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Some question about setting WHMCS


nalex

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Hi!

I'm new in WHMCS. I would like to ask guru some configure for my instance:

1. Completely disable the billing section. I will not sell domains.

2. Some client has several servers, I want to add the service to their monitoring with monthly payment (Not monitoring, only product/service for them). I did not find in the settings of the products / services where I can add a range of servers to the client. I tried to add an additional text field with a server description (eg IP), but the client part of my Products & Services only visible name services (monitoring) and any additional server field is not present.

3. When client create ticket in "Related Service" only visible name services (monitoring) without server (which has been added in additional text field).

Is it possible to bind server to client?

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I'm new in WHMCS. I would like to ask guru some configure for my instance:

1. Completely disable the billing section. I will not sell domains.

two different questions...

 

if you don't want to sell domains, you can disable the options in setup -> general settings -> domains and untick the three checkboxes - that will remove the links to the domain registration/transfer pages in the cart, and the link from the homepage.

if you want to disable billing, e.g the generation of invoices etc, then that would need additional coding.

 

2. Some client has several servers, I want to add the service to their monitoring with monthly payment (Not monitoring, only product/service for them). I did not find in the settings of the products / services where I can add a range of servers to the client. I tried to add an additional text field with a server description (eg IP), but the client part of my Products & Services only visible name services (monitoring) and any additional server field is not present.

I might need more information on this as I can't quite get my head around what you're trying to do - but it sounds like it's going to need custom coding.

 

3. When client create ticket in "Related Service" only visible name services (monitoring) without server (which has been added in additional text field).

Is it possible to bind server to client?

if they're logged in and you can identify them, then most things are possible... but again, this would require coding - perhaps just a template tweak, maybe a hook.

 

Can I do this myself, for example changing templates, or should I contact the developers for help

I guess it depends on your skill level with WHMCS, but I would imagine at some stage, you may need assistance from a developer.

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if you don't want to sell domains, you can disable the options in setup -> general settings -> domains and untick the three checkboxes - that will remove the links to the domain registration/transfer pages in the cart, and the link from the homepage.

Yes, this is what I need. Thank you.

 

I might need more information on this as I can't quite get my head around what you're trying to do - but it sounds like it's going to need custom coding.

We use our server monitoring system, for example nagios, and want issue an invoice each month to client which has 3 servers. I create a product/service "monitoring", with payment every month. The client buys 3 services "monitoring", but now it is unclear which service relates to which server. I made an additional field for the IP or hostname server, its can see from the client "services-my services-view details". I want this additional field as a column in "My Products & Services". Is it possible do by changing the template or would require coding. If coding, how much it will cost, and who this can do for me?

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I made an additional field for the IP or hostname server, its can see from the client "services-my services-view details". I want this additional field as a column in "My Products & Services".

thanks for the explanation - it's a product custom field.

 

Is it possible do by changing the template or would require coding.

can I give you two answers... :roll:

 

1. no - you'll need both, template edit and additional coding.

2. yes - you just need to edit the template.

 

let me explain further - the problem you have is that the clientareaproducts page doesn't automatically have access to the product custom fields array, so just editing the template wouldn't be enough on its own... therefore, the additional coding will be necessary in order to make the custom fields available to the template - there'd be a handful of ways to do that, but writing an action hook will be the most likely.

 

so, if you want/need to use product custom fields in the table, then the answer is 2 - you'll need additional coding.

 

however, the clientareaproducts page already has access to a lot of information that isn't shown in the table - one of those is a server array, so potentially the array might already contain the information you have in your product custom fields... if it does, then you're just looking at a simple template edit to show the information you desire.

 

the way to check this would be to edit clientareaproducts.tpl and add {debug} to the end of the code in the file... then when you refresh the page in the browser, you should get a popup window of the variables and arrays available to Smarty - hopefully inside the $services array will be the information you want to display.... remember to remove the {debug} from the template when you're finished!

 

if the info is there, then I can tell you how to display it in the template. :idea:

 

If coding, how much it will cost, and who this can do for me?

I can't give you an exact cost, as that's down to the individual developer to quote to you, but if you require this hook to be written, then it shouldn't be expensive as it's not technically difficult to do.

 

and who this can do for me?

you'd either need to PM a developer directly, or post in Service Offers & Requests and you'll get replies from other developers - they won't be able to reply in this thread offering to create a paid solution for you.

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two different questions...

 

if you don't want to sell domains, you can disable the options in setup -> general settings -> domains and untick the three checkboxes - that will remove the links to the domain registration/transfer pages in the cart, and the link from the homepage.

if you want to disable billing, e.g the generation of invoices etc, then that would need additional coding.

 

 

I might need more information on this as I can't quite get my head around what you're trying to do - but it sounds like it's going to need custom coding.

 

 

if they're logged in and you can identify them, then most things are possible... but again, this would require coding - perhaps just a template tweak, maybe a hook.

 

 

I guess it depends on your skill level with WHMCS, but I would imagine at some stage, you may need assistance from a developer.

Thanks for your info.

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