whmcs support about this and they said it sounded like gmail was not allowing me to send messages from more than one address. however, i know i have these two addresses set up via gmail and i can able to login and send via both of them with no problem. wondering if anyone out there has experienced this. thank you
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hello, so i have a reseller account set up with enom and have it hooked up to whmcs and all that. it seems to be working ok in the sense that the domains in my enom account all are synced with my whmcs program and changes seem to go back and forth ok. ie changes to nameservers etc. however, i just tried to do my first domain registration via whmcs and im not sure if it worked. the checkout process went fine, and the domains are correctly associated with the proper client account within whmcs, but when i login to my enom account at the enom website i do not see the domains listed anywhere. does it take a while for them to appear or should it be instantaneous? i also noticed that although i specified certain nameservers during the checkout process, those nameservers are not showing when i look at the product details for the domains within whmcs. thanks
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hi tonsofstores, i really appreciate your help but dont think i quite get it. i understand that i can create a client group and figure out what % discount i would need to apply to get the price down to 35. although it would probably be hard to get it to exactly 35 on the dot but i guess thats not important. but anyhow...so i do that, and then she drops one of the 5 domains. why will the next invoice still be 35 dollars? thank you!
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well...normally i charge 9.95 for this particular web hosting account. this client said hey, i want to host 5 accounts with you, can i have a discount. shes a friend too. anyhow so i said sure, how about 5 accounts for 35 dollars per month, and she said fine. so i guess there are two ways to look at it - you could say its one product that includes 5 accounts, or you can say its 5 separate products that are specially priced. it doenst really matter that much, im just trying to figure out the best way to enter it into the system. so i guess i was just wondering if there is an *alternative* to setting up a new product which is the same as my 9.95 product, but charging 7 dollars for it instead. in a way i think its more accurate to say this is 1 product with 5 accounts as opposed to 5 products, becuaes if its 5 products, the client could cancel one and still get the 7 dollar per account rate on the remaining 4. when in fact the special rate is contingent on paying the full 35 for 5 accounts. but anyhow regardless of the philosophy behind it, just wondering what options are in this situation. i mean would it be better to create one product with one domain that costs 35 dollars and just have notes saying waht the otehr 4 domains are? that makes me nervous because if there is a domain/account on the server, i like it to be reflected in whmcs.
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i guess what you are saying makes sense for addon domains. what about in the case of one product with multiple independent accounts. for a specific example, i have a sort of vip client and i just charge her 35/month for 5 totally separate hosting accounts. is there any good way to do this besides just creating a 7 dollar plan and assigning 5 of them to her? thanks!
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I have searched the forums and found rumblings of this question but no real answer. Is there *any* straightforward way to have more than one domain associated with a particular product? Like say I want to offer a hosting package where you get hosting for 2 domains for 20 dollars per month. Obviously I could just add two products to the client account at 10 dollars per month each, but thats not really correct. is there any other way to do it? Is there any way to say ok here is a 20 dollar product that includes two domains? Or what about addon domains? i would like to offer the option to do an addon domain for say, 5 dollar per month or whatever. what would be the best way to do this? i can set up a configurable option, but there is no where to put the domain name. what do people do in these situations? what is the most clear and straightforward way to manage it?
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Not Quite Understanding Billing and Invoice Options
somecows replied to somecows's topic in Using WHMCS
vincent1, if you go to general settings and then to the invoices tab, there is an option that says "Enable PDF Invoices". i dont know for sure but i think this maybe is the setting you are looking for? -
Not Quite Understanding Billing and Invoice Options
somecows replied to somecows's topic in Using WHMCS
That all makes sense, thanks. So rather than giving clients the payment options "credit card, paypal, etc" it might make sense to give them the options "get billed automatically, make manual payments, etc". if we are allowed to make suggestions for future versions of whmcs, i might suggest that this be worked into an option somehow. when clients sign up, i imagine they would like to explicitly choose whether they are charged automatically or not. for instance, when i pay my bills online i dont wind up getting automatically charged for future bills unless i "enroll" in some sort of automatic payment plan. at any rate...so just to clarify, even clients who get charged automatically, on a monthly basis, will get a monthly invoice generated, correct? does anyone out there have any experience with this, do clients find it annoying? it seems like it might be annoying to get an invoice every month that you dont really have to "pay", since it will get paid automatically? at the same time i cant disable invoices as a whole because obviously lots of clients will require them. thoughts? am i overthinking this? -
hello, i read both those things, thank you. i guess i am missing something, but the way i am reading them they still seem to be in conflict. if attempt only once is checked, it means that a card will be billed only once and if it fails, it will not be retried until the client makes some change. if i have retry every week for set to 2, that means whmcs will attempt to bill the card once a week for 2 weeks. ok so...both of those things cant be true. are they not in conflict with one another? if it retries the card once a week for 2 weeks, then it is not attempting only once. so which takes precedence?
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Hello, Sorry, I feel like I always ask such broad general questions. I am having a lack of clarity when it comes to how automated billing/charing is supposed to work. All of my products (web hosting packages) are set up as "recurring". Is that correct? And each has a monthy, bi-annual, and yearly payment option. And I give clients the choice to pay by authorize.net, paypal, or mail in check. So the thing I don't understand is how these different things are treated by whmcs. if someone signs up to pay by check then obviously an invoice is generated every month or 6 months or whatever, i get that. but what if someone signs up to pay by authorize.net, does that mean that their card will be automatically charged every month, 6 months, or year? is there just an assumption that using authorize.net as a payment gateway means automatic billing? what if someone is paying yearly and chooses to pay via authorize.net but does not intend to be automatically billed? what if they just expect to receive an invoice each year and decide each year how to pay? what about paypal, which seems to lie somewhere in the middle? if someone chooses to pay by paypal do they get charged automatically, or do they just receive an invoice automatically that they need to then address? sorry i am not phrasing all this well, but im just trying to understand the relationship between the payment gateways and whether people's cards are charged automatically, i guess. thanks
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Can someone explain to me the interaction between the settings "Attempt Only Once" and "Retry Every Week For" as found in setup -> automation settings? I believe I understand what each of them means on their own, but they seem to be in conflict with each other. If you have the former checked and the latter set to, say, 2, what happens? Thanks!
