Automation Settings

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The Settings tab holds the rules automation follows, from when invoices go out to how the server reaches WISECP.

Opening the Screen

Panel menu: Settings then Automation, and the Settings tab: {admin}/automation?tab=settings

It opens on System. Each group has its own address, for example {admin}/automation?tab=settings&settings=invoice

Staff without the automation right see an access message.

What Is on the Screen

A note at the top warns that nothing here works until the server calls WISECP every minute.

System Crontab command, processing hours, retention, secret.
Invoice Settings Creation, reminders, late fee, cancellation and deletion.
Product/Service Settings Suspension, cancellation, server removal, orders, domain notices.
Support System Settings Closing and locking silent tickets.
Other Settings Log cleanup and account deletion.

Each group has its own Save Changes button, and it saves that group alone.

In most day fields, 0 switches the rule off.

The restore warning

A red panel appears at the top of the Automation screen when the worker starts again after a long silence. That usually follows a restore from backup. It names the gap and when it was noticed.

Fields

System

Crontab Setup The command to add on your server, in three forms: Hosting Panel, CLI and CURL. Read only, with a copy button.
Monitor URL The same address for an external monitoring service, with a copy button and links to four services.
Processing Time Range Two clock boxes. Selected tasks run only between them. The range must cover at least one hour.
Data Retention Three day counts for finished, cancelled and failed job records. Minimum 1; defaults 30, 7 and 30.
Dry run (count) and Run Cleanup Now The first counts what would go. The second deletes it after a confirmation.
Cron Secret The token inside the cron address, masked. Show, a copy button and Regenerate sit beside it. On an installation running in demo mode the token, the install path in the commands and the worker names in job lists stay hidden, and Run Self-Test is turned off.

Invoice Settings

Create Invoice Days ahead of the due date a renewal invoice is written, asked for periods over 30 days and for 30 day periods. A third box caps how many past unbilled periods one round invoices.
Invoice Reminder Three reminders, each set as days before the due date.
Overdue Payment Three further notices, each set as days after the due date.
Apply Late Fee A switch, the day it applies, and the type: Percentage or Fixed Amount. Then the amount, a minimum, and how often it repeats.
Invoice Cancellation Days after the due date an unpaid invoice is cancelled.
Delete Invoice Days after the due date a cancelled invoice is deleted.

Product/Service Settings

The first five carry a switch and a day count; that switch is the same one as the play and pause buttons in the task list.

Suspend Days after the due date an unpaid service is suspended.
Disable Metric on Unpaid Metered Invoice Days after an unpaid usage invoice the metric behind it is switched off.
Suspend on Unpaid Metered Invoice Days after an unpaid usage invoice the service itself is suspended.
Cancellation Days after the due date a suspended service is cancelled.
Delete From Server Days after the due date the account is removed from the hosting server.
Stale Order Purge Days before an abandoned cart is deleted for good.
Stale Order Expire Days before an abandoned cart is marked cancelled. The record is kept.
Domain Name Upcoming Renewal Notifications Five notices, each set as days before the domain expires.
Domain Expired Notice Days after expiry before the client is told the domain has expired.

Support System Settings

Close Ticket A switch and a day count: how long a client can stay silent before the ticket closes.
Lock Ticket A switch and a day count for locking a ticket that closed this way.

Other Settings

Clear Logs A switch and a day count: how long activity records are kept.
Delete Unverified Accounts Days before an unverified account is deleted. Clients with a service or a paid invoice are kept.
Delete Accounts Without Orders Days before an account that never ordered anything is deleted.

Tasks

Set the server up to call WISECP

  1. Open System and pick the form that matches your server.
  2. Copy the command and add it to your server, set to run every minute.
  3. On the Overview tab, use Run Self-Test to confirm the call arrives.

Shorten how long job records are kept

  1. In Data Retention, set the three day counts and click Save Changes.
  2. Click Dry run (count).
  3. If the numbers look right, click Run Cleanup Now and confirm. The regular cleanup task uses the same limits.

Start charging late fees

  1. Open Invoice Settings and switch on Apply Late Fee.
  2. Set the day, the type, the amount and the minimum.
  3. Pick the Application Cycle and click Save Changes. Charges start on the next round.

Replace the cron secret

  1. In System, click Regenerate beside the secret and confirm.
  2. The page reloads with a new token.
  3. Copy the new command into your server and into every monitoring service you use.

Things to Watch

A new secret stops the old address working

Any HTTP cron address you set up before, in the crontab or at a monitoring service, fails from that moment. Update them all, then check with Run Self-Test.

A suspected restore empties the queue

When the system spots the gap, the waiting jobs are deleted and every open task is pushed 24 hours ahead. False Alarm only removes the warning; run the tasks by hand to catch up.

Cleanup deletes for good

Run Cleanup Now removes old job records with their logs and results. Count them with the dry run first: a short retention on failed jobs takes away errors you may still need.

Invoice cancellation depends on service cancellation

An invoice cancellation day is refused while Cancellation under Product/Service is off, and switching that off is refused while a day is set.

Required Privileges

Every group here, and the cleanup and secret buttons, need AUTOMATION_SETTINGS.

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