Difference between revisions of "Clients:Domains Tab"

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{{Client Management}}
 
{{Client Management}}
 +
 +
The '''Domains''' tab contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.
  
 +
You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
  
−
The Domains tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Domains". It contains details for all of a client's domains, as well as the ability to perform additional actions such as registering, renewing, modifying WHOIS data and obtaining EPP codes.
+
You can also access this tab by clicking the desired domain's ID in the '''Domains''' list in the '''[[Clients:Summary Tab|Summary]]''' tab.
−
[[File:client_domains.png|thumb|Client Domains Tab]]
+
−
 
 
 
==Managing a Client's Domain==
 
==Managing a Client's Domain==
−
You can locate products/services to manage in a number of ways:
 
  
−
#Search for the Client in '''Clients > View/Search Clients''', and then from the '''Client Summary''' page click the ID of the domain you want to manage from the list
+
To view and manage a domain, select it from the '''Domains''' menu. After you modify settings, click '''Save Changes'''.
−
#Search for the Domain in '''Clients > Domain Registrations > Search/Filter''', then click the domain ID to be taken to the domain details.
 
−
#Using the [[Intelligent Search]]
 
  
−
The Domain details page inside a clients profile allows you to view and modify all of a products settings. After making any changes, click the '''Save Changes''' button to save your edits.
+
When a registrar is selected in '''Registrar''', WHMCS will make a request to that registrar every time the page loads and obtain the current details for the domain. This ensures that the nameservers and WHOIS details in WHMCS are always accurate.
 +
 +
==SSL Monitoring==
 +
 +
[[File:admin_area_display.png|thumb|SSL Status Admin Area]]
 +
 
 +
The padlock icon in the top-right corner of the tab reflects the SSL status of the domain.
  
−
When a registrar is selected in the Registrar dropdown, WHMCS will make a request to that respective registrar every time the page is loaded and obtain the current details they hold about the domain. This ensures the nameservers and whois details displayed in WHMCS are always accurate.
+
There are four icons that display the SSL information:
  
−
==Payment Settings==
+
[[File:Ssl-active-green.png]] — A green padlock indicates that the selected domain has an active and valid SSL Certificate.
 +
 +
[[File:ssl-inactive-domain.png]] — A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
 +
 
 +
[[File:Ssl-inactive-red.png]] — A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
 +
 +
[[File:ssl-unknown.png]] — A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.
 +
 
 +
For more information, see [[SSL Monitoring]].
  
−
===First Payment Amount===
+
==View Invoices==
 +
 
 +
<div class="docs-alert-warning">
 +
Prior to WHMCS 8.0, view invoices by clicking the link next to '''Payment Method'''.
 +
</div>
 +
 
 +
To view invoices for the currently-selected domain, click '''View Invoices''' in the top-right corner of the page.
 +
 
 +
==More==
 +
 +
<div class="docs-alert-warning">
 +
We added this menu in WHMCS 8.0.
 +
</div>
 +
 +
Click '''More''' to access the following options:
 +
 
 +
===Transfer Ownership===
 +
 
 +
<div class="docs-alert-warning">
 +
Prior to WHMCS 8.0, this appears as '''Move Product/Service''' at the top-right of the page.
 +
</div>
 +
 
 +
[[File:Transfer product.png|thumb|Transfer Product Popup]]
 +
 
 +
To transfer ownership of a domain to another account:
 +
 
 +
# Click '''More'''.
 +
# Choose '''Transfer Ownership'''.
 +
# In the box that appears, enter the '''Client ID''' for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and '''Client ID''' will populate with that ID.
 +
# Click '''Transfer'''.
  
−
The sum total due for the initial payment for this service. It includes the domain price plus domain addons, minus discounts.
+
For more information about transferring domains, see [[Domain Transfers]].
−
 
+
 
−
This value will be used to generate an invoice when the Registration Date is the same as the Next Due Date
+
<div class="docs-alert-warning">
 +
Invoices cannot be moved between clients. When you transfer ownership of a domain, any invoices will remain under the old owner. We recommend that you check the old owner's '''Invoices''' tab for any unpaid invoices for this domain and cancel them. To invoice the new owner for the domain, move the '''Next Due Date''' forward or back by one day. The system will generate a new invoice the next time that the cron runs.
 +
</div>
  
