Admin How to Docs

ADMIN ONLY Files & How To Docs

ADMIN Weekly Check-Up

Best done Monday Morning

Check Stripe Subscription Payments – Look for Failed Payments

If a Payment/Subscription has failed

  • Note Email Address
  • Check to see if other Email Addresses from that client have been also used in Stripe.
  • Send an Email (Template set Up) to the Client with the email(S) they use on Stripe and the Stripe Customer Portal  Link https://findnetsolutions.com/stripe-customer-portal. So they can Update their Stripe Payment Method (see Stripe Note Pad).
  • Note: if they have more than 1 email in Stripe. Make sure they know that they need to log into the Stripe Customer Portal Link for each Email Address and update with their new Payment method.

ADMIN Monthly Check-Up

Do at least the 1st Week of the Month

Notes and links should be below on this page

  • Check TPP Wholesale
    – Domain Names Due
    – Go to Finances > Commission Account/Approve Payments > Click ‘(Approve all commission payments) *’
  • Check Credit Card Due – It’s a Google Sheets and send an email to remind clients we need a new Credit Card.
  • Check Clixlo CRM Tasks (Clixlo > Contacts > Tasks) for the Existing Month and Next Month just in case we need to do an Invoice before the end of the month before the next month starting
  • Check Clients cPanel Notes/Calendar Reminders – Speed and Security Google sheet
  • Updating Subscriptions – Stripe and TPP Wholesale
  • Check the Billing Spreadsheet that ALL New Clients are Added. PLUS Update Services for ALL Existing Clients are entered.

WHM Server Help Docs

WHM Firewall

It’s recommend reading documentation on the following:

  • Search for blocked IP and releasing them
  • Ability to custom block or allow IP (whitelist / blacklist)
  • How to add an additional port allowance to the firewall in case of blocked applications.
  • How to block countries in the case of a DDOS attack.

Please specifically be on the lookout for any applications not functioning after the hardening of the server has completed.

We have added additional functions as follows.

  • Mail Queue management
  • Modsecurity management
  • Mail Account management

In top level of WHM. These are tools we use internally at HA and find very useful.

TPP Wholesale Help Docs

CPanel Help Docs

Clients cPanel Notes/Calendar Reminders – Speed and Security

Updating Subscriptions

Credit Cards Processing Stripe (Default/Main)

Stripe Login See NotePad –
Card Processing to Bank Account is normally 72 hours

Square Up Login See NotePad – Secondary Back-Up

Use for once-off payments – Fees are higher but processed within 24 hours

PayPal Login See NotePad

Used for once-off payments – Fees THE Highest but INSTANT Access to Funds.

Credit Card Expiry Dates

Updating Subscriptions

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