Personal tools
Namespaces

Variants
Actions

Hosting Quota Notifications 1.X For WHMCS

From ModulesGarden Wiki
(Difference between revisions)
Jump to: navigation, search
(→‎Extension Configuration)
Line 1: Line 1:
−
<meta name="keywords" content="product auto upgrade for whmcs, product auto upgrade configuration, product auto upgrade  management, product auto upgrade installation, product auto upgrade guide, modulesgarden product auto upgrade, product auto upgrade  wiki, product auto upgrade  tutorial, product auto upgrade tips, whmcs billing module wiki, product auto upgrade common problems, about product auto upgrade, product auto upgrade documentation, product auto upgrade faq, product auto upgrade help"></meta>
+
<h4 style="color: #ff0000; font-weight:bold; text-align:center;">Article update is ongoing on this page, watch out for broken links, unclear descriptions or images!<br/>
−
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Product Auto Upgrade For WHMCS Module."></meta>
+
We are sorry for the inconvenience caused.</h4>
 +
<meta name="keywords" content="resellers center for whmcs, whmcs resellers center configuration, whmcs resellers center management, whmcs resellers center installation, whmcs resellers center common problems, about whmcs resellers center, whmcs resellers center documentation, whmcs resellers center faq, whmcs resellers center help, whmcs resellers center guide, whmcs resellers center wiki, whmcs resellers center tutorial, whmcs resellers center tips, whmcs resellers center wiki"></meta>
 +
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Resellers Center For WHMCS Module."></meta>
  
−
=About [https://www.modulesgarden.com/products/whmcs/product-auto-upgrade Product Auto Upgrade For WHMCS]=
+
=About [https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]=
 
{|
 
{|
−
|style="padding: 10px 0px 10px 0px;"|'''Product Auto Upgrade For WHMCS''' permits to automatically shift products on the basis of the server resource usage tracked with Advanced Billing For WHMCS module.<br/>Additionally, you will be able to modify rules related to the server resource usage according to which the module will upgrade/downgrade products and their configurable options at the same time.<br/>Thanks to this module, your clients can decide if they want their products to be adjusted as well as freely set the rules on their own.
+
|style="padding: 10px 0px 10px 0px;"|'''Resellers Center For WHMCS''' gives your resellers the possibility to manage end clients and their orders through WHMCS!<br />
 +
With this module, your resellers will be allowed to acquire their own customers and assign products, services and domains to them. <br />
 +
Thanks to that, end clients will be able to easily order services directly from your WHMCS. <br />
 +
Moreover, they will be able to log in to their own WHMCS account in order to manage their services, pay invoices or even create tickets.
 
|}
 
|}
−
<!--Comment-->
+
<!-- fixed -->
−
*'''Admin Area Features:'''
+
*'''Provider Features:'''
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Define Product Auto Upgrade Groups
+
|style="padding: 10px 0px 0px 30px;"|✔ Define Global Configuration And Reseller Permissions
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Enable/Disable Product Auto Upgrade Groups
+
|style="padding: 0px 0px 0px 30px;"|✔ Manage Assignment Of Clients To Resellers
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Create Product Auto Upgrade Options
+
|style="padding: 0px 0px 0px 30px;"|✔ Create And Manage Pricing Groups
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Assign Product To An Option - Configurable Option Support
+
|style="padding: 0px 0px 0px 30px;"|✔ Assign Clients to Pricing Groups To Set Them As Resellers
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Define Options Upgrade/Downgrade Rules
+
|style="padding: 0px 0px 0px 30px;"|✔ Assign Products, Addons And Domains To Pricing Groups
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Set Up Minimal Upgrade/Downgrade Interval
+
|style="padding: 0px 0px 0px 30px;"|✔ Define Pricing Range Per Products, Addons And Domains For Each Billing Cycle
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Enable/Disable Any Product Auto Upgrade Option
+
|style="padding: 0px 0px 0px 30px;"|✔ Select Payouts Calculation Method Per Products, Addons And Domains:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Drag & Drop To Reorder Options
+
|style="padding: 0px 0px 0px 45px;"|✔ Fixed Rate
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Define Client Area Features
+
|style="padding: 0px 0px 0px 45px;"|✔ Difference
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ View List Of All Hostings Affected By Product Auto Upgrade
+
|style="padding: 0px 0px 0px 45px;"|✔ Percent Rate
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ Access Product Auto Upgrade History Of Any Hosting
+
|style="padding: 0px 0px 0px 45px;"|✔ Percent From Difference Between Admin And Reseller Price
 
|}
 
|}
−
*'''Client Area Features:'''
 
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Enable/Disable Product Auto Upgrade And Product Auto Upgrade Options
+
|style="padding: 0px 0px 0px 45px;"|✔ Admin Percent With Fixed Rate
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Manage Rules Of Product Auto Upgrade Options
+
|style="padding: 0px 0px 0px 45px;"|✔ Reseller Percent With Fixed Rate
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Set Up Minimal Upgrade/Downgrade Interval
+
|style="padding: 0px 0px 0px 30px;"|✔ Write Own Class To Calculate Reseller Profit
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ View Products' Product Auto Upgrade History
+
|style="padding: 0px 0px 0px 30px;"|✔ View Statistics On Resellers Sales, Income And End Clients
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Set Up Rules Of Notifications
+
|style="padding: 0px 0px 0px 30px;"|✔ View Reseller Profits
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ Define Minimal Notification Interval
+
|style="padding: 0px 0px 0px 30px;"|✔ Enable Reseller Own CNAME Domain Support
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Select Available Store And Order Templates
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Choose Email Templates Available For Branding
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Choose Payment Gateways Available For End Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Choose Ticket Departments Available For End Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Determine Invoicing Method For Billing End Clients:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Provider As Issuer Of Invoices
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Reseller As Issuer Of Invoices
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Allow Invoice Branding
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Default Sequential Invoice Number Format
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Make Payouts To PayPal Account Or Credit Balance
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Enable Automatic PayPal Payout Transfers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Prepare Documentation For Each Reseller
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Access To Module Logs
 +
|}
 +
*'''Resellers Features:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Configure Reseller Brand:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Domain
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Company Name
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Store Logo
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Invoice Pay To Text
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Sequential Invoice Number Format
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Tickets Email Signature
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Store And Order Template
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Available Ticket Departments
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Set Up Independent Payment Gateways Available For End Clients:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Bank Transfer
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ PayPal
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Stripe
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Order Of Payment Gateways
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Prices Of Products, Addons And Domains Within Defined Limits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Add And Manage End Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View End Clients Orders, Invoices, Products, Addons And Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Place Orders For End Clients Manually
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Manually Accept Order Of End Client Before Payment Receipt
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Login As End Client
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View Statistics On Sales, Income And End Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View Generated Profits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Access Documentation
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Receive Payouts To PayPal Account Or Credit Balance
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Receive Email Notifications On End Clients Orders
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Reply To Tickets Submitted By End Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View Email Templates And Use Editor To Modify Their Content
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Access Store By CNAME Domain Or Default Store URL
 +
|}
 +
*'''End Clients Features:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Order Products, Addons And Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Use End Client Details For Registered Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View And Pay Invoices
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Pay Using Credit Card And Store Payment Data
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View And Manage Products
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Receive Branded Email Notifications
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Submit Tickets To Reseller
 
|}
 
|}
 
*'''General Info:'''
 
*'''General Info:'''
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Requires <u>Advanced Billing For WHMCS</u> - Server Resource Usage Billing [http://www.modulesgarden.com/products/whmcs/advanced_billing/features (read more)]
+
|style="padding: 10px 0px 0px 30px;"|✔ Migration Tool
 
|}
 
|}
 
{|
 
{|
Line 68: Line 218:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.3 Up To PHP 7
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.6 Up To PHP 7
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Templates Five and Six
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Template Six
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V6 and V7
+
|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V7
 
|}
 
|}
  
−
=Installation and Configuration=
+
=Installation=
 
{|
 
{|
−
|style="padding: 10px 0px 0px 0px;"|'''In this tutorial we will show you how to successfully install and administer Product Auto Upgrade For WHMCS.'''<br />
+
|style="padding: 10px 0px 30px 0px;"|Installation of Resellers Center For WHMCS requires a few simple modifications of the template files.<br />
−
We will guide you step by step through the whole installation and configuration process.
+
No worries, we will guide you step by step through the entire installation process.<br/><br/>
 +
'' '''Note:''' If you are still using any of Resellers Center For WHMCS  previous versions '''prior to v3.x''', [https://www.docs.modulesgarden.com/Resellers_Center_2.X_For_WHMCS read about it here].''
 