 +
===Send Message===
 +
 
 +
<div class="docs-alert-warning">
 +
Prior to WHMCS 8.0, this appeared at the bottom of the page.
 +
</div>
 +
 
 +
To send a message to the account in WHMCS 8.0 and later:
 +
 
 +
#Click '''More'''.
 +
#Choose '''Send Message'''.
 +
#Select an email template from '''Choose Message'''.
 +
#Click '''Send Message'''.
 +
 +
To send a message to the account prior to WHMCS 8.0:
 +
 +
#Select a message from '''Send Message''' at the bottom of the page.
 +
#If you selected ''New Message'', compose your new message.
 +
#Click '''Send'''.
 +
 
 +
===Delete===
 +
 
 +
<div class="docs-alert-warning">
 +
Prior to WHMCS 8.0, '''Delete''' appears as a red link at the bottom of the page.
 +
</div>
 +
 
 +
To delete a domain, click '''More''' and then click '''Delete'''. Click '''Yes''' to confirm the deletion.
 +
 +
<div class="docs-alert-danger">
 +
Deleting a domain from WHMCS will not perform any action at the domain registrar.
 +
</div>
 +
 +
==Basic Information==
 +
 +
===Order Information===
 +
 +
To view the order for this domain, click '''View Order''' next to '''Order #'''.
 +
 +
===Domain===
 +
 
 +
To select another domain that belongs to this client, choose one from '''Domain'''.
 +
 +
===Registrar===
 +
 +
To change the [[Domain Registrars|domain registrar]] associated with the domain, select one from '''Registrar'''.
 +
 +
<div class="docs-alert-warning">
 +
Some other settings on this page may not display until you select a registrar.
 +
</div>
 +
 +
==Payment Settings==
 +
 +
===First Payment Amount===
 +
 +
The sum total due for the initial payment for this domain. It includes the domain price and domain addons, less any discounts.
 +
 +
This value is used to generate an invoice when '''Registration Date''' is the same as '''Next Due Date'''.
 +
 
===Recurring Amount===
 
===Recurring Amount===
−
 
+
−
The sum total that will be invoiced for this service on renewal. It includes domain price plus domain addons, minus discounts.
+
The sum total that will be invoiced for this domain on renewal. It includes the domain's price and addons, less any discounts.
−
 
+
−
This value will be used to generate an invoice when Registration Date =/= Next Due Date
+
This value is used to generate an invoice when '''Registration Date''' is not the same as '''Next Due Date'''.
−
 
+
−
===Auto Recalculate on Save===
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====Auto Recalculate on Save====
−
 
+
−
*This checkbox option located to the bottom right of the domain details screen updates the recurring amount field when checked
+
<div class="docs-alert-warning">
−
*It can be used after changing the registration period or promo code to auto calculate the new recurring price
+
Prior to WHMCS 8.0, '''Auto Recalculate on Save''' was a checkbox.
−
*It is off by default so that any discounted rates or custom pricing are not overwritten as these aren't taken into account by it
+
</div>
−
 
+
−
===Next Due Date===
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Click '''Auto Recalculate on Save''' to cause WHMCS to recalculate the '''Recurring Amount''' using your new settings. Use this, for example, after you change the registration period or promotion code for a domain.
−
 
+
−
The date upon which the next renewal invoice is due to be paid. A renewal invoice will be generated in advance of this date in accordance with the [[Automation_Settings]] for the Recurring Amount.
+
If you don't use '''Auto Recalculate on Save''' when you make certain changes, WHMCS will not overwrite the previous settings and calculations for the domain.
−
 
+
 +
===Promotion Code===
 +
 +
To apply a promotional discount to this domain, select the discount from '''Promotion Code'''.
 +
 +
Changing the value will not automatically change the invoiced price. To change the price on the invoice, click [[#Auto Recalculate on Save|Auto Recalculate on Save]] before clicking '''Save Changes'''.
 +
 
===Registration Period===
 
===Registration Period===
−
 
+
 
The frequency with which the domain will be invoiced.
 
