Domains Configuration - Revision history

SarahK: Redirected page to Domains Management

2022-02-23T18:38:13Z

Redirected page to Domains Management

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SarahK at 19:36, 7 February 2022

2022-02-07T19:36:42Z

SarahK at 16:49, 7 February 2022

2022-02-07T16:49:41Z

SarahK at 21:42, 11 January 2022

2022-01-11T21:42:16Z

SarahK: /* Offering Free Domain Registration with Selected Packages */

2021-05-13T16:59:20Z

‎Offering Free Domain Registration with Selected Packages

SarahK: /* Editing the Renewal Notice Email */

2021-05-13T16:58:46Z

‎Editing the Renewal Notice Email

SarahK: /* Editing the Renewal Notice Email */

2021-05-13T16:58:28Z

‎Editing the Renewal Notice Email

SarahK: /* Changing Notice Intervals */

2021-05-13T16:58:10Z

‎Changing Notice Intervals

SarahK: /* Domain Renewal Notices */

2021-05-13T16:57:42Z

‎Domain Renewal Notices

SarahK: /* Domain Renewals */

2021-05-13T16:56:26Z

‎Domain Renewals

@@ Line 64: / Line 64: @@
 ===Changing Notice Intervals===
-To change the interval at which WHMCS sends renewal notices:
+To change the interval at which WHMCS sends renewal notices, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
 ===Editing the Renewal Notice Email===

@@ Line 19: / Line 19: @@
 ==System Domain Settings==
-For more information, see [[Domains Tab]].
+You can configure the domain options you offer (registration, transfers, or using the client's own domain) and various payment and renewal settings in the '''[[Domains Tab|Domains]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings'''.
 ==Registrar Configuration==
-You can configure domain registrars at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Registrars'''. For more information, see [[Domain Registrars]].
 ==Domain Pricing==
 You can configure your own pricing for domain registrations at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]'''. You can also use automatic domain registration for many TLDs to ensure that WHMCS automatically submits renewal requests as soon as you receive payment.
 ==Manual Domain Registration==
 You can use the [[Email]] registrar module to sell TLDs that none of the supported registrar modules allow. This lets you use WHMCS to accept the order and invoice the client while you perform the domain registration, renewals, and updates manually.
 ==Domain Renewals==
 By default, all domains are set to auto-renew, but this is not the same as what domain regstrars commonly mean by auto-renewal. In this case, an invoice will generate a number of days (according to your settings) prior to the due date. After you receive payment, the domain will renew. Paid domains never renew without payment.
@@ Line 49: / Line 52: @@
 ==Domain Renewal Notices==
 [[File:DomainReminderConfig82.png|thumb|Renewal Notices Setup]]
@@ Line 59: / Line 63: @@
 ===Changing Notice Intervals===
 To change the interval at which WHMCS sends renewal notices:
@@ Line 69: / Line 74: @@
 ===Editing the Renewal Notice Email===
 To edit the email message sent to clients:
@@ Line 81: / Line 87: @@
 ==Offering Free Domain Registration with Selected Packages==
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
@@ Line 156: / Line 163: @@
 ===Default Values===
 There are defined default Domain Grace and Redemption Period values for over 800 of the most common TLDs and extensions. For more information, see [[Domain_Grace_and_Redemption_Grace_Periods#Domain_Grace_and_Redemption_Period_Defaults|Domain Grace and Redemption Period Defaults]].
@@ Line 166: / Line 174: @@
 ==Domain Pricing Matrix==
 The Client Area Domain Extension Pricing page is at <tt>cart.php?a=add&domain=register</tt>. It is designed to provide visitors and clients an intuitive overview of your extension pricing. The layout of this client area page should aid you in promoting your best extensions.
@@ Line 173: / Line 182: @@
 ==Customising Domain Categories==
 Domain Categories are used on <tt>cart.php?a=add&domain=register</tt> to group domain TLDs into categories such as '''Popular''', '''Shopping''', or '''Real Estate''' and makes it easier for clients to navigate and find their ideal domain extension.
 For more information about customising the domain categories, see [[Domain Categories]].

