DirectI Require Funds Deposit?

[Redundant]

Hey Folks,

 

Setting up DirectI for the first time with WHMCS. I've been hunting around for an answer to this question, but came up dry.

 

When a client purchases a domain, are the funds paid toward the domain in a single transaction? — In other words, are the funds they supply for the purchase automatically applied toward the wholesale purchase of the domain, in a behind-the-scenes transaction to cover Our cost of the domain?

 

The Wiki discusses depositing funds from reseller to the Customer account. But I am foggy on whether this is a Manual Process that is required? Must funds always be sitting in a Customer Account? The way it 'sounds' is that you have to deposit money into Reseller -> Transfer to Customer -> Then purchases from customers chip away at the money being held in the account?

 

Hoping someone can clarify how this works.

 

If there was a For Dummies book on it, I would buy it...

[uberhost]

You play a minimum of two roles in the DirectI Reseller's Club scenario:

 

1. You are the account Admin. As such, you cannot directly sell domains, you simply administrate the account.

 

2. You are a Customer of the account Admin ("Sales Agent" would be a better term). It is your role to sell domains and services using the WHMCS software.

 

As Admin you can fund the master account, but to do anything with those funds you'll need to transfer them to your Customer account.

 

Now let's say that as Admin you want to deposit $100.00 into your master account. You would select:

 

My Billing > Add Funds

 

From your $100.00, a fee of $2.70 is deducted to cover PayPal fees, so you now have $97.30 in your master account. To do transactions, you'll need to move that into your Customer account.

 

Customers > Add

 

Fill in the form and create a Customer account which will act as sales agent for your purchases. Once you've done that, you can fund the account like so:

 

Customers > Billing > Add Funds

 

You can transfer up to your total of $97.30 into the Customer account.

 

Once this is all done, you'll want to set up WHMCS for domain transactions, and this is already well documented.

 

With everything set up, when an online client purchases a domain, you receive that money in WHMCS, and once the transaction is paid then WHMCS will do all the background tasks to register the domain. Your "Customer" account in DirectI will be debited for one domain purchase ($97.30 - $7.95 = $89.35 balance).

 

The money you've received for selling the domain online is yours. It doesn't go to DirectI because that account is pre-funded.

 

Please let me know if you have questions.

 

Cheers,

Rick

[bluenova]

I use reseller club, and to make things easier so I don't have to add funds to admin > add funds to customer every time, I just gave the customer account a large (virtual) credit of $500 so that then I only have to top-up the admin account and don't have to worry about the customer account so often.

[Redundant]

@Uberhost(Rick),

 

Heya! Thank you so very much. Wonderful, clear explanation. Especially for this dummy Really appreciate you taking the time to write that up. Great stuff.

 

@bluenova: Heya blue. How does the credit thing work? keeps from having money tied-up/deposited in the account?

 

Thanks folks

[bluenova]

Makes thing much simpler, so you only have to deal with funds in your admin account.

 

Just goto you customer account, click 'Add funds', put in the amount you want (I don't know what the limit is, I normally put in £500), type is 'Receipt', put in a description and a key, then your account will virtually have the value you put in and the amount will decrease with each order placed, leaving you only to worry about the real money in your admin funds.

 

I just wanted to add, I read in the WHMCS log that in the next version of WHMCS 3.6.2 there is a new feature to automatically create a new customer in resellerclub for your new customer in WHMCS so every customer in WHMCS will have their own resellerclub account.

 

http://dev.whmcs.com/index.php?version=16

375 New Feature Added ResellerClub module which creates customer accounts on the DirectI system & updated all other LogicBoxes modules to support new child nameserver management and EPP code retrieval functions Implemented

[Redundant]

 

I just wanted to add, I read in the WHMCS log that in the next version of WHMCS 3.6.2 there is a new feature to automatically create a new customer in resellerclub for your new customer in WHMCS so every customer in WHMCS will have their own resellerclub account.

 

http://dev.whmcs.com/index.php?version=16

 

Heya Blue. Awesome information. Thanks for the help, as well as pointing out this great new feature. That will make things much much smoother (hopefully).

[Redundant]

 

I just wanted to add, I read in the WHMCS log that in the next version of WHMCS 3.6.2 there is a new feature to automatically create a new customer in resellerclub for your new customer in WHMCS so every customer in WHMCS will have their own resellerclub account.

