whmcs_关于WHMCS的常见问题解答：电子商务计费软件

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WHMCS is considered to be one of the very few complete billing solution for client management, billing & support solution for most of the businesses that are online today. It is basically an automated billing system designed and developed for handling almost everything ie. from sign-up to suspension. Thanks to its extraordinary business automation tools offered by WHMCS which provides full control over billing. This has been one of the widely used and trusted applications by various hosting providers may it be a small or mid-sized company that offers WordPress Hosting or a highly reputed host offering the latest in trend Cloud Hosting solutions, WHMCS has something or the other to suit almost every billing related requirements.

对于当今大多数在线业务，WHMCS被认为是用于客户管理，计费和支持解决方案的极少数完整计费解决方案之一。 它基本上是设计和开发用于处理几乎所有内容的自动计费系统。 从注册到暂停。 得益于WHMCS提供的非凡的业务自动化工具，该工具可以完全控制帐单。 这已经是各种托管服务提供商广泛使用和信任的应用程序之一，可能它是提供WordPress托管服务的中小型公司，还是提供最新趋势云托管解决方案的享有盛誉的主机 ，WHMCS拥有其他功能几乎满足所有与计费相关的要求。

WHMCS提供的功能要点： (A Gist of Features offered by WHMCS :)

• WHMCS provides support for various different Currencies, Taxation , One Off & Recurring Invoices, Quotation or Estimates & Ticketing Support for Billing
  WHMCS为各种不同的货币，税收，一次性和经常性发票，报价或估计以及票务支持提供支持

• Billing Automation – It offers an automated Payment Processing, Refunding, Fraud Verifications, Products or Domains Provisioning & Management

  计费自动化 –它提供了自动化的付款处理，退款，欺诈验证，产品或域配置与管理

• Simplicity of Usage – It offers an easy to understand and use GUI, Faster Setup & Efficient Support

  使用简便–它提供易于理解和使用的GUI，更快的设置和有效的支持

• Products Available – Offers Free, One-Time & Recurring, Prorata, Custom Fields, Email Templates, Stock Mgt & Promotions

  可用产品 –提供免费，一次性和重复性，按比例分配，自定义字段，电子邮件模板，库存管理和促销

• Transactions Offered – More that fifty payment processing Gateways are supported, Income and Transaction Logs plus Statistical Reports can be generated

  提供的 交易 –支持超过50个支付处理网关，可以生成收入和交易日志以及统计报告

• Support Offerings – An Integrated ticketing system, knowledge base, downloads, announcements & network issues tool is available with WHMCS

  支持产品– WHMCS提供了集成的票务系统，知识库，下载，公告和网络问题工具

• Support for Modules – Users can create, suspend, terminate, upgrade, add SSL Certificates, update nameservers, renew & much more.

  支持模块 –用户可以创建，暂停，终止，升级，添加SSL证书，更新名称服务器，续订等等。

• Ease of Customization – Client & Admin Area Templates, Order Forms, Language Files & CSS Styling

  易于定制 –客户和管理区域模板，订单，语言文件和CSS样式

• Developer Friendly – Module Development Kits, Action Hooks & a Remote API

  开发人员友好 –模块开发套件，动作挂钩和远程API

WHMCS功能详细说明： (WHMCS Features explained in detail :)

帐单相关- (Billing Related-)

• The Automated Invoicing takes care of billing the clients on a recurring basis and groups the items due on a given day by a particular client all-together for reducing the gateway charges

  自动开票负责定期为客户开帐单，并将特定客户在给定日期到期的物料全部归为一组，以减少网关费用

• You can generate invoices Manually hence allowing you to generate one-off invoices for any customized services been offered
  您可以手动生成发票，因此可以为提供的任何定制服务生成一次性发票

• Quotation and Estimates can be prepared and mailed across to prospective customers, whoch can later be converted into invoices with a single click of button incase the proposal is accepted

  可以准备报价和估价，并将其邮寄给潜在客户，然后在单击投标的情况下，只需单击一下按钮，即可将发票转换为发票

• Automation of Payment Processing is available with every gateway

  每个网关均可使用付款处理自动化

• Support is offered for Taxation which enables both inclusive and exclusive tax, tax exemption offered to customers & products

  提供税收 支持 ，使包容性和排他性税收，免税提供给客户和产品

• Users can generate invoices in the form of PDF document hence enabling them to download it for there records or even take a print and retain a hard-copy for accounting purposes.

