Revision as of 17:20, 31 January 2018

About Multibrand For WHMCS

Multibrand For WHMCS will allow you to manage multiple brands on multiple websites while using just one WHMCS license.

The module will allow you to easily personalize each brand by adjusting its client area template, logo, language and many other elements.
You will be able to assign clients to brands and migrate them, as well as assign products and ticket departments to every brand.
Moreover, you will be able to configure payments gateways, customize invoices, add relations to knowledgebase articles, downloads and more - each action can be taken per brand.

Addon Features:

✔ User-Friendly Management Of Multiple Brands

✔ Easy Modification Of Existing Brands

✔ Assign Ticket Departments To Brands

✔ Assign Ticket Piping Email Addresses To Brands

✔ Configure Payment Gateways For Each Brand

✔ Configure Email Templates For Each Brand

✔ Configure SMTP Mailboxes For Each Brand

✔ Set Up Pricing Of Products, Addons, Domains And Bundles For Each Brand

✔ Define Promotions For Each Brand

✔ Display And Migrate Clients Between Brands

✔ Display And Manage Relations Of Services, Invoices, Tickets, Knowledgebase, Downloads And Announcements

✔ Toggle Invoice Branding

✔ Toggle Brand Status

✔ Toggle Auto Client Assignment

✔ Toggle Pricing Branding

✔ Toggle SMTP Settings Branding

✔ View Monthly And Total Sale Amount Per Brand

✔ View Dynamic Statistics On Each Brand

✔ View Logs

Admin Area Features:

✔ Order Branded Products

✔ Create Branded Clients

✔ Create Branded Invoices

✔ Create Branded Quotes

✔ Create Branded Tickets

✔ Create Branded Announcements

✔ Add Branded Knowledgebase Articles

✔ Add Branded Downloads

✔ Send Branded Email Message To Single Or Multiple Clients

✔ Display Brand Labels On The Lists Of Clients, Invoices, Orders, Tickets, Knowledgebase Articles, Announcements And Downloads

✔ Invoice Selected Items On Client Summary

✔ Log In As Client To Chosen Brand

Client Area Features:

✔ Display Client Area Template And Default Language Depending On Brand

✔ Access Services, Invoices, Downloads, Ticket Departments And Payment Gateways Assigned To Brand

✔ View Knowledgebase Articles And Announcements Assigned To Brand

✔ Receive Branded Emails And Invoices

✔ Assign Clients Automatically Upon Registration To Brand

✔ Toggle Auto Assignment Of Clients When Logging In To Different Brand

Brand Configuration:

✔ Set Up Brand Name

✔ Brand Company Name

✔ Brand Domain Address

✔ Brand Logo

✔ Brand Default Language

✔ Brand Template

✔ Brand Order Template

✔ Brand Address

✔ Brand Signature

✔ Brand Email Address

✔ Brand Ticket Departments

✔ Brand Graph Color

✔ Brand Terms Of Service URL

✔ Brand Invoice Sequential Number, Format And Pay To Text

✔ Toggle Proforma Invoicing

✔ Set Up Branded Or Normal Payment Gateways

✔ Brand Email CSS Styling And Content

✔ Brand Email Templates In Various Languages

✔ Brand Affiliate URLs

Branded Payment Gateways:

✔ 2Checkout

✔ Authorize.Net

✔ Checkout.com

✔ Payflow Pro

✔ PayPal REST

✔ Stripe

✔ WePay

General Info:

✔ Multi-Language Support

✔ Supports PHP 5.6 Up To PHP 7

✔ Supports WHMCS Template Six

✔ Supports WHMCS V7

Installation

This tutorial will show you how to successfully install and configure Multibrand For WHMCS.

We will guide you step by step through the whole installation and configuration process.

Note: If you are still using any of Multibrand For WHMCS previous versions prior to v2.x, read about it here.

Installation

1. Log in to your client area and download the module.

2. Extract the downloaded file into the main WHMCS directory.

The content of package should look like this.

3. When you install Multibrand For WHMCS for the first time, you have to rename 'license_RENAME.php' file.

The file is located in 'modules/addons/MultibrandFunctionality/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

Activating Addon Module

5. Now, you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterward, find 'Multibrand' and press the 'Activate' button.

6. In the next step, you need to enable the hooks and grant access to this module.

To do so, click on the 'Configure' button, go to the 'Access Control' area and check the required group of administrators. Press 'Save Changes'.
If you want users to keep their access to the addon's features throughout various WHMCS sections (e.g. support tickets), but limit access to the module addon
make sure to uncheck 'Admin Area Addon View' and check the 'Access Control' field at the same time.

Note: When it comes to the 'Admin Addon View', despite having this box unchecked for the administrator, all the hooks will still work as intended.
Same scenario does not apply to the 'Access Control' field which is strictly related to the hooks functionality.

Additional Settings

7. Now, set up the 'storage' folder with its subfolders as recursively writable.

This folder is available at 'your_whmcs/modules/addons/Multibrand/' .

8. You will also need to set up 'gateways' and 'callback' folders as writable.

The 'gateways' folder is located in 'your_whmcs/modules/' and the 'callback' folder in 'your_whmcs/modules/gateways' (do NOT mistake the folders with those located in the Multibrand addon)

9. The next step is replacing the 'invoicepdf.tpl' file with 'invoicepdf_rename.tpl' for each of the templates used.

The 'invoicepdf_rename.tpl' file is located in the 'your_whmcs/templates/six/' folder.
Just remove the default 'invoicepdf.tpl' file from the template folder and rename the 'invoicepdf_rename.tpl' file to 'invoicepdf.tpl' in the same folder.

