|
|
(10 intermediate revisions by the same user not shown) |
Line 1: |
Line 1: |
− | This section of our docs explains how to configure domain registrar modules in WHMCS for the selling of domains to allow automated provisioning and management.
| + | #REDIRECT [[Domains Management]] |
− | | |
− | In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Domains''', you can configure which domain options you offer (register, transfer, or own domain) and various payment- and renewal-related settings. For more information, see [[Domains Tab]].
| |
− | | |
− | ==Registrar Configuration==
| |
− | | |
− | <html><a href="http://www.youtube.com/watch?v=0Sz9mkBzLN0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
| |
− | | |
− | To configure a registrar:
| |
− | | |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Domain Registrars'''.
| |
− | #Choose the registrar you want to configure from the list of available registrars and click the corresponding '''Activate''' button
| |
− | #Enter the relevant details for your account. Each registrar that WHMCS supports has specific instructions and requirements. For more information, see [[Domain Registrars]].
| |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Domains''' to set the default nameservers that WHMCS will use for domain-only registrations.
| |
− | | |
− | ==Domain Pricing==
| |
− | For an explanation of how to configure the prices you charge to your clients for domain registration and associated addons, see [[Domain Pricing]].
| |
− | | |
− | ==Automatic Domain Registration==
| |
− | | |
− | With Automatic Domain Registration, you can automate the submission of registration and transfer requests with the built-in registrars.
| |
− | | |
− | When you enable this, WHMCS will automatically submit the request to the registrar as soon as the client pays you for it. WHMCS never submits domain registrations before you receive payment.
| |
− | | |
− | You can automate some TLDs but not others, and you can select which registrar to use for each TLD you offer.
| |
− | *To enable automatic registration, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Domain Pricing'''. Choose a registrar in the automatic registrar menu on each TLD you want to automate.
| |
− | *To disable automatic registration, select '''None''' from the menu.
| |
− | | |
− | '''Note:''' When you have disabled automatic domain registration, the system will wait until after a client has paid ''and'' an admin user manually reviews the order and authorizes it. At that point, the admin user can still initiate the automatic registration by accepting the order once they know the order is legitimate.
| |
− | | |
− | ==Manual Domain Registration==
| |
− | If you need to sell a TLD that none of the supported registrar modules support, you can still use WHMCS to take the order and invoice the client. However, in this case, you must perform domain registration, renewal, and updates manually.
| |
− | | |
− | To do this, use the [[Email|Email Registrar Module]]:
| |
− | | |
− | #Activate the module as you would a normal registrar module ([[#Registrar Configuration|see above]]).
| |
− | #Specify an email address.
| |
− | #Configure the pricing for the TLD to register manually ([[#Domain Pricing|see above]]). | |
− | #Select '''Email''' from the auto-register menu.
| |
− | | |
− | When a client orders or renews the domain, the system will send an email to the email address, notifying you that you must take manual action. Clients will need to contact you to make any modifications to the domain.
| |
− | | |
− | ==Automatic Renewal==
| |
− | | |
− | You can enable domain renewals for auto submission to the domain registrar as soon as you receive payment for them. This setting is independant of the auto registration, and you can enable this without enabling it.
| |
− | | |
− | To enable this:
| |
− | | |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Domains'''.
| |
− | #Check the '''Auto Renew on Payment''' checkbox.
| |
− | | |
− | You should always turn automatic renewal off at the registrar. Otherwise, it would override WHMCS' behaviour and renew regardless of whether you received payment.
| |
− | | |
− | ==Domain Renewals==
| |
− | | |
− | By default, all domains are set to auto-renew, but this is not the same as what domain regstrars commonly mean by auto-renew. In this case, we mean that an invoice will generate x days (according to your settings) prior to the due date. After you receive payment, the domain will renew.
| |
− | *Domains won't ever renew without payment.
| |
− | *It is possible to set a domain's auto renewal setting to off so that no invoice will generate and the domain will expire. Do this by checking the '''Disable Auto Renew''' checkbox on the domains management page in the admin area, or by the client themselves, by toggling the option in the client area domain details page.
| |
− | *When you click the '''Disable Auto Renew''' button, WHMCS checks for any outstanding invoices.
