djwmguk Posted January 27, 2011 Share Posted January 27, 2011 Hey, I am ordering a domain to an existing client. I've just merged the client from my plesk system so I need to add just the domain. I'm following the instructions in the importing domain only, however I'm confused. All my clients are on an annual package - so why do I need to set the domain as a monthly billing cycle? 0 Quote Link to comment Share on other sites More sharing options...
D-Litz Posted January 28, 2011 Share Posted January 28, 2011 Are you trying to add a domain to an existing client or are you trying to add the domain to the product/services tab? Have any screen sots of your trouble area? If you have a client already setup and you want to add a domain to there account you have ot use the add new order function from either the client summary page or from the main order tab. There is a wiki on how to do this, but I just looked and cant find it. 0 Quote Link to comment Share on other sites More sharing options...
D-Litz Posted January 28, 2011 Share Posted January 28, 2011 Okay...found it http://wiki.whmcs.com/Importing_Data look at the Manual Domain Only Entry If this is where you have already been, my apologies, I see where it says in the steps, 4. Leave the Billing Cycle dropdown menu set at Monthly I have used that wiki before and never gave that part a thought. It just works. You'll have to wait for one of the more experienced WHMCS users to answer why it has to stay at monthly. 0 Quote Link to comment Share on other sites More sharing options...
djwmguk Posted January 28, 2011 Author Share Posted January 28, 2011 Hey, Its the wiki thingy I was following Manual Domain Only Entry To add a domain on it's own without a product, follow the steps below: 1. On the client summary page, click the "Add New Order" link in the Actions panel 2. The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with 3. Leave the Product/Service dropdown menu set at None 4. Leave the Billing Cycle dropdown menu set at Monthly 5. Enter the domain in the Domain text field and select Register as the Domain Registration Option (even though you aren't intending to register it today) 6. Choose the number of years you next want the client to be invoiced for at the time of renewal and tick any addons the user has for their domain 7. Ensure both tick boxes for sending an order confirmation and generating an invoice are unchecked so the user is not emailed about the order you are adding 8. Finally, set the Order Status dropdown to Active and then click the submit button to add the order to WHMCS 9. You will now been shown the order screen summarising the details of the order you just added 10. Now as the final step, you must go to the domain's information page to enter the correct next due and expiry dates aswell as selecting the registrar the domain is registered with if using one of the built in registrars. To do this, from the order screen, click on the link in the Type column of the items ordered - this will take you straight to the details screen. You have now finished adding your client. By following the steps above, your client will have not been notified that you've added them and will now be invoiced by WHMCS prior to the next due date for the items you have added to their account. The confusion is option 4 (4. Leave the Billing Cycle dropdown menu set at Monthly) - Why does this have to be Monthly if the hosting account is an annual? 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted January 28, 2011 Share Posted January 28, 2011 It says "leave the billing cycle" as it's irrelevant 0 Quote Link to comment Share on other sites More sharing options...
djwmguk Posted January 28, 2011 Author Share Posted January 28, 2011 ah that's cool! Thank you! 0 Quote Link to comment Share on other sites More sharing options...
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