Integration Code

10. You can now access your Multibrand For WHMCS module.

Simply go to 'Addons' → 'Multibrand'. But, before you can start using the module, you still need to set up the 'Integration Code'. It is required for the correct logo branding and it should be done for all brand templates that you want to use.
The integration mechanism is very easy. Go to 'Utilities' → 'Integration Code' and follow the instructions given there, depending on the version of your WHMCS and the templates you use.

11. And that is all, you have completed the installation of the module.

Configuration and Management

In this section we will show you how to properly set up and use Multibrand For WHMCS.

Brands

In the 'Brands' tab you can create and manage your brands using a single instance of WHMCS platform.

Note: If you have not used any of previous Multibrand versions before, after the module's activation, the first brand will be created automatically by default based on the main settings of your WHMCS.

New Brand

Let us start by creating a new brand. For that purpose, go to the 'Brands' tab and press 'Add a new brand'

button.

Fill out the brands's 'Name' and 'Domain' with desired values and press the 'Save' button.

Your first brand is ready. Next, click the 'Edit' '

action button.

You will be moved to the brand configuration area, where you can manage your brand's information and settings.

Note: Once the configuration of your brand is complete, you will need to set up a CNAME DNS record before the brand is published (status - enabled).
This record will point the branded domain towards your main domain used by WHMCS. To learn more about setting up the CNAME records, proceed to this section.
Do not forget to publish the brand as soon as the CNAME record is spread worldwide.

Brand Information

In the 'Brand Information' window, you can edit the brand name, domain name and custom logo.

In addition, you can see the current month's revenue, total sales and the last update.

Settings

In this window you will be able to configure the most important settings of your brand, including billing, payment gateways, SMTP and email templates configuration.

General

In the general settings you will configure the main options of a brand.

First, fill out the brand's 'Email Address', 'Company Name' and 'TOS URL' . Next, choose the brand's 'Color', 'Ticket Departments' , 'Default Language', 'Template' and 'Order Template' .
Make sure that the chosen template is integrated with Multibrand correctly (see the Integration Code section). Finally, you can toggle 'Price Override' and 'Auto Client Assign' if you wish to.
You can also manage the current status of your brand here, but you should change it to 'Enabled' only after you have configured the rest of the settings.
Do not forget to press 'Save Configuration' .

Note: If you want to add a new user through API you have to use the 'brandid' parameter.

Billings

In the 'Billing' settings you can configure the design of your invoices.

Invoice Pay To Text - the address displayed on the invoice as the 'Pay To' details.
Proforma Invoice - in enabled, only paid invoices will me marked with a sequential number.
Invoice Number Branding - if enabled, the invoices will be branded with the number and basic information.
Sequential Invoice Number Format - if invoice branding is enabled, the provided sequential invoice number format will be used.
Next Sequential Number - change this option only if you want to reset the automatic sequential numbering. Otherwise, leave empty.

Note: Remember to complete the 'Additional Settings' step during the module's installation to render the PDF invoices branded as well.

Payment Gateways

This tab allows you to configure a payment gateway for the brand operating independently of the one configured in WHMCS.

You can check the list of the currently available gateways in the Feature List.
If you are interested in using a payment gateway that is not yet available, please contact our Support Team and we will try our best to implement it in the future releases.

To add a new payment gateway configuration, press the 'Add' button.

Next, choose the desired gateway from the list and click on the 'Confirm' button.

Finally, fill out the payment gateway settings according to the details received from the provider.

Save the configuration and activate the gateway.

Note: Multibrand For WHMCS can work with any gateway available within your WHMCS system. These gates will have a (WHMCS) label.

The only limitation is that these payment gateways use the same settings for all brands.

SMTP

If you would like your brand to use an outgoing email configuration which is different from the one in the main WHMCS settings, you can do so in this tab.

In addition, you can set your custom CSS email styling as well as the header and footer content.

Email Templates

In this window you can set up each branded email template in five available categories.

If enabled, the template configured here will be sent to the clients using the branded SMTP settings instead of the ones configured in the main WHMCS template and configuration.
If enabled, but not configured yet, the main WHMCS template will be sent with branding applied to it.
If disabled, the main WHMCS template will be sent using the main WHMCS SMTP configuration without any branding applied.

To start editing a branded template, simply press the 'Edit' button.

Next, enter the desired subject and message content. You can also create more versions, in different languages.

Additionally, along with editing the source code of a template you can use the available merge fields tags just like in the standard email templates.
Save the changes once you have finished.

Finally, enable the edited template and save the configuration. You will see the 'Branded' label next to the edited template.

If you would like to restore the default template, simply return to its edition and click the 'Delete Template' button.

Services Pricing

In this section you can configure separate prices for products, addons, domains and bundles .

Note: Remember that the 'Price Override' option has to be enabled. Otherwise, the service prices will still be taken from the main WHMCS settings.
To start, select the product, addon or domain tab and click the 'Add' button. In the following example you will see how to add branding for product pricing.

Select the product for which you want to set branded prices and click 'Save' .

Or you can add all your products at once thanks to 'Bulk Action' , just press the button marked with the green arrow.

Next, open the pricing editor of the chosen product.

Here you can configure the desired prices in selected billing cycles and currencies.

You can also automatically fill out the amounts from the main product and update them, refreshing the currencies rate.

Note: Availability of billing cycles, prices and currencies to be edited depends on their main configuration in WHMCS.
If one of them is not available for branding, it means that there is no corresponding configuration in the main WHMCS.

