I'm using the trial and have questions/problems

[ShoresPC]

Packages

Ok, do I setup my packages in WHM or set them up in WHMCS? I setup packages on my server prior to installing WHMCS, so when I was adding packages into WHMCS I just told it my package name and did not fill in quota information. New accounts were created with the correct quotas set in WHM, except CGI access was not granted. So should I create packages in both places? This seems redundant.

New accounts

I set it to automatically create and setup accounts as soon as the order is placed, they set themselves to pending and will not setup until I login and press the create button, however Confirmation and Welcome e-mails are both sent. As for manually accepting the orders… If I hit accept order without checking the create account box then I have to find the order, set to pending, then reaccept it but this time check the box to create the account. I noticed that on existing functional hosting accounts that I view in my WHMCS admin area I still have a “create” button along with the terminate, suspend, etc., not sure why this is though, and why I don’t see it when I actually need to create the account.

I also had a problem where it said a username (testo) was reserved and failed to create the account but it changed the order status from pending to complete, I then had to find the user and press the create button. These are free accounts, as I am just testing. Not sure if that has any effect.

 

Upgrade/downgrade packages

Whenever I upgrade or downgrade a hosting package, everything is successful as far as I can tell, except in the gold box instead of saying it worked, it gives me an error saying “Server command error. An unknown error occurred.” The package changes, quotas change, I do not know what is failing.

 

 

Sorry if that is a lot to read, I trialed WHMCS a couple weeks ago and gave up, heard a lot of good press and decided to play again. I have heard so much good I can't believe I am having problems.

[Matt]

Packages

Ok, do I setup my packages in WHM or set them up in WHMCS? I setup packages on my server prior to installing WHMCS, so when I was adding packages into WHMCS I just told it my package name and did not fill in quota information. New accounts were created with the correct quotas set in WHM, except CGI access was not granted. So should I create packages in both places? This seems redundant.

If you have root access then there's no need to set them up in WHM. If you have reseller access, then they must be setup in WHM. If the package is setup in WHM, then you only need to enter the package name in WHMCS.

 

New accounts

I set it to automatically create and setup accounts as soon as the order is placed, they set themselves to pending and will not setup until I login and press the create button, however Confirmation and Welcome e-mails are both sent. As for manually accepting the orders… If I hit accept order without checking the create account box then I have to find the order, set to pending, then reaccept it but this time check the box to create the account. I noticed that on existing functional hosting accounts that I view in my WHMCS admin area I still have a “create” button along with the terminate, suspend, etc., not sure why this is though, and why I don’t see it when I actually need to create the account.

Sounds like you might not have a default install server set in Config > Manage Servers.

 

I also had a problem where it said a username (testo) was reserved and failed to create the account but it changed the order status from pending to complete, I then had to find the user and press the create button. These are free accounts, as I am just testing. Not sure if that has any effect.

WHM does not allow usernames to contain the words "test" or "demo" so they will fail to be setup.

 

Upgrade/downgrade packages

Whenever I upgrade or downgrade a hosting package, everything is successful as far as I can tell, except in the gold box instead of saying it worked, it gives me an error saying “Server command error. An unknown error occurred.” The package changes, quotas change, I do not know what is failing.

You'd need to open a ticket for us to take a look at this once you've purchased your license.

 

Matt

[ShoresPC]

They said you would be helpful .

 

As for the packages, I tried just entering the package name as it is in WHM, but the checkbox items do not work. I have a package setup in WHM and CGI access is checked, but when WHMCS sets it up, the quotas are all correct, but there is no CGI access. Currently I'm filling in all the info in WHMCS and that is working, so that is alright I suppose.

 

You were right about the default server, accounts setup automatically now, thank you.

 

I didn't know usernames couldn't contain test or demo, makes sense. However WHMCS let me create an account with a domain test.com and it tried to setup the account with that username.

 

I'm still having this upgrading/downgrading unknown error thing, that is what is bugging me the most right now. If I am logged in as the customer and order an upgrade/downgrade it appears to work fine, but then I login to the admin area and do the same thing I still get this error. I guess I'll open a ticket if I buy. I probably will, everything else is working out pretty good.

[ShoresPC]

I just thought it would be interesting to note that upgrading/downgrading packages always produced that error until I started entering all the package information in WHM and in WHMCS. It works fine now, as long as I enter the package info in both places. This also solved the problem of CGI access not being granted even though it is checked in WHM, when checked in both it works.

[Matt]

Upgrading/downgrading packages only uses the WHM Package Name so entering all the individual quota data would make no difference and the CGI checkbox will have an affect but only when creating the account - not upgrading/downgrading.

 

Matt