  用户可以生成PDF文档形式的发票，从而使他们可以下载发票以备有记录，甚至可以打印并保留硬拷贝以用于会计目的。

• The service provider can send the invoices via. Email or Print the Invoices using a batch PDF generator functionality hence enabling you to print the invoices for users that require a hard-copy

  服务提供商可以通过发送发票。 使用批处理PDF生成器功能通过电子邮件发送或打印发票，因此使您能够为需要硬拷贝的用户打印发票

• Apart from automated billing, WHMCS also enables users to make a payment entry Manually in order to avoid the restrictions for online payment gateways. Payments can even be applied to particular accounts who have paid via. cheques, wire transfers, etc.

  除了自动计费之外，WHMCS还使用户能够手动进行付款输入，从而避免了对在线付款网关的限制。 付款甚至可以应用于通过进行付款的特定帐户。 支票，电汇等

• Issuance of Credit for a user account can be done via. an admin or a client which can later be included in the invoices in the upcoming payment cycles.

  可以通过为用户帐户发行信用 。 管理员或客户，以后可以在即将到来的付款周期中将其包括在发票中。

• Flexi Promotions enables you to offer one time or recurring discounts over products or amounts depending on your organization commitments

  Flexi促销使您可以根据组织的承诺对产品或金额提供一次性或经常性折扣

• Verified by Visa & MasterCard SecureCode is supported on particular payment processing gateways

  特定的付款处理网关支持Visa和MasterCard SecureCode验证

自动化产品– (Automation Offerings – )

• An Automated Creation of services can be achieved in a way that as soon as an order is placed and a payment receipt is received or after the admin approves it, the services can be instantly activated automatically.

  可以通过以下方式实现服务的自动创建 ：一旦下订单并收到付款收据，或者在管理员批准后，服务便可以立即自动激活。

• Automatic Suspension of user accounts can be done via. WHMCS. And, only after the required payments is done, the temporary suspension can be removed and users can use the services as normal.

  可以通过自动暂停用户帐户。 WHMCS。 并且，只有在完成所需的付款后，才能取消临时暂停，并且用户可以正常使用服务。

• Automatic Termination of user accounts can be set in a way that post a particular time frame after the suspension if the user does not make a payment the service to the account would be instantly terminated.

  可以通过以下方式设置自动终止用户帐户：如果用户未付款，则在暂停后发布特定时间范围，将立即终止对帐户的服务。

• Automatic Upgrades makes it simple for users who intend upgrade the product, here the calculations are automatically done in the background by WHMCS

  自动升级使打算升级产品的用户变得简单，这里的计算由WHMCS在后台自动完成

• Retrieval or Reset of Passwords can be done automatically from WHMCS

  可以通过WHMCS自动完成密码的检索或重置

• The late charges can be Automatically applied to invoices sent to users, based on certain pre-decided factors

  已故的费用可以自动应用到发送给用户的发票，根据一定的预先决定因素

• Timely Alerts & Notice can be set for user accounts inorder to notify them about the payment due dates and overdue/current charges to be paid

  可以为用户帐户设置及时的警报和通知 ，以便通知他们有关付款到期日和应支付的逾期/当期费用

域名相关- (Domains Related-)

• An automatic Domain Registration or Transfers could be achieved on receipt of payment or upon admins approval

  收到付款或获得管理员批准后，即可实现自动域名注册或转移

• Users can even Renew Domains via. the client area which could also be automated upon receipt of payment

  用户甚至可以通过来续订域 。 客户区，也可以在收到付款后自动进行

• Users get the option to enable and disable Auto Renewal of domains to avoid expiry and the later struggles

  用户可以选择启用和禁用域自动更新 ，以避免过期和以后的麻烦

• Users can change the Nameservers due to the in-built registrar modules which allows both the users as well as the clients to make the relevant amendments whenever required.

