Difference between revisions of "Auto Setup Issues"

From WHMCS Documentation

(Domain Provisioning Problems)
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This page contains help regarding problems automatically provisioning accounts with WHMCS.
 
 
==Product Provisioning Problems==
 
==Product Provisioning Problems==
WHMCS can automatically provision services, you can specify whether this happens before or after payment, wait until manually approved by a member of staff, or disabled entirely. This is set on a per-product basis, navigate to '''Setup > Products/Services > Products/Services > Edit > Module Settings tab''' and the four auto-setup options will be available for you to select.
 
  
If the auto-setup is not occurring please begin your troubleshooting by watching [http://youtu.be/Ug3wbYRpUgI this video tutorial].
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WHMCS can automatically provision services, you can specify whether this happens before or after payment, wait until a staff member manually approves it or disables it entirely. To set this on a per-product basis, navigate to '''Setup > Products/Services > Products/Services > Edit > Module Settings tab''' and the four auto-setup options will be available for you to select.
If that doesn't help please review '''Utilities > Activity Log''' at the time of ordering for any error messages which should explain what the problem is. An explanation of common error messages can be found at:
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If the auto-setup is not occurring, begin your troubleshooting by watching [http://youtu.be/Ug3wbYRpUgI this video tutorial].
 +
 
 +
If that doesn't help, review '''Utilities > Activity Log''' at the time of ordering for any error messages, which will explain what the problem is. You can find an explanation of common error messages at:
  
 
*[[Troubleshooting Guide]]
 
*[[Troubleshooting Guide]]
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==Welcome Email Sending Problems==
 
==Welcome Email Sending Problems==
Problems with the sending of the welcome email are typically related to the above account creation issue as the welcome email is sent when the module create command is completed successfully and automatically (ie. the account is created on the server). The welcome email not being sent suggests a problem with the auto-setup not occurring, so please run through the troubleshooting steps above.
 
  
If you aren't using a module (cPanel, Plesk etc) then the welcome email can still be sent automatically by selecting the [[Auto_Release|Autorelease module]].
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Problems sending welcome emails typically relate to the above account creation issue, because the system sends the welcome email when the module create command completes successfully and automatically (and the system creates the account on the server). Unsent welcome emails indicate a problem with the auto-setup not occurring. In this case, run through the troubleshooting steps above.
  
The problem could also be caused by no welcome email being selected under '''Setup > Products/Services > Products/Services > Edit''' or a syntax error in the email template - the activity log would reveal any syntax errors.
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If you aren't using a module (for example, cPanel or Plesk), you can send the welcome email automatically by selecting the [[Auto_Release|Autorelease module]].
  
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The problem could also be that you haven't selected a welcome email under '''Setup > Products/Services > Products/Services > Edit''' or a syntax error in the email template. The activity log would reveal any syntax errors.
  
 
==Domain Provisioning Problems==
 
==Domain Provisioning Problems==
WHMCS can automatically register/transfer domains after the client has paid the invoice. You can either specify which registrar should be used for this automation, or disable the automation entirely. This is set on a per-domain basis via the Auto-Setup dropdowns under '''Setup > Products/Services > Domain Pricing'''.
 
  
If a registrar is selected above but the domain was not sent to the registrar upon payment this suggests an error has occurred. Please review '''Utilities > Activity Log''' at the time of ordering for any error messages which should explain what the problem is. An explanation of common error messages can be found at:
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WHMCS can automatically register or transfer domains after the client has paid the invoice. You can either specify the registrar to use for this automation or disable the automation entirely. You can set this on a per-domain basis via the Auto-Setup dropdowns under '''Setup > Products/Services > Domain Pricing'''.
  
*[[Troubleshooting Guide]]
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If you have selected a registrar in the steps above but the system didn't send the domain to the registrar upon payment, an error has occurred. Review '''Utilities > Activity Log''' at the time of ordering for any error messages, which will explain what the problem is. You can find an explanation of common error messages at:
*[[Common Troubleshooting Tips]]
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*[[Domain Registrars]]
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*[[Troubleshooting Guide]].
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*[[Common Troubleshooting Tips]].
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*[[Domain Registrars]].
  
To submit the domain registration/transfer request to your registrar again please refer to [[Domains_Management#Handling_a_Failed_Domain_Registration|Handling a Failed Domain Registration]].
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To submit the domain registration or transfer request to your registrar again, see [[Domains_Management#Handling_a_Failed_Domain_Registration|Handling a Failed Domain Registration]].
  
 
{{troubleshooting}}
 
{{troubleshooting}}

Revision as of 17:11, 29 April 2020

Product Provisioning Problems

WHMCS can automatically provision services, you can specify whether this happens before or after payment, wait until a staff member manually approves it or disables it entirely. To set this on a per-product basis, navigate to Setup > Products/Services > Products/Services > Edit > Module Settings tab and the four auto-setup options will be available for you to select.

If the auto-setup is not occurring, begin your troubleshooting by watching this video tutorial.

If that doesn't help, review Utilities > Activity Log at the time of ordering for any error messages, which will explain what the problem is. You can find an explanation of common error messages at:

Welcome Email Sending Problems

Problems sending welcome emails typically relate to the above account creation issue, because the system sends the welcome email when the module create command completes successfully and automatically (and the system creates the account on the server). Unsent welcome emails indicate a problem with the auto-setup not occurring. In this case, run through the troubleshooting steps above.

If you aren't using a module (for example, cPanel or Plesk), you can send the welcome email automatically by selecting the Autorelease module.

The problem could also be that you haven't selected a welcome email under Setup > Products/Services > Products/Services > Edit or a syntax error in the email template. The activity log would reveal any syntax errors.

Domain Provisioning Problems

WHMCS can automatically register or transfer domains after the client has paid the invoice. You can either specify the registrar to use for this automation or disable the automation entirely. You can set this on a per-domain basis via the Auto-Setup dropdowns under Setup > Products/Services > Domain Pricing.

If you have selected a registrar in the steps above but the system didn't send the domain to the registrar upon payment, an error has occurred. Review Utilities > Activity Log at the time of ordering for any error messages, which will explain what the problem is. You can find an explanation of common error messages at:

To submit the domain registration or transfer request to your registrar again, see Handling a Failed Domain Registration.