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Add a existing domain to WHMCS customer


wtools

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https://docs.whmcs.com/Importing_Data#Manual_Domain_Only_Entry

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To add a domain on it's own without a product, follow the steps below:

  1. If you haven't already, create the client by navigating to Go to Clients > Add New Client.
  2. On the client summary page, click the "Add New Order" link in the Actions panel
  3. The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
  4. Leave the Product/Service dropdown menu set at None
  5. Leave the Billing Cycle dropdown menu set at Monthly
  6. Enter the domain in the Domain text field and select Register as the Domain Registration Option (even though you aren't intending to register it today)
  7. Choose the number of years you next want the client to be invoiced for at the time of renewal and tick any addons the user has for their domain
  8. Ensure both tick boxes for sending an order confirmation and generating an invoice are unchecked so the user is not emailed about the order you are adding
  9. Finally, set the Order Status dropdown to Active and then click the submit button to add the order to WHMCS
  10. You will now been shown the order screen summarising the details of the order you just added
  11. Now as the final step, you must go to the domain's information page to enter the correct next due and expiry dates aswell as selecting the registrar the domain is registered with if using one of the built in registrars. To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen.

You have now finished adding your client. By following the steps above, your client will have not been notified that you've added them and will now be invoiced by WHMCS prior to the next due date for the items you have added to their account.

 

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