The frequency with which the domain will be invoiced.
−
 
+
−
For example if this is set to "1" and the Recurring amount "5.00", the client will be invoiced 5.00 once per year for this domain. Similarly if this is set to "2" and the Recurring amount "5.00", the client will be invoiced 5.00 once every other year for this domain.
+
For example, if this is set to <tt>1</tt> and the '''Recurring Amount''' is <tt>5.00</tt>, the client will be invoiced 5.00 once per year.
−
 
+
−
Changing the value will not by itself change the price the client is invoiced, to do this tick the [[#Auto Recalculate on Save]] checkbox before clicking Save Changes.
+
Changing the value will not automatically change the invoiced price. To change the price on the invoice, click [[#Auto Recalculate on Save|Auto Recalculate on Save]] before clicking '''Save Changes'''.
−
 
+
−
==Premium Domain Identification==
+
===Registration Date===
−
A premium domain is identified in the Admin Area by a badge next to the order type when viewing the domain. [[File:premium1.png|thumb]]
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−
A premium domain cannot have the Registration Period changed from 1 year.
+
The date on which the domain was registered.
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A client ordering a domain renewal only be able to do so for the 1 year term and the price will be calculated based on the premium cost from the registrar if the Registrar Module supports this.
+
−
 
+
===Expiry Date===
 +
 +
The date on which the domain's registration will expire.
 +
 +
===Next Due Date===
 +
 +
The date on which payment for the next renewal invoice is due. A renewal invoice for the '''Recurring Amount''' will be generated in advance of this date, as configured at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation_Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
 +
 
===Payment Method===
 
===Payment Method===
 +
 +
The payment method to use for invoices for this domain. This lets accounts use a different payment method for each of their registered domains.
 +
 +
If it's configured in the '''[[Invoice_Tab|Invoice]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', the client may ultimately pay using a different payment method from the one specified here.
 +
 +
===Status===
 +
 
 +
The domain's current state:
  
−
Defines the payment method used for invoices generated by this domain . With this option it's possible to use a different payment gateway for each of a client's domains.
+
* '''Pending''' — Domain is awaiting provisioning.
−
 
+
* '''Pending Registration''' — Order paid but not yet registered.
−
The client may ultimately pay using a different payment method if permitted in the [[Invoice_Tab#Clients_Choose_Gateway|General Settings]].
+
* '''Pending Transfer''' — Domain transfer currently in progress.
−
 
+
* '''Active''' — Domain is successfully registered and available for management.
−
===Promotion Code===
+
* '''Grace Period (Expired)''' — Domain is expired but within the renewal grace period.
−
 
+
* '''Redemption Period (Expired)''' — Domain is expired but within the redemption period.
−
If you wish to apply a promotional discount to this domain, select it from this dropdown menu. Changing the value will not by itself change the price the client is invoiced, to do this tick the [[#Auto Recalculate on Save]] checkbox before clicking Save Changes.
+
* '''Expired''' — Domain is expired (no further invoices will be generated).
−
 
+
* '''Transferred Away''' — Domain has been transferred away to another provider  (no further invoices will be generated).
−
==Running Module Commands==
+
* '''Fraud''' — Order was marked as fraud  (no further invoices will be generated).
−
 
+
 
−
If the domain is linked to a module via the Registrar dropdown selection, you will have a Module Commands row towards the bottom of the page. This allows you to execute any of the commands available in that module. Modules can have custom functions but the most common ones are:
+
If you want to cancel a domain that isn't associated with a module, change this to ''Cancelled''. This will prevent the generation of any further invoices.
−
 
 
−
*'''Register''' - runs the domain registration routine and sets the product status to active
 
−
*'''Transfer''' - runs the domain transfer routine and sets the product status to pending transfer.
 
−
*'''Renew''' - runs the domain renewal routine for the number of years entered in the Registration Period field.
 
−
*'''Modify Contact Details''' - displays a page where the whois records of the domain can be edited. These whois details are queried live from your registrar
 
−
*'''Get EPP Code''' - if the domain supports EPP codes, the EPP code from the registrar will be displayed on-screen
 
−
*'''Request Delete''' - if your registrar allows domains to be deleted, this button runs the domain deletion routine
 
−
 
 
−
*'''Release Domain''' - change the IPS tag on the domain, a popup will appear into which the new IPS tag can be entered. Used for .uk domains.
 
