Documentation

The AIOBilling manual

From an empty folder to a busy billing system: every step, every screen.

Start here: RequirementsPHP and MySQL versions, the extensions, writable folders, cron, SSL, cPanel shared hosting or a VPS, and what to have ready before the installer.

The admin area

The admin tourThe top bar and its seven menu groups, the Home tiles and widgets, intelligent search, the notification bell, My Account, two-factor sign-in, and administrators and roles. ClientsThe client list and bulk actions, adding a client, every tab of the client record, groups, contacts and sub-accounts, custom fields, credit, login as client, mass mail and notes. OrdersFrom an order placed to an order accepted, the order lists and statuses, accept, fraud, cancel and refund, adding an order for a client, upgrade requests and cancellation requests. Products and the catalogueProduct groups and their store looks, the product tabs, addons, configurable options, promotions, stock control, pro-rata billing and Order Form Settings. Invoices and paymentsThe invoice list and page, line items, Add Payment, credit and refunds, numbering, PDF, tax rules, currencies, transactions, quotes, billable items, offline payments and the gateway log. DomainsPer-year TLD pricing, registrar modules, the domain page and its registrar commands, the life cycle from order to renewal, transfers and the WHOIS lookup. Services and serversService statuses and the service page with its module commands, servers and groups, the AIOhPanel, cPanel, DirectAdmin, Plesk and Automatic Release modules, and usage. SupportTickets, departments, statuses, predefined replies, notes, merge and split, escalation rules, feedback, the knowledgebase, announcements, downloads and network issues. Reports and utilitiesEvery report with its filters and CSV export, the logs, Automation Status, calendar, to-do list, WHOIS, System Health, System Cleanup, Database Status and What's New. SettingsEvery General Settings tab, Automation Settings, e-mail templates and merge fields, Mail Settings and SMTP, themes, languages, Security, API credentials, administrators and roles, Order Form Settings and Fraud Protection.

Plugins and themes

Plugins and themesThe free plugins and the premium extras with prices, the Addon Modules page, activating and uploading, the Themes & Appearance page and writing your own plugin. Payment gatewaysThe Payment Gateways page, the callback address, the settings every gateway has, how a payment is recorded and verified, the logs, and a table of the nine gateways with links to their chapters. Domain registrarsThe Domain Registrars page, what the four modules can do side by side, the module log, and a table with links to the chapter of each registrar. Notifications overviewE-mail and text messages side by side, the five text events and where the SMS and WhatsApp plugin lives, with a link to its full chapter. Nova and Lumen themesWhat Nova and Lumen share: turning a theme on, the fallback when the addon is missing, options, preview and going back, with links to each theme chapter. PayPalTaking PayPal Standard payments: the business e-mail, sandbox testing, how an IPN is verified, the Gateway Log results and what to do when a payment is missing. StripeStripe Checkout payments: the live and test keys, the webhook and its signing secret, refunds from the invoice, test cards and common errors. bKashbKash Tokenized Checkout in taka: the four merchant credentials, how a payment is created and confirmed, sandbox testing and troubleshooting. NagadThe Nagad merchant gateway in taka: merchant ID and the two keys, the signed and encrypted two-step checkout, verification with Nagad, sandbox testing and troubleshooting. SSLCommerzSSLCommerz hosted payments: store ID and password, the IPN address, validation of every payment, risky payments held for review, sandbox testing and troubleshooting. Mobile Wallet (Rocket)The offline gateway for a personal Rocket, Upay, Nagad or bKash number: wallet settings, the client transaction report, Payment Pending and recording the payment. RazorpayRazorpay Checkout for India: key ID and secret, the optional webhook, signature checks, refunds from the invoice, test keys and troubleshooting. PaystackPaystack hosted payments in NGN, GHS, ZAR, KES and USD: the secret key, the webhook, verification, refunds and troubleshooting. Bank TransferThe offline bank transfer gateway: bank details, letting clients report a reference, Payment Pending and recording the payment when the money arrives. Manual RegistrationThe registrar that talks to nobody: default nameservers, what it records, how to register by hand and keep the dates right. NamecheapRegistering and renewing through Namecheap: API user and key, the whitelisted IP, every function, DNS host records, sandbox testing and troubleshooting. ResellerClubRegistering and renewing through ResellerClub: reseller ID and API key, IP whitelisting, automatic customers and contacts, the test server and troubleshooting. GoDaddyRegistering and renewing through GoDaddy: API key and secret, the OTE test environment, every function, DNS records and troubleshooting. AIOhPanelHosting accounts on AIOhPanel: the server and its API token, the product package, every module command, one-click sign-in, usage and troubleshooting. cPanel & WHMHosting and reseller accounts on cPanel & WHM: the WHM API token, the product fields, every module command, one-click sign-in, usage and troubleshooting. DirectAdminHosting accounts on DirectAdmin: the Login Key, shared or assigned IP, every module command, one-time sign-in, usage and troubleshooting. PleskSubscriptions on Plesk: the secret key, service plan and IP, customers and webspaces, every module command, sign-in, usage and troubleshooting. Automatic ReleaseLicence keys without a server: the key format, what happens on create, suspend and terminate, the client area card, the e-mail merge fields and troubleshooting. Fraud GuardStopping risky orders: banned countries, disposable e-mail domains, IP and country mismatch, order floods, big first orders, and what to do with a held order. SMS & WhatsApp NotificationsThe premium plugin: the five events and texts, merge fields, four providers, what each provider needs, the log and test send, the client opt-in page and troubleshooting. Nova (admin theme)The premium admin theme: the dark folding sidebar, find-a-page box, narrow mode, the five options, switching it per administrator and the fallback when the addon is missing. Lumen (client theme)The premium client theme: top bar, icon rail, hero and footer, the eight options in theme.json, switching it for the whole client area and the fallback when the addon is missing.