MikeDVB Posted February 17, 2008 Share Posted February 17, 2008 I've just set up an account and I've managed to place an order for a domain but I'm having a little trouble understanding how this system works. It made me create a reseller account and then a customer to register domains - so I have to add funds to the reseller and then "transfer" it to the customer before the "customer" myself can register any domains. If any of you using DirectI offered by WHMCS have any tips, suggestions, etc from having used the system and gotten used to it, please post them here or PM me =) Thank you! 0 Quote Link to comment Share on other sites More sharing options...
uberhost Posted February 17, 2008 Share Posted February 17, 2008 Sounds like you followed directions successfully, so I don't know what more there is to say. Once setup, the WHMCS => Directi registration process works very well. 0 Quote Link to comment Share on other sites More sharing options...
Boston Posted February 17, 2008 Share Posted February 17, 2008 It's quite a good trick to add the customer for example 10 000 credits so it doesn't run out. After this you can just add the credits to your reseller account via paypal and you don't have to worry if the customer has also credits. 0 Quote Link to comment Share on other sites More sharing options...
mjsauer Posted March 27, 2008 Share Posted March 27, 2008 This thread kind of answered my question, but if anyone else can confirm the procedure, here's what I understand it to be. When I first set this up, I funded my reseller account and then I added that exact amount to my "customer" account. So, great - I think I'm all set. So, I run my first test transaction against one of my accounts in WHMCS and everything worked fine. But, then I look at my customer account and the API removed the full retail amount of the sale from that account. I assume that the amount has been transferred BACK to my reseller account. But it sounds like this not really true. It seems that the funds we "add" to the customer account is just "funny money" - not real funds. They are real only in that system as a method of transferring value. So, for our purposes, the real funds are associated with the reseller account and nothing else. So, to paraphrase the last post, we should just add $10,000 to the customer account and just always make sure the reseller account is fully funded. Does that make sense? 0 Quote Link to comment Share on other sites More sharing options...
joe123 Posted March 28, 2008 Share Posted March 28, 2008 This thread kind of answered my question, but if anyone else can confirm the procedure, here's what I understand it to be. When I first set this up, I funded my reseller account and then I added that exact amount to my "customer" account. So, great - I think I'm all set. So, I run my first test transaction against one of my accounts in WHMCS and everything worked fine. But, then I look at my customer account and the API removed the full retail amount of the sale from that account. I assume that the amount has been transferred BACK to my reseller account. But it sounds like this not really true. It seems that the funds we "add" to the customer account is just "funny money" - not real funds. They are real only in that system as a method of transferring value. So, for our purposes, the real funds are associated with the reseller account and nothing else. So, to paraphrase the last post, we should just add $10,000 to the customer account and just always make sure the reseller account is fully funded. Does that make sense? it works exactly as you said above The real money is taken from your reseller account (slab price) 0 Quote Link to comment Share on other sites More sharing options...
ihostgreen Posted March 28, 2008 Share Posted March 28, 2008 So I can add $1000 to my customer account but only have $500 in the reseller account? Is there any way to automate the reseller account so its pulls through a lump sum each time your below a set limit as we really dont sell that many domains but knowning me I will forget to "top-up" and when a customer comes to do it they dont get it cos I havent put the money in 0 Quote Link to comment Share on other sites More sharing options...
lesmith Posted March 28, 2008 Share Posted March 28, 2008 I have a question to ask about this to as I am very new to. Once you have setup the above what else is required. ? Questions ! When Direci purchased the domain name can we set it so that it will set the correct nameservers straight away. If a client wants to edit the nameservers etc can we give them access to this ? And with the control panel if somone requests a transfer is this all a manual stuff. I requested a demo transfer but nothing happend. Hope you can advice. Regards 0 Quote Link to comment Share on other sites More sharing options...
isdoo Posted March 30, 2008 Share Posted March 30, 2008 So I can add $1000 to my customer account but only have $500 in the reseller account? Is there any way to automate the reseller account so its pulls through a lump sum each time your below a set limit as we really dont sell that many domains but knowning me I will forget to "top-up" and when a customer comes to do it they dont get it cos I havent put the money in Indeed - just give the customer account $50,000 Then just top up the reseller account as and when required. 0 Quote Link to comment Share on other sites More sharing options...
netearth Posted March 30, 2008 Share Posted March 30, 2008 there is no direct way to autofund your reseller account 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted March 30, 2008 Share Posted March 30, 2008 When Direci purchased the domain name can we set it so that it will set the correct nameservers straight away. If a client wants to edit the nameservers etc can we give them access to this ? And with the control panel if somone requests a transfer is this all a manual stuff. I requested a demo transfer but nothing happend. 1. Yes. In DirectI go to Settings > Products > Domain Registration > Default Nameserver Info. 2. Yes through WHMCS. 3. Do you mean transfer in or out? WHMCS handles transfers in pretty much automatically, just check the expiration date is correct after it's completed. 0 Quote Link to comment Share on other sites More sharing options...
lesmith Posted March 31, 2008 Share Posted March 31, 2008 Thanks chickendippers again !! 3. Im just asking how the process works for transfer in & out. does WHMC handle this. Or is it something I have to do manually. Thanks in advance 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted March 31, 2008 Share Posted March 31, 2008 WHMCS handles the transfer in. If a customer wants to transfer out all you have to do is provide the EPP code if applicable and I believe in the next release WHMCS will do that too! 0 Quote Link to comment Share on other sites More sharing options...
lesmith Posted March 31, 2008 Share Posted March 31, 2008 ok Thats great. Thanks Again your a star. Regards Lee 0 Quote Link to comment Share on other sites More sharing options...
MikeDVB Posted April 12, 2008 Author Share Posted April 12, 2008 Thank you so much for the advice of adding 50k to the customer's account, this really simplifies the system. I think there should be the option to make a "master customer" where you don't have to transfer funds, and it pulls from the "master reseller" automatically, which would eliminate the need for the "funny money" as it were. Oh well, it works so I'm not going to complain much! 0 Quote Link to comment Share on other sites More sharing options...
MyLama Posted April 13, 2008 Share Posted April 13, 2008 Hi - I've done the above steps, but what is the appropriate category for 'Type' when transferring the funny money into the customer account - is it Receipt or Credits, or does it matter? Should you "Add this Amount to Total Receipts figure of Customer"? Thanks, MyLama 0 Quote Link to comment Share on other sites More sharing options...
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