|}
 
|}
 +
==Installation==
 
{|
 
{|
−
|style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download the module.'''
+
|style="padding: 10px 0px 20px 15px;"|'''1. Log in to your client area and download the module.'''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:AB2_AS_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_1_new.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 15px;"|'''2. In the downloaded file you will find two packages that support different PHP versions.'''<br/>As shown on the screen below, the first one is dedicated to PHP 7, while the second one is aimed at PHP 5.3 up to PHP 5.6.<br/>It does not apply to open source versions.<br/>
+
|style="padding: 0px 0px 15px 15px;"|'''2. In the downloaded file you will find two packages that support different PHP versions.'''<br/>As presented on the screen below, the first one is dedicated to PHP 5.6, while the second one is aimed at PHP 7.<br/>It does not apply to open source versions.<br/>
−
'' '''Note''': You can check current PHP version in your WHMCS. To do so, go to ''' 'Utilities' → 'System' → 'PHP Info'.'''
+
'' '''Note''': You can check current PHP version in your WHMCS. To do so proceed to ''' 'Utilities' → 'System' → 'PHP Info'.'''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:AB2_AS_2.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_2.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''3. Extract the downloaded file and choose the one with matching PHP version. Upload and extract the PHP file into the main WHMCS directory.'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''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.'''<br />
−
Files in your WHMCS directory should look like this.
+
The content of PHP version files should look like this.  
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:drte4.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_2_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''4. When you install Resellers Center For WHMCS for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
 +
File is located in '' 'modules/addons/ResellersCenter/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''5. In order to configure your license key you have to edit a previously renamed '' 'license.php' '' file.'''<br />
 +
Enter your license key between quotation marks as presented on the following screen.<br />
 +
You can find your license key in your client area → '' 'My Products'. ''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R_4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''6. The next step is setting up '' 'storage' '' folder as writable.'''<br />
 +
It is located in '' 'your_whmcs/modules/addons/ResellersCenter/'.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R_5.png]]
 
|}
 
|}
  
−
==Module Configuration==
+
==Activation Of Addon==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|'''4. Now you need to activate the module in your WHMCS system.'''<br/>
+
|style="padding: 10px 0px 15px 15px;"|'''7. Now, you have to activate the module in your WHMCS system.'''<br />
−
Move to '' 'Setup' → 'Addon Modules', '' find '' 'Advanced Billing' '' and press '' 'Activate' '' button.<br/>
+
Log in to your WHMCS admin area. Click '' 'Setup' '' then choose '' 'Addon Modules'.''<br />
−
''Note: Skip this subsection, if you have Advanced Billing For WHMCS already installed.''
+
Afterwards, find '' 'Resellers Center' '' and press '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_5.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_6_new.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''5. At this point you are asked to assign access permissions for the module.'''<br/>
+
|style="padding: 0px 0px 15px 15px;"|'''8. In the next step, you need to permit access to the module.'''<br />
−
In order to do that, press '' 'Configure', '' choose desired admin roles and press '' 'Save Changes'. ''
+
To do so, select admin roles which should have access to the module and press '' 'Save Changes'.''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_6.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_7_new.png]]
 
|}
 
|}
 +
<!--
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|'''6. Now, set up a cron job, you can find it in your WHMCS → '' 'Addons' → 'Advanced Billing' '' as demonstrated on the following screen.'''
+
|style="padding: 0px 0px 15px 15px;"|'''9. It is required to disable auto applying credits.'''<br />
 +
Otherwise, orders made by resellers' clients will be automatically paid using credits from the reseller's account.<br />
 +
Go to '' 'Setup' '' → '' 'General Settings' '' → '' 'Invoices' '' and mark '' 'Disable Auto Credit Applying' '' checkbox.<br />
 +
Afterwards, press '' 'Save Changes'.''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_7.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_8.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''10. It is required to disable credit card storage. (optional)'''<br />
 +
Otherwise, credit card details provided by one contact can be accessed by other contact of the same reseller.<br />
 +
Go to '' 'Setup' '' → '' 'General settings' '' → '' 'Security' '' and mark '' 'Disable Credit Card Storage' '' checkbox.<br />
 +
Next, press '' 'Save Changes'. ''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_9.png]] 
 +
|}
 +
-->
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|'''9. Afterwards, go to '' 'Addons' '' → '' 'Resellers Center' '' → '' 'Integration Code' '' and follow the instructions.'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_10.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''10. You have just successfully installed Resellers Center For WHMCS!'''
 
|}
 
|}
  
−
==Extension Configuration==
+
=Management and Configuration=
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|'''7. In the next step you have to activate the extension in your Advanced Billing For WHMCS.'''<br/>
+
|style="padding: 10px 0px 30px 15px;"|Management of Resellers Center For WHMCS is very convenient. You can supervise everything from the addon.<br />
−
Log in to your WHMCS admin area and proceed to '' 'Addons' '' → '' 'Advanced Billing' '' → '' 'Settings' '' → '' 'Extensions'. ''<br/>
+
What is more, the module extends possibilities of both your resellers and their customers.<br />
−
Afterwards, find '' 'Product Auto Upgrade' '' and enable the extension.
+
Let us find out what our product can do!
 
|}
 
|}
 +
==Settings==
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_8.png]]
+
|style="padding: 10px 0px 15px 15px;"|In this section you can find more information about global configuration.<br />
 +
Additionally, here you can also read about the details of migration. 
 +
<!-- Additionally, here you can find a direct link to module documentation as well as migration tool. -->
 
|}
 
|}
 +
===Configuration===
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''8. Next, you need to provide your license key.'''<br/>
+
|style="padding: 0px 0px 15px 15px;"|In '' 'Configuration' '' tab you can set up global settings of the module. You can define '' 'General', 'Billing' '' and '' 'Email Templates' '' settings.<br/>
−
Press '' 'Configure' '' next to the extension.
+
''Please note that these settings are default for all resellers. Read this section through to find the details of configuration per each reseller.''
 +
 
 +
====General Settings====
 +
*'''Enable Store Branding''' - Allows resellers to set up custom logo, company name and domain.
 +
*'''Allow Products''' - If enabled, resellers will be able to sell properly configured products in their own stores.
 +
*'''Allow Domains''' - Gives resellers possibility to sell domains in their own stores.
 +
*'''Allow CNAME''' - It enables support for CNAME record pointing from customer domain.
 +
*'''Default Reseller Documentation''' - Select default documentation to show for new resellers.
 +
*'''Ticket Departments''' -  Allows you to choose ticket departments available for end clients as they will contact resellers.
 +
*'''Templates''' - Allows you to select client area templates of resellers store.
 +
*'''Order Templates''' - Allows you to select order templates set for cart view in resellers store.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_8_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11.png]]
 
|}
 
|}
 +
 +
====Billing Settings====
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|'''9. Paste your license and confirm the changes.'''
+
|style="padding: 0px 0px 15px 15px;"|
 +
*'''PayPal Auto Transfer''' - Enables automatic transfers to reseller's account.
 +
*'''Invoice Branding''' - If enabled, resellers can brand the number and basic information on the invoice.
 +
*'''Reseller Invoice''' - If enabled, resellers can issue invoices for end clients directly (otherwise, invoices are generated by the administrator). <br/>This option also permits resellers to use their own configuration data in payment gateways settings (currently, 'PayPal', 'Stripe' and 'Bank Transfer' gateways are available). <br/>Once they do it, end clients are able to make payments directly to the reseller's account and the reseller settles debts with the administrator using prepaid WHMCS credits.<br/>'' '''Important:''' When you enable this option and any invoice is created in the meantime, you will not be able to disable it anymore!
 +
*'''Sequential Invoice Number Format''' - Required if 'Reseller Invoice' is enabled.
 +
*'''Gateways''' - Allows you to select gateways that resellers can enable in their own stores. This option is only available if 'Reseller Invoice' is disabled.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_9.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11_1_new.png]]
 
|}
 
|}
 +
 +
====Email Templates Settings====
 
{|
 
{|
−
|style="padding: 0px 0px 30px 15px;"|'''Your Product Auto Upgrade For WHMCS is now ready to use! '''
+
|style="padding: 0px 0px 15px 15px;"|Here you can enable/disable numerous options that a reseller can customize later on.<br/>These templates are related to emails regarding issues like:<br/>
 +
*'''General'''
 +
*'''Product'''
 +
*'''Domain'''
 +
*'''Support'''
 +
*'''Invoice'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Each setting can be defined for particular resellers. Go to '' 'Resellers' '' tab and press the button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Here you will find the details related to the chosen reseller. In 'Configuration' section you can select preferred '' 'General', 'Billing' '' and '' 'Email Template' '' settings.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_11_4_new.png]]
 
|}
 
|}
  
−
=Management=
+
===Migration Tool===
 
{|
 
{|
−
|style="padding: 10px 0px 10px 15px;"|'''In order to link any product with Product Auto Upgrade For WHMCS, first you need to enable and then configure it in Advanced Billing For WHMCS.'''<br/>
+
|style="padding: 10px 0px 15px 15px;"|Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version.<br/>
−
Advanced Billing For WHMCS is used to collect information about hosting's resource usage.<br/>
+
 
−
'''Important:''' Product Auto Upgrade For WHMCS uses '' 'Change Package' '' option to switch the products.<br/>Therefore it is required that the products are compatible with this feature.
+
'' '''Note:''' Version 3.x currently supports migration from version 2.5.x module and it will only transfer data on resellers, resellers' clients and resellers' groups.<br/>Therefore, the other settings of the module need to be reconfigured manually.<br />
 +
<br />
 +
To perform the migration simply overwrite old files to the latest version of the module and refresh the addon page in the admin area.
 +
|}
 +
 