From now on, the pricing for this product will be branded. You can also configure pricing for addons and domains in the same way.

Relations

In this section you can see which Clients, Services, Invoices, Quotes, Tickets, Knowledgebase, Downloads, Announcements and Promotions are assigned to this brand.

In addition, you can manually manage, assign and unassign selected items to the brand.
Do not forget to check the 'Branded Admin Area Functionalities' section, where you will find more brand relation management functionality outside the Multibrand addon.

Note: Currently there is no option of mass management, assigning and unassigning selected items to the brand. This functionality will be implemented in future releases.

Clients

In the 'Clients' tab you can see customers who are assigned to the brand and the date on which they were assigned.

Assignment takes place at the moment of client's registration for the branded domain. You can also manually assign the already existing customers to the brand or migrate them to another.

Note: If the 'Auto Client Assign' option is enabled, then the customers who are already registered in one of the brands and try to log in to another brand will also be automatically assigned to it.
Therefore, one customer can be assigned to several brands at the same time.

To assign an existing client to the brand, press the 'Add'

button.

In the pop-up select a customer you want to add to the brand and press 'Save' .

You can also migrate the customers from this brand to another one.

Click on the 'Migrate' button next to the client and then select the brand to which you want to assign this client.

And finally, if you want to delete a customer's relationship with this brand, click the 'Delete'

button and confirm the action.

Services

In the 'Services' tab you can see which Services & Products, Addons and Domains have a relation with this brand.

These are automatically added to the brand while ordering from the branded domain.

You can also manually add a relation for a service that is not branded yet.

Press the 'Add' button and then select a type and service you want to assign to the brand.

Again, if you want to delete a service relation with the brand, press 'Delete'

and confirm the action.

Invoices

In this tab you can see which invoices have a relation with your brand.

These invoices are automatically added to the brand after an order has been created from the branded domain.

You can also manually add a relation for the invoice that is not branded yet.

Press 'Add' and select an invoice you want to assign to the brand.

If you want to delete an invoice relation with the brand, press the 'Delete'

button and confirm the action.

Quotes

In this tab you can see which quotes have a relation with your brand.

These are automatically added to the brand after an order has been created from the branded domain.

You can also manually add a relation for the quote that is not branded yet.

Press 'Add' and select a quote you want to assign to the brand.

If you want to delete a quote relation with the brand, press the 'Delete'

button and confirm the action.

Tickets

In this tab you can see which tickets have a relation with the brand.

These tickets are automatically branded after a ticket has been opened in one of the earlier branded departments.

You can also manually add a relation for the ticket that is not branded yet.

Click on 'Add' and select the ticket you want to assign to the brand.

If you want to delete a ticket relation with the brand, press the 'Delete'

button and confirm the action.

Knowledgebase

In this tab you can see which of your knowledgebase articles have a relation with the brand.

In addition, here you can find various statistics of views, useful points, number of votes and the date of assignment to the brand.

To add a relation for the knowledgebase articles, press 'Add'

button and select the article you want to assign to the brand.

If you want to delete a knowledgebase article relation with the brand, press the 'Delete'

button and confirm the action.

Downloads

In this tab you can see which of your files available for download have a relation with the brand.

In addition, here you can find a download category, type, number of downloads and the date of assignment to the brand.

To add a relation for the download, press the 'Add'

button and select the file you want to assign to the brand.

If you want to delete a download relation with the brand, press 'Delete'

and confirm the action.

Announcements

In this tab you can see which of your announcements have a relation with the brand.

In addition, here you can find the date of announcement creation, assignment to the brand and the published status.

To add a relation for the announcement, press the 'Add'

button and select the article you want to assign to the brand.

If you want to delete an announcement relation with the brand, click on the 'Delete'

button and confirm the action.

Promotions

In 'Promotions' you can generate promotions for codes specific brands.

To add a promotion, press the 'Add'

button and select the one you wish to assign to the brand.

If you want to delete an announcement relation with the brand, click on the 'Delete'

button and confirm the action.

Statistics

In the 'Statistics' section you will find sales charts of selected brands.

You can filter them by the date period and selected brands.

Logs

'Logs' section allows you to view warnings and errors related to your brands.

Owing to the automation settings you can remove all logs or automatically delete them at a chosen time.

The 'Auto Clear' option enables you to clear logs on the daily cron run.
You can also enter a fixed number od days so when that time passes, the logs are automatically removed.

Ticket Piping

The following section enables you to automatically define a brand email relation in order to automatically import emails sent to an email adress into the support ticket system.
Accordingly, clients will be able to open and reply to tickets outside the client area.

Branded Admin Area Functionalities

The module allows you to display information about the brand on the list of:

clients
services
invoices
quotes
tickets
knowledgebase articles
downloads
announcements
promotions

You can also directly select the brand when adding a new:

client
order
quote
ticket
knowledgebase article
announcement
download
sending a new message to a client

In the following sections you can find examples of such integration.

Membership

Multibrand For WHMCS makes the management of WHMCS easier through the introduction of the 'Brand Details' column.

This column informs you about the membership of clients and invoices to a certain brand (more details will be added soon).
Let us see how it looks in the 'Client List'.

It looks similar in the 'Invoice List'.

Order Creation

If the administrator wants to manually create an order for a client, he/she can directly create a relation with the selected brand (provided that the client belongs to it).
Additionally, they can also assign a payment gateway available in the given brand.

Invoices

If the administrator creates a new invoice for a customer, he/she has the possibility to select a direct relationship with the given brand.

Additionally, there is also a possibility to change the brand relation directly for the previously created invoices.

