Latest revision as of 13:56, 26 April 2024

[edit] About Multibrand For WHMCS

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

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

Addon Features:

✔ User-Friendly Management Of Multiple Brands

✔ Easy Modification Of Existing Brands

✔ Assign Ticket Departments To Brands

✔ Assign Ticket Piping Email Addresses To Brands

✔ Configure Payment Gateways For Each Brand

✔ Configure Email Templates For Each Brand

✔ Configure SMTP Mailboxes For Each Brand

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

✔ Define Product Bundles For Each Brand

✔ Define Promotions For Each Brand

✔ Display And Migrate Clients Between Brands

✔ Display And Manage Relations:

✔ Announcements

✔ Billable Items

✔ Downloads

✔ Emails

✔ Invoices

✔ Knowledgebase

✔ Quotes

✔ Services

✔ Tickets

✔ Toggle Brand Switcher

✔ Toggle Invoice Branding

✔ Toggle Brand Status

✔ Toggle Auto Client Assignment

✔ Toggle Pricing Branding

✔ Toggle SMTP Settings Branding

✔ View Monthly And Total Sales Per Brand

✔ View Dynamic Statistics On Each Brand

✔ View Logs

Admin Area Features:

✔ Order Branded Products

✔ Create Branded Clients

✔ Create Branded Invoices

✔ Create Branded Billable Items

✔ Create Branded Quotes

✔ Open Branded Tickets

✔ Create Branded Announcements

✔ Add Branded Knowledgebase Articles

✔ Add Branded Downloads

✔ Send Branded Email Message To Single Or Multiple Clients

✔ Send Branded Password Reset Emails

✔ Display Brand Labels On The Lists:

✔ Announcements

✔ Cancellation Requests

✔ Clients

✔ Domain Registrations

✔ Downloads

✔ Invoices

✔ Knowledgebase Articles

✔ Orders

✔ Service Addons

✔ Tickets

✔ Display Branded Invoice Number

✔ Invoice Selected Items On Client Summary

✔ Log In As Client To Chosen Brand

Client Area Features:

✔ Display Client Area Template And Default Language Depending On Brand

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

✔ View Knowledgebase Articles And Announcements Assigned To Brand

✔ Receive Branded Emails And Invoices

✔ Assign Clients Automatically Upon Registration To Brand

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

✔ Allow Clients To Switch Between Brands Using Dedicated Menu

Brand Configuration:

✔ Set Up Brand Name

✔ Brand Company Name

✔ Brand Domain Address

✔ Brand System URL

✔ Brand Logo

✔ Brand Default Language

✔ Brand Template

✔ Brand Order Template

✔ Brand Address

✔ Brand Signature

✔ Brand Email Address

✔ Brand Ticket Departments

✔ Brand Graph Color

✔ Brand Terms Of Service URL

✔ Brand Invoice Sequential Number, Format And Pay To Text

✔ Toggle Proforma Invoicing

✔ Toggle Zero Invoices Number Branding

✔ Choose Default And Available Currencies Per Brand

✔ Set Up Branded Or Normal Payment Gateways

✔ Brand Email CSS Styling And Content

✔ Brand Email Templates In Various Languages

✔ Brand Affiliate URLs

Branded Payment Gateways:

✔ 2Checkout

✔ Authorize.Net

✔ Bank Transfer

✔ Checkout.com

✔ Payflow Pro

✔ PayPal Checkout

✔ PayPal REST

✔ Stripe

✔ WePay

General Info:

✔ Integrated With MetricsCube - Business Intelligence Platform For WHMCS

✔ Integrated With SMS Center For WHMCS - Send Personalized SMS Messages Based On Clients Brands

✔ Multi-Currency Support

✔ Multi-Language Support

✔ Supports PHP 8.1 Back To PHP 7.4

✔ Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme"

✔ Supports WHMCS V8.10 Back To WHMCS V8.6

✔ Requires ionCube Loader V12 Or Later

✔ Easy Module Upgrade To Open Source Version

[edit] Installation

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

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

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

[edit] Installation

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

2. In the downloaded file you might find one or two packages that support different PHP versions.

In the most recent versions of the module, you will find only one package that supports PHP 7.2 and later.

Previous updates of the module may contain two packages dedicated to various PHP versions.

The first one that supports PHP 5.6 up to PHP 7.1, and the second one addressed to PHP 7.2 up to PHP 7.4.
Note: Keep in mind that PHP versions 5.6 up to 7.1 are no longer officially supported and their security issues are not fixed or released any more. Find more info here.

