Difference between revisions of "Domains Management"

From WHMCS Documentation

(Video link)
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 +
==General Domain Settings==
 +
 +
*This is where you configure which registration options you offer, payment and renewal settings and various other domain related options
 +
*More info on this on a specific page here: http://wiki.whmcs.com/Domains_Tab
 +
 +
==Domain Management==
 +
 +
WHMCS allows the '''automated management''' of domains with a wide selection of built in registrars. From WHMCS you can '''view, modify and request''' all of the common things you are likely to need when providing and supporting users with their domains.
 +
 +
===Available Management Features===
 +
 +
*Domain Registration
 +
*Domain Transfers
 +
*Renewal/Extensions
 +
*View Nameservers
 +
*Change Nameservers
 +
*View WHOIS Information
 +
*Update WHOIS Information
 +
*Lock/Unlock Domains
 +
*ID Protection
 +
*EPP Code Retrieval
 +
*Register/Manage Private Nameservers
 +
*DNS Record Management
 +
*Email Forwarding Management
 +
 +
Most features are available for all but some are only available on certain registrars. Refer to individual registrar's documentation @ http://wiki.whmcs.com/Domain_Registrars for specific information.
 +
 +
===Where can I manage domains?===
 +
 +
====Admins====
 +
 +
*As an administrator, you can manage domains from the '''Domains''' tab inside a '''Clients Profile'''
 +
*On this page, you can see nameservers and lock status in '''realtime''' alongside the stored values from the database
 +
*You'll also see a row labelled '''Registrar Commands''' with options such as Renew, Modify WHOIS, Get EPP Code, etc...
 +
*Clicking any of those buttons will perform the relevant option live with the domain registrar
 +
 +
====Clients====
 +
 +
*Clients also receive full access to the management tools from 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*, request the epp code* and order a renewal for their domain (*if supported by the registrar)
 +
 +
===Moving a Domain to another Client===
 +
 +
#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)
 +
#In the popup, a dropdown will appear of clients for you to select the client to move it to
 +
#After selecting the desired client, click the '''Transfer''' button
 +
#The domain will then be transferred, the window will close, and the original window will refresh to show the domain under its new owner.
 +
 +
'''Note:'''' If you have the '''Clients Dropdown''' disabled in '''General Settings''' then instead of a dropdown or clients you will get a text input box to enter the Client ID you want to move the product to.
 +
 +
==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.
 +
 +
==Registrar Configuration==
 +
 +
*Domain Registrars can be configured by going to '''Setup > Domain Registrars'''
 +
*Choose the registrar you want to configure from the dropdown of available registrars and then enter the relevant details for your account
 +
*Each registrar supported by WHMCS has specific instructions & requirements @ http://wiki.whmcs.com/Domain_Registrars
 +
*Here you can also set the '''default nameservers''' that WHMCS will use for domain only registrations ordered through the system
 +
*We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=7
 +
 
==Configuring Domain Pricing==
 
==Configuring Domain Pricing==
−
We have prepared a video tutorial for this section @ 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.
+
*You can manage domain pricing in '''Setup > Domain Pricing'''
 +
*You need to setup all the TLDs you want to offer, their features & pricing
 +
*We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=6
 +
 
 +
===Adding a New TLD===
  
−
==Other Domain Settings==
+
#The empty last row in the TLDs table is where you add new TLDs to your list
−
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
+
#Begin by entering the TLD including the preceeding . for example ".com", ".net", etc...
 +
#If DNS Management, Email Forwarding or ID Protection is available & should be offered for this TLD check the boxes
 +
#If an EPP code is required for transfers, tick the EPP Code box
 +
#And if you want automatic registration to occur on payment, choose the registrar which should be used in the dropdown (more about this furthur down)
 +
#Then click '''Save Changes''' to add
 +
#Once added, you can click the '''Open Pricing''' link on the new TLDs row to edit the pricing matrix for the years available on this TLD
  
−
==Automatic Domain Registration==
+
===Re-ordering TLDs===
−
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
+
*Reordering TLDs is simply a drag & drop process
 +
*Position your mouse over the up/down arrows on the row you want to move, click+hold and then drag up or down
 +
*Once it is where you want it to be, let go of the mouse button to assign it.
  
