Moving over accounts to use WHM/cPanel/WHMCS

[BigWil]

I am nailing down the process of transferring customers over to a new server running the latest of the above. So far I have the following process determined:

 

Xfer customer using WHM

Assign package and email

Insure the right IP is assigned

Pull into WHMCS using cPanel import

Add the contact information

Add the profile information and assign contact

Add the customer's credit card details less cvv2

 

Verify the following product/service info:

Product/Service: set to proper hosting package

Status: set to Active

Registration Date: set to start of last billing period

First Payment Amount: set to cost of last invoice

Recurring Amount: set to cost of next invoice

Next Due Date: set to when next invoice should be created/charged

Billing Cycle: set to be same as last invoice billing cycle

 

So far that looks pretty kosher. I do have couple questions here though. How do you know that it is going to recur properly? Is there a place you can check to see the recurring items before they hit their due date? Should anything be in the "Billable Items" or "Invoices" tabs at this point or will those populate later after some recurring transactions take place?

 

Now on to the Domains tab. Seems that it is going to be difficult to move over domains seeing as they haven't been invoiced for yet and won't until their expiration dates. I am thinking just adding a domain order the week before it comes up for expiration would be best, thus getting all the items in the system. That will of course take a full year for them all to cycle over and that isn't so feasible in my case. What have other people done for moving the domains over?

 

Look forward to some discussion on this. I know there are fragments answered throughout the forums but it would be nice to get a good "How we did it" thread going on the full process.

 

Big Wil

[BigWil]

Nobody has ever moved/setup customers before? No feedback from anybody? I thought surely this would be a hot topic.