In other categories, the integration with brands is applied similarly.

Branded Client Area

Multibrand For WHMCS offers multiple client areas in one solution and allows you to have your clients assigned to them.

For example, each brand domain can have a separate template, logo, language, services and invoices.
You can find more information about what other functionalities can be branded in the Features list.

On the following screen you can see invoices generated for a brand.

Branded Emails

Brand configuration applies also to emails sent to clients.

If you have enabled branding of a given template, the email sent to the client will be sent using the mailbox specified in the SMTP settings of the given brand.
Additionally, the subject, logo, content and signature will be branded accordingly too. Here you can see an example of an order email.

You will find more information in the branded Email Templates configuration.

Domains & CNAME Records Configuration

In this section you will find guides on how to create a CNAME record in popular control panels.

For instance, if your branded domain is 'reseller.com' and the domain with your WHMCS is 'whmcs.domain.com' , your CNAME will be 'www.reseller.com. CNAME whmcs.domain.com.'.
Note 1: As you can see above, each domain has to be closed with a full stop.
Note 2: To learn more about certificate requirements, visit the Common Problems section.

The domain used by each of the brands must be parked on the main domain.
If a domain cannot be parked or it is a subdomain, you must create the CNAME records that will redirect from the brand domain to the main domain.

Only when you have parked your domains can you move to setting the CNAME records on your panels. See the tips below.

cPanel

1. Log in to your cPanel.

2. Press 'Simple DNS Zone Editor' in the 'Domains' section.

3. Select the domain you wish to manage from the menu.

Note: This step is required only if you own more than one domain.

4. Fill out the 'Name' field and the 'CNAME' record and press 'Add CNAME Record'.

Note: To define the record's TTL, you have to use 'Advanced DNS Zone Editor'.

DirectAdmin

1. Log in to your DirectAdmin.

2. Click 'DNS Administration' .

3. Afterward, select the desired domain.

4. Fill out the full domain/subdomain into the CNAME record and press 'Add' next to it.

Note: Do not forget to place a full stop at the end.

Plesk

1. Log in to your Plesk panel.

2. Press 'Domains' in the 'Hosting Services' section.

3. Find the domain to be edited and click on the corresponding Control Panel link.

Afterward, proceed to the 'Websites & Domains' tab and press 'DNS Settings' .

4. Find the domain to be edited and click on the corresponding Control Panel link.

Afterward, proceed to the 'Websites & Domains' tab and press 'DNS Settings'.

5. Add a new record or edit the existing one.

6. Now, change the record type to 'CNAME' and fill out both the 'Domain name' and the 'Canonical name'.

Finish by pressing 'OK'.
Note: The changes will take between 4 to 8 hours to update worldwide.

Remember to restart your server once it is configured.

SSL Certificate

In this section you will find all information about the SSL certificate in WHMCS required to use Multibrand For WHMCS properly .

If either your branded domains or WHMCS domain use the SSL connection, they should also support one of the below certificates.
The supported types of certificates:

Dedicated SSL Certificate - handled separately for each domain.
Wildcard - if all brands and main WHMCS use the same domain.
SAN - if your brands and main WHMCS use different domains.

This is the way WHMCS works. It cannot be considered the limitation of our module which uses the 'WHMCS System URL' scheme.

cPanel

Installing the SSL certificate for domains managed from cPanel consists of the following steps:

1. Log in to your cPanel and press 'SSL/TSLS Manager' under the 'Security' section.

2. Click on 'Manage SSL sites' under 'Install and Manage SSL for your site (HTTPS)'.

3. (installing the certificate) Select the domain, paste the certificate along with the private key, and save the settings.

4. (using the already installed certificate) Select the certificate from 'Browse Certificates' , and save the settings.

Alternatively, you can enable the AutoSSL solution that will automatically install domain-validated SSL certificates. Go here for more information.

Note: AutoSSL function is unlikely to work for the CNAME entries, and therefore you should use virtual hosts (vhosts) instead.

Branding Limitations

Version 2.1.0

With the aim of better stability and support for future improvements, Multibrand For WHMCS has been completely rewritten in the 2.0 version.

For this reason, some of the functionalities are not yet available or are operating in a limited way.
These features will be successively restored in the future versions. Below you can find the features that are not yet supported:

Brand Reports - the current statistics are limited.
Brand Previews - the preview of the brand in the client area is not yet implemented.

WHMCS

In this section we will list those elements of WHMCS that cannot be branded or may be working in an improper way.

Bridges - Multibrand For WHMCS does not support any kind of bridges (WordPress, Joomla, WHMCS Bridge Pro, etc.).
Link replacement - currently, links are replaced with their branded counterparts with a visible delay.
This is the only feasible way to proceed for the time being.
Clients Profile → Send Email - if you try to send an email template of which a branded counterpart already exists, you will encounter an error.
This occurs when the default email is blocked and its branded counterpart is sent in the meantime.
Branded Quote → Duplicate - duplicating a branded quote results in receiving an unbranded quote.
Configurable Options Pricing - currently, there is no possibility to set a different pricing per brand for configurable options.
Emails - not branded due to the lack of possibility to determine the brand that the email should be sent from:
- Affiliate Monthly Referrals Report
- Clients Only Bounce Message
WHMCS V6 - Multibrand For WHMCS 2.X will no longer support WHMCS V6 and template five. Use Multibrand For WHMCS 1.X instead.

WHMCS Modules and Others

In this section we will list the WHMCS modules and other services which do not support multibranding or do not cooperate with Multibrand For WHMCS at all.