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

3. Extract the package and upload its content into the main WHMCS directory.

The content of the package to upload should look like this.

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

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

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

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

[edit] Activating Addon Module

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

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

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

To do so, click on the 'Configure' button, go to the 'Access Control' area and check the required group of administrators. Press 'Save Changes'.
If you want users to keep their access to the addon's features throughout various WHMCS sections (e.g. support tickets), but limit access to the module addon
make sure to uncheck 'Admin Area Addon View' and check the 'Access Control' field at the same time.
'Available Brand Login' - if selected, a client who uses the URL to a brand they do not belong to, they will be automatically logged into the first brand to which they are assigned

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

[edit] Additional Settings

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

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

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

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

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

The 'invoicepdf_rename.tpl' file is located in the 'your_whmcs/templates/six/' folder.
Just rename the default 'invoicepdf.tpl' file to 'invoicepdf.tpl_old' and rename the 'invoicepdf_rename.tpl' file to 'invoicepdf.tpl' in the same folder.
Proceed with 'quotepdf.tpl' file in the very same way as with 'invoicepdf.tpl' files.

[edit] Integration Code

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

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

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

[edit] Configuration and Management

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

[edit] Brands

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

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

[edit] New Brand

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

button.

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

Your first brand is ready. Remember that you can duplicate your brands at any time.
Next, click the 'Edit' '

action button.

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

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

[edit] Brand Information

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

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

[edit] Settings

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

[edit] General

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

First, fill out the brand's 'Email Address', 'Company Name' and 'TOS URL' . Next, choose the brand's 'Color', 'Ticket Departments' , 'Default Language', 'Template' and 'Order Template' .
Optionally, you can provide a branded 'System URL' if your WHMCS installation shall be accessed based upon the location of the files on your webserver and not from your branded domain.
Also, make sure that the chosen template is integrated with Multibrand correctly (see the Integration Code section).
Finally, you can toggle 'Products/Services Branding', 'Price Override' and 'Auto Client Assignment' if you wish to.
Allow clients to freely switch between brands they are assigned to, by enabling the 'Brand Switcher' - a new option i the navigation menu in the client area will appear.
You can also manage the current status of your brand here, but you should change it to 'Enabled' only after you have configured the rest of the settings.
Do not forget to press 'Save Changes' .

Important: Every brand must have its dedicated ticket department assigned. Please create in your WHMCS support ticket departments with branded email addresses, that is associated with the brand domain.
Note: If you want to add a new user through API you have to use the 'brands' parameter. This parameter must be an array, for example: 'brands' => array(5)

[edit] Billings

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

Invoice Pay To Text - the address displayed on the invoice as the 'Pay To' details.
Proforma Invoice - in enabled, only paid invoices will be marked with a sequential number.
Invoice Number Branding - if enabled, the invoices will be branded with the number and basic information.
Zero Invoices Number Branding - If enabled, invoices with total 0 will receive another brand number.
Sequential Invoice Number Format - if invoice branding is enabled, the provided sequential invoice number format will be used.
Next Sequential Number - change this option only if you want to reset the automatic sequential numbering. Otherwise, leave empty.
Brand Currencies - you may choose the currencies that will be supported by the brand.
Default Currency - set the default currency that will be displayed for clients that are not logged in.

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

[edit] Payment Gateways

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

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

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

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

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

Save the configuration and activate the gateway.

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

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

[edit] SMTP

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

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

Note: Please remember that the following merge fields can be used for 'Email Header Content' as well as 'Email Footer Content' .

Company Name	{$company_name}
Domain	{$company_domain}
Logo URL	{$company_logo_url}
WHMCS URL	{$whmcs_url}
WHMCS Link	{$whmcs_link}
Marketing Unsubscribe URL	{$unsubscribe_url}
Marketing Optout URL	{$email_marketing_optout_url}
Marketing Optin URL	{$email_marketing_optin_url}
Signature	{$signature}
Full Sending Date	{$date}
Full Sending Time	{$time}

[edit] Email Templates

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

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

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

Next, type in the email addresses to send the copy and, if needed, the blind copy to, enter the desired subject and message content. You can also create more versions, in different languages.

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

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

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

[edit] Services Pricing

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

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

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

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

Next, open the pricing editor of the chosen product.