| |
− | **If the domain is invoiced on its own, it cancels that invoice.
| |
− | **If the domain appears on an invoice for multiple items, WHMCS only removes the domain's line.
| |
− | **Disabling auto-renewal via the admin area will not trigger the automated invoice cancellation, allowing you to keep an existing renewal invoice or to cancel it manually.
| |
− | **The system will continue to send Upcoming Domain Renewal Notices, and clients can renew the domain manually if they wish.
| |
− | | |
− | ==Domain Renewal Notices==
| |
− | [[File:DomainReminderConfig.png|thumb|Renewal Notices Setup]]
| |
− | By default, the system sends at least two domain renewal notices prior to expiration, and once following it. You can change the timing as desired. You can send reminders before and after a domain's expiration date or disable it. The client's [[Clients:Emails/Notes/Logs_Tabs|Email]] tab records the reminders, and the system logs them in the [[Reports#Domain_Renewal_Reminder_Emails|Domain Renewal Reminder Emails]] report for ICANN compliance (module dependant).
| |
− | | |
− | <div class="docs-alert-info">
| |
− | <span class="title">Note</span><br />
| |
− | For more information, see [[Domain Renewal Notices]].
| |
− | </div>
| |
− | | |
− | ===Changing the Intervals at which Renewal Notices are sent===
| |
− | | |
− | To do this:
| |
− | | |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings'''.
| |
− | #Scroll to the '''Domain Reminder Settings''' section of the page.
| |
− | #Use the menu to select whether to send the reminder before or after the domain's expiration date.
| |
− | #Change the number of days before or after expiration to send first, second, third, fourth, or fifth reminders. You can disable an option by entering <tt>0</tt>.
| |
− | | |
− | ===Editing the Renewal Notice Email that gets sent===
| |
− | | |
− | To edit the email message sent to clients:
| |
− | | |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates'''.
| |
− | #Select a template and edit it:
| |
− | #*The system uses '''Upcoming Domain Renewal Notice''' to send emails before expiration.
| |
− | #*The system uses '''Expired Domain Notice''' to send emails after expiration.
| |
− | | |
− | For more information, see [[Email_Templates|Email Templates]].
| |
− | | |
− | ==Offering Free Domain Registration with Selected Packages==
| |
− | | |
− | With WHMCS, you are able to offer free domains with your packages clients purchase them with certain payment terms. For example, you might want to offer a free domain when a client purchases an annual package.
| |
− | | |
− | To do this:
| |
− | | |
− | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Products/Services'''.
| |
− | #Click the edit icon next to the product or service that you want to offer a free domain with.
| |
− | #Select the '''Free Domain''' tab from the tabs at the top of the page.
| |
− | #Choose the type of free domain you want to offer: either the first year free and to renew as normal or for the lifetime of the package.
| |
− | #Select the payment terms (or billing cycles) that you want to offer with the free domain. Press '''Ctrl''' when clicking the options to select more than one.
| |
− | #Select which TLDs the free domain offer applies to. This allows you to exclude high priced TLDs such as <tt>.tv</tt>. Press '''Ctrl''' while clicking the options to select more than one.
| |
− | #Click the '''Save Changes''' button.
| |
− | | |
− | Now, this package won't charge the user for the domain when their order meets the specified criteria.
| |
− | | |
− | As long as the payment method for the domain and the hosting account is the same, and the next due date is the same, when generating the next invoice (based on the settings in your Automation settings), WHMCS will invoice for the hosting and the domain on the same invoice. When this you receive payment for the invoice, WHMCS will (if your settings allow this in '''System Settings (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings > Domains''') automatically renew your clients domain for a further period. The hosting account and domain's next due date will automatically change to the next period.
| |
− | | |
− | ==Adding Additional WHOIS Services==
| |
− | | |
− | WHMCS 7.0 introduced override capabilities to Whois servers. These provide an easy way to maintain customisations during automatic updates. In addition, the location and format for some of these files changed.
| |
− | | |
− | <div class="docs-alert-info">
| |
− | <span class="title">Overriding and adding additional whois servers</span><br />
| |
− | For more information, see [[WHOIS Servers]].