WHMCS Modules
- Discount Center For WHMCS - this module will not operate properly when the price override is enabled in Multibrand For WHMCS.
- SMS Center For WHMCS - SMS messages sent to customers cannot be branded. A default set of SMS templates is sent to clients from all brands.
- Recurring Billing Extended For WHMCS - this module is not integrated with Multibrand For WHMCS.
- Resellers Center For WHMCS - this module is not yet compatible with Multibrand For WHMCS.

Others
- Cloudflare - it is a service that will mask your server IP address.
  This is because they use their own DNS to resolve to one of their many reverse proxy servers and will cause the incompatibility with Multibrand module.
  You may disallow the CloudFlare network to assume NS authority and not become the intermediary between the user and your server, but then your Cloudflare service may become unproductive.

Tips

1. The logo image is usually hard coded into the WHMCS template files.

In order to use the logo file provided in the 'Multibrand For WHMCS' module, find the proper line in the template file and replace it with '{$logo}' variable.
The line responsible for a displayed logo is placed in the 'header.tpl' file located in the currently used template.

2. If you want Captcha security option to be displayed in your client area for all branded domains, you need to configure each of those domains in your Google Account as well.

3. Note that it is not possible to merging tickets from different brands.

4. Performing the 'Send Message' action on a clients list will result in sending branded emails only to the clients who are assigned to an individual brand.

Update Instructions

Essential guidance through the process of updating the module is offered here.

In order to migrate the data from the 1.8.X version, simply activate the new module addon.
The data from the previous version will be automatically transferred to the new one. Make sure that all necessary data have been migrated correctly.
Afterwards, you can deactivate the currently used Multibrand version and start using the new one.

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.

2. If your CNAME record is not working, remember that the first domain name in the CNAME record should be a branded domain.

The second one is the domain on which you have your WHMCS. The redirection goes from the first domain to the second.
Full stops after domains are also important.
Please note that there could be a delay with propagation of changes for DNS servers while using A type CNAME records.

3. If your branded domain or WHMCS domain are using the SSL connection, both of them need to have the same certificate.

If both of them are using the same domain, you will need a wildcard certificate.
If they are using different domains, secure them with the SAN certificate.
This is just the way WHMCS works. It is not the limitation of our module.

4. Please remember that Multibrand For WHMCS works flawlessly with the WHMCS V7 and officially supported template 'Six' .

In case you are using some custom template, you must be aware of the fact that unexpected errors might occur and we cannot take the responsibility for solving them.

5. Multibrand For WHMCS module is not compatible with our Resellers Center For WHMCS.
There is no integration between these modules and we do not recommend using them together.