−
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.
+
===Addon Pricing===
  
−
==Automatic Renewal==
+
*Domain addons consist of DNS Management, Email Forwarding & ID Protection
−
Domain renewals can be enabled for auto submission to the registrar as soon as you receive payment for them.  This is done in  
+
*These prices can be configured below the TLDs list also in '''Setup > Domain Pricing'''
−
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 Domain Registration==
  
−
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.
+
*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
 +
*Domain registrations are '''never''' submitted by the system before you get paid
 +
*You can automate some TLDs while not others, and can select which '''registrar''' to be used for each TLD you offer
 +
*To enable automatic registration, in '''Setup > Domain Pricing''' choose a registrar in the automatic registrar dropdown on each TLD you want to automate
 +
*To not enable automatic registration, leave the dropdown set to None
  
−
==Registrar Configuration==
+
'''Note:''' With automatic domain registration disabled, the system will wait after a client has paid until 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 are happy the order is legitimate.
−
We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=7
 
  
−
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.
+
==Automatic Renewal==
  
−
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.
+
*Domain renewals can be enabled for auto submission to the domain registrar as soon as you receive payment for them
 +
*This setting is independant of the auto registration and so you can enable this without enabling auto registration
 +
*To turn this on, go to '''General Settings > Domains''' and tick the '''Auto Renew on Payment''' checkbox
 +
*Automatic renewal should always be turned '''off''' at the registrar, as this would override WHMCS' behaviour and renew regardless of if you get paid or not
  
−
==Where can I manage domains?==
+
==Domain Renew==
−
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.
+
*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 (as per your settings) prior to the due date and once paid, the domain will renew.
 +
*It won't ever 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.
  
 
==Offering Free Domain Registration with Selected Packages==
 
==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.
 
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.
−
#Begin by going to Configuration > Products & Services
+
 
 +
#Begin by going to '''Setup > Products/Services'''
 
#Next, click the edit icon next to the product or service that you want to offer a free domain with
 
#Next, click the edit icon next to the product or service that you want to offer a free domain with
−
#Now select the Other tab from the tabs at the top of the page
+
#Now select the '''Free Domain''' tab from the tabs at the top of the page
−
#Tick the box labelled Free Domain to offer a free domain with this package
+
#Choose the type of free domain you want to offer, either '''first year free''' and renew as normal or ''for the lifetime''' of the package
−
#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
+
#Then select the '''payment terms''' (AKA billing cycles) that you want to offer the free domain with - press '''Ctrl when clicking''' the options to select more than one
−
#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
+
#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
−
#Now click the Save Changes button
+
#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.
+
 
 +
This package will now not charge the user for the domain when ordered with the specified criteria.
  
 
==Domain Renewal Notices==
 
==Domain Renewal Notices==
Line 51: Line 140:
 
===Changing the Intervals at which Renewal Notices are sent===
 
===Changing the Intervals at which Renewal Notices are sent===
  
−
#Begin by going to Configuration > Automation Settings
+
#Begin by going to '''Setup > Automation Settings'''
−
#Locate the Domain Reminder Settings section of the page
+
#Scroll to the '''Domain Reminder Settings''' section of the page
 
#You can then change the number of days before expiry that the 1st, 2nd, 3rd, 4th & 5th reminders are sent
 
#You can then change the number of days before expiry that the 1st, 2nd, 3rd, 4th & 5th reminders are sent
 
#You can disable an option by entering 0
 
#You can disable an option by entering 0
Line 58: Line 147:
 
===Editing the Renewal Notice Email that gets sent===
 
===Editing the Renewal Notice Email that gets sent===
  
−
#To edit the email message sent to clients, go to Configuration > Email Templates
+
*To edit the email message sent to clients, go to '''Setup > Email Templates'''
−
#Next, click the edit box next to the email template labelled "Upcoming Domain Renewal Notice"
+
*The email template name used for these emails is '''Upcoming Domain Renewal Notice'''
−
#You can then make your changes in the email editor window that appears
+
*Refer to http://wiki.whmcs.com/Messages/Emails#Email_Templates for more info on editing
−
#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
 
−
#Once you are finished making changes, click the Save Changes button to save them to the database
 

Revision as of 14:47, 25 July 2009

General Domain Settings

  • This is where you configure which registration options you offer, payment and renewal settings and various other domain related options
  • More info on this on a specific page here: http://wiki.whmcs.com/Domains_Tab

Domain Management

WHMCS allows the automated management of domains with a wide selection of built in registrars. From WHMCS you can view, modify and request all of the common things you are likely to need when providing and supporting users with their domains.

Available Management Features

  • Domain Registration
  • Domain Transfers
  • Renewal/Extensions
  • View Nameservers
  • Change Nameservers
  • View WHOIS Information
  • Update WHOIS Information
  • Lock/Unlock Domains
  • ID Protection
  • EPP Code Retrieval
  • Register/Manage Private Nameservers
  • DNS Record Management
  • Email Forwarding Management

Most features are available for all but some are only available on certain registrars. Refer to individual registrar's documentation @ http://wiki.whmcs.com/Domain_Registrars for specific information.