@@ Line 1: / Line 1: @@
-This section of our docs explains how to configure domain registrar modules in WHMCS for the selling of domains to allow automated provisioning and management.
+WHMCS offers many tools for selling domains and automated domain provisioning and management.
-In '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Domains''', you can configure which domain options you offer (register, transfer, or own domain) and various payment- and renewal-related settings. For more information, see [[Domains Tab]].
+==Domain Management Features==
-==Registrar Configuration==
+The available management features are:
-<html><a href="http://www.youtube.com/watch?v=0Sz9mkBzLN0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
+==System Domain Settings==
-To configure a registrar:
+For more information, see [[Domains Tab]].
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Domain Registrars'''.
+==Registrar Configuration==
-#Choose the registrar you want to configure from the list of available registrars and click the corresponding '''Activate''' button
+You can configure domain registrars at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Registrars'''. For more information, see [[Domain Registrars]].
 ==Domain Pricing==
-For an explanation of how to configure the prices you charge to your clients for domain registration and associated addons, see [[Domain Pricing]].
+You can configure your own pricing for domain registrations at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]'''. You can also use automatic domain registration for many TLDs to ensure that WHMCS automatically submits renewal requests as soon as you receive payment.
 ==Manual Domain Registration==
-If you need to sell a TLD that none of the supported registrar modules support, you can still use WHMCS to take the order and invoice the client. However, in this case, you must perform domain registration, renewal, and updates manually.
+You can use the [[Email]] registrar module to sell TLDs that none of the supported registrar modules allow. This lets you use WHMCS to accept the order and invoice the client while you perform the domain registration, renewals, and updates manually.
 ==Domain Renewals==
 By default, all domains are set to auto-renew, but this is not the same as what domain regstrars commonly mean by auto-renewal. In this case, an invoice will generate a number of days (according to your settings) prior to the due date. After you receive payment, the domain will renew. Paid domains never renew without payment.
@@ Line 61: / Line 40: @@
 </div>
-===Disable Auto Renew===
+You can disable automatic renewals for a specific domain if you do not want to generate an invoice and want the domain to expire. To do this, toggle '''Disable Auto Renew''' to '''YES''' in the '''Products/Services''' tab of the client's profile. Clients can do this by toggling the option in the Client Area domain details page.
-You can set a domain's auto renewal setting to '''off''' so that no invoice will generate and the domain will expire.
+When you disable automatic renewals, WHMCS checks for any outstanding invoices:
 * If the domain is invoiced on its own, it cancels that invoice.
 * If the domain appears on an invoice for multiple items, WHMCS only removes the domain's line.
@@ Line 74: / Line 49: @@
 ==Domain Renewal Notices==
 [[File:DomainReminderConfig82.png|thumb|Renewal Notices Setup]]
@@ Line 85: / Line 59: @@
 ===Changing Notice Intervals===
 To change the interval at which WHMCS sends renewal notices:
@@ Line 96: / Line 69: @@
 ===Editing the Renewal Notice Email===
 To edit the email message sent to clients:
@@ Line 109: / Line 81: @@
 ==Offering Free Domain Registration with Selected Packages==
 <div class="docs-alert-info">
 <span class="title">Note</span><br />

@@ Line 109: / Line 109: @@
 ==Offering Free Domain Registration with Selected Packages==
-−
 With WHMCS, you are able to offer free domains with your packages clients purchase them with certain payment terms. For example, you might want to offer a free domain when a client purchases an annual package.
-−
 To do this:
-−
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Products/Services'''.
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services'''.
-#Click the edit icon next to the product or service that you want to offer a free domain with.
+# Click the edit icon next to the product or service that you want to offer a free domain with.
-#Select the '''Free Domain''' tab from the tabs at the top of the page.
+# Select the '''Free Domain''' tab.
-#Choose the type of free domain you want to offer: either the first year free and to renew as normal or for the lifetime of the package.
+# Choose the type of free domain you want to offer.
-#Select the payment terms (or billing cycles) that you want to offer with the free domain. Press '''Ctrl''' when clicking the options to select more than one.
+# Select the payment terms (or billing cycles) that you want to offer with the free domain. Press '''Ctrl''' when clicking the options to select more than one.
-#Select which TLDs the free domain offer applies to. This allows you to exclude high priced TLDs such as <tt>.tv</tt>. Press '''Ctrl''' while clicking the options to select more than one.
+# Select which TLDs the free domain offer applies to. This allows you to exclude high-priced TLDs such as <tt>.tv</tt>. Press '''Ctrl''' while clicking the options to select more than one.
-#Click the '''Save Changes''' button.
+# Click '''Save Changes'''.
-−
-Now, this package won't charge the user for the domain when their order meets the specified criteria.
+After you complete these steps, the package won't charge the user for the domain when their order meets the specified criteria.
-−
-As long as the payment method for the domain and the hosting account is the same, and the next due date is the same, when generating the next invoice (based on the settings in your Automation settings), WHMCS will invoice for the hosting and the domain on the same invoice. When this you receive payment for the invoice, WHMCS will (if your settings allow this in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings > Domains''') automatically renew your clients domain for a further period. The hosting account and domain's next due date will automatically change to the next period.
+If the domain and hosting account payment methods and next due dates are the same, WHMCS will invoice the domain and hosting account on the same invoice, depending on your settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings'''.
 ==Adding Additional WHOIS Services==

@@ Line 102: / Line 102: @@
 # Select a template and edit it:
-** '''Upcoming Domain Renewal Notice''' is sent before a paid domain expires.
+* '''Upcoming Domain Renewal Notice''' is sent before a paid domain expires.
-** '''Upcoming Free Domain Renewal Notice''' is sent before a free domain expires.
+* '''Upcoming Free Domain Renewal Notice''' is sent before a free domain expires.
-** '''Expired Domain Notice''' is sent after a domain expires.
+* '''Expired Domain Notice''' is sent after a domain expires.
 For more information, see [[Email_Templates|Email Templates]].