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 {|
@@ Line 71: / Line 74: @@
 |}
 {|
-|style="padding: 10px 0px 0px 30px;"|✔ Create Branded Clients
+|style="padding: 0px 0px 0px 30px;"|✔ Create Branded Clients
 |}
 {|
@@ Line 92: / Line 95: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Send Branded Email Message To Client
+|style="padding: 0px 0px 0px 30px;"|✔ Send Branded Email Message To Single Or Multiple Clients
 |}
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Display Brand Labels On The Lists Of Clients, Invoices, Orders, Tickets, Knowledgebase Articles, Announcements And Downloads
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Invoice Selected Items On Client Summary
 |}
 {|
@@ Line 161: / Line 167: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Brand Invoice Sequential Number, Format And Pay To Text
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Proforma Invoicing
 |}
 {|
@@ Line 169: / Line 178: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Brand Email Templates In Various Languages
+|style="padding: 0px 0px 0px 30px;"|✔ Brand Email Templates In Various Languages
+|}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ Brand Affiliate URLs
 |}
 *'''Branded Payment Gateways:'''
@@ Line 180: / Line 192: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Checkout.com
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Payflow Pro
 |}
 {|
@@ Line 185: / Line 200: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Stripe
+|style="padding: 0px 0px 0px 30px;"|✔ Stripe
+|}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ WePay
 |}
 *'''General Info:'''
@@ Line 256: / Line 274: @@
 {|
 |style="padding: 0px 0px 15px 15px;"|'''6. In the next step, you need to enable the hooks and grant access to this module.'''<br />
-To do so, click on the '' 'Configure' '' button, go to '' 'Access Control' '' area and check the required group of administrators. Press '' 'Save Changes'.''<br />
+To do so, click on the '' 'Configure' '' button, go to the '' 'Access Control' '' area and check the required group of administrators. Press '' 'Save Changes'.''<br />
 If you want users to keep their access to the addon's features throughout various WHMCS sections (e.g. support tickets), but limit access to the module addon <br />make sure to uncheck '' 'Admin Area Addon View' '' and check the '' 'Access Control' '' field at the same time.<br /><br />
 '' '''Note:''' When it comes to the 'Admin Addon View', despite having this box unchecked for the administrator, all the hooks will still work as intended.<br />
@@ Line 281: / Line 299: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|'''9. The next step is replacing '' 'invoicepdf.tpl' '' file with '' 'invoicepdf_rename.tpl' '' for each of the templates used.'''<br />
+|style="padding: 0px 0px 15px 15px;"|'''9. The next step is replacing the '' 'invoicepdf.tpl' '' file with '' 'invoicepdf_rename.tpl' '' for each of the templates used.'''<br />
 The '' 'invoicepdf_rename.tpl' '' file is located in the '' 'your_whmcs/templates/six/' '' folder.<br />
 Just remove the default '' 'invoicepdf.tpl' '' file from the template folder and rename the'' 'invoicepdf_rename.tpl' '' file to '' 'invoicepdf.tpl' '' in the same folder.
@@ Line 299: / Line 317: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|'''11. And that is all! You have completed the installation of the module.'''<br />
+|style="padding: 0px 0px 30px 15px;"|'''11. And that is all, you have completed the installation of the module.'''<br />
 |}
@@ Line 319: / Line 337: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|Fill in the brands's '' 'Name' ''  and '' 'Domain' '' with desired values and press the '' 'Save' '' button.
+|style="padding: 0px 0px 20px 15px;"|Fill out the brands's '' 'Name' ''  and '' 'Domain' '' with desired values and press the '' 'Save' '' button.
 |}
 {|
@@ Line 339: / Line 357: @@
 |style="padding: 0px 0px 30px 15px;"|
 '' '''Note:''' Once the configuration of your brand is complete, you will need to set up a CNAME DNS record before the brand is published (status - enabled).''<br/>
-''This record will point the branded domain towards your main domain used by WHMCS. To learn more about setting up the CNAME records, proceed to the [[Multibrand_For_WHMCS#Creating_CNAME_Records|Creating CNAME Records]] section.''<br />
+''This record will point the branded domain towards your main domain used by WHMCS. To learn more about setting up the CNAME records, proceed to this [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Domains_.26_CNAME_Records_Configuration section].''<br />
 ''Do not forget to publish the brand as soon as the CNAME record is spread worldwide.''
 |}
@@ Line 371: / Line 389: @@
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_11_3.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_11_3.png]]
 |}
 {|
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_11_33.png]]
+|}
 ====Billings====
 {|
 |style="padding: 10px 0px 15px 15px;"| In the '' 'Billing' '' settings you can configure the design of your invoices.
-*'''Invoice Branding''' - if enabled, the invoices will be branded with the number and basic information.
 *'''Invoice Pay To Text''' - the address displayed on the invoice as the 'Pay To' details.
+*'''Proforma Invoice''' - in enabled, only paid invoices will me marked with a sequential number.
+*'''Invoice Number Branding''' - if enabled, the invoices will be branded with the number and basic information.
 *'''Sequential Invoice Number Format''' - if invoice branding is enabled, the provided sequential invoice number format will be used.
 *'''Next Sequential Number''' - change this option only if you want to reset the automatic sequential numbering. Otherwise, leave empty.
@@ Line 406: / Line 427: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|Finally, fill in the payment gateway settings according to the details received from the provider. <br/>
+|style="padding: 0px 0px 15px 15px;"|Finally, fill out the payment gateway settings according to the details received from the provider. <br/>
 Save the configuration and activate the gateway.
 |}
@@ Line 442: / Line 463: @@
 {|
 |style="padding: 0px 0px 15px 15px;"| Next, enter the desired subject and message content. You can also create more versions, in different languages. <br/>
-Additionally, you can use the available merge fields tags just like in the standard email templates. Save the changes once you have finished.
+Additionally, along with editing the source code of a template you can use the available merge fields tags just like in the standard email templates.<br/> Save the changes once you have finished.
 |}
 {|
@@ Line 457: / Line 478: @@
 ===Services Pricing===
 {|
-|style="padding: 10px 0px 20px 15px;"|In this section you can configure separate prices for '' '''products''', '''addons''' '' and '' '''domains''' ''.<br/>
+|style="padding: 10px 0px 20px 15px;"|In this section you can configure separate prices for '' '''products''', '''addons''', '''domains''' '' and '' '''bundles''' ''.<br/>
 '' '''Note:''' Remember that the 'Price Override' option has to be enabled. Otherwise, the service prices will still be taken from the main WHMCS settings.''<br/>
 To start, select the product, addon or domain tab and click the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. In the following example you will see how to add branding for product pricing.
@@ Line 469: / Line 490: @@
 {|