  
 +
===Subscription ID===
 +
 
 +
Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. When a payment is made by the subscription, WHMCS associates it with this service automatically.
 +
 +
===Nameservers===
 +
 +
You can specify up to five nameservers on the domain's record. Usually, a minimum of two nameservers are required. If you do not wish to specify a third, forth, or fifth nameserver then leave the field empty.
 +
 +
When this page loads, the current nameservers will be retrieved from your domain registrar and displayed.
 +
 +
WHMCS will pass any changes that you make and save to the selected domain registrar automatically.
 +
 +
==Registrar Commands==
 +
 +
If the domain is linked to a module via '''Registrar''', '''Module Commands''' will appear near the bottom of the page. This allows you to execute any of the commands available in that module. The available commands vary by module, but the most common ones are:
 +
 +
*'''Register''' — Runs the domain registration routine and sets the product status to ''Active''.
 +
*'''Transfer''' — Runs the domain transfer routine and sets the product status to ''Pending Transfer''.
 +
*'''Renew''' — Runs the domain renewal routine for the number of years in '''Registration Period'''.
 +
*'''Modify Contact Details''' — Displays a page where you can edit the WHOIS records of the domain. These details are retrieved from your registrar.
 +
*'''Get EPP Code''' — If the domain supports EPP codes, the EPP code from the registrar will display.
 +
*'''Request Delete''' — If your registrar allows domains to be deleted, this deletes the domain.
 +
*'''Release Domain''' — Displays a page into which the new IPS tag can be entered. Use this for <tt>.uk</tt> domains.
 +
 
==Domain Specific==
 
==Domain Specific==
−
 
+
−
===Nameservers===
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===Allow IDN Domains===
−
 
+
Checking this option allows the use of domains that contain any character. If you don't check this, WHMCS will only allow clients to use <tt>a</tt>-<tt>z</tt> and <tt>0</tt>-<tt>9</tt> in domains.
−
Fields are available to specify up to five nameservers on the domain's record. Usually a minimum of two are required, but if you do not wish to specify a third, forth or fifth nameserver then leave the field empty.
+
 
−
 
+
Currently, WHMCS supports IDN for eNom, ResellerClub, OpenSRS, and all LogicBoxes modules.
−
Upon loading the page the current nameservers will be queried from your domain registrar and displayed in the fields. To change the nameserver records simply adjust the values of the fields and click Save Changes, this will pass the new values to your selected domain registrar.
+
 
−
 
+
IDN TLDs are only supported in WHMCS 8.0 and later.
 +
 
===Registrar Lock===
 
===Registrar Lock===
−
 
+
−
Tick/untick this option and click save changes to change the status of the registrar lock on the domain. The registrar lock usually needs to be disabled before modifying the nameservers or whois contact details.
+
Check or uncheck this option and click '''Save Changes''' to change the status of the registrar lock on the domain. The registrar lock usually needs to be disabled before modifying the nameservers or WHOIS contact details.
−
 
+
 
===Management Tools===
 
===Management Tools===
−
 
+
−
Domain Addons (DNS Management, ID Protection and Email Forwarding) can be enabled/disabled from this page. Ticking/unticking the appropriate checkbox and clicking Save Changes will enable the feature within the client area and adjust the Recurring Amount accordingly.
+
Domain Addons (DNS Management, ID Protection and Email Forwarding) can be enabled or disabled from this page. Checking or unchecking the appropriate checkbox and clicking '''Save Changes''' will enable the feature within the client area and adjust the '''Recurring Amount''' accordingly.
−
 
+
−
The '''Disable Auto Renew''' option is alos located here. When unticked WHMCS will invoice the domain autoamtically for renewal in accordance with the Next Due Date. When ticked the renewal invoice will not be automatically generated and the domain left to expire. For more information refer to [[Domains_Management#Domain_Renewals|Domain Management]].
+
When you uncheck '''Disable Auto Renew''', WHMCS will invoice the domain automatically for renewal on the '''Next Due Date'''. If you check this, the renewal invoice will not be automatically generated and the domain may expire. For more information, see [[Domains_Management#Domain_Renewals|Domain Management]].
−
 
+
 
===Additional Domain Fields===
 
===Additional Domain Fields===
−
 
+
−
Certain domain names require [[Domains_Configuration#TLD_Specific_Additional_Domain_Fields|additional information]] in order to process the registration request. Clients will be prompted to provide this information upon ordering, the values are saved locally in the WHMCS database and displayed in fields below the Management Tools section.
+
Certain domain names require [[Domains_Configuration#TLD_Specific_Additional_Domain_Fields|additional information]] in order to process a registration request. Clients provide this information while ordering. The values are saved to the WHMCS database and displayed in fields below '''Management Tools'''.
−
 
+
 
Changing the values of these fields does not update any record with the domain registrar.
 
