SolusIO

From WHMCS Documentation

Revision as of 14:52, 7 September 2020 by Matt (talk | contribs)

Our SolusIO Integration is the official integration between WHMCS and the SolusIO Virtual Infrastructure Management Platform.

Supporting 3 methods of billing integration:

  • Self-Service VM Provisioning with Post-Pay Billing - Available now - Allow customers to register for access to VM provisioning, manage virtual machines and provision on-demand via the SolusIO control panel, and have billing performed at set intervals by WHMCS in a post-pay (pay after use) model.
  • Self-Service VM Provisioning with Pre-Pay Credits - Coming Soon! - Allow customers to register for access to VM provisioning, deposit funds in advance, and manage virtual machines and provision on-demand via the SolusIO control panel. Usage charges are assessed against the customers available balance in real-time.
  • Retail VM Selling - Coming Soon! - Sell pre-configured VPS plans through your WHMCS online store. Offer traditional style VPS and virtual machines with a fixed monthly price, prepaid up front and billed on a regular fixed billing cycle. Customers will not need to use the SolusIO control panel.

For more information, please refer to our SolusIO FAQ

Installation

  1. Download the latest version of the integration via the WHMCS Marketplace: link coming soon
  2. Extract the zip file
  3. Upload the 'solusio' directory to the '/modules/addons' folder of your WHMCS installation.

First Use

  1. Login to the WHMCS Admin Area
  2. Navigate to Setup > Addon Modules
  3. Locate the SolusIO module in the list
  4. Click the Activate button
  5. Upon success, click the Configure button
  6. Under Access Control, select the user group to which your admin user is assigned
  7. Click Save Changes
  8. After the page reloads, navigate to Addons > SolusIO

You will then be guided through the process of connecting to your SolusIO instance

Accessing the SolusIO Integration

You can access the SolusIO module within WHMCS at any time by navigating to Addons > SolusIO within the WHMCS admin area.

Connecting to SolusIO

Upon accessing the SolusIO module for the first time you will see a screen as follows.

SolusIOConnect.png

Enter the URL to your SolusIO installation. This should be the url you use to access the web interface.

Enter your API Key. This can be retrieved by navigating to Account > API Tokens > Generate API Token when logged into the SolusIO user area.

Click Test Connection to verify a connection can be established with the SolusIO system

Upon success, you will be redirected to management screen.

Setup & Use

Post-Pay

Upon accessing the SolusIO module post connecting to SolusIO, you will be presented with the following screen which allows you to set settings related to Post-Pay billing.

SolusIOPostPaySetup.png

Landing Page

The WHMCS SolusIO Post-Pay functionality comes with a ready made landing page designed to make it quick and easy to get up and running with offering SolusIO services. The link is provided here for convenience. This page can only be accessed when Post-Pay billing is enabled.

SolusIOPostPayLandingPage.png

Menu items are automatically added to the WHMCS client area when enabled. For logged out users, it can be accessed via a Cloud Hosting option in the main menu. For logged in users, it can be accessed via a Cloud Hosting menu option under the Website & Security dropdown menu.

Customising the Landing Page

The landing page is controlled by templates and can be customized. To make changes, we recommend copying the file /modules/addons/solusio/templates/post-pay/landing-page.tpl into the active WHMCS client area template directory under the path /templates/{active_template}/modules/addons/solusio/post-pay/landing-page.tpl. All paths are relative to the WHMCS root installation directory. From there, you can make changes to the template within your WHMCS client area template directory and these customisations will be preserved during module updates.

Invoicing Settings

The invoicing settings allow you to control settings related to invoices generated for Post-Pay usage.

Setting NameDescription
Invoicing Grace PeriodThe number of days you want to allow after generation before an invoice is considered overdue.