msweany Posted March 29, 2008 Share Posted March 29, 2008 Hi there, I am new to WHMCS and I already have several accounts on my reseller account (whm/cpanel), I have most of it configured as I think it should be, but I cannot find a way to add users that already have a site configured on my server? Can I get any help? I'd like to have user A signup for my standard hosting package, pay and then link it to his website thats already active.. Thanks, Mie 0 Quote Link to comment Share on other sites More sharing options...
msweany Posted March 30, 2008 Author Share Posted March 30, 2008 anything?? at least tell me you dont know please!! 0 Quote Link to comment Share on other sites More sharing options...
msweany Posted April 1, 2008 Author Share Posted April 1, 2008 Is this in the wrong area? Surely this is something that been asked before? I have been searching the forum, manual, google etc.. and cant find anything and when I try to do it myself, it wants to create and account thats already there. Is this the right way to do it? Just let it fail on account creation or what, I have to assume I'm just not looking in the correct place as I'd expect that I'm not the only person to ever ask this question. Any direction would be MOST appreciated, thanks. 0 Quote Link to comment Share on other sites More sharing options...
indtg Posted April 1, 2008 Share Posted April 1, 2008 We had to do this when we first installed WHMCS. The procedure we used was a little lengthy but was something to the effect of: First, add a new client in WHMCS ( Admin website --> Clients | Add New Client) Next, Go to Orders | Place New Order. Select your new client and check both "Don't Send Order Confirmation Email" and "Don't Generate Invoice", click Continue, and create the order. The order should be created and put into a pending state (depend on your config). Go to the pending order and uncheck the options (if present): Send to Registrar Send Confirmation Email Create Account Send Welcome Email If it is a hosting account, set the server, username, and password (if known). Then click Accept Order and you should get a "The order has now been successfully activated" message. Then we went into Clients, selected the client and went to Products/Services. There we adjusted the payment and billing cycle info to match up with our client's next due date. Make sure to "Save Changes". Adjustments were also made to the domain dates, payment, and billing cycle. It took a while but we initially only had 15 clients to move. Someone else may have a better/automated way. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted April 1, 2008 WHMCS CEO Share Posted April 1, 2008 Hi, See http://wiki.whmcs.com/Importing_Data#Manual_Client_Entry Matt 0 Quote Link to comment Share on other sites More sharing options...
indtg Posted April 1, 2008 Share Posted April 1, 2008 The benevolent wiki strikes again. Good stuff. 0 Quote Link to comment Share on other sites More sharing options...
msweany Posted April 1, 2008 Author Share Posted April 1, 2008 Awesome guys, thanks so much, I dont know why I didnt come across that yet. 0 Quote Link to comment Share on other sites More sharing options...
indtg Posted April 1, 2008 Share Posted April 1, 2008 I don't think the wiki is listed in the clients area or in the manual so.... it happens. 0 Quote Link to comment Share on other sites More sharing options...
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