 +
<!--
 +
This step is required due to the completely new module's logic that includes new database tables.<br />
 +
More information on that matter can be found [[#Migration_From_2.0.5_And_Earlier_To_2.5.0|here]].
 
|}
 
|}
−
==Admin Area==
 
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|At first you are asked to enable the products you want to work with for Advanced Billing.  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_13.png]]
 
|}
 
|}
 +
 +
 +
===Documentation===
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_10.png]]
+
|style="padding: 10px 0px 20px 15px;"|By pressing '' 'Documentation', '' you will be redirected to Wiki article of Resellers Center For WHMCS.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Now, you have to switch on the extension Product Auto Upgrade For WHMCS for each of the products.<br/>Move to '' 'Settings', '' find appropriate section and enable the extension.
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_13_1.png]]
 
|}
 
|}
 +
-->
 +
 +
==Addon Management==
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_10_1.png]]
+
|style="padding: 10px 0px 30px 15px;"|In this section you can find more details about the management possibilities.<br />
 +
We will show you how to set up key options to ease the module's handling processes.
 
|}
 
|}
−
===Groups of Rules===
+
===Pricing Groups===
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|As you might have already noticed, a new tab dedicated to the extension appeared in main menu of your Advanced Billing For WHMCS module .<br/>The whole management of the extension is located under this section.<br/>
+
|style="padding: 10px 0px 15px 15px;"|In order to grant any of your clients resellers' rights, you need to configure a group first.<br />
−
Firstly, move on to '' 'Configuration' ''.
+
To do so, proceed to '' 'Pricing Groups' '' tab and click the button as shown below.  
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_11.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_14.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|What you will find there is a full list of autoscaling groups.<br/>
+
|style="padding: 0px 0px 15px 15px;"|A popup window appears. Just fill in a group name and press '' 'Create'.''
−
Here you can find information such as status of a group, its name and used submodule.<br/>What is more, you can prepare rules for scaling services by managing groups while using buttons in '' 'Actions' '' column to prepare rules for scaling services.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_11_1.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_14_1.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Right now let's see how to create a new group.<br/>
+
|style="padding: 0px 0px 15px 15px;"|As you can see, a new group is visible on the list. It does not have any product configured.<br/>
−
Press '' 'Create New Group' '' button and a short formula will appear.
+
To add a new product press the button as presented below.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_12.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_15.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|You can select products and define rules in each group which will result in upgrading/downgrading client's hosting.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Choose a new product from '' 'Add Product To Group' '' dropdown menu and press '' 'Save'.''
−
Name your new group - this name is only for your information and convenience. Then select the product you want to be automatically upgraded or downgraded according to current resource usage.<br/>Optionally, you can enable and choose configurable option group that will be used to define products' options.<br/>
+
−
Save the group once it is ready.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_13.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_16.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Your newly created group appeared on the list. Now you can configure it according to your preferences.
+
|style="padding: 0px 0px 15px 15px;"|The product needs to be configured. Then, Resellers Center For WHMCS enables you to:
 +
*'''Edit Pricing (1)
 +
*'''Edit Calculation Method (2)
 +
*'''Delete Product (3)
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_13_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_16_1.png]]
 
|}
 
|}
−
====Group Configuration====
+
====Product Pricing====
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|There are two main sections where a group can be configured.  
+
|style="padding: 0px 0px 15px 15px;"|It is possible to set pricing (1) for different billing cycles and currencies.
−
#'' 'Settings' '' - a place where general and client area arragnements can be made.
+
You can define pricing using the below options:
−
#'' 'Options' '' - detailed configuration of rules to scale services automatically.
+
*'''Admin Price''' - price set for a product (it may be lower than what reseller sets when this difference will be the basis to calculate profit)
 +
*'''Highest Price''' - maximum price which can be set for a product
 +
*'''Lowest Price''' - minimum price which can be set for a product
 +
To confirm settings press '' 'Save' ''.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_14.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_17.png]]
 
|}
 
|}
−
=====Group Settings=====
+
 
 +
====Calculation Method====
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|'''General Configuration'''
+
|style="padding: 0px 0px 15px 15px;"|Several methods for calculation (2) are available. Choose the one you want to use from dropdown menu.
−
*'''Group Name''' - name of a group, can be changed at any time and is visible only to the admin.
+
*'''Fixed Rate''' - profit that your reseller always gets
−
*'''Server Type''' - module type of the product allowed in the group.
+
*'''Difference''' - between reseller's and admin's price
−
*'''Time Interval''' - minimum time period between the two products changes that can be made on a single hosting.
+
*'''Percent Rate''' - percentage of reseller's price
−
*'''Notifications Time Interval''' - defines time between notifications sent to a client.
+
*'''Percent From Difference''' - a sum of reseller's price percentage and a difference between reseller's and admin's price
 +
*'''Admin Percent With Fixed Rate''' - a sum of admin's price percentage and a fixed rate
 +
*'''Reseller Percent With Fixed Rate''' - a sum of reseller's price percentage and a fixed rate
 +
<!--
 +
*'''Percent Rate''' - (if calculation method uses it) percentage amount granted to reseller for selling this product
 +
*'''Fixed Rate''' - (if calculation method uses it) fixed amount granted to reseller for selling this product
 +
-->
 +
To confirm settings press '' 'Save' '' next to the product you have configured
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_14_1.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_1.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''Client Area Configuration'''
+
|style="padding: 0px 0px 15px 15px;"|The procedure is quite similar when it comes to adding addons and domains.<br/>
−
*'''Display Client Rules Configuration''' - shows rules of this group for clients with products configured in the group.
+
Click a right button to add a new addon.
−
*'''Modify Rules Configuration''' - client can modify group rules, changes will affect their product only.
+
|}
−
*'''Modify Time Interval''' - client can modify the minimum time between two switches on a single hosting.
+
{|
−
*'''Allowed Time Interval Values''' - specifies what time interval a client can use (they will be displayed in the form of a dropdown menu or a textbox with a limited range).
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_2.png]]
−
*'''Enable Notifications''' - allows the client to enable/disable notifications.
+
−
*'''Modify Notifications Time Interval''' - allows the client to modify minimum time between two notifications.
+
−
*'''Allowed Notifications Time Interval Values''' - defines values which can be used by client.<br/>
+
−
Do not forget to save the configuration when it is ready.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_14_2.png]]  
+
|style="padding: 0px 0px 20px 15px;"|From dropdown menu choose the one that will be added to the group.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_2_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Now you can set 'Pricing' and 'Calculation Method' or delete this addon.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|In order to add a new domain click the right button, as shown below.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|From dropdown menu choose the one that will be added to the group.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_17_4_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Now you can set 'Pricing' and 'Calculation Method' or delete this domain.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_17_5.png]]
 
|}
 
|}
  
−
=====Group Options=====
+
===Resellers===
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|The second place where the group rules can be modified is '''Options''' section.<br/>
+
|style="padding: 10px 0px 15px 15px;"|'' 'Resellers' '' tab displays all clients from your WHMCS system.<br />
−
These rules will be used by the extension to determine which service should be changed.<br/>Service will be changed according to the parameters set in rules options if the condition of either downgrade rules or upgrade rules has been met.  
+
You can use it to assign any client to a reseller's group, that will activate them as resellers.<br />
 +
Click the button as shown below to create a new reseller.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_15.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_19.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Every group has already some predefined basic options - disabled at the start.<br/>You can base your rules configuration on them or add your own ones in case they are not sufficient.<br/>Let us show how to set the autoscaling rules on the basis of these options.<br/>
+
|style="padding: 0px 0px 20px 15px;"|Assign the new reseller to the chosen group.
−
Before you can do anything, you must configure the upgrade and downgarade rules.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_16.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_19_1.png]]
 
|}
 
|}
 +
 +
===Clients===
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'' 'Upgrade Rules'/'Downgrade Rules' '' can have multiple rules defined.<br/>
+
|style="padding: 10px 0px 20px 15px;"|To see resellers' clients go to '' 'Resellers' '' tab and click the button next to a selected reseller.
−
To add a new rule, select it from a dropdown menu marked on the following screen and press '' 'Add'.''
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_17.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11_3.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|You can define comparison type and threshold of any added rule.<br/>
+
|style="padding: 0px 0px 20px 15px;"|Here you can obtain more details about your customers and their clients.<br/>
−
To add a rule which will be fulfilled when the product has more or equal than 3 FTP accounts, choose '' '≥' '' from '' 'Comparison Type' '' and type '' '3' '' into '' 'Threshold' '' field.<br/>
+
Apart from clients, you can manage here also invoices, transactions and services.
−
This example can be seen on the following screen.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_18.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_11_4_1.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|You also have to define a product for each package that will be used when upgrading/downgrading.<br/>Press button marked on the screen to go on.
+
|style="padding: 0px 0px 20px 15px;"|You can also assign a new client to this reseller.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_18_1.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_11_4_2.png]]
 