@@ Line 93: / Line 93: @@
 ## Enter a number of days. You can disable any reminder option by setting it to ''0''.
 ## Select either before or after from the dropdown menu to indicate whether to send the reminder that many days before the next due date or that many after it.
-# In WHMCS 8.2 and later, choose whether to send renewal reminders for free domains associated with a paid product or service.
+# In WHMCS 8.2 and later, choose whether to send renewal reminders for free domains associated with a paid product or service. This setting defaults to disabled for existing installations upgrading to WHMCS 8.2 and to enabled for new installations of WHMCS 8.2 and higher. For more information, see [[Free Domains]].
-** This setting defaults to disabled for existing installations upgrading to WHMCS 8.2 and to enabled for new installations of WHMCS 8.2 and higher.
 ===Editing the Renewal Notice Email===

@@ Line 74: / Line 74: @@
 ==Domain Renewal Notices==
-[[File:DomainReminderConfig.png|thumb|Renewal Notices Setup]]
-By default, the system sends at least two domain renewal notices prior to expiration, and once following it. You can change the timing as desired. You can send reminders before and after a domain's expiration date or disable it. The client's [[Clients:Emails/Notes/Logs_Tabs|Email]] tab records the reminders, and the system logs them in the [[Reports#Domain_Renewal_Reminder_Emails|Domain Renewal Reminder Emails]] report for ICANN compliance (module dependant).
+[[File:DomainReminderConfig82.png|thumb|Renewal Notices Setup]]
-−
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
 For more information, see [[Domain Renewal Notices]].
 </div>
-−
-===Changing the Intervals at which Renewal Notices are sent===
+===Changing Notice Intervals===
-−
-To do this:
+To change the interval at which WHMCS sends renewal notices:
-−
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings'''.
+# Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
-#Scroll to the '''Domain Reminder Settings''' section of the page.
+# Scroll to the '''Domain Reminder Settings''' section.
-#Use the menu to select whether to send the reminder before or after the domain's expiration date.
+# For each of the five possible reminders:
-#Change the number of days before or after expiration to send first, second, third, fourth, or fifth reminders. You can disable an option by entering <tt>0</tt>.
+## Enter a number of days. You can disable any reminder option by setting it to ''0''.
+## Select either before or after from the dropdown menu to indicate whether to send the reminder that many days before the next due date or that many after it.
-===Editing the Renewal Notice Email that gets sent===
+# In WHMCS 8.2 and later, choose whether to send renewal reminders for free domains associated with a paid product or service.
+** This setting defaults to disabled for existing installations upgrading to WHMCS 8.2 and to enabled for new installations of WHMCS 8.2 and higher.
 To edit the email message sent to clients:
-−
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates'''.
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates'''.
-#Select a template and edit it:
+# Select a template and edit it:
-#*The system uses '''Upcoming Domain Renewal Notice''' to send emails before expiration.
+** '''Upcoming Domain Renewal Notice''' is sent before a paid domain expires.
-#*The system uses '''Expired Domain Notice''' to send emails after expiration.
+** '''Upcoming Free Domain Renewal Notice''' is sent before a free domain expires.
+** '''Expired Domain Notice''' is sent after a domain expires.
 For more information, see [[Email_Templates|Email Templates]].

@@ Line 53: / Line 53: @@
 ==Domain Renewals==
-−
-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 (according to your settings) prior to the due date. After you receive payment, the domain will renew.
+By default, all domains are set to auto-renew, but this is not the same as what domain regstrars commonly mean by auto-renewal. In this case, an invoice will generate a number of days (according to your settings) prior to the due date. After you receive payment, the domain will renew. Paid domains never renew without payment.
-*Domains won't ever renew without payment.
-*It is possible to set a domain's auto renewal setting to off so that no invoice will generate and the domain will expire. Do this by checking the '''Disable Auto Renew''' checkbox on the domains management page in the admin area, or by the client themselves, by toggling the option in the client area domain details page.
+<div class="docs-alert-info">
-*When you click the '''Disable Auto Renew''' button, WHMCS checks for any outstanding invoices.
+<span class="title">Note</span><br />
-**If the domain is invoiced on its own, it cancels that invoice.
+In WHMCS 8.2 and higher, WHMCS prevents renewal of free domains in the Client Area unless bundled with a product or service.
-**If the domain appears on an invoice for multiple items, WHMCS only removes the domain's line.
+</div>
-**Disabling auto-renewal via the admin area will not trigger the automated invoice cancellation, allowing you to keep an existing renewal invoice or to cancel it manually.
-**The system will continue to send Upcoming Domain Renewal Notices, and clients can renew the domain manually if they wish.
+===Disable Auto Renew===
 ==Domain Renewal Notices==