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

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

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

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

[edit] Relations

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

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

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

Additionally, if you would like to change any relation between brands, remember that first you have to unassign (delete) that relation from the previous brand, and only then can you add that relation to the second brand.
Otherwise, the changed item might not appear in the search box of the added relation.

[edit] Clients

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

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

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

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

button.

Type - decide if you want to assign a single client, groups of clients or all of your clients. Choose the preferred option from the dropwdown menu.
Add All Items - enable if you want to assign services, invoices, quotes, tickets etc. along with your client or groups of clients.

Do not forget to click 'Save' .

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Services

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Invoices

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Quotes

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Tickets

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Knowledgebase

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Downloads

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Announcements

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

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

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

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

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

button or choose several items to be removed at once

and confirm the action.

[edit] Promotions

In 'Promotions' you can assign promotions to specific brands.

To add a promotion, press the 'Add'

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

If you want to delete a promotion relation with the brand, click on the 'Delete'

button or choose several items to be removed at once

and confirm the action.

[edit] Billable Items

Under this tab you can see the list of created relations with billable items containing the client name, hours, and invoice details.

To add a billable, press the 'Add'

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

If you want to delete the relation between the billable item and the brand, click on the 'Delete'

button or choose several items to be removed at once

and confirm the action.

[edit] Emails

The last tab contains the list of all branded email messages that have been sent to your clients.

To add an email message to a chosen brand manually, press the 'Add'

button and search the email you wish to assign.

If you want to delete the relation between the email message and the brand, click on the 'Delete'

button or choose several items to be removed at once

and confirm the action.

[edit] Statistics

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

You can filter them by the date period and selected brands as well as choose whether to display statistics based on the paid invoices only or all invoices altogether (the unpaid ones included).

[edit] Logs

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

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

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

[edit] Tickets Mail Import

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

[edit] Branded Admin Area Functionalities

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

clients
services
invoices
quotes
tickets
knowledgebase articles
downloads
announcements
promotions

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

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

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

[edit] Membership

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

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

It looks similar in the 'Invoice List'.

[edit] Client Profile

In the client's 'Profile' tab you also have the possibility to choose customer brand assignment.

Select branding email messages when resetting their password. Find this option in 'Users' tab in the 'Manage User' dropdown menu:

[edit] Order Creation

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

[edit] Invoices

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

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

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

[edit] Branded Client Area

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

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

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

[edit] Branded Emails

Brand configuration applies also to emails sent to clients.

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

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

[edit] Branded Domains & Aliases Configuration

In this section you will find guides on how to create branded domains and aliases in popular control panels.
Please keep in mind that there are multiple combinations, that may occur. Take a closer look to find a perfect solution for your case.

[edit] Apache2 / NGINX

If there is no cPanel/DirectAdmin/Plesk panel on your server, then all you need to do is modify the current configuration:

for NGINX - add the additional domain name in the server_name line (read more)
for Apache - add the additional domain name into the ServerAlias line (read more)

[edit] cPanel / DirectAdmin / Plesk Servers

[edit] Same Server + One Account/Subscription

This configuration of Same server + One Account/Subscription assumes that all domains are added within one account/subscription on a given server.
In this case, simply add an additional domain so that it points to the same directory as the WHMCS main domain points to. If a given panel has 'Aliases' option in its offer, you can also use it.

[edit] Same Server + Multiple Accounts/Subscriptions

Such scenario (Same Server + Multiple Accounts/Subscriptions) is not feasible.
This is due to the way web panels work (separation of users), not the module limitations.

[edit] Separate Server

A separate server - in this situation the branded domain is added to other DNS server. It might be added to, for example cloudflare, or it is added and used on another server, for example cPanel or DirectAdmin.

Take a look at the exemplary situation. Let's say there are two domains:

domain whmcs.com on server 'X'
domain brand.com on server 'Z' ('Z' can be a 'cPanel' server or a 'DNS' service)

In order to process it correctly, follow the below steps:

add an addon domain or an alias with the brand.com domain to server 'X', so that it points to the main domain, that is whmcs.com in our case
add a DNS record to the server 'Z' (note it can be e.g. cPanel or DNS service)
- add a record 'A' pointing to the server 'X' IP address
- or add a CNAME record pointing to the main domain, that is whmcs.com' in our case