|}
 
|}
 +
 +
<!--
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Select the product you need from the available options in the dropdown menu.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_20.png]]
−
Then select option you wish to be used by clients and add it. Save the changes.<br/>
+
−
'''Important!''' Options selection is available only if a supported configurable options group has been enabled for the group of rules on its creation.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_18_2.png]]
+
|style="padding: 0px 0px 20px 15px;"|Click on '' 'Manage' '' to view more information about contact's products and domains.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Every selected option appears in the box above. Here you can specify available selection under '' 'Setting' '' or delete it.
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_21.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_18_3.png]]
+
|style="padding: 0px 0px 15px 15px;"|As you can see, all products, services and domains assigned to the reseller account are visible here.<br />
 +
Items assigned to chosen resellers' contact are highlighted in blue, items assigned to other contacts of the reseller are gray, products assigned to the reseller are black.<br />
 +
This is the place to manage items assigned to end-client.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Repeat that for all the packages you want to enable.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_22.png]]
−
Note that only the packages with selected products can be enabled!
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_19.png]]
+
|style="padding: 0px 0px 20px 15px;"|To obtain more information about contacts, simply click on '' 'Contact Name'.''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Additionally, you can change the order the rules are displayed, simply drag and drop a rule and make a previously downgrade rule an upgrade one.
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_23.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_20.png]]
+
|style="padding: 0px 0px 20px 15px;"|From here you can manage the contacts and modify their permission.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Add new option, just type in its name, press '' 'Add New Option' '' and then configure it like the previous ones.
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_24.png]]
 
|}
 
|}
 +
-->
 +
 +
<!--
 +
===Email Templates===
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_21.png]]
+
|style="padding: 10px 0px 15px 15px;"|This section allows you to define which email templates can be edited by your resellers.<br />
 +
Simply, mark checkboxes next to desired email templates to allow their branding and press '' 'Save Changes'.''<br />
 +
'' 'Note: Email templates modified by resellers are stored separately and do no harm to your email templates'.''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Finally, you can describe shortly each option. Press ' ''Description' '' and a text area will appear.<br/>Type in your description there. As you can see, you can prepare a few language versions of the description.
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_24_1.png]]
 
|}
 
|}
 +
-->
 +
 +
===Payouts===
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_22.png]]  
+
|style="padding: 10px 0px 15px 15px;"|In '' 'Payouts' '' tab, you can view the list of all resellers' transactions and make profit payouts to them. Moreover, you can accept 'Mass Payments' for selected resellers here.<br/><br/>
 +
''Please note - this tab is only used if the 'Reseller Invoice' configuration is set to 'Disabled'.<br/>Otherwise, the resellers settle debts with the administrator using prepaid WHMCS credits and payments made by end clients are credited to the reseller's account directly.<br/><br/>
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_41_2.png]]
 
|}
 
|}
  
−
===Accounts===
+
In 'Payouts' section, apart from looking at the details it is also possible to perform the following actions: ''pay by PayPal (1)'' or ''WHMCS Credits (2)'' and ''mark the transaction as completed (3)''.<br/>
 +
'Mass Payments' section enables you to make mass payouts to all selected resellers at once. You can choose from ''PayPal Payment (4), WHMCS Credits Payment (5)'' and set up proper<br/>PayPal ''Configuration (6)'' by providing PayPal Application Key and Secret - both found within your PayPal account.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_42.png]]
 +
|}
 +
 
 +
===Statistics===
 +
{|
 +
|style="padding: 10px 0px 20px 15px;"|'' 'Statistics' '' tab allows you to see the amount of sales and income, and the number of clients assigned to resellers.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_18_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Information about sale is also visible in the '' 'Reseller' '' tab.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_18.png]]
 +
|}
 +
===Logs===
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|To access the list of hostings affected by the autoscaling groups proceed to '' 'Product Auto Upgrade' '' → '' 'Accounts'. ''<br/>
+
|style="padding: 10px 0px 20px 15px;"|'' 'Logs' '' tab allows you to see the details of the actions that have been already performed.
−
Information about each hosting can be found here along with the access to the hosting history.<br/>
+
−
Press '' 'View History' '' near desired hosting to view its history of changes.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_23.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_43.png]]
 
|}
 
|}
 +
===Integration Code===
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Hosting history contains the list of changes ever made for the hosting.
+
|style="padding: 10px 0px 20px 15px;"|In the '' 'Integration Code' '' tab you will find the instructions on how to allow your resellers to modify client area and invoice logo.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_24.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_44.png]]
 
|}
 
|}
  
−
==Client Area==
+
===Reseller Documentation===
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|In the following section we will show you client area with all autoscaling features enabled.<br/>
+
|style="padding: 10px 0px 15px 15px;"|
−
As you can see, autoscaling is displayed on the main page of a product right below the Advanced Billing For WHMCS usage records.<br/>
+
The '' 'Reseller Documentation' '' tab enables you to create and modify documentation visible to specified resellers. The documentation provides guidelines to help resellers handle their panels with ease.<br/>
−
Press '' 'Show' '' to view details.
+
You can create documentation in multiple versions - to add a new one, simply click the '+' button. Press the appropriate button located at the 'Actions' column to manage already formed documentation:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_25.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_44_2.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|You can easily enable/disable autoscaling (red) or a selected option (blue) through pressing '' 'Enabled'/'Disabled' '' button and saving the changes.<br/>
+
|style="padding: 0px 0px 15px 15px;"|
−
To browse other options, use their names marked on the following screen.  
+
Choose the resellers to whom the documentation will be visible, enter the name of the documentation and its content.<br/>
 +
You can use HTML tags as well as attach a PDF version of your documentation.<br/>
 +
Once ready, click 'Save' to save your documentation.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_26.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_44_3.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Through pressing '' 'Show Rules' '' you can manage switching rules of currently displayed option.<br/>
+
|style="padding: 0px 0px 15px 15px;"|
−
Additionally, you can change the minimum interval between the changes through using marked field.
+
From now on, our resellers will be encouraged to read the documentation from the welcome page, when they enter the Reseller Area for the first time.<br/>
 +
Reseller can hide the welcome page by pressing "Do not show again". Even then, the documentation is accessible from the menu:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_27.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_44_4.png]]
 
|}
 
|}
 +
 +
==Client Area - Reseller==
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Rules are displayed in a table, press pencil icon next to the rule you wish to change.<br/>
+
|style="padding: 10px 0px 15px 15px;"|In the client area your can add new subclients and access Reseller Area.<br />
−
Do not forget to save changes when you finish.
+
Access to the Reseller Area is granted only to those clients, to whom reseller's groups are assigned in Resellers Center For WHMCS module.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_28.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_25.png]]
 
|}
 
|}
 +
<!--
 +
===Adding a Contact===
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Besides the management of autoscaling, you can view the history of switches made on a hosting through pressing '' 'History'. ''
+
|style="padding: 10px 0px 20px 15px;"|In order to add a new contact, proceed to '' 'Contacts/Sub-Accounts' '' and choose '' 'Add New Contact'. ''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_29.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_26.png]]
 
|}
 
|}
−
===Notifications===
 
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Client can also set up notifications, they will be sent when requirements defined by a client are met.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Fill out contact details and tick '' 'Activate Sub-Account'. ''<br />
−
For the settings shown on the following screen, notification will be sent every ten minutes if the following rules are met.<br/>
+
Afterwards, fill in a password field for your contact, define account permission and email preferences.
−
The product number of Installed applications is equal or higher than 10.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PAU_30.png]]  
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_27.png]]
 
|}
 
|}
 +
-->
  
−
==Sample Usage==
+
===Reseller Area===
 
{|
 
{|
−
|style="padding: 10px 0px 5px 15px;"|In this section we will show you a sample situation when Product Auto Upgrade For WHMCS is used simultaneously with another built-in extension to Advanced Billing - [[Advanced_Billing_For_WHMCS#Recurring_Billing|Recurring Billing]].
+
|style="padding: 10px 0px 30px 15px;"|In Reseller Area you can manage clients, define products prices, set up branding, customize email templates and open tickets.
 
