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Contents

About Multibrand For WHMCS

Multibrand For WHMCS will allow you to manage multiple brands on multiple websites while using just a single WHMCS installation.

You will be able to customize your brand through modifying factors like client area template, logo or brand language, and preview the changes with just a single click.
The module enables you to easily assign your clients to and migrate them between brands, as well as assign products and ticket departments to each brand.
Owing to Multibrand For WHMCS your customers will be able to log into specified client areas in accordance with the brand under which they purchased a product or service.

  • Addon Features:
✔ User Friendly Management Of Multiple Brands
✔ Easy Modification Of Existing Brands
✔ Assign/Unassign Clients To Multiple Brands
✔ Assign Products To Brands
✔ Assign Product Bundles To Brands
✔ Assign Ticket Departments To Brands
✔ Configure Payment Gateways For Each Brand Separately:
✔ PayPal - Single Payment And Subscription
✔ 2CheckOut - Single Payment Only
✔ Display Active Clients, Invoices, Orders, Tickets And Services Associated To Brands
✔ Quick Preview Of Branded Client Area
✔ Publish/Unpublish Brands On Click
✔ Set Brand As Default - Automatic Assignment Of New Clients
✔ View Brand Reports - List Of Clients, Invoices, Orders, Tickets And Services
✔ View Dynamic Brands Comparison Reports - Various Graph Types
✔ Generate Separate Email Templates For Each Brand
✔ Verify Integration Of Templates Used By Brands
  • Admin Area Features:
✔ Order Branded Products
✔ Create Branded Invoices
✔ Create Branded Quotes
✔ Open Branded Tickets
✔ Create Branded Announcements
✔ Add Branded Knowledgebase Articles
✔ Add Branded Downloads
✔ Log In As Client To Chosen Brand
  • Client Area Features:
✔ Displayed Client Area Template And Default Language Depend On Brand
✔ Access To Products, Invoices, Downloads, Ticket Departments and Payment Gateways Assigned To Brand
✔ View Articles And Announcements Assigned To Brand
✔ Receive Branded Emails And Invoices
✔ Branded Clients Can Only Log Into Brand They Are Assigned To
✔ Multibranded Clients Can Log Into All Existing Brands With The Same Access Details
  • Brand Configuration:
✔ Default Brand For New Accounts
✔ Brand Name
✔ Company Name
✔ Brand URL Address
✔ Brand Logo
✔ Brand Language
✔ Brand Template
✔ Brand Address
✔ Brand Signature
✔ Brand Email
✔ Brand Graph Color
✔ Brand Terms Of Service URL
  • General Info:
✔ Multi-Language Support
✔ Supports PHP 5.4 Up To PHP 7
✔ Supports WHMCS Templates Five and Six
✔ Supports WHMCS V6 and 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.
MB2 1.png
2. In the downloaded file you will find two packages that support different PHP versions.
As presented on the screen below, the first one is dedicated to PHP 7, while the second one is aimed at PHP 5.4 up to PHP 5.6.
It does not apply to open source versions.

Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'.

MB2 2.png
3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory.

The content of PHP version files should look like this.

MB2 2 2.png
4. When you install Multibrand For WHMCS for the first time you have to rename 'license_RENAME.php' file.

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

MB2 3.png
5. In order to configure your license key, you have to edit a 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'.

MB2 4.png

Activating Addon Module

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

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

MB2 5.png
7. In the next step you need to allow to hooks beeing enabled and permit access to this module.

To do so click on 'Configure' button, tick 'Access Control' near required admin role groups and press 'Save Changes'.

MB2 6.png

Additional Settings

8. Now, set up the 'storage' folder as recursively writable (with all subfolders).

This folder are located in 'your_whmcs/modules/addons/Multibrand/' location.

MB2 7.png
9. You will also need set up 'gateways' and 'callback' folders as writable.

This folders are located in 'your_whmcs/modules/' and 'your_whmcs/modules/gateways accordingly locations (do NOT mistake with the in the Multibrand addon location)

MB2 7 0.png
10. The next step is replacing 'invoicepdf.tpl' file with 'invoicepdf_rename.tpl' for each of the templates used.

