Auto Setup Issues

From WHMCS Documentation

Revision as of 19:37, 25 January 2022 by SarahK (talk | contribs)

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 Configuration () > System Settings > Products/Services > Edit > Module Settings or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services > Edit > Module Settings 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 Configuration () > System Logs, or, prior to WHMCS 8.0, 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 account creation issue above. The system sends the welcome email when the module's Create command completes successfully and automatically, creating the account on the server. Unsent welcome emails indicate a problem with the automated setup not occurring.

You can troubleshoot this using the steps above. If those steps do not resolve the issue, see the additional steps in Email Sending Issues.

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 Configuration () > System Settings > Domain Pricing or, prior to WHMCS 8.0, 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 Configuration () > System Logs or, prior to WHMCS 8.0, 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.