|}
 
|}
 +
<!--
 +
====Balance====
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Let's say you have configured 3 cPanel Extended products enabled for Advanced Billing.
+
|style="padding: 10px 0px 15px 15px;"|Under this tab, you can view your balance, profit made, credit balance and redeem your profit into credit balance.<br />
 +
Besides that, it is the place to view the list of profits made by reselling to your contacts.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_31.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:R3_28.png]]
 
|}
 
|}
 +
-->
 +
====Clients====
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Each of the products has different limits set:<br />
+
|style="padding: 10px 0px 15px 15px;"|Under this tab, you can see a list of reseller's clients and perform various actions.<br/>
−
*'''Product A''': Max 4 FTP accounts and 500 MB storage.
+
It is possible to log in as a client (1), make an order for a client (2), view client's details (3) and delete a client (4).
−
*'''Product B''': Max 10 FTP accounts and 1 GB storage.
+
−
*'''Product C''': Max 20 FTP accounts and 5 GB storage.<br/>
+
−
Afterwards, you have created an autoscaling group, added products listed above to it and defined them with following rules.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_32.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_45.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|
+
|style="padding: 0px 0px 20px 15px;"|To add a new client, press the button as presented below.
−
*'''Product A - Lowest'''
+
−
**Upgrade Rule: &ge; 3 FTP accounts & &ge; 400 MB storage
+
−
*'''Product B - Middle'''
+
−
**Upgrade Rule: &ge; 9 FTP accounts & &ge; 8 GB storage
+
−
**Downgrade Rule: &le; 3 FTP accounts & &le; 300 MB storage
+
−
*'''Product C - Highest'''
+
−
**Downgrade Rule: &le; 8 FTP accounts & &le; 7 GB storage
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:PAU_33.png]]  
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_45_2.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 15px;"|Now, this is what is going to happen:<br />
+
|style="padding: 0px 0px 15px 15px;"|Fill in all the necessary details in both '' 'General' '' and '' 'Address' '' sections.<br/>
−
1. A client, John orders product C and creates 3 FTP accounts in it.<br />
+
Remember to save changes.
−
2. Advanced Billing cron job changes product C to product B with the first run, and further to product A in the second run (if minimum time interval provided has passed).<br />
+
−
3. John  uploads 450 MB of files, so now his product meets product A top rule requirement.<br />
+
−
4. Cron runs again, and changes his product to product B.<br />
+
−
5. John creates additional 7 FTP accounts and uploads files with total size of 550 MB.<br />
+
−
6. Now, his product meets product B upgrade rules only partially, therefore cron run has no effect.<br />
+
−
7. Some time passes and total amount of storage used by John reaches 8 GB.<br />
+
−
8. This time his product meets product B upgrade rules completely and is updated to product C.<br />
+
−
9. John removes 4 of his FTP accounts and 1 GB of files.<br />
+
−
10. Therefore his product meets product C bottom rules requirements and is downgraded to product B.<br />
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 15px;"|
+
|style="padding: 0px 0px 20px 25px;"|[[File:R3_45_2_1.png]]
−
That was all about upgrading/downgrading the products, but let us now see how the payments look like.<br/>  
+
|}
−
If your client orders product C and their product gets downgraded to product B, they will be billed with product C price.<br/>
+
{|
−
However, if the prices and free limits are set per resources, you will help your clients to avoid additional payments if their resource usage is low.<br/>
+
|style="padding: 0px 0px 20px 15px;"|When you enter client's details view (3), you will find here not only his personal details but also information about orders, invoices, services, addons and domains.
−
If you do it this way, clients will pay fixed price each month, but additional payment will depend on the resource they use.<br/>
+
|}
−
In case you own only limited amount of resources, Product Auto Upgrade For WHMCS extension will allow you to use them more efficiently.<br/> Whereas the core Advanced Billing For WHMCS features will let you bill your clients adequately.  
+
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_45_1.png]]
 +
|}
 +
<!--
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Under 'Orders' tab there are this client's orders visible, which details you can (1) see or click the green button to accept them(2).
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_45_3.png]]
 +
|}
 +
-->
 +
 
 +
====Product Pricing====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|'' 'Product Pricing' '' tab enables you to define prices for products, addons and domains you wish to offer to your clients.<br />
 +
Remember, you can define prices only within limits shown as placeholders.<br />
 +
If pricing is not provided, product, addon or domain will not be available for your clients.<br />
 +
You can also get here a direct cart URL to products group that you can share directly with your customers.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_29.png]]
 +
|}
 +
 
 +
====Configuration====
 +
{|
 +
|style="padding: 10px 0px 0px 15px;"|In '' 'Configuration' '' tab you are allowed to define '' 'General Settings' '' such as your own company name, email signature and logo used across client's client area, emails and invoices.<br />
 +
Please notice, that the available reseller configuration options may vary depending on the options you selected in the addon configuration and whether the 'Reseller Invoice' option was enabled for the reseller.<br/><br/>
 +
 
 +
'' '''Note:''' Once the configuration of your brand is complete, your reseller will still need to set up a CNAME DNS record if domain is used.''<br/>
 +
''This record will point from the branded domain towards reseller main domain used by WHMCS.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
*For example: if ''' 'Reseller Invoice' ''' is '''disabled''' there will be an option to provide reseller PayPal email but reseller will not be able to configure available payment gateways on their own:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_30_new.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
*However if ''' 'Reseller Invoice' ''' is '''enabled''' there will be an option to configure payment gateways by reseller or enable auto WHMCS invoice payments.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_30_0.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'' 'Email Templates' '' is the place where you can view and edit email templates sent to your clients.<br />
 +
To edit an email template, press '' 'Edit' '' button next to the template you wish to alter.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_30_1_new.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Finally, edit the email template to suit your needs and press '' 'Save Changes' '' button.<br />
 +
''Note: During this step you can easily add merge fields using dropdown menus marked on the following screen.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_30_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'' 'Payment Gateways' '' - this tab is only available if the 'Reseller Invoice' option in the admin area is set to 'Enabled'.<br/>
 +
In this section, the reseller can set up their own payment gateway ('PayPal', 'Stripe' and 'Bank Transfer' gateways are currently available).<br/>
 +
Thanks to this, all payments made by end clients are transferred directly to the reseller's PayPal account or bank institution.<br/>
 +
The payments between the reseller and the administrator are settled through the reseller's previously supplied credit balance.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_30_3.png]]
 +
|}
 +
 
 +
====Invoices====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Here is the detailed list of end clients' all invoices together with their status.
 +
*If the 'Reseller Invoice' option in the admin area is 'Disabled', the listed invoices are generated between the end client and the site administrator.
 +
*If the 'Reseller Invoice' option in the admin area is 'Enabled', the listed invoices are issued between the end client and the reseller directly.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_46_new.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Using 'Action' button on invoices list reseller can also view and manage the invoice details, similarly to how it is done in the admin area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_46_2.png]]
 +
|}
 +
 
 +
====Orders====
 +
{|
 +
|style="padding: 10px 0px 20px 15px;"|This section allows you to view all of the orders with their chosen payment method and status.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_31.png]]
 +
|}
 +
 
 +
===Ordering===
 +
{|
 +
|style="padding: 10px 0px 30px 15px;"|There are two ways to add a product to an end client account, we will show you both of them below.
 +
|}
 +
====Assign Product by Reseller====
 +
{|
 +
|style="padding: 10px 0px 20px 15px;"|Your resellers can place orders for their own customers as if the orders were for themselves.
 +
<!-- The only difference is that they need to choose a client from '' 'Subclient' '' dropdown menu. And that is all! -->
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_34.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Both your reseller and the end client will receive an order confirmation email.<br />
 +
Afterwards, when end client logs in to the WHMCS client area, he/she will be able to view and manage previously ordered products.<br />
 +
End clients can also list and pay invoices or create tickets (if these options are checked in the addon module).
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_35.png]]
 +
|}
 +
<!--
 +
====Access Order Through Link====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Your resellers can use branded links to the product on their websites.<br />
 +
By using them, end-clients are forwarded directly to a product order form.<br />
 +
''Note: CNAME record is required in order to allow this step. You can find instruction [[#Configuration|here]].''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_36.png]]
 +
|}
 +
-->
 +
 
 +
====Access Order From The Client Area====
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Your reseller's clients can view order form with the list of products configured by their resellers.<br />
 +
Therefore, your reseller's clients can make orders on their own, using order forms in the client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_37.png]]
 +
|}
 +
 
 +
===Tickets Management===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|If you have not disabled tickets in your addon, your resellers will be able to reply and forward tickets created by their clients.<br />
 +
It is only available for tickets department set in Resellers Center For WHMCS configuration.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_38.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|On the screen below you can see a list of all the tickets created by a reseller's clients from the client area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:R3_39.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|You can easily reply to them.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_39_1.png]]
 +
|}
 +
 
 +
==Client Area - End Client==
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|End client sees branded client area.<br/>
 +
Since version 3.x of the module end clients are treated as regular WHMCS clients.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:R3_40.png]]
 +
|}
 +
 
