[How do I move or add existing clients not through WHMCS?]

On 2/24/2023 at 1:11 PM, Luis said:

Hi

What you could do is, after adding your client manually, go to the quick add menu on the top right and select "Add quick order".

Select the client and the product and after adding to basket you will be able to select "Add existing service". This will allow you to set the next renewal date manually and will not generate an invoice (it will generate a 0 invoice I believe).

After that you can go to your newly added product and set the status in the overview page and add the provisioning information on the Manage tab.

Finally on the Manage tab you can use "Get Info" and if it gets it correctly, your good to go.

Thank you for this information. I completed this step, but it did produce an invoice for the amount, and then said it was paid in full with a zero balance and sent it to my client, then a renewal date for what I wanted and a new invoice will be sent out.  I will have to work with this a little more and see how I can get it to not make it look like they paid the first invoice. 

At least I have things moving. I'll have to see best ways to do this before putting in the rest of my clients.

[How do I move or add existing clients not through WHMCS?]

Hi there,

I have a few clients currently on my hosting which is now set up to provision through Upmind and I'm wondering how to set them up in Upmind so they are billed and managed through here. 

I did not use WHMCS in the past, so I can not import from there.

I feel that I would set them up manually and then 'place new order' with the product that they are using. 

The sticky point is these are provisioning accounts. How do I make sure that the order does not attempt to re-provision something that's already there? (their hosting for example) and then attach their hosting spot manually.

I have done a lot of searching and don't see how to set this up.

Thanks!

Tammie

[How to provision after error occured with hosting account]

Thank you so much for this information. This has been a great help!

Tammie

[How to provision after error occured with hosting account]

Hi there,

when I setup provisioning on my account, I mistyped the packages as shown on my cpanel. When someone purchased hosting, the system attempted to provision the server and set up the hosting account, but the name of the package was wrong. I corrected it and the error isn't showing any longer, but the account did not create the account on my cpanel. How do I trigger it to do that now? Or do I set it up manually now? If manual, how do I connect it to my clients account in Upmind then?  Thanks so much for your assistance. I'm new to this platform and figuring everything out.