[edit] SSL Certificate

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

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

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

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

[edit] cPanel

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

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

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

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

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

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

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

[edit] Branding Limitations

[edit] Version 2.4.0

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

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

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

[edit] WHMCS

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

Bridges - Multibrand For WHMCS does not support any kind of bridges (WordPress, Joomla, WHMCS Bridge Pro, etc.).
Link replacement - currently, links are replaced with their branded counterparts with a visible delay.
This is the only feasible way to proceed for the time being.
Configurable Options Pricing - currently, there is no possibility to set a different pricing per brand for configurable options.
Emails - not branded due to the lack of possibility to determine the brand that the email should be sent from:
- Affiliate Monthly Referrals Report
- Clients Only Bounce Message
WHMCS V6 - Multibrand For WHMCS 2.X will no longer support WHMCS V6 and template five. Use Multibrand For WHMCS 1.X instead.

[edit] WHMCS Modules and Others

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

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

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

[edit] Integration with MetricsCube

MetricsCube is a platform that will empower you to gain insight into your business almost effortlessly.
All you need to do is sign up and integrate with your WHMCS application to get real-time access to over 70 detailed reports with powerful filtering and comparing tools.

Multibrand For WHMCS module can be very easily integrated with this external platform.
There are no additional steps you need to take to enjoy the integration. Simply synchronize MetricsCube platform with your WHMCS installation with Multibrand module active.
It will be automatically detected by the platform and additional filtering tools will become available.
From now on, whenever you access most of the MetricsCube reports, they will include the brand filter, showing the data per specific WHMCS company.

[edit] Tips

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

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

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

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

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

5. If you would like to use Google reCAPTCHA for brand storefronts, you need to add domain addresses of those brands to the reCAPTCHA configuration. To do so, please proceed here.

6. Please remember that if you upload a brand logo that is too big, too small, or has unusual proportions, it may result in its incorrect scaling in templates, emails, or on invoices.
To avoid that, please make sure that you are familiar with WHMCS logo requirements that can be found here.

[edit] Update Instructions

An essential guidance through the process of updating the module is offered here.

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

[edit] Uninstallation Process

If you no longer wish to use Multibrand For WHMCS, you may safely uninstall the module. Steps to follow to successfully and safely remove the module from your system:

1. Remove the integration code.
2. Remove the following files:

/includes/hooks/multibrand/
/includes/api/mbaddbillableitem.php
/includes/api/mbsendemail.php
/templates/six/invoicepdf_rename.tpl
/templates/six/quotepdf_rename.tpl
/modules/addons/Multibrand/

3. Remove all tables that begin with Multibrand_ from the database.

That is all, the module is completely uninstalled now.

[edit] Upgrade Guide

Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?
There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.

Opt for the Open Source version of your Multibrand For WHMCS module to unlock these benefits.
Simply click on either the Get Source Code or Upgrade To Lifetime button found on the product's page in our client area to complete the one-step upgrade process, with a dedicated discount already applied.

Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.

[edit] Common Problems

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

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

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

3. Please remember that Multibrand For WHMCS is guaranteed to work smoothly with 'Six', 'Twenty-One' And 'Lagom' templates.

If you are using some custom template, please be mindful that the module may not combine well with it out of the box, which may result in unexpected errors.
In this case, you can take advantage of our Template Integration service and have all interface elements carefully harmonized by our team.
You can order Template Integration together with the module as well as, at any time later on, in the client area - in the "Services" section of your product's page.

4. Since Multibrand For WHMCS and Resellers Center For WHMCS both come with separate pricing configuration, we do not recommend using them in one WHMCS installation.

Due to possible malfunctions in branding, we also advise against using Multibrand For WHMCS with the following modules:

Advanced Billing For WHMCS (e.g. not branded invoices)

CRM For WHMCS (e.g. not branded emails)

Discount Center For WHMCS (e.g. not branded invoices)

Hosting Quota Notifications For WHMCS (e.g. not branded emails)

Payment Gateway Charges For WHMCS (e.g. not branded invoices)

QuickBooks Desktop For WHMCS (e.g. not branded invoices)

QuickBooks Online For WHMCS (e.g. not branded invoices)

Quotes Automation For WHMCS (e.g. not branded emails or invoices)

Zendesk For WHMCS and Freshdesk For WHMCS (e.g. not branded ticket messages)

Integration between these modules is hampered because of the specific functions that each of them offers as well as their individual workflow.
This includes but is not limited to separate email templates used or common hooks that override one another.
We are continually working on overcoming these limitations wherever possible.

