From Resellerclub CP to WHMCS

[Polar]

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?

[sentq]

if you have all your WHMCS configuration done, you can simply

 

1) Login to WHMCS admin area.

2) Create new account with your client information.

3) Place new order for this client:

.1) Make sure "Order Status" is "Pending".

.2) Select from "Product/Service" the package/plan he already have.

.3) Specify Domain, Billing Cycle, etc.

.4) In "Domain Registration" choose "None".

.5) Now click "Submit Order".

4) Now you should navigate to "Pending Orders" page, and for our order we need to accept it, but first you need to untick "Run Module Create" checkbox.

 

This way your client will get his invoice in time, and no need to place new order in RC.

[Polar]

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?