Changing the values of these fields does not update any record with the domain registrar.
 +
 +
==Moving a Domain to another Account==
  
−
==Moving a Domain to another Client==
 
 
[[File:Transfer product.png|thumb|Transfer Domain Popup]]
 
[[File:Transfer product.png|thumb|Transfer Domain Popup]]
−
#When viewing the Domains tab of the domain you want to move, click '''Move Domain to Another Client''' located at the top-right of the page
+
−
#A popup box will appear (you will need popup blockers disabled to use this)
+
To move a domain from one account to another:
−
#In the popup enter the ID of the new owner. If you don't know the client's ID the Search field can be used to search by name, company or email address. Click the client's name and the ID will be filled in.
 
−
#After selecting the desired client, click the '''Transfer''' button
 
−
#The domain will then be moved, the window will close, and the original window will refresh to show the domain under its new owner.
 
−
#This process won't change the whois details on the domain, so if you wish to update those you'll need to click the "Modify Contact Details" module Command button on the client's Domains tab.
 
−
 
 
−
==Invoices==
 
−
Invoices cannot be moved between clients, therefore when moving a domain any invoices will remain under the old owner. Therefore it would be advisable to check the old owner's Invoices tab for any unpaid invoices for this domain and cancel them. If you wish to invoice the new owner for the domain, move the Next Due Date forward/back by one day and a new invoice will be generated when the cron next runs.
 
−
 
 
−
==Misc. Options==
 
−
 
 
−
===Admin Notes===
 
−
 
 
−
Here staff can enter private notes about the client to be displayed to other staff viewing this service under the Products/Services tab. Notes entered here are separate from those entered under any other service, domain or the client's Summary tab.
 
−
 
 
−
===Deleting a Domain from a Client===
 
−
 
 
−
#When viewing the domain you want to delete, scroll to the bottom of the page and click the red '''Delete''' link
 
−
#After clicking this link, you will be asked to confirm if you are sure you want to delete the domain
 
−
#If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next domain under that client
 
  
−
'''Note:''' Deleting a domain from WHMCS will not perform any action at the domain registrar.
+
# Click '''Move Domain to Another Client''' at the top-right of the page. A window will appear. (You may need to disable popup blockers to do this.)
−
 
+
# Enter the ID of the new owner. If you don't know the client's ID, use '''Search''' to find it. Click the client's name and the ID will auto-fill.
−
===Send Message===
+
# Click '''Transfer'''.
 +
 +
This process won't change the WHOIS details for the domain. To update them, click '''Modify Contact Details''' in '''Registrar Commands'''.
 +
 +
===Invoices===
  
−
Use the dropdown located at the bottom of the page to send a 'Domain' type email template to the client, or select the "New Message" option to compose a new email from scratch. General and Product type emails can be sent using the dedicated dropdowns under the Summary and Product/Services tabs.
+
You can't move invoices between clients. When you move a domain, the invoices for it will remain with the old owner. We recommend that you check the old owner's '''Invoices''' tab for unpaid invoices and cancel them.
 +
 +
To move the invoice to the domain's new owner, move '''Next Due Date''' forward or back by one day. WHMCS will generate a new invoice when the cron runs.
 +
 +
==Admin Notes==
 +
 +
Here, staff can enter private notes about the client to display to other staff viewing this service under the '''[[Clients:Products/Services Tab|Products/Services]]''' tab. Notes here are separate from the ones under any other service, domain, or the client's '''[[Clients:Summary Tab|Summary]]''' tab.

Latest revision as of 19:22, 12 May 2022

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |


The Domains tab contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

You can also access this tab by clicking the desired domain's ID in the Domains list in the Summary tab.

Managing a Client's Domain

To view and manage a domain, select it from the Domains menu. After you modify settings, click Save Changes.

When a registrar is selected in Registrar, WHMCS will make a request to that registrar every time the page loads and obtain the current details for the domain. This ensures that the nameservers and WHOIS details in WHMCS are always accurate.

