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EN WHMCS CF manual
Description and definitions.
Purpose of the project The project was created out of the need to plan, classify, organize and r...
How to start using
Requirements
Installed and correctly configured WHMCS Module tested on WHMCS 8.1 version NextCloud server ac...
Installation
At this stage, the module does not include a standalone installer. The installation consists in ...
Activation
In the WHMCS administrator panel, browse to: System Settings -> Addons Modules Activate the mod...
Deactivation
Attention!!!Deactivating a module automatically deletes the tables in the database associated wit...
Configuration of module parameters
In the WHMCS administrator panel, browse to: System Settings -> Addons Modules -> Commitments fo...
Counterparties
Add counterparty
To add a counterparty go to the menu item "Counterparties" and click on "Add counterparty". Af...
Edit counterparty
To view a list of all contractors, go to the "Counterparties" menu and click "List counterparties...
Information contained in the counterparty's profile.
The counterparty profile contains information such as: Number of invoices Number of active comm...
Commitments
Documents
Adding a document
Documents can be added in several ways: We can use the bulk upload option and upload a few or a ...
Bulk PDF upload
The system enables the batch upload of PDF files to the system. Mass file upload helps in everyd...
Classification of PDF files
Go to the "Documents" menu item and click "List of unclassified". Go to the viewing mode by clic...
Viewing/Editing the Agreement
Go to the "Documents" menu item and click "Agreement list". Use the date buttons to select a sor...
Viewing/Editing an Invoice
Go to the "Documents" menu item and click "List invoices". Use the date buttons to select a sort...
Viewing/Editing an annex to the Agreement
The annex is used to change the terms of the contract without editing the contract itself and hel...
Unmapping documents
If for some reason it is necessary to move the document to an unclassified state, for example, if...
Deleting PDF files
To delete a PDF file, you mustGo to the "Documents" menu item and click "List of unclassified". ...
Accounting systems
Adding the WHMCS System
Installed Commitment Forecaster module, although it is installed in WHMCS, retrieves data through...
Sync/Full Sync
Full synchronization means that all invoices of the selected system will be completely synchroniz...
Creating an API user in WHMCS
In order to be able to exchange information between the Commitment Forecaster and WHMCS, access t...
Tools
Reindex commitment dates
A commitment in the system has parameters such as a start date, end date, indefinite period. Th...
Reindex agreements dates
In the system, the parameters of the contract, such as Commitment Date, Expiry Date, Notice Perio...
Synchronization income invoices
Income invoices are automatically synchronized during each daily WHMCS crontab job. For the purp...
About us
The project was created as an amateur, but with a professional approach.The project is entirely f...