Manually creating order instructions please...

[theviewer1985]

Hi guys..

 

OK so it seems that most of my orders seem to involve me creating it myself from the backend rather than the client doing it from the website. So after a year or so of using WHMCS and always reaching the same confused areas I thought Id ask for some answers. Please see the attached photo

 

Right, so when I get to that point, the client will receive the order/invoice in their email but won't have paid so I won't want anything to get activated. I'd rather wait till they pay and then let the system do the automatic provisioning which works fine. SO this gives me some questions

 

1. Whats the point in the status setting? My presumption is it's nothing more than just a reference for the admin. So technically, changing this setting to active does nothing but remove it from the pending list of orders. So the correct use of this would be to wait until everything is up and running for the customer, and then flick this to active. Nothing else will ever change this setting other than manual input... correct?

 

2. Whats the point in accept order? I never click it because I am afraid that if i press it, it will run all the auto provisioning before the customer has even paid. So why would I ever use this accept order button.

 

3. The domain registrar boxes are blank. I obviously want this to be set to be my domain reseller module. But there seems to be no way of changing it and saving it... without clicking accept order i guess. So what this means is eventually the client will pay the invoice and domain provisioning will fail as it doesnt know which module to use... which forces manual intervention in a situation where I feel as if there shouldn't need to be any.

 

4. As a side issue, the screen before this where I create the order, it gives me tick boxes to create invoices / email confirmation etc. Im sure you know the screen I mean. No matter what I click, an invoice is never sent to the client. They get an order confirmation but no the invoice. So I need to then go into the invoice and click the email invoice button which is annoying to do each time.

 

I am sure most of this is due to my own lack of knowledge rather than a WHMCS short coming - so please give me some guidance

[yggdrasil]

1. The status order is a final check to approve orders. You are supposed to verify if things where ok. For example, I get plenty of fraud orders, this allows me to make one final verification, even if the product was setup correctly. The other reason you have this is if the setup was wrong for some reason (automation failed). You can fix the issue in your server or system, and then try to run the module again, or skip the module (if you created the account manually) and just approve the order. There are plenty of reasons why you want and need this. If the order was trusted, approved and there is nothing else to do from your side you just hit Accept order button and nothing else is required. In those cases its just a visual check to accept the order

 

2. Same as above. You have to accept orders if they are not fraud and everything is setup. The accept order means basically OK, good to go. Green light ! (usually when you received payment). You can uncheck the option to run the module if you are afraid it will mess something or if you created the account manually, then yes, you need to uncheck that option as you don't need it. If you go to the Orders menu you will understand the different status there, Pending, Fraud, Active, Cancelled. If you don't click the Accept order, then that order will never be Active. Why would you want Pending orders if they are already fulfilled...

 

3. No, the registrar module should not be blank, it means you didn't assigned a Registrar for that domain extensions in your WHMCS. If it fails, I happens that sometimes it could be blank, but then you can select it manually, usually domains are approved automatically so I don't know why in your case they are blank, if you assign for example .com to Enom, then Enom should be selected in the order for that domain. If you then accept the order and run the module, it will create the domain order with Enom.

 

4. You mean the Add New Order page?

 

If you check that page there is an Order Summary to the right. And when you add the product there are 3 checkboxes:

 

Order Confirmation

Generate Invoice

Send Email

 

If you don't mark the second box "Generate Invoice", then it will not create an invoice for that order in your customer account. I think this is what you are missing. If you want to create the order and send the user an invoice, you have to keep that ticket as well Send Email, then check the final price in the Order Summary before clicking send.

 

WHMCS documentation is pretty decent so I advise you to read it. You will learn a lot from it:

 

http://docs.whmcs.com/Order_Management

http://docs.whmcs.com/Order_Statuses

 

I assume you create the order manually without receiving payment. In that case you should mark all 3 options, the order will be created, Order Confirmation means the user will receive an email that he placed an order, you may skip this if you want as you are creating the order for him manually, your choice, then it generates the invoice, leave it checked, then Send Email, leave it checked if you want the customer to receive the invoice by email. Now, in your case if you didn't received the payment yet, make sure the Order status is Pending, not Active. That is actually the default. This means the customer will receive the order but the product will not be created yet, you can then create it once you receive payment from the Pending Orders lists. Or if you already created the product for your customer (for example manually in your server) and you already received the payment, then the status can be changed directly to active already.