5. If you intend to use Hosting Renewals For WHMCS, please take note of the following issue concerning the module's discounts calculation.

In order for the discounts to be based on the prices settled in Multibrand For WHMCS, you must set the Hosting Renewals 'Apply Recurring Amount From Service Settings' option to 'Enabled'.
Otherwise, the price cuts will be estimated according to the main prices of the WHMCS products, not the branded ones.

6. Integration between Domain Orders Extended For WHMCS and Multibrand For WHMCS module is slightly limited.
Please be aware that only the main brand works flawlessly with the mentioned module, branding is not supported for Domain Orders Extended yet.

7. If you are using HTTPS, remember to implement a redirect from HTTP to HTTPS on the branded domain.

Otherwise, WHMCS will route visitors to the main WHMCS and not the brand. Keep in mind that when WHMCS creates the redirection, the domain is changed as well.

@@ Line 20: / Line 20: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Assign Ticket Departments To Brands
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Assign Ticket Piping Email Addresses To Brands
 |}
 {|
@@ Line 31: / Line 34: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Set Up Products, Addons And Domain Pricing For Each Brand
+|style="padding: 0px 0px 0px 30px;"|✔ Set Up Pricing Of Products, Addons, And Domains For Each Brand
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Define Product Bundles For Each Brand
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Define Promotions For Each Brand
 |}
 {|
@@ Line 37: / Line 46: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Display And Manage Relations Of Services, Invoices, Tickets, Knowledgebase, Downloads And Announcements
+|style="padding: 0px 0px 0px 30px;"|✔ Display And Manage Relations:
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Announcements
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Billable Items
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Downloads
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Emails
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Invoices
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Knowledgebase
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Quotes
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Services
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Tickets
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Brand Switcher
 |}
 {|
@@ Line 43: / Line 82: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Toggle Brand Status On Click
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Brand Status
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Toggle Auto Client Assign
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Auto Client Assignment
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Monthly And Total Sale Amount Per Brand
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Pricing Branding
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle SMTP Settings Branding
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ View Monthly And Total Sales Per Brand
 |}
 {|
@@ Line 60: / Line 105: @@
 {|
 |style="padding: 10px 0px 0px 30px;"|✔ Order Branded Products
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Create Branded Clients
 |}
 {|
@@ Line 65: / Line 113: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Display Brand Labels On The Lists Of Clients And Invoices
+|style="padding: 0px 0px 0px 30px;"|✔ Create Branded Billable Items
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Create Branded Quotes
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Open Branded Tickets
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Create Branded Announcements
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Add Branded Knowledgebase Articles
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Add Branded Downloads
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Send Branded Email Message To Single Or Multiple Clients
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Send Branded Password Reset Emails
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Display Brand Labels On The Lists:
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Announcements
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Cancellation Requests
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Clients
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Domain Registrations
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Downloads
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Invoices
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Knowledgebase Articles
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Orders
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Service Addons
+|}
+{|
+|style="padding: 0px 0px 0px 45px;"|✔ Tickets
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Display Branded Invoice Number
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Invoice Selected Items On Client Summary
+|}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ Log In As Client To Chosen Brand
 |}
 *'''Client Area Features:'''
@@ Line 72: / Line 183: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Access Services, Invoices, Downloads, Ticket Departments And Payment Gateways Assigned To Brand
+|style="padding: 0px 0px 0px 30px;"|✔ Access Services, Invoices, Downloads, Ticket Departments, And Payment Gateways Assigned To Brand
 |}
 {|
@@ Line 84: / Line 195: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Toggle Auto Assignment Of Clients When Logging In To Different Brand
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Auto Assignment Of Clients When Logging In To Different Brand