 |style="padding: 0px 0px 20px 25px;"|[[File:MB2_21.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|Or you can add all your products at once thanks to '' 'Bulk Action' '', just press the button marked with the green arrow.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_212.png]]
 |}
 {|
@@ Line 478: / Line 505: @@
 {|
 |style="padding: 0px 0px 20px 15px;"|Here you can configure the desired prices in selected billing cycles and currencies. <br/>
-You can also automatically fill in the amounts from the main product and update them, refreshing the currencies rate.<br/><br/>
+You can also automatically fill out the amounts from the main product and update them, refreshing the currencies rate.<br/><br/>
 '' '''Note:''' Availability of billing cycles, prices and currencies to be edited depends on their main configuration in WHMCS.''<br/>
@@ Line 492: / Line 519: @@
 ===Relations===
 {|
-|style="padding: 10px 0px 30px 15px;"|In this section you can see which '' '''Clients, Services, Invoices, Knowledgebase, Downloads''' '' and ''' ''Announcements'' ''' are assigned to this brand. <br/>
+|style="padding: 10px 0px 30px 15px;"|In this section you can see which '' '''Clients, Services, Invoices, Quotes, Tickets, Knowledgebase, Downloads, Announcements''' '' and ''' ''Promotions'' ''' are assigned to this brand. <br/>
 In addition, you can manually manage, assign and unassign selected items to the brand.<br/>
 Do not forget to check the '' '[https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Branded_Admin_Area_Functionalities Branded Admin Area Functionalities]' '' section, where you will find more brand relation management functionality outside the Multibrand addon.<br/><br/>
@@ Line 512: / Line 539: @@
 {|
 |style="padding: 0px 0px 15px 15px;"| To assign an existing client to the brand, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. <br/>
-In the pop-up select the customer you want to add to the brand and press '' 'Save' ''.
+In the pop-up select a customer you want to add to the brand and press '' 'Save' ''.
 |}
 {|
@@ Line 530: / Line 557: @@
 ====Services====
 {|
-|style="padding: 10px 0px 15px 15px;"|In the '' 'Services' '' tab you can see which '' '''Products, Addons''' '' and '' '''Domains''' '' have a relation with this brand.<br/>
+|style="padding: 10px 0px 15px 15px;"|In the '' 'Services' '' tab you can see which '' '''Services & Products, Addons''' '' and '' '''Domains''' '' have a relation with this brand.<br/>
-These services are automatically added to the brand while ordering from the branded domain.
+These are automatically added to the brand while ordering from the branded domain.
 |}
 {|
@@ Line 538: / Line 565: @@
 {|
 |style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for a service that is not branded yet.<br/>
-Press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and then select the type and service you want to assign to the brand.
+Press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and then select a type and service you want to assign to the brand.
 |}
 {|
@@ Line 550: / Line 577: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|In this tab you can see which invoices have a relation with your brand.<br/>
-These invoices are automatically added to the brand after the order has been created from the branded domain.
+These invoices are automatically added to the brand after an order has been created from the branded domain.
 |}
 {|
@@ Line 557: / Line 584: @@
 {|
 |style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the invoice that is not branded yet.<br/>
-Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select the invoice you want to assign to the brand.
+Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select an invoice you want to assign to the brand.
 |}
 {|
@@ Line 564: / Line 591: @@
 {|
 |style="padding: 0px 0px 30px 15px;"|If you want to delete an invoice relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|}
+====Quotes====
+{|
+|style="padding: 10px 0px 15px 15px;"|In this tab you can see which quotes have a relation with your brand.<br/>
+These are automatically added to the brand after an order has been created from the branded domain.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_q29.png]]
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the quote that is not branded yet.<br/>
+Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select a quote you want to assign to the brand.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_q30.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a quote relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
 |}
@@ Line 612: / Line 657: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|To add a relation for the download, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the file you want to assign to the brand.
+|style="padding: 0px 0px 20px 15px;"|To add a relation for the download, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the file you want to assign to the brand.
 |}
 {|
@@ Line 630: / Line 675: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|To add a relation for the announcement, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the article you want to assign to the brand.
+|style="padding: 0px 0px 20px 15px;"|To add a relation for the announcement, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the article you want to assign to the brand.
 |}
 {|
 |style="padding: 0px 0px 20px 25px;"|[[File:MB2_38.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete an announcement relation with the brand, click on the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|}
+====Promotions====
+{|
+|style="padding: 10px 0px 15px 15px;"|In '' 'Promotions' '' you can generate promotions for codes specific brands.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_1.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|To add a promotion, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the one you wish to assign to the brand.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_38_1.png]]
 |}
 {|
@@ Line 650: / Line 711: @@
 ==Logs==
 {|
-|style="padding: 10px 0px 20px 15px;"|'' 'Logs' '' section allows you to view warnings and errors related to your brands.
+|style="padding: 10px 0px 20px 15px;"|'' 'Logs' '' section allows you to view warnings and errors related to your brands.<br />
+Owing to the automation settings you can remove all logs or automatically delete them at a chosen time.
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_40.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_40.png]]
+|}
+{|
+|style="padding: 10px 0px 20px 15px;"| The '' 'Auto Clear' '' option enables you to clear logs on the daily cron run. <br />You can also enter a fixed number od days so when that time passes, the logs are automatically removed.
+|}
+{|
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_409.png]]
+|}
+==Ticket Piping==
+{|
+|style="padding: 10px 0px 20px 15px;"|The following section enables you to automatically define a brand email relation in order to automatically import emails sent to an email adress into the support ticket system.<br /> Accordingly, clients will be able to open and reply to tickets outside the client area.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_TP40.png]]
 |}
@@ Line 660: / Line 736: @@
 |style="padding: 10px 0px 30px 15px;"|The module allows you to display information about the brand on the list of:
 *clients
-*orders
 *services
+*invoices
+*quotes