| |
− | </div>
| |
− | | |
− | <div class="docs-alert-warning">
| |
− | <span class="title">Note</span><br />
| |
− | WHMCS will report the results from the Whois servers. Some Whois servers may not correctly report reserved or premium domains.
| |
− | </div>
| |
− | | |
− | ==TLD Specific Additional Domain Fields==
| |
− | | |
− | WHMCS 7.0 introduced override capabilities to additional domain fields. These provide an easy way to maintain customisations to these files during automatic updates. In addition, the location and format for some of these files has changed.
| |
− | | |
− | <div class="docs-alert-info">
| |
− | <span class="title">Overriding and adding additional domain fields</span><br />
| |
− | For more information, see [[Additional Domain Fields]].
| |
− | </div>
| |
− | | |
− | ==Customising Domain Name Length Restrictions==
| |
− | | |
− | The major TLDs have length limits by default. You can specify your own for any others by adding lines like these to the WHMCS configuration.php file:
| |
− | | |
− | $DomainMinLengthRestrictions[".asia"] = 3;
| |
− | $DomainMaxLengthRestrictions[".asia"] = 64;
| |
− | $DomainMinLengthRestrictions[".ws"] = 4;
| |
− | $DomainMaxLengthRestrictions[".ws"] = 63;
| |
− | | |
− | ==Customising Domain Renewal Restrictions==
| |
− | | |
− | Many TLDs have restrictions on renewal before and after expiration (the grace period). For example, you can typically renew a .com 40 days after the expiry date, while you can renew .uk domains between 180 days prior to expiration up to 97 days afterwards (registrar dependent).
| |
− | | |
− | The major TLDs have grace periods by default. You can specify your own for any others by adding lines such as these to the configuration.php file:
| |
− | | |
− | $DomainRenewalGracePeriods[".com"] = "40";
| |
− | $DomainRenewalMinimums[".co.uk"] = "180";
| |
− | $DomainRenewalGracePeriods[".co.uk"] = "97";
| |
− | | |
− | You can also specify multiple grace periods and minimum advance renewal restrictions in a single entry:
| |
− | | |
− | $DomainRenewalGracePeriods = array(".com"=>"30",".net"=>"40",".uk"=>"97");
| |
− | $DomainRenewalMinimums = array(".com"=>"180",".com.au"=>"90");
| |
− | | |
− | | |
− | ===Default Values===
| |
− | There are defined default Domain Grace and Redemption Period values for over 800 of the most common TLDs and extensions. For more information, see [[Domain_Grace_and_Redemption_Grace_Periods#Domain_Grace_and_Redemption_Period_Defaults|Domain Grace and Redemption Period Defaults]].
| |
− |
| |
− | The default Minimum Renewal Periods are:
| |
− | .co.uk = 180,.org.uk = 180,.me.uk = 180,.com.au = 90,.net.au = 90,.org.au = 90
| |
− | | |
− | The default Minimum Length is three characters and the default Maximum Length is 63 characters for the following TLDs:
| |
− | .com, net, .org, .info, biz, .mobi, .name, .asia, .tel,.in, .mn, .bz, .cc
| |
− | .tv, .us, .me, .co.uk, .me.uk, .org.uk, .net.uk, .ch, .li, .de, .jp
| |
− | | |
− | ==Domain Pricing Matrix==
| |
− | The Client Area Domain Extension Pricing page is at <tt>cart.php?a=add&domain=register</tt>. It is designed to provide visitors and clients an intuitive overview of your extension pricing. The layout of this client area page should aid you in promoting your best extensions.
| |
− | | |
− | [[File:Tld_client_spotlight_logo.png|700px]]
| |
− | | |
− | For more information about domain spotlights, see [[Domain_Pricing_Matrix|Domain Pricing Matrix page]].
| |
− | | |
− | ==Customising Domain Categories==
| |
− | Domain Categories are used on <tt>cart.php?a=add&domain=register</tt> to group domain TLDs into categories such as '''Popular''', '''Shopping''', or '''Real Estate''' and makes it easier for clients to navigate and find their ideal domain extension.
| |
− | | |
− | For more information about customising the domain categories, see [[Domain Categories]].
| |