Revision as of 13:26, 21 June 2010

KashFlow is an accounting system primarily for UK small businesses but with customers worldwide and this addon module for WHMCS automates the entry of paid invoices into the KashFlow system.

Once installed & configured, the sync process runs as part of the daily cron and creates clients, invoices & transactions in KashFlow to mirror the invoice and transaction records in your WHMCS system.

Additional Requirement

The DotNetPanel module requires SOAP compiled in your server's PHP configuration. In your WHMCS administration navigate to Utilities > PHP Info if you see no mention of SOAP then it is likely you will need to recompile.

WHMCS technical support cannot assist with recompiling PHP, please contact your server admin/hosting provider for assistance.

Installation

1. To install the KashFlow module, begin by downloading the files @ http://www.whmcs.com/members/dl.php?type=d&id=38
2. Next unzip the files to a folder on your computer
3. Now create the directory /modules/admin/kashflow/ and upload the kashflow.php file to it
4. Finally, upload the kashflowhook.php file to /includes/hooks/

Configuration

1. After installing the module, you need to configure it. Begin by going to Utilities > Addon Modules > Kashflow
2. Here you will be asked to enter your KashFlow Username & Password. You should also tick the box to enable the addon and then click Save Changes
3. The API login will then be tested and if there's a problem with the username and/or password you entered an error will be displayed on screen. You need to ensure you have enabled API Access inside your KashFlow account and added your Server IP to the allowed IPs list with them too prior to this.
4. If the login was ok, you will see a new section appear titled Gateway Settings
5. Here you need to choose the corresponding KashFlow payment method and bank account that transactions for each of the gateways in your WHMCS system should be assigned to when syncing (for more information on this refer to KashFlow's documentation)
6. Configuration is now complete

The Syncing Process

• The sync process will run as part of the daily cron whilever the Enable box is checked - to disable again simply untick the box
• Should any errors occur when sending data to KashFlow, they will be recorded in the Activity Log under the Utilities menu so you should review it periodically to check for any errors
• The first few runs will attempt to sync all existing customers & paid invoices and so may take longer than normal