SSL Monitoring

SSL Status Admin Area

The padlock icon in the top-right corner of the tab reflects the SSL status of the domain.

There are four icons that display the SSL information: 

Ssl-active-green.png — A green padlock indicates that the selected domain has an active and valid SSL Certificate.

Ssl-inactive-domain.png — A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
 
Ssl-inactive-red.png — A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.

Ssl-unknown.png — A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.

For more information, see SSL Monitoring.

View Invoices

Prior to WHMCS 8.0, view invoices by clicking the link next to Payment Method.

To view invoices for the currently-selected domain, click View Invoices in the top-right corner of the page.

More

We added this menu in WHMCS 8.0.

Click More to access the following options:

Transfer Ownership

Prior to WHMCS 8.0, this appears as Move Product/Service at the top-right of the page.

Transfer Product Popup

To transfer ownership of a domain to another account:

  1. Click More.
  2. Choose Transfer Ownership.
  3. In the box that appears, enter the Client ID for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and Client ID will populate with that ID.
  4. Click Transfer.

For more information about transferring domains, see Domain Transfers.

Invoices cannot be moved between clients. When you transfer ownership of a domain, any invoices will remain under the old owner. We recommend that you check the old owner's Invoices tab for any unpaid invoices for this domain and cancel them. To invoice the new owner for the domain, move the Next Due Date forward or back by one day. The system will generate a new invoice the next time that the cron runs.

Send Message

Prior to WHMCS 8.0, this appeared at the bottom of the page.

To send a message to the account in WHMCS 8.0 and later:

  1. Click More.
  2. Choose Send Message.
  3. Select an email template from Choose Message.
  4. Click Send Message.

To send a message to the account prior to WHMCS 8.0:

  1. Select a message from Send Message at the bottom of the page.
  2. If you selected New Message, compose your new message.
  3. Click Send.

Delete

Prior to WHMCS 8.0, Delete appears as a red link at the bottom of the page.

To delete a domain, click More and then click Delete. Click Yes to confirm the deletion.

Deleting a domain from WHMCS will not perform any action at the domain registrar.

Basic Information

Order Information

To view the order for this domain, click View Order next to Order #.

Domain

To select another domain that belongs to this client, choose one from Domain.

Registrar

To change the domain registrar associated with the domain, select one from Registrar.

Some other settings on this page may not display until you select a registrar.

Payment Settings

First Payment Amount

The sum total due for the initial payment for this domain. It includes the domain price and domain addons, less any discounts.

This value is used to generate an invoice when Registration Date is the same as Next Due Date.

Recurring Amount

The sum total that will be invoiced for this domain on renewal. It includes the domain's price and addons, less any discounts.

This value is used to generate an invoice when Registration Date is not the same as Next Due Date.

Auto Recalculate on Save

Prior to WHMCS 8.0, Auto Recalculate on Save was a checkbox.

Click Auto Recalculate on Save to cause WHMCS to recalculate the Recurring Amount using your new settings. Use this, for example, after you change the registration period or promotion code for a domain.

If you don't use Auto Recalculate on Save when you make certain changes, WHMCS will not overwrite the previous settings and calculations for the domain.

Promotion Code

To apply a promotional discount to this domain, select the discount from Promotion Code.

Changing the value will not automatically change the invoiced price. To change the price on the invoice, click Auto Recalculate on Save before clicking Save Changes.

Registration Period

The frequency with which the domain will be invoiced.

For example, if this is set to 1 and the Recurring Amount is 5.00, the client will be invoiced 5.00 once per year.

Changing the value will not automatically change the invoiced price. To change the price on the invoice, click Auto Recalculate on Save before clicking Save Changes.

Registration Date

The date on which the domain was registered.

Expiry Date

The date on which the domain's registration will expire.

Next Due Date

The date on which payment for the next renewal invoice is due. A renewal invoice for the Recurring Amount will be generated in advance of this date, as configured at Configuration () > System Settings > Automation_Settings or, prior to WHMCS 8.0, Setup > Automation Settings.

Payment Method

The payment method to use for invoices for this domain. This lets accounts use a different payment method for each of their registered domains.

If it's configured in the Invoice tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings, the client may ultimately pay using a different payment method from the one specified here.

