WHMCS is an all-in-one client management, billing & support solution for online businesses (not included). Paired with Mailcheap's WHMCS plugin, you can automatically provision end-user accounts (for your clients) based on storage and number of domains/mailboxes/domain aliases/mailbox aliases.
WHMCS plugin is a provisioning module which creates a DomainAdmin user according to the product/plan specification (number of domains, mailboxes, storage quota, etc.) set by the administrator (you) in WHMCS.
The plugin files are contained in the ZIP file mailcheap-v1.1.zip
.
- Unzip the WHMCS plugin.
- Upload
modules/servers/mailcheap
directory to your whmcs installmodules/servers/
folder. - Set the correct permissions for the above uploaded folder and its subfolders/files.
- Your directory structure should now look like this
../your-whmcs-install-folder/modules/servers/mailcheap/..
Step 1. From your WHMCS admin portal > navigate to Setup (menu bar) > Products/Services > Servers.
Step 2. Create a server group by clicking Create New Group.
Step 3. Create a server by clicking Add New Server and assign it to the previously created server group.
Fill in the below fields:
-
Name:
Your-mail-server-name
-
Hostname:
Your-mail-server-hostname
-
IP Address:
Your-mail-server-IP
-
Type:
MailCheap
-
Username:
MasterAdmin-username
-
Password:
MasterAdmin-password
!!! tip "Tip" It is recommended to create a new MasterAdmin for configuring in WHMCS.
Step 4. Check (enable) the option Tick to use SSL Mode for Connections.
Step 5. Press the red Test Connection button, it should show green "SUCCESSFUL!" message.
Step 6. Click Save Changes button.
Step 1. From your WHMCS admin portal > navigate to Setup (menu bar) > Products/Services > Products/Services > Create a New Product > follow on-screen instructions.
Step 2. In Module Settings tab > choose Module Name MailCheap from the drop-down menu.
Step 3. Assign the previously created server group to the product in the Server Group field.
Step 4. Set the product/plan account (DomainAdmin user) limits. You're able to set storage quota in MB, number of mailboxes, number of domains, aliases, etc.
Step 5. Check (enable) the option Automatically setup the product when you manually accept a pending order.
Step 6. Click Save Changes button.
Set up a welcome email template for your product/plan in WHMCS. This welcome email will be sent to your client (end-user) upon product activation and will include login details and other information for them to get started with their hosted email plan.
Step 1. From your WHMCS admin portal > navigate to Setup (menu bar) > Email Templates > Create New Email Template > choose Email Type as 'Product/Service' and Unique Name as 'Your-product-name Welcome Email' > click Create button.
Step 2a. In the following 'Your-product-name Welcome Email' template page, choose Subject as 'New Product Information' and in the body (text area) enter the below details (modify accordingly):
Dear {$client_name},
Your order for {$service_product_name} has now been activated. Please keep this message for your records.
Product/Service: {$service_product_name}
Payment Method: {$service_payment_method}
Amount: {$service_recurring_amount}
Billing Cycle: {$service_billing_cycle}
Next Due Date: {$service_next_due_date}
Login Details:
Server hostname: {$service_server_hostname}
Web admin panel: https://{$service_server_hostname}
Webmail (Roundcube): https://{$service_server_hostname}/webmail/
Webmail (Rainloop): https://{$service_server_hostname}/rainloop/
Username: {$service_username}
Password: {$service_password}
Get started with your hosted email service by following our documentation: <enter your documentation URL here>
Please keep this email safely as it contains your access credentials, mailserver hostname, etc. It is highly recommended to change the above password upon login. Use a password manager to create random passwords for all your accounts.
Thank you for choosing us.
{$signature}
Step 2b. Click Save Changes button.
Step 3. From your WHMCS admin portal > navigate to Setup (menu bar) > Products/Services > Products/Services > select the product you set up earlier > Welcome Email > choose 'Your-product-name Welcome Email' from the drop-down menu > click Save Changes button.