 +
==General Relations==
 +
{|
 +
|style="padding: 10px 0px 20px 15px;"|'''Relations between Provider, Reseller and Client'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|'''Payment system:'''<br/>
 +
In general Reseller receives a product from the Provider and then provides it further to the End Client.<br/>
 +
Since the release of v3.0.0 the payment between the Reseller and Provider will be regulated by WHMCS credits but it can be also regulated manually or automatically to Reseller's PayPal account.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''Invoicing system:'''
 +
*If the ''' 'Reseller Invoice' ''' option in the admin area is '''Disabled''', the invoices are generated between the end client and the site administrator.
 +
*If the ''' 'Reseller Invoice' ''' option in the admin area is '''Enabled''', the invoices are issued between the end client and the reseller directly.
 +
|}
 +
==Domains & CNAME Records Configuration==
 +
{|
 +
|style="padding: 10px 0px 15px 0px;"|In this section you will find guides on how to create a ''CNAME'' record in popular control panels.<br />
 +
For instance, if reseller's branded domain is '' 'reseller.com' '' and the domain with your WHMCS is '' 'whmcs.domain.com' '', the ''CNAME'' needs to be '' 'www.reseller.com. CNAME whmcs.domain.com.'.''<br />
 +
'' '''Note 1:''' As you can see above, each domain has to be closed with a full stop.''<br />
 +
'' '''Note 2:''' To learn more about certificate requirements, visit the [https://www.docs.modulesgarden.com/Resellers_Center_For_WHMCS#SSL_Certificate SSL Certificate] section.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 0px;"|The domain used by each of the brands '''must be parked''' on the main domain.<br/>In case 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.<br/>
 +
Only when you have parked your domains can you move to setting the ''CNAME'' records on your panels. See the tips below.
 +
|}
 +
===cPanel===
 +
{|
 +
|style="padding: 10px 0px 10px 15px;"|1. Log in to your cPanel.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Simple DNS Zone Editor' '' under the '' 'Domains' '' section.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 5px 15px;"|3. Select the domain you wish to manage from the menu.<br />
 +
'' '''Note:''' This step is required only if you own more than one domain.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|4. Fill in 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'.
 +
|}
 +
 
 +
===DirectAdmin===
 +
{|
 +
|style="padding: 10px 0px 10px 15px;"|1. Log in to your DirectAdmin.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|2. Click '' 'DNS Administration' ''.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|3. Afterwards, 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 />
 +
'' '''Note:''' Do not forget to place a full stop at the end.''
 +
|}
 +
 
 +
===Plesk===
 +
{|
 +
|style="padding: 10px 0px 10px 15px;"|1. Log in to your Plesk panel.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Domains' '' under the '' 'Hosting Services' '' section.
 +
|}
 +
{|
 +
|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' ''.
 +
|}
 +
{|
 +
|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 '' 'Websites & Domains' '' tab and press '' 'DNS Settings'.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|5. Add a new record or edit the existing one.
 +
|}
 +
{|
 +
|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 />
 +
Finish by pressing '' 'OK'.''<br />
 +
'' '''Note:''' The changes will take between 4 to 8 hours to update worldwide.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''Remember to restart your server once it is configured.'''
 +
|}
 +
 
 +
==SSL Certificate==
 +
{|
 +
|style="padding: 10px 0px 30px 15px;"|If resellers branded domain or your WHMCS main domain are using the SSL connection''', they should also support selected certificates.<br />
 +
The supported types of certificates:
 +
*'''Dedicated SSL Certificate''' - handled separately for each domain.
 +
*'''Wildcard''' - if all brands and main WHMCS are using the same domain.
 +
*'''SAN''' - if your brands and main WHMCS are using different domains.
 +
This is the way WHMCS works. It is not the limitation of our module which is using '' 'WHMCS System URL' '' scheme.
 +
|}
 +
===cPanel===
 +
{|
 +
|style="padding: 10px 0px 10px 15px;"|Installing the SSL certificate for domains managed from cPanel consists of the following steps:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|1. Log in to your cPanel and press '' 'SSL/TSLS Manager' '' under the '' 'Security' '' section.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|2. Click on '' 'Manage SSL sites' '' under '' 'Install and Manage SSL for your site (HTTPS)'.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|3. (installing the certificate) Select the domain, paste certificate and the private key, and save the settings.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|4. (using the already installed certificate) Select it from '' 'Browse Certificates' '', and save the settings.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|You can also consider enabling the '' '''[https://blog.cpanel.com/autossl/ AutoSSL]''' '' solution, which should automatically installs domain-validated SSL certificates. Go [https://documentation.cpanel.net/display/ALD/Manage+AutoSSL here] for more information.<br />
 +
'' '''Note:''' AutoSSL function will rather not work for CNAME entries so you should use '''[https://documentation.cpanel.net/display/CKB/How+Your+Server+Handles+Domains+and+Virtual+Hosts virtual hosts (vhosts)]''' instead.''
 
|}
 
|}
  
 
=Tips=
 
=Tips=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|1. If you want to allow access to a certain product only through automatic upgrade/downgrade of another product, you may set such product as hidden.<br/>Product Auto Upgrade For WHMCS allows configuration of hidden products.  
+
|style="padding: 10px 0px 5px 15px;"|'''1. Currently, there is no possibility for reseller to sell products that are not visible in the main WHMCS system.'''<br />
 +
Hiding a product or a group of products in the main WHMCS will also keep them hidden for reseller's end clients.<br />
 +
We will work on making this feature appear in the future releases of the module.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|'''2. If your WHMCS is installed in a subdirectory, your resellers using CNAME record must provide their links with it.'''<br />
 +
For example, '''reseller.com/main-whmcs-directory''' instead of '''reseller.com.'''.<br />
 +
You can change that behavior through adding the below code to ''.htaccess'' file:
 +
RewriteEngine on
 +
RewriteCond %{HTTP_HOST} !^'''main-whmcs-domain.com'''$ [NC]
 +
RewriteCond %{REQUEST_URI} !^/'''whmcs-directory'''/
 +
RewriteRule ^(.*)$ /'''whmcs-directory'''/$1 [R=301,L]
 +
''Result: If hostname is not '''main-whmcs-domain.com'' and path is not '''whmcs-directory''', then redirect to resellers domain with '''/whmcs-directory'''.''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|'''3. When it comes to our Resellers Center For WHMCS and Social Media Login For WHMCS modules, they are compatible and work faultlessly unless your reseller uses branded domain.'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''4. If you enable the 'Reseller Invoice' option and any invoice is created in the meantime, you will no longer be able to disable this option.'''
 
|}
 
|}
  
Line 445: Line 1,048:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 15px;"|2. In case you encounter any issues when enabling the extension, please make sure you are using Advanced Billing For WHMCS 3.1.3 or later.<br/> Product Auto Upgrade For WHMCS 2.0.0 is not supported by the previous versions of Advanced Billing.
+
|style="padding: 0px 0px 10px 15px;"|'''2. When you use https on main WHMCS and your reseller passes non-https domain, the end client will see a warning message from browser that the certificates do not match.'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 15px;"|
 +
'''3. Resellers Center For WHMCS is not compatible with our Multibrand For WHMCS module.'''<br/>
 +
There is no integration between these modules and therefore we '''do not''' recommend using them together.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|
 +
'''4. Please remember that Resellers Center For WHMCS works flawlessly with WHMCS V6 and V7 along with the officially supported ''Template 'Six' '' '''<br/>In case you are using some custom template, you must be aware that unexpected errors might occur and we cannot take the responsibility for solving them.
 
|}
 
|}

Revision as of 09:30, 24 November 2017

Article update is ongoing on this page, watch out for broken links, unclear descriptions or images!
We are sorry for the inconvenience caused.

Contents

About Resellers Center For WHMCS

Resellers Center For WHMCS gives your resellers the possibility to manage end clients and their orders through WHMCS!

With this module, your resellers will be allowed to acquire their own customers and assign products, services and domains to them.
Thanks to that, end clients will be able to easily order services directly from your WHMCS.
Moreover, they will be able to log in to their own WHMCS account in order to manage their services, pay invoices or even create tickets.

  • Provider Features:
✔ Define Global Configuration And Reseller Permissions
✔ Manage Assignment Of Clients To Resellers
✔ Create And Manage Pricing Groups
✔ Assign Clients to Pricing Groups To Set Them As Resellers
✔ Assign Products, Addons And Domains To Pricing Groups
✔ Define Pricing Range Per Products, Addons And Domains For Each Billing Cycle
✔ Select Payouts Calculation Method Per Products, Addons And Domains:
✔ Fixed Rate
✔ Difference
✔ Percent Rate
✔ Percent From Difference Between Admin And Reseller Price
✔ Admin Percent With Fixed Rate
✔ Reseller Percent With Fixed Rate
✔ Write Own Class To Calculate Reseller Profit
✔ View Statistics On Resellers Sales, Income And End Clients
✔ View Reseller Profits
✔ Enable Reseller Own CNAME Domain Support
✔ Select Available Store And Order Templates
✔ Choose Email Templates Available For Branding
✔ Choose Payment Gateways Available For End Clients
✔ Choose Ticket Departments Available For End Clients
✔ Determine Invoicing Method For Billing End Clients:
✔ Provider As Issuer Of Invoices
✔ Reseller As Issuer Of Invoices
✔ Allow Invoice Branding
✔ Define Default Sequential Invoice Number Format
✔ Make Payouts To PayPal Account Or Credit Balance
✔ Enable Automatic PayPal Payout Transfers
✔ Prepare Documentation For Each Reseller
✔ Access To Module Logs
  • Resellers Features:
✔ Configure Reseller Brand:
✔ Domain
✔ Company Name
✔ Store Logo
✔ Invoice Pay To Text
✔ Sequential Invoice Number Format
✔ Tickets Email Signature
✔ Store And Order Template
✔ Available Ticket Departments
✔ Set Up Independent Payment Gateways Available For End Clients:
✔ Bank Transfer
✔ PayPal
✔ Stripe
✔ Define Order Of Payment Gateways
✔ Define Prices Of Products, Addons And Domains Within Defined Limits
✔ Add And Manage End Clients
✔ View End Clients Orders, Invoices, Products, Addons And Domains
✔ Place Orders For End Clients Manually
✔ Manually Accept Order Of End Client Before Payment Receipt
✔ Login As End Client
✔ View Statistics On Sales, Income And End Clients
✔ View Generated Profits
✔ Access Documentation
✔ Receive Payouts To PayPal Account Or Credit Balance
✔ Receive Email Notifications On End Clients Orders
✔ Reply To Tickets Submitted By End Clients
✔ View Email Templates And Use Editor To Modify Their Content
✔ Access Store By CNAME Domain Or Default Store URL
  • End Clients Features:
✔ Order Products, Addons And Domains
✔ Use End Client Details For Registered Domains
✔ View And Pay Invoices
✔ Pay Using Credit Card And Store Payment Data
✔ View And Manage Products
✔ Receive Branded Email Notifications
✔ Submit Tickets To Reseller
  • General Info:
✔ Migration Tool
✔ Multi-Language Support
✔ Supports PHP 5.6 Up To PHP 7
✔ Supports WHMCS Template Six
✔ Supports WHMCS V7