  由于内置的​​注册器模块，用户可以更改名称服务器 ，该模块允许用户和客户端在需要时进行相关修改。

• Similarly, the Contact Info can be reviewed and updated from time to time by clients as well as the staff members

  同样，客户和工作人员可以不时查看和更新联系信息。

• The feature of Locking the Domains status can be achieved using WHMCS which too is optional based on the requirements

  可以使用WHMCS来实现“锁定域”状态的功能，该功能根据需要也是可选的

• Inorder to serve well to the resellers, WHMCS allows its users to set private Nameservers

  为了更好地服务于经销商，WHMCS允许其用户设置私有名称服务器

• If you are a domain registrar, at the time of ordering a domain, users can be offered with an option of ID Protection

  如果您是域注册商，则在订购域时，可以为用户提供ID保护选项

• Get EPP Code is also supported with certain modules as is DNS Record Management & Email Forwarding. Ofcourse, for now this feature is available for ENOM only.

  某些模块还支持获取EPP代码 ，例如DNS记录管理和电子邮件转发。 当然，目前此功能仅适用于ENOM。

支持工具产品– (Support Tools Offerings –)

• The Ticketing System enables users with managing the email requests from customers efficiently and effectively. The admin can allocate email sent to a particular email address to concerned departments.

  票务系统使用户能够高效地管理来自客户的电子邮件请求。 管理员可以将发送到特定电子邮件地址的电子邮件分配给相关部门。

• There exists a provision of Auto Answer Suggestions that automatically offers suggestion suggest possible answers to a users query from your knowledge-base before submission to help reduce common queries

  提供了自动回答建议 ，可以自动为用户从知识库中查询用户的答案提供建议，以帮助减少常见查询

• Rules of Escalation can be assigned in away that none of the emails/tickets are left out from answering for more that a set amount of time.

  可以分配上报规则，从而避免在设置时间范围内不遗漏任何电子邮件/票证。

• A feature known as the “Email Piping” is offered with WHMCS which allows customers send an email to your company and generate tickets in the ticketing system

  WHMCS提供了一种称为“ 电子邮件管道 ”的功能，该功能使客户可以向您的公司发送电子邮件并在票务系统中生成票证

• The provision of Spam Filters enables you to avoid and restrict emails from reaching your mailbox. You can set filters based on particular keywords, key-phrases and even email addresses

  垃圾邮件筛选器的提供使您可以避免和限制电子邮件到达您的邮箱。 您可以根据特定的关键字，关键短语甚至电子邮件地址设置过滤器

• You can keep your customers updated by Announcing the latest NEWS or information through RSS

  您可以通过RSS 宣布最新新闻或信息来保持客户更新

安全功能– (Security Features –)

• As a measure of enhanced security, you can move the Writeable Directories above the public_html directory

  为了增强安全性，可以将可写目录移动到public_html目录上方

• Furthermore, users can prefer Moving the Admin Area for avoiding the possible hacking attempts by guessing the logins

  此外，用户可以选择移动管理区域 ，以通过猜测登录名来避免可能的黑客尝试。

• Notifying the admin with any Failed Login attempts hence keeping a track of a possible attempts of login.

  将任何失败的登录尝试通知管理员，从而跟踪可能的登录尝试。

• Enabling the option to Automatically Ban an IP for more than THREE failed login attempts

  启用自动禁止 IP多于三次失败的登录尝试的选项

• The Client & Admin Passwords are stored as irreversible md5 hash values for prevention of passwords reversal

  客户端和管理员密码存储为不可逆的md5哈希值，以防止密码反转

• By using the AES Encryption protocol, the Credit Card Data is encrypted which avoids the scope of financial data thefts

  通过使用AES加密协议 ，可以对信用卡数据进行加密，从而避免了金融数据被盗的范围

• Using the API IP Restrictions access can be granted only to those IP’s whom you intend to offer

  使用API IP限制访问权只能授予您打算提供的IP。

产品– (Products – )

• WHMCS offers support for almost any types of products apart from merely web hosting

  WHMCS提供几乎所有类型的产品支持，而不仅仅是Web托管

• Set billing cycles based on customer needs ie. Free, One Time, Monthly, Quarterly, Semi-Annually, Annually & Biennially
  根据客户需求设置计费周期，即 免费，一次，每月，每季度，每半年，每年和每两年一次
• Billing based on a Prorata basis is supported by WHMCS i.e. date-to-date counter billing
  WHMCS支持基于比例的计费，即最新的计数器计费
• Ability of configurable options for products and services whose prices are expected to vary or fluctuated in an unscheduled manner
  价格和价格预期会发生变化或波动的产品和服务的可配置选项的能力

• Support for Custom Field enabling you to gather particular data about a client account.