 |}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ Allow Clients To Switch Between Brands Using Dedicated Menu
+|}
 *'''Brand Configuration:'''
 {|
@@ Line 95: / Line 210: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Brand Domain Address
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Brand System URL
 |}
 {|
@@ Line 128: / Line 246: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Brand Invoice Sequential Number, Format And Pay To Text
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Proforma Invoicing
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Toggle Zero Invoices Number Branding
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Choose Default And Available Currencies Per Brand
 |}
 {|
@@ Line 136: / Line 263: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Brand Email Templates In Various Languages
+|style="padding: 0px 0px 0px 30px;"|✔ Brand Email Templates In Various Languages
+|}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ Brand Affiliate URLs
 |}
 *'''Branded Payment Gateways:'''
@@ Line 144: / Line 274: @@
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Authorize.Net
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Bank Transfer
 |}
 {|
 |style="padding: 0px 0px 0px 30px;"|✔ Checkout.com
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Payflow Pro
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ PayPal Checkout
 |}
 {|
@@ Line 152: / Line 291: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Stripe
+|style="padding: 0px 0px 0px 30px;"|✔ Stripe
+|}
+{|
+|style="padding: 0px 0px 10px 30px;"|✔ WePay
 |}
 *'''General Info:'''
 {|
-|style="padding: 10px 0px 0px 30px;"|✔ Multi-Language Support
+|style="padding: 10px 0px 0px 30px;"|✔ Integrated With [https://www.metricscube.io MetricsCube] - Business Intelligence Platform For WHMCS
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.4 Up To PHP 7
+|style="padding: 0px 0px 0px 30px;"|✔ Integrated With [https://www.modulesgarden.com/products/whmcs/sms-center SMS Center For WHMCS] - Send Personalized SMS Messages Based On Clients Brands
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Template Six
+|style="padding: 0px 0px 0px 30px;"|✔ Multi-Currency Support
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Supports WHMCS V7
+|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.1 Back To PHP 7.4
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme"
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.10 Back To WHMCS V8.6
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V12 Or Later
+|}
+{|
+|style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/multibrand#open-source-version Open Source Version]
 |}
 =Installation=
 {|
-|style="padding: 10px 0px 30px 15px;"|'''This tutorial will show you how to successfully install and configure Multibrand For WHMCS.''' <br />
+|style="padding: 10px 0px 30px 15px;"|'''This tutorial will show you how to successfully install and configure [https://www.modulesgarden.com/products/whmcs/multibrand Multibrand For WHMCS.]''' <br />
 We will guide you step by step through the whole installation and configuration process.<br/><br/>
-'' '''Note:''' If you are still using any of Multibrand For WHMCS  previous versions '''prior to v2.x''', [https://www.docs.modulesgarden.com/Multibrand_1.X_For_WHMCS read about it here].''
+'' '''Note:''' If you still use any of Multibrand For WHMCS  previous versions '''prior to v2.x''', [https://www.docs.modulesgarden.com/Multibrand_1.X_For_WHMCS read about it here].''
 |}
 ==Installation==
 {|
-|style="padding: 10px 0px 20px 15px;"|'''1. Log in to your client area and download the module.'''
+|style="padding: 10px 0px 20px 15px;"|'''1. Log in to our client area and download the module.'''
 |}
 {|
@@ Line 182: / Line 339: @@
 |}
 {|
-|style="padding: 0px 0px 10px 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 7, while the second one is aimed at PHP 5.4 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 might find one or two packages that support different PHP versions.'''<br/>
-'' '''Note''': You can check current PHP version in your WHMCS. To do so proceed to ''' 'Utilities' → 'System' → 'PHP Info'.'''
+In the most recent versions of the module, you will find only one package that supports PHP 7.2 and later.<br/> <!-- If you need a package for the previous versions of PHP, please [https://www.modulesgarden.com/support/ticket/general-support contact our support]. -->
 |}
 {|
-|style="padding: 0px 0px 20px 25px;"|[[File:MB2_2.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:PHP72_74.png]]
 |}
 {|
-|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 />
+|style="padding: 0px 0px 15px 15px;"|'''Previous updates of the module may contain two packages dedicated to various PHP versions.'''<br/>
-The content of PHP version files should look like this.
+The first one that supports PHP 5.6 up to PHP 7.1, and the second one addressed to PHP 7.2 up to PHP 7.4.<br/>
+'''''Note:''' Keep in mind that PHP versions 5.6 up to 7.1 are no longer officially supported and their security issues are not fixed or released any more. Find more info [http://php.net/supported-versions.php here].''
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:PHP56_74.png]]
+|}
+{|
+|style="padding: 0px 0px 10px 15px;"|<!-- '' '''Important''': This situation does not affect [https://www.modulesgarden.com/products/whmcs/multibrand#open-source-version '''the open source version'''] of this module which can be applied to any PHP from version 5.6 and later.''<br/>'' --> '''Note''': You can check the current PHP version in your WHMCS. To do so, proceed to ''' 'Utilities' → 'System' → 'PHP Info'.'