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Cool well, at least I understand now. So one final question and that's it hopefully. Say you have a LARGE company with, I don't know, dozens of help desk tickets per day. That would be a LOT of correspondence and a lot of emails getting downloaded via the support department address - none of which are really necessary. how do the creators of whmcs imagine people will handle this situation? is the idea to use a support department email address that is just sort of in the background, that you never check? im just wondering what the "best" way to set it up is.
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i think what i am having a logical problem with is the distinction between the administrator email address and the support department email address. the way it seems to work is that the administrator, but not the support department, receive notification when a ticket is opened. and then both receive notification when a ticket is updated - the administrator because he is subscribed, as it were, to the thread, and the support department because it is literally the account to which correspondence is sent. so in other words, my administrator myname@domain.com receives notification of tickets being opened and responded to because it is subscribed to the support department in question. meanwhile the support department address mail@domain.com receives the actual email responses sent by the client because mail@domain.com is the address to which the client is sending messages. so i guess i find that to be confusing. i guess i figured that the messages would somehow get sucked into the piping system and would not ALSO be available for download via my email software. in other words, if a client updates a ticket by responding to it via email, which essentially just involves emailing the support department address, i figured that message would get sucked into the ticketing system and thus would not be on my server available for download via pop or imap. also, i notice that the support department email address mail@domain.com can not be used to jump into the conversation, as a third party. so in other words, the piping system works fine when the client responds to a ticket or when the administrator address myname@domain.com responds to a ticket, but if i try to respond via the support department email mail@domain.com nothing happens, ie no piping occurs. does that make sense? is that how its supposed to work, because thats definitely how mine is working.
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yes that is all correct. both my default system address and support department address are mail@yourdomain.com. my administrator address is myname@yourdomain.com. i just submitted a ticket using a gmail address and here is what happened: 1. the client got a confirmation email at their gmail address. 2. i got a notification at my administrator email address myname@yourdomain.com. 3. a ticket was opened that i can see via the web interface. however, no notification was received at the default/support department email address, mail@yourdomain.com. is that proper? i assumed that the support department email address would receive notification when a ticket had been opened? regardless, i then responded to the ticket via my administration email account, myname@yourdomain.com. this resulted in the following: 1. the client received a response at their gmail address. 2. the ticket was updated in the web interface. 3. an email was received at the default/support department email address, mail@yourdomain.com. so i guess this is the part that confuses me. this address was not involved initially in the sense that it did not receive any notification when the ticket was initially opened. but now it gets a copy of the response. that seems confusing? sorry for such a long post, just trying to document everything.
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Thank you vchosting, I am about to test this out. First, one question. Can the default email address for whmcs (the default address from which whmcs emails are sent) be the SAME as the support department email address? As I said, I wanted to keep things very simple and not have to check more than one email account, so I set up my whmcs using mail@company.com as the default system address, and then I had wanted to use that also as my email address for my one support department. Is this possible or does it cause problems within the system? Can the support department email address be the same as the default whmcs address, or must they be different. Thanks!
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thanks a lot for trying to help me - so are you saying i cant use an an administrator account email address AT ALL in the help ticket system - ie not to reply to ticket, and so on. or are you just saying i cant OPEN a ticket by sending an email from an administrator account email account?
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hi everyone. i am actually using google aps to host my email, not cpanel. i did set it up the way d9hosting suggested, but it doesnt seem to work. i got an error message that said "blocked potential email loop". i was under the impression you HAD to use more than one email address. but like i said, i still dont get how its supposed to work. say i have mail@company.com as my default address, and then i have a support dept called support with address support@company.com, and then i also have an administrator with the address admin@company.com. and say a client opens a support ticket. who should get notice of that? like, given that scenario, what email account am i supposed to check in order to find the open tickets and the replies that the client makes? i was assuming notification of the open ticket would wind up in the support@company.com email box, but in fact it does not. anyhow im super confused about all of this and how to set it up.
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I am trying to set up my WHMCS and get email piping working for my support departments. However, I can't quite grasp the logic behind what is *supposed* to happen, and thus I can't move forward with seeing if things are working the way they should be. I think I am confused about how email is supposed to be set up, in general. My company is very simple and I just want things to be as easy as possible - I don't need multiple support departments, I'd be happy with just one, I'd be happy with just one email address, really. I was hoping someone could sort of...walk me through how email is supposed to be set up? To start with, when setting up whmcs it asks for "The default sender address used for emails sent by WHMCS". I assume this is supposed to be something very generic? I am using mail@company.com. Does that make sense? If so, is this an address that is supposed to receive mail? That is, should I be checking this account, or should I set it to reject incoming mail? Should it just be used to SEND mail, or should it accept mail too? Thanks so much for any assistance.
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Where can I find SPECIFIC instructions on how to use WHMCS?
somecows replied to somecows's topic in General Discussion
Hmm. So I'm not *missing* anything though, right? It's not like what I'm looking for is out there and I just have not found it?