Where can I manage domains?

Admins

  • As an administrator, you can manage domains from the Domains tab inside a Clients Profile
  • On this page, you can see nameservers and lock status in realtime alongside the stored values from the database
  • You'll also see a row labelled Registrar Commands with options such as Renew, Modify WHOIS, Get EPP Code, etc...
  • Clicking any of those buttons will perform the relevant option live with the domain registrar

Clients

  • Clients also receive full access to the management tools from 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*, request the epp code* and order a renewal for their domain (*if supported by the registrar)

Moving a Domain to another Client

  1. 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
  2. A popup box will appear (you will need popup blockers disabled to use this)
  3. In the popup, a dropdown will appear of clients for you to select the client to move it to
  4. After selecting the desired client, click the Transfer button
  5. The domain will then be transferred, the window will close, and the original window will refresh to show the domain under its new owner.

Note:' If you have the Clients Dropdown disabled in General Settings then instead of a dropdown or clients you will get a text input box to enter the Client ID you want to move the product to.

Deleting a Domain from a Client

  1. When viewing the domain you want to delete, scroll to the bottom of the page and click the red Delete link
  2. After clicking this link, you will be asked to confirm if you are sure you want to delete the domain
  3. 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.

Registrar Configuration

  • Domain Registrars can be configured by going to Setup > Domain Registrars
  • Choose the registrar you want to configure from the dropdown of available registrars and then enter the relevant details for your account
  • Each registrar supported by WHMCS has specific instructions & requirements @ http://wiki.whmcs.com/Domain_Registrars
  • Here you can also set the default nameservers that WHMCS will use for domain only registrations ordered through the system
  • We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=7

Configuring Domain Pricing

  • You can manage domain pricing in Setup > Domain Pricing
  • You need to setup all the TLDs you want to offer, their features & pricing
  • We have prepared a video tutorial for this section @ http://www.whmcs.com/tutorials.php?i=6

Adding a New TLD

  1. The empty last row in the TLDs table is where you add new TLDs to your list
  2. Begin by entering the TLD including the preceeding . for example ".com", ".net", etc...
  3. If DNS Management, Email Forwarding or ID Protection is available & should be offered for this TLD check the boxes
  4. If an EPP code is required for transfers, tick the EPP Code box
  5. And if you want automatic registration to occur on payment, choose the registrar which should be used in the dropdown (more about this furthur down)
  6. Then click Save Changes to add
  7. Once added, you can click the Open Pricing link on the new TLDs row to edit the pricing matrix for the years available on this TLD

Re-ordering TLDs

  • Reordering TLDs is simply a drag & drop process
  • Position your mouse over the up/down arrows on the row you want to move, click+hold and then drag up or down
  • Once it is where you want it to be, let go of the mouse button to assign it.

Addon Pricing

  • Domain addons consist of DNS Management, Email Forwarding & ID Protection
  • These prices can be configured below the TLDs list also in Setup > 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 enabled, WHMCS will automatically submit the request to the registrar as soon as the client pays you for it
  • Domain registrations are never submitted by the system before you get paid
  • You can automate some TLDs while not others, and can select which registrar to be used for each TLD you offer
  • To enable automatic registration, in Setup > Domain Pricing choose a registrar in the automatic registrar dropdown on each TLD you want to automate
  • To not enable automatic registration, leave the dropdown set to None

Note: With automatic domain registration disabled, the system will wait after a client has paid until 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 are happy the order is legitimate.

Automatic Renewal

  • Domain renewals can be enabled for auto submission to the domain registrar as soon as you receive payment for them
  • This setting is independant of the auto registration and so you can enable this without enabling auto registration
  • To turn this on, go to General Settings > Domains and tick the Auto Renew on Payment checkbox
  • Automatic renewal should always be turned off at the registrar, as this would override WHMCS' behaviour and renew regardless of if you get paid or not

Domain Renew

  • 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 (as per your settings) prior to the due date and once paid, the domain will renew.
  • It won't ever 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.

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 Setup > 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 Free Domain tab from the tabs at the top of the page
  4. Choose the type of free domain you want to offer, either first year free' and renew as normal or for the lifetime of the package
  5. Then select the payment terms (AKA 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

This package will now not charge the user for the domain when ordered with the specified criteria.

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 Setup > Automation Settings
  2. Scroll to 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

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