Status

The domain's current state:

  • Pending — Domain is awaiting provisioning.
  • Pending Registration — Order paid but not yet registered.
  • Pending Transfer — Domain transfer currently in progress.
  • Active — Domain is successfully registered and available for management.
  • Grace Period (Expired) — Domain is expired but within the renewal grace period.
  • Redemption Period (Expired) — Domain is expired but within the redemption period.
  • Expired — Domain is expired (no further invoices will be generated).
  • Transferred Away — Domain has been transferred away to another provider (no further invoices will be generated).
  • Fraud — Order was marked as fraud (no further invoices will be generated).

If you want to cancel a domain that isn't associated with a module, change this to Cancelled. This will prevent the generation of any further invoices.

Subscription ID

Certain third-party payment gateways (namely PayPal and 2Checkout) use this field to store the ID number of their recurring subscriptions. When a payment is made by the subscription, WHMCS associates it with this service automatically.

Nameservers

You can specify up to five nameservers on the domain's record. Usually, a minimum of two nameservers are required. If you do not wish to specify a third, forth, or fifth nameserver then leave the field empty.

When this page loads, the current nameservers will be retrieved from your domain registrar and displayed.

WHMCS will pass any changes that you make and save to the selected domain registrar automatically.

Registrar Commands

If the domain is linked to a module via Registrar, Module Commands will appear near the bottom of the page. This allows you to execute any of the commands available in that module. The available commands vary by module, but the most common ones are:

  • Register — Runs the domain registration routine and sets the product status to Active.
  • Transfer — Runs the domain transfer routine and sets the product status to Pending Transfer.
  • Renew — Runs the domain renewal routine for the number of years in Registration Period.
  • Modify Contact Details — Displays a page where you can edit the WHOIS records of the domain. These details are retrieved from your registrar.
  • Get EPP Code — If the domain supports EPP codes, the EPP code from the registrar will display.
  • Request Delete — If your registrar allows domains to be deleted, this deletes the domain.
  • Release Domain — Displays a page into which the new IPS tag can be entered. Use this for .uk domains.

Domain Specific

Allow IDN Domains

Checking this option allows the use of domains that contain any character. If you don't check this, WHMCS will only allow clients to use a-z and 0-9 in domains.

Currently, WHMCS supports IDN for eNom, ResellerClub, OpenSRS, and all LogicBoxes modules.

IDN TLDs are only supported in WHMCS 8.0 and later.

Registrar Lock

Check or uncheck this option and click Save Changes to change the status of the registrar lock on the domain. The registrar lock usually needs to be disabled before modifying the nameservers or WHOIS contact details.

Management Tools

Domain Addons (DNS Management, ID Protection and Email Forwarding) can be enabled or disabled from this page. Checking or unchecking the appropriate checkbox and clicking Save Changes will enable the feature within the client area and adjust the Recurring Amount accordingly.

When you uncheck Disable Auto Renew, WHMCS will invoice the domain automatically for renewal on the Next Due Date. If you check this, the renewal invoice will not be automatically generated and the domain may expire. For more information, see Domain Management.

Additional Domain Fields

Certain domain names require additional information in order to process a registration request. Clients provide this information while ordering. The values are saved to the WHMCS database and displayed in fields below Management Tools.

Changing the values of these fields does not update any record with the domain registrar.

Moving a Domain to another Account

Transfer Domain Popup

To move a domain from one account to another:

  1. Click Move Domain to Another Client at the top-right of the page. A window will appear. (You may need to disable popup blockers to do this.)
  2. Enter the ID of the new owner. If you don't know the client's ID, use Search to find it. Click the client's name and the ID will auto-fill.
  3. Click Transfer.

This process won't change the WHOIS details for the domain. To update them, click Modify Contact Details in Registrar Commands.

Invoices

You can't move invoices between clients. When you move a domain, the invoices for it will remain with the old owner. We recommend that you check the old owner's Invoices tab for unpaid invoices and cancel them.

To move the invoice to the domain's new owner, move Next Due Date forward or back by one day. WHMCS will generate a new invoice when the cron runs.

Admin Notes

Here, staff can enter private notes about the client to display to other staff viewing this service under the Products/Services tab. Notes here are separate from the ones under any other service, domain, or the client's Summary tab.

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