'invoicepdf_rename.tpl' file is located in 'your_whmcs/templates/six/' folder.
Simply, remove default 'invoicepdf.tpl' file from template folder and rename 'invoicepdf_rename.tpl' file to 'invoicepdf.tpl' in that folder.

MB2 7 1.png

Integration Code

10. Now you can access your Multibrand For WHMCS module.

Simply go to the 'Addons' 'Multibrand'. But before you start using the module you still need to do an 'Integration Code'. It is required for correct branding and it should be done for all templates that you want to use with brands.
So go to the 'Utilities' 'Integration Code' and follow the instructions given there, depending on the version of WHMCS and templates you are using.

MB2 8.png
11. And that's all! You have now 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

Under 'Brands' tab you can create and manage your brands using a single instance of WHMCS solution.

New Brand

Let's start by creating a new brand. For that purpose go to 'Brands' tab and press 'Add a new brand' button.
MB2 10.png
Fill out brand's 'Name' and 'Domain' with desired values, and press 'Save' button.
MB2 11.png
Your first brand will be created. Next press the 'Edit' ' action button.
MB2 11 1.png
You will be moved to the brand configuarion, where you can manage all brand's information and settings.
MB2 11 2.png
Note: once the configuration of your brand is complete, will still need to set up a CNAME DNS record before the brand is published (status: enabled).

This record will point from branded domain towards your main domain used by WHMCS.
To learn more about setting up CNAME records, proceed to the Creating CNAME Records section.
Do not forget to publish the brand as soon as the CNAME record propagates 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 revenue, total sale and last update of the brand.

MB2 9.png

Settings

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

General

In general settings you will configure the main brand options.

First fill out brand's 'Email Address', 'Company Name' and 'TOS URL' . Next choose brand's 'Color', 'Ticket Departments' , 'Default Language', 'Template' and 'Order Template' .
Be sure that chosen template is integrated correctly with Multibrand (see the Integration Code section). Finally toggle 'Auto Client Assign' if you desire.
Here you can also manage brand publication 'Status' , but you should change it to 'Enable' only after you have configured the rest of the settings.
Do not forget to 'Save Configuration' .

Note: Only published brands can be set as default. New users created by admin or through API will be assigned to the default brand.

MB2 11 3.png

Billings

In billing settings you can configure the appearance of your invoices.
  • Invoice Branding - if enabled, the invoices will be branded with the number and basic information
  • Invoice Pay To Text - address that is displayed on the invoice as the 'Pay To' details.
  • Sequential Invoice Number Format - if invoice branding is enabled 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 do the 'Additional Settings' step during module installation to make the PDF invoices also branded.

MB2 12.png

Payment Gateways

This tab allows you to configure payment gateway for the brand which will work independently of that configured in WHMCS.

You can check the list of currently available gates in the Feature List.
If you would like in future releases, to see a payment gateway that is not yet available, please contact our support.

Note: You may still use any other payment gateway that is active in your WHMCS system. These gates will have a (WHMCS) mark in the dropdown list.
Multibrand For WHMCS can work with any gateway that works within your WHMCS, the only limitation is that the other payment gateways use the same settings for all brands.

To add a configuration of a payment gateway press 'Add' button.

MB2 13.png
Next choose the desired gate from the list and press 'Confirm' button.
MB2 14.png
Finally fill the payment gateway settings, according to the details received from the provider.

Save the configuration and activate the gateway.

MB2 15.png

SMTP

Email Templates

Services Pricing

Products

Addons

Domains

Relations

Clients

Services

Invoices

Tickets

Knowledgebase

Downloads

Announcements

Statistics

Logs

Branded Admin Area Functionalities

Membership In The Admin Area

Invoices/Tickets/Quotes Creation From Admin Area

Announcements

Downloads

Knowledgebase

Branded Client Area Functionalities

Domains & CNAME Records Configuration

cPanel

DirectAdmin

Plesk

SSL Certificates

cPanel

Branding Limitations & Requirements

Limitations

Requirements

Tips

Common Problems

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