 *tickets
 *knowledgebase articles
-*announcements
 *downloads
-You can also dicrectly select the brand when adding a new:
+*announcements
+*promotions
+You can also directly select the brand when adding a new:
 *client
 *order
+*quote
 *ticket
 *knowledgebase article
@@ Line 774: / Line 853: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|4. Fill in the '' 'Name' '' field and the '' 'CNAME' '' record and press '' 'Add CNAME Record'. ''<br />
+|style="padding: 0px 0px 30px 15px;"|4. Fill out the '' 'Name' '' field and the '' 'CNAME' '' record and press '' 'Add CNAME Record'. ''<br />
 '' '''Note:''' To define the record's TTL, you have to use '' 'Advanced DNS Zone Editor'.
 |}
@@ Line 786: / Line 865: @@
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|3. Afterwards, select the desired domain.
+|style="padding: 0px 0px 10px 15px;"|3. Afterward, select the desired domain.
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|4. Fill in the full domain/subdomain into the CNAME record and press '' 'Add' '' next to it.<br />
+|style="padding: 0px 0px 30px 15px;"|4. Fill out the full domain/subdomain into the CNAME record and press '' 'Add' '' next to it.<br />
 '' '''Note:''' Do not forget to place a full stop at the end.''
 |}
@@ Line 802: / Line 881: @@
 {|
 |style="padding: 0px 0px 5px 15px;"|3. Find the domain to be edited and click on the corresponding Control Panel link.<br />
-Afterwards, proceed to the '' 'Websites & Domains' '' tab and press '' 'DNS Settings' ''.
+Afterward, proceed to the '' 'Websites & Domains' '' tab and press '' 'DNS Settings' ''.
 |}
 {|
 |style="padding: 0px 0px 5px 15px;"|4. Find the domain to be edited and click on the corresponding Control Panel link.<br />
-Afterwards, proceed to the '' 'Websites & Domains' '' tab and press '' 'DNS Settings'.''
+Afterward, proceed to the '' 'Websites & Domains' '' tab and press '' 'DNS Settings'.''
 |}
 {|
@@ Line 812: / Line 891: @@
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|6. Now, change the record type to '' 'CNAME' '' and fill in both the '' 'Domain name' '' and the '' 'Canonical name'.''<br />
+|style="padding: 0px 0px 10px 15px;"|6. Now, change the record type to '' 'CNAME' '' and fill out both the '' 'Domain name' '' and the '' 'Canonical name'.''<br />
 Finish by pressing '' 'OK'.''<br />
 '' '''Note:''' The changes will take between 4 to 8 hours to update worldwide.''
@@ Line 853: / Line 932: @@
 ==Branding Limitations==
-===Version 2.0.0===
+===Version 2.1.0===
 {|
 |style="padding: 10px 0px 20px 15px;"|With the aim of better stability and support for future improvements, Multibrand For WHMCS has been completely rewritten in the 2.0 version. <br>
@@ Line 864: / Line 943: @@
 *'''Choose Brand in particular WHMCS sections''' - the feature enabling direct brand selection in the ''ticket, quote, announcement, download'' and ''knowledgebase'' view (currently, only the ''order'' and ''invoice'' views are supported).
 -->
-*'''Product Bundle''' - not yet available for branding.
 *'''Brand Reports''' - the current statistics are limited.
 *'''Brand Previews''' - the preview of the brand in the client area is not yet implemented.
@@ Line 902: / Line 980: @@
 =Tips=
 {|
-|style="padding: 10px 0px 5px 15px;"|'''1. The logo image is usually hard coded into the WHMCS template files.'''<br />
+|style="padding: 10px 0px 15px 15px;"|'''1. The logo image is usually hard coded into the WHMCS template files.'''<br />
 In order to use the logo file provided in the '' 'Multibrand For WHMCS' '' module, find the proper line in the template file and replace it with '' '{$logo}' '' variable.<br />
 The line responsible for a displayed logo is placed in the '' 'header.tpl' '' file located in the currently used template.
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|2. If you want Captcha security option to be displayed in your client area for all branded domains, you need to configure each of those domains in your Google Account as well.
+|style="padding: 0px 0px 20px 15px;"|2. If you want Captcha security option to be displayed in your client area for all branded domains, you need to configure each of those domains in your Google Account as well.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_41.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|3. Note that it is not possible to merging tickets from different brands.
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_41.png]]
+|style="padding: 0px 0px 30px 15px;"|4. Performing the 'Send Message' action on a clients list will result in sending branded emails only to the clients who are assigned to an individual brand.
 |}
@@ Line 925: / Line 1,009: @@
 =Common Problems=
 {|
-|style="padding: 10px 0px 10px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
+|style="padding: 10px 0px 20px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''2. If your CNAME record is not working''', remember that the first domain name in the CNAME record should be a branded domain.<br />
+|style="padding: 0px 0px 15px 15px;"|'''2. If your CNAME record is not working''', remember that the first domain name in the CNAME record should be a branded domain.<br />
 The second one is the domain on which you have your WHMCS. The redirection goes from the first domain to the second. <br />
 Full stops after domains are also important.<br />
@@ Line 934: / Line 1,018: @@
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''3. If your branded domain or WHMCS domain are using the SSL connection''', both of them need to have the same certificate.<br />
+|style="padding: 0px 0px 15px 15px;"|'''3. If your branded domain or WHMCS domain are using the SSL connection''', both of them need to have the same certificate.<br />
 If both of them are using the same domain, you will need a wildcard certificate.<br />
 If they are using different domains, secure them with the SAN certificate.<br />
@@ Line 940: / Line 1,024: @@
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''4. Please remember that Multibrand For WHMCS works flawlessly with the ''WHMCS V7'' and officially supported template '' 'Six' ''.<br/>
+|style="padding: 0px 0px 15px 15px;"|'''4. Please remember that Multibrand For WHMCS works flawlessly with the ''WHMCS V7'' and officially supported template '' 'Six' ''.<br/>
 In case you are using some custom template, you must be aware of the fact that unexpected errors might occur and we cannot take the responsibility for solving them.
 |}

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Multibrand For WHMCS

Revision as of 17:20, 31 January 2018

Contents

About Multibrand For WHMCS

Installation

Installation

Activating Addon Module

Additional Settings

Integration Code

Configuration and Management

Brands

New Brand

Brand Information

Settings

General

Billings

Payment Gateways

SMTP

Email Templates

Services Pricing

Relations

Clients

Services

Invoices

Quotes

Tickets

Knowledgebase

Downloads

Announcements

Promotions

Statistics

Logs

Ticket Piping

Branded Admin Area Functionalities

Membership

Order Creation

Invoices

Branded Client Area

Branded Emails

Domains & CNAME Records Configuration

cPanel

DirectAdmin

Plesk

SSL Certificate

cPanel

Branding Limitations

Version 2.1.0

WHMCS

WHMCS Modules and Others

Tips

Update Instructions

Common Problems

Navigation

WHMCS Modules

WHMCS Widgets

Tools And Applications

Translations

cPanel Modules

General

FAQ

Community

Multibrand For WHMCS