 

http://dev.whmcs.com/index.php?version=16

 

Heya. I was trying to find out additional info about this, since its been released. Does this change remove the need for a Customer/Sales-Agent account? Will transactions now directly deduct from the Admin Account?

[uberhost]

Heya. I was trying to find out additional info about this, since its been released. Does this change remove the need for a Customer/Sales-Agent account? Will transactions now directly deduct from the Admin Account?

 

Not from this description: "Added ResellerClub module which creates customer accounts on the DirectI system...."

[banar]

Redundant,

Great point, I'd also like to know if this feature will remove the need for a Customer/Sales-Agent account.

 

 

Is it benefit for us or our clients that they can have separate accounts?

 

We will offer web design with hosting and domain included. If a client will cancel our service and change hosting company after couple months would it be better for him to have separate account? Basically he would just cancel hosting but probably would still keep domains with us.

 

Tom

[brianoz]

Heya. I was trying to find out additional info about this, since its been released. Does this change remove the need for a Customer/Sales-Agent account?

If I understand you correctly, yes, it means that each email address gets its own DirectI account, which is the way DirectI/ResellerClub are designed to work.

 

Will transactions now directly deduct from the Admin Account?

That's what I took it to mean though I haven't tried it yet. A number of people (including myself) have been asking for this for a while, so I expect that it will be the way it works.

 

If anyone has any experience please post! We should be upgrading in the next few days.

[netearth]

Hi BrianOZ,

 

Yes the module will now deduct direct from the Reseller balance that is held by RC and Directi, rather than needed funds at the customer level.

 

Chris

[Sunzila]

How does this new ResellerClub module work?

 

Must I manually add funds to each customers' accounts?

 

Please tell us details of all process and difference from old Directi module.

[banar]

Hi Sunzila,

No you don't. Just choose ResellerClub in WHMCS admin as domain registrar and add funds to reseller account and you're good. Once your customer pays you, domain will be registared and account will be created on DirectI's system.

 

Regards,

Tom

[juksells]

You play a minimum of two roles in the DirectI Reseller's Club scenario:

 

1. You are the account Admin. As such, you cannot directly sell domains, you simply administrate the account.

 

2. You are a Customer of the account Admin ("Sales Agent" would be a better term). It is your role to sell domains and services using the WHMCS software.

 

As Admin you can fund the master account, but to do anything with those funds you'll need to transfer them to your Customer account.

 

Now let's say that as Admin you want to deposit $100.00 into your master account. You would select:

 

My Billing > Add Funds

 

From your $100.00, a fee of $2.70 is deducted to cover PayPal fees, so you now have $97.30 in your master account. To do transactions, you'll need to move that into your Customer account.

 

Customers > Add

 

Fill in the form and create a Customer account which will act as sales agent for your purchases. Once you've done that, you can fund the account like so:

 

Customers > Billing > Add Funds

 

You can transfer up to your total of $97.30 into the Customer account.

 

Once this is all done, you'll want to set up WHMCS for domain transactions, and this is already well documented.

 

With everything set up, when an online client purchases a domain, you receive that money in WHMCS, and once the transaction is paid then WHMCS will do all the background tasks to register the domain. Your "Customer" account in DirectI will be debited for one domain purchase ($97.30 - $7.95 = $89.35 balance).

 

The money you've received for selling the domain online is yours. It doesn't go to DirectI because that account is pre-funded.

 

Please let me know if you have questions.

 

Cheers,

Rick

 

 

So when the customer buys a domain from my site for $15.00 lets say, do the funds in my customer account only get $7.95 deducted?

[netearth]

Hi Juksells.

 

Let me tell you the process:

 

You add funds to your reseller account, say 20 bucks, your customer buys a domain from you, this morny if using PayPal, goes to your PayPal account. As it has been paid your reseller account is then charged 7.95 to process the domains registration.

 

You then have 12.05 in your reseller account and 15 dollars (from your customer) in your PayPal account.

 

Regards,

Chris

[uberhost]

So when the customer buys a domain from my site for $15.00 lets say, do the funds in my customer account only get $7.95 deducted?

 

Yes, that is correct.