  支持自定义字段，使您可以收集有关客户帐户的特定数据。

• Addons that enables you to cross-sell additional products & services to clients
  可让您向客户交叉销售其他产品和服务的附加组件
• Downloadable Product Support
  可下载的产品支持
• Based on your business requirements, you can send automated Custom Welcome Emails to customers when they have sucessfully placed an order.
  根据您的业务需求，您可以在成功下订单后向客户发送自动的“自定义欢迎电子邮件”。
• Stock Management/Automatic disallowance of orders when out-of-stock
  库存管理/缺货时自动禁止订单

客户区提供的功能 (Features offered with Client Area)

• Admin Client Summary page giving an overview of an entire clients account

  管理员客户摘要页面，概述了整个客户帐户

• Complete product and domain information with the current status
  具有当前状态的完整产品和域信息
• Your customers can get an overview of the services and products that are purchased from you, also available in the Client area is the option to reset their password
  您的客户可以概览从您那里购买的服务和产品，也可以在“客户”区域中找到重置密码的选项。

• The Domain Management area enables your customer to check the details of domains that have been purchased from you, furthermore, they can manage the domains from this area

  使用“ 域管理”区域，您的客户可以检查从您那里购买的域的详细信息，此外，他们还可以从该区域管理域

• The Contact, Invoice and Payment History can be viewed by customers any time
  客户可以随时查看联系方式，发票和付款历史记录

• New Orders can also be placed via. the inbuilt order form

  也可以通过下新 订单 。 内置订单

增强定制功能– (Feature that Enhance Customization –)

• Different Server Modules that allow you automating the products activation, suspension, termination etc. Though there are multiple modules that are pre-inclusive with WHMCS but one can even create a custom module and integrate it with it

  不同的服务器模块允许您自动执行产品激活，挂起，终止等操作。虽然WHMCS预先包含了多个模块，但是甚至可以创建一个自定义模块并将其集成到其中。

• It also offers Domain Registrar Modules for domain management & automation inclusive of registrations, renewals, nameserver modifications, WHOIS changes etc.

  它还提供用于域管理和自动化的域注册器模块 ，包括注册，续订，名称服务器修改，WHOIS更改等。

• Almost 50 different payment gateways are supported by the default version of WHMCS, but if you intend to have a different payment Gateway Module integrated with payment solutions you can easily get that developed from your sources and integrate it with enough ease.

  WHMCS的默认版本支持将近50种不同的支付网关 ，但是，如果您打算将其他支付网关模块与支付解决方案集成在一起，则可以轻松地从源代码中获取并轻松集成。

• With the availability of default Templates for the client as well as the admin areas allows used to completely customize the front-end interface

  借助客户端和管理区域的默认模板的可用性，可以完全自定义前端界面

其他特性 - (Other Features – )

• The provisioning of Enom SSL Certificates too can be automatically implied using WHMCS

  也可以使用WHMCS自动隐含Enom SSL证书的设置

• Based on your requirements and the expected level of security, you can set Email Alerts for number of events taking place in WHMCS ie. each time when a new ticket is replied,upon successful/failure of an automated actions, scheduled cron task, etc.

  根据您的要求和预期的安全级别，您可以为WHMCS中发生的事件数设置电子邮件警报 。 每次回复新故障单时，自动操作成功/失败，计划的cron任务等。

• For ensuring that your customers data isn’t lost, you can set an Automated Database Backups by FTP onto a remote server

  为了确保您的客户数据不会丢失，您可以通过FTP将自动数据库备份设置到远程服务器上

• Support for Multiple Languages enables clients to select their preferred languages

  对多种语言的支持使客户可以选择他们喜欢的语言

翻译自: https://www.eukhost.com/blog/webhosting/faqs-about-whmcs-an-ecommerce-billing-software/

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