Installation

Installation of Resellers Center For WHMCS requires a few simple modifications of the template files.

No worries, we will guide you step by step through the entire installation process.

Note: If you are still using any of Resellers Center For WHMCS previous versions prior to v3.x, read about it here.

Installation

1. Log in to your client area and download the module.
R3 1 new.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 5.6, while the second one is aimed at PHP 7.
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'.

R3 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.

R3 2 1.png
4. When you install Resellers Center For WHMCS for the first time you have to rename 'license_RENAME.php' file.

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

R 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'.

R 4.png
6. The next step is setting up 'storage' folder as writable.

It is located in 'your_whmcs/modules/addons/ResellersCenter/'.

R 5.png

Activation Of Addon

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

Log in to your WHMCS admin area. Click 'Setup' then choose 'Addon Modules'.
Afterwards, find 'Resellers Center' and press 'Activate' button.

R3 6 new.png
8. In the next step, you need to permit access to the module.

To do so, select admin roles which should have access to the module and press 'Save Changes'.

R3 7 new.png
9. Afterwards, go to 'Addons' → 'Resellers Center' → 'Integration Code' and follow the instructions.
R3 10.png
10. You have just successfully installed Resellers Center For WHMCS!

Management and Configuration

Management of Resellers Center For WHMCS is very convenient. You can supervise everything from the addon.

What is more, the module extends possibilities of both your resellers and their customers.
Let us find out what our product can do!

Settings

In this section you can find more information about global configuration.

Additionally, here you can also read about the details of migration.

Configuration

In 'Configuration' tab you can set up global settings of the module. You can define 'General', 'Billing' and 'Email Templates' settings.

Please note that these settings are default for all resellers. Read this section through to find the details of configuration per each reseller.

General Settings

  • Enable Store Branding - Allows resellers to set up custom logo, company name and domain.
  • Allow Products - If enabled, resellers will be able to sell properly configured products in their own stores.
  • Allow Domains - Gives resellers possibility to sell domains in their own stores.
  • Allow CNAME - It enables support for CNAME record pointing from customer domain.
  • Default Reseller Documentation - Select default documentation to show for new resellers.
  • Ticket Departments - Allows you to choose ticket departments available for end clients as they will contact resellers.
  • Templates - Allows you to select client area templates of resellers store.
  • Order Templates - Allows you to select order templates set for cart view in resellers store.
R3 11.png

Billing Settings

  • PayPal Auto Transfer - Enables automatic transfers to reseller's account.
  • Invoice Branding - If enabled, resellers can brand the number and basic information on the invoice.
  • Reseller Invoice - If enabled, resellers can issue invoices for end clients directly (otherwise, invoices are generated by the administrator).
    This option also permits resellers to use their own configuration data in payment gateways settings (currently, 'PayPal', 'Stripe' and 'Bank Transfer' gateways are available).
    Once they do it, end clients are able to make payments directly to the reseller's account and the reseller settles debts with the administrator using prepaid WHMCS credits.
    Important: When you enable this option and any invoice is created in the meantime, you will not be able to disable it anymore!
  • Sequential Invoice Number Format - Required if 'Reseller Invoice' is enabled.
  • Gateways - Allows you to select gateways that resellers can enable in their own stores. This option is only available if 'Reseller Invoice' is disabled.
R3 11 1 new.png

Email Templates Settings

Here you can enable/disable numerous options that a reseller can customize later on.
These templates are related to emails regarding issues like:
  • General
  • Product
  • Domain
  • Support
  • Invoice
R3 11 2.png
Each setting can be defined for particular resellers. Go to 'Resellers' tab and press the button.
R3 11 3.png
Here you will find the details related to the chosen reseller. In 'Configuration' section you can select preferred 'General', 'Billing' and 'Email Template' settings.
R3 11 4 new.png

Migration Tool

Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version.

Note: Version 3.x currently supports migration from version 2.5.x module and it will only transfer data on resellers, resellers' clients and resellers' groups.
Therefore, the other settings of the module need to be reconfigured manually.
To perform the migration simply overwrite old files to the latest version of the module and refresh the addon page in the admin area.


Addon Management

In this section you can find more details about the management possibilities.

We will show you how to set up key options to ease the module's handling processes.

Pricing Groups

In order to grant any of your clients resellers' rights, you need to configure a group first.

To do so, proceed to 'Pricing Groups' tab and click the button as shown below.

R3 14.png
A popup window appears. Just fill in a group name and press 'Create'.
R3 14 1.png
As you can see, a new group is visible on the list. It does not have any product configured.

To add a new product press the button as presented below.

R3 15.png
Choose a new product from 'Add Product To Group' dropdown menu and press 'Save'.
R3 16.png
The product needs to be configured. Then, Resellers Center For WHMCS enables you to:
  • Edit Pricing (1)
  • Edit Calculation Method (2)
  • Delete Product (3)
R3 16 1.png

Product Pricing

It is possible to set pricing (1) for different billing cycles and currencies.

You can define pricing using the below options:

  • Admin Price - price set for a product (it may be lower than what reseller sets when this difference will be the basis to calculate profit)
  • Highest Price - maximum price which can be set for a product
  • Lowest Price - minimum price which can be set for a product

To confirm settings press 'Save' .

R3 17.png

Calculation Method

Several methods for calculation (2) are available. Choose the one you want to use from dropdown menu.
  • Fixed Rate - profit that your reseller always gets
  • Difference - between reseller's and admin's price
  • Percent Rate - percentage of reseller's price
  • Percent From Difference - a sum of reseller's price percentage and a difference between reseller's and admin's price
  • Admin Percent With Fixed Rate - a sum of admin's price percentage and a fixed rate
  • Reseller Percent With Fixed Rate - a sum of reseller's price percentage and a fixed rate

To confirm settings press 'Save' next to the product you have configured

R3 17 1.png
The procedure is quite similar when it comes to adding addons and domains.

Click a right button to add a new addon.

R3 17 2.png
From dropdown menu choose the one that will be added to the group.
R3 17 2 1.png
Now you can set 'Pricing' and 'Calculation Method' or delete this addon.
R3 17 3.png
In order to add a new domain click the right button, as shown below.
R3 17 4.png
From dropdown menu choose the one that will be added to the group.
R3 17 4 1.png
Now you can set 'Pricing' and 'Calculation Method' or delete this domain.
R3 17 5.png

Resellers

'Resellers' tab displays all clients from your WHMCS system.

You can use it to assign any client to a reseller's group, that will activate them as resellers.
Click the button as shown below to create a new reseller.

R3 19.png
Assign the new reseller to the chosen group.
R3 19 1.png

Clients

To see resellers' clients go to 'Resellers' tab and click the button next to a selected reseller.
R3 11 3.png
Here you can obtain more details about your customers and their clients.

Apart from clients, you can manage here also invoices, transactions and services.

R3 11 4 1.png
You can also assign a new client to this reseller.
R3 11 4 2.png


Payouts

In 'Payouts' tab, you can view the list of all resellers' transactions and make profit payouts to them. Moreover, you can accept 'Mass Payments' for selected resellers here.

Please note - this tab is only used if the 'Reseller Invoice' configuration is set to 'Disabled'.
Otherwise, the resellers settle debts with the administrator using prepaid WHMCS credits and payments made by end clients are credited to the reseller's account directly.

R3 41 2.png

In 'Payouts' section, apart from looking at the details it is also possible to perform the following actions: pay by PayPal (1) or WHMCS Credits (2) and mark the transaction as completed (3).
'Mass Payments' section enables you to make mass payouts to all selected resellers at once. You can choose from PayPal Payment (4), WHMCS Credits Payment (5) and set up proper
PayPal Configuration (6) by providing PayPal Application Key and Secret - both found within your PayPal account.

R3 42.png

Statistics

'Statistics' tab allows you to see the amount of sales and income, and the number of clients assigned to resellers.
R3 18 1.png
Information about sale is also visible in the 'Reseller' tab.
R3 18.png

Logs

'Logs' tab allows you to see the details of the actions that have been already performed.
R3 43.png

Integration Code

In the 'Integration Code' tab you will find the instructions on how to allow your resellers to modify client area and invoice logo.
R3 44.png

Reseller Documentation

The 'Reseller Documentation' tab enables you to create and modify documentation visible to specified resellers. The documentation provides guidelines to help resellers handle their panels with ease.
You can create documentation in multiple versions - to add a new one, simply click the '+' button. Press the appropriate button located at the 'Actions' column to manage already formed documentation:

R3 44 2.png

Choose the resellers to whom the documentation will be visible, enter the name of the documentation and its content.
You can use HTML tags as well as attach a PDF version of your documentation.
Once ready, click 'Save' to save your documentation.

R3 44 3.png

From now on, our resellers will be encouraged to read the documentation from the welcome page, when they enter the Reseller Area for the first time.
Reseller can hide the welcome page by pressing "Do not show again". Even then, the documentation is accessible from the menu:

R3 44 4.png

Client Area - Reseller

In the client area your can add new subclients and access Reseller Area.

Access to the Reseller Area is granted only to those clients, to whom reseller's groups are assigned in Resellers Center For WHMCS module.

R3 25.png

Reseller Area

In Reseller Area you can manage clients, define products prices, set up branding, customize email templates and open tickets.

Clients

Under this tab, you can see a list of reseller's clients and perform various actions.

It is possible to log in as a client (1), make an order for a client (2), view client's details (3) and delete a client (4).

R3 45.png
To add a new client, press the button as presented below.
R3 45 2.png
Fill in all the necessary details in both 'General' and 'Address' sections.

Remember to save changes.

R3 45 2 1.png
When you enter client's details view (3), you will find here not only his personal details but also information about orders, invoices, services, addons and domains.
R3 45 1.png

Product Pricing

'Product Pricing' tab enables you to define prices for products, addons and domains you wish to offer to your clients.

Remember, you can define prices only within limits shown as placeholders.
If pricing is not provided, product, addon or domain will not be available for your clients.
You can also get here a direct cart URL to products group that you can share directly with your customers.

R3 29.png

Configuration

In 'Configuration' tab you are allowed to define 'General Settings' such as your own company name, email signature and logo used across client's client area, emails and invoices.

Please notice, that the available reseller configuration options may vary depending on the options you selected in the addon configuration and whether the 'Reseller Invoice' option was enabled for the reseller.

Note: Once the configuration of your brand is complete, your reseller will still need to set up a CNAME DNS record if domain is used.
This record will point from the branded domain towards reseller main domain used by WHMCS.

  • For example: if 'Reseller Invoice' is disabled there will be an option to provide reseller PayPal email but reseller will not be able to configure available payment gateways on their own:
R3 30 new.png
  • However if 'Reseller Invoice' is enabled there will be an option to configure payment gateways by reseller or enable auto WHMCS invoice payments.
R3 30 0.png
'Email Templates' is the place where you can view and edit email templates sent to your clients.

To edit an email template, press 'Edit' button next to the template you wish to alter.

R3 30 1 new.png
Finally, edit the email template to suit your needs and press 'Save Changes' button.

Note: During this step you can easily add merge fields using dropdown menus marked on the following screen.

R3 30 2.png
'Payment Gateways' - this tab is only available if the 'Reseller Invoice' option in the admin area is set to 'Enabled'.

In this section, the reseller can set up their own payment gateway ('PayPal', 'Stripe' and 'Bank Transfer' gateways are currently available).
Thanks to this, all payments made by end clients are transferred directly to the reseller's PayPal account or bank institution.
The payments between the reseller and the administrator are settled through the reseller's previously supplied credit balance.

R3 30 3.png

Invoices

Here is the detailed list of end clients' all invoices together with their status.
  • If the 'Reseller Invoice' option in the admin area is 'Disabled', the listed invoices are generated between the end client and the site administrator.
  • If the 'Reseller Invoice' option in the admin area is 'Enabled', the listed invoices are issued between the end client and the reseller directly.
R3 46 new.png
Using 'Action' button on invoices list reseller can also view and manage the invoice details, similarly to how it is done in the admin area.
R3 46 2.png

Orders

This section allows you to view all of the orders with their chosen payment method and status.
R3 31.png

Ordering

There are two ways to add a product to an end client account, we will show you both of them below.

Assign Product by Reseller

Your resellers can place orders for their own customers as if the orders were for themselves.
R3 34.png
Both your reseller and the end client will receive an order confirmation email.

Afterwards, when end client logs in to the WHMCS client area, he/she will be able to view and manage previously ordered products.
End clients can also list and pay invoices or create tickets (if these options are checked in the addon module).

R3 35.png

Access Order From The Client Area

Your reseller's clients can view order form with the list of products configured by their resellers.

Therefore, your reseller's clients can make orders on their own, using order forms in the client area.

R3 37.png

Tickets Management

If you have not disabled tickets in your addon, your resellers will be able to reply and forward tickets created by their clients.

It is only available for tickets department set in Resellers Center For WHMCS configuration.

R3 38.png
On the screen below you can see a list of all the tickets created by a reseller's clients from the client area.
R3 39.png
You can easily reply to them.
R3 39 1.png

Client Area - End Client

End client sees branded client area.

Since version 3.x of the module end clients are treated as regular WHMCS clients.

R3 40.png

General Relations

Relations between Provider, Reseller and Client
Payment system:

In general Reseller receives a product from the Provider and then provides it further to the End Client.
Since the release of v3.0.0 the payment between the Reseller and Provider will be regulated by WHMCS credits but it can be also regulated manually or automatically to Reseller's PayPal account.

Invoicing system:
  • If the 'Reseller Invoice' option in the admin area is Disabled, the invoices are generated between the end client and the site administrator.
  • If the 'Reseller Invoice' option in the admin area is Enabled, the invoices are issued between the end client and the reseller directly.

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 reseller's branded domain is 'reseller.com' and the domain with your WHMCS is 'whmcs.domain.com' , the CNAME needs to 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 SSL Certificate section.

The domain used by each of the brands must be parked on the main domain.
In case 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' under 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 in 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. Afterwards, select the desired domain.
4. Fill in 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' under the 'Hosting Services' section.
3. Find the domain to be edited, and click on the corresponding Control Panel link.

Afterwards, 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.

Afterwards, proceed to '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 in 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

If resellers branded domain or your WHMCS main domain are using the SSL connection, they should also support selected certificates.

The supported types of certificates:

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

This is the way WHMCS works. It is not the limitation of our module which is using '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 certificate and the private key, and save the settings.
4. (using the already installed certificate) Select it from 'Browse Certificates' , and save the settings.
You can also consider enabling the AutoSSL solution, which should automatically installs domain-validated SSL certificates. Go here for more information.

Note: AutoSSL function will rather not work for CNAME entries so you should use virtual hosts (vhosts) instead.

Tips

1. Currently, there is no possibility for reseller to sell products that are not visible in the main WHMCS system.

Hiding a product or a group of products in the main WHMCS will also keep them hidden for reseller's end clients.
We will work on making this feature appear in the future releases of the module.

2. If your WHMCS is installed in a subdirectory, your resellers using CNAME record must provide their links with it.

For example, reseller.com/main-whmcs-directory instead of reseller.com..
You can change that behavior through adding the below code to .htaccess file: 

RewriteEngine on
RewriteCond %{HTTP_HOST} !^main-whmcs-domain.com$ [NC]
RewriteCond %{REQUEST_URI} !^/whmcs-directory/
RewriteRule ^(.*)$ /whmcs-directory/$1 [R=301,L]

Result: If hostname is not main-whmcs-domain.com and path is not whmcs-directory', then redirect to resellers domain with /whmcs-directory.

3. When it comes to our Resellers Center For WHMCS and Social Media Login For WHMCS modules, they are compatible and work faultlessly unless your reseller uses branded domain.
4. If you enable the 'Reseller Invoice' option and any invoice is created in the meantime, you will no longer be able to disable this option.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
2. When you use https on main WHMCS and your reseller passes non-https domain, the end client will see a warning message from browser that the certificates do not match.

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

4. Please remember that Resellers Center For WHMCS works flawlessly with WHMCS V6 and V7 along with the officially supported Template 'Six'
In case you are using some custom template, you must be aware that unexpected errors might occur and we cannot take the responsibility for solving them.

Retrieved from "https://www.docs.modulesgarden.com/index.php?title=Hosting_Quota_Notifications_1.X_For_WHMCS&oldid=34585"
Navigation
WHMCS Modules
WHMCS Widgets
Translations
cPanel Modules
General
FAQ
Community