Revision as of 16:07, 23 June 2009

Configuring Domain Pricing

We have prepared a video tutorial for this task @ http://www.whmcs.com/tutorials.php?i=6

You can configure your domain pricing in Configuration > Domain Pricing. From here you can enter all your TLDs and set the prices for registration, transfer and renewal for each of them; click the Open Pricing link to enter the pricing matrix. Each TLD should be preceded by a dot eg., ".com". You must also select here what addons you offer for each TLD from the options of DNS Management, Email Forwarding and ID Protection along with if an EPP Code (or Auth Code) is required to transfer the domain.

Other Domain Settings

You can set domain preferences like which registration options to allow, turn the bulk domain checker on/off and set domain addon pricing in General Config > Domains

Automatic Domain Registration

With Automatic Domain Registration, you can automate the submission of registration and transfer requests with the built in registrars. When enabled, WHMCS will automatically submit the request to the registrar as soon as the client pays you for it.

You can select a different registrar to be used for each TLD. This is done on the same page as the pricing @ Configuration > Domain Pricing

Should you wish to not have new domain registration requests submitted automatically but instead wait for you to manually verify and accept the order then you should leave the automatic registrar setting set to None.

Automatic Renewal

Domain renewals can be enabled for auto submission to the registrar as soon as you receive payment for them. This is done in General Settings > Domains.

By default, all domains are set to auto-renew. By that, we mean that an invoice will generate x days prior to the due date and once paid, the domain will renew. It won't actually renew without payment being made. It is possible however to set a domain's auto renewal setting to off so that no invoice will generate and it will be allowed to expire. This can be done by ticking the Do Not Renew checkbox on the domains management page in the admin area or by the client themselves through the toggling of the option in the client area.

Automatic renewal should be turned off at the registrar, as this would override WHMCS' behaviour when a customer doesn't pay for renewal or if the do-not-renew box is checked.

Registrar Configuration

Domain Registrars can be configured by going to Configuration > Domain Registrars in the WHMCS Admin Area. From here, you can set the default nameservers that WHMCS will use for domains registered by the system and if you have an account with one of the supported registrars, you should configure it here.

Once configured, domains with that registrar that are in your WHMCS will show the nameservers and allow you to change them, along with the WHOIS contact information. It will also allow you to renew domains from WHMCS and to submit registration and transfer requests for new domain orders both manually and automatically.

Where can I manage domains?

As an administrator, you can manage domains from the Domains tab under a clients profile. From the admin side, when viewing a domain you will see a row of buttons labelled Registrar Commands. These will include Register, Transfer, Renew, Edit WHOIS Information, Get EPP Code (depending upon what the module supports). You simply click the button for the action you want to perform. Nameservers and lock status (if supported) are displayed on the main domain management screen and can be altered in the normal way of modifying a domains details.

For clients, they also receive full management tools via the client area. Like you, they have access to view and change the current nameservers, change the lock status of their domain, change the auto renewal setting, view/edit WHOIS information, manage the dns records, configure email forwarding, register nameservers for their domain, request the epp code and order a renewal for their domain.

Offering Free Domain Registration with Selected Packages

With WHMCS, you are able to offer free domains with your packages when purchased with certain payment terms - for example you might want to offer a free domain when a package is purchased annually. The following steps walk you through how to do this.

1. Begin by going to Configuration > Products & Services
2. Next, click the edit icon next to the product or service that you want to offer a free domain with
3. Now select the Other tab from the tabs at the top of the page
4. Tick the box labelled Free Domain to offer a free domain with this package
5. Then select the payment terms (or billing cycles) that you want to offer the free domain with - press Ctrl when clicking the options to select more than one
6. Now you need to select which TLDs the free domain offer applies to. This allows you to exclude high priced TLDs such as .tv Again, use Ctrl when clicking the options to select more than one
7. Now click the Save Changes button

That's it! Your package will now not charge the user for the domain when ordered with the billing cycle specified.

Domain Renewal Notices

Domain Renewal Notices by default are sent 60, 30, 15, 7 & 1 Day(s) prior to expiry. This can be changed and even disabled if you want to.

Changing the Intervals at which Renewal Notices are sent

1. Begin by going to Configuration > Automation Settings
2. Locate the Domain Reminder Settings section of the page
3. You can then change the number of days before expiry that the 1st, 2nd, 3rd, 4th & 5th reminders are sent
4. You can disable an option by entering 0

Editing the Renewal Notice Email that gets sent

1. To edit the email message sent to clients, go to Configuration > Email Templates
2. Next, click the edit box next to the email template labelled "Upcoming Domain Renewal Notice"
3. You can then make your changes in the email editor window that appears
4. You can use any of the merge fields in the email shown in the "Merge Fields" popup window which can be opened from the bottom of the page
5. Once you are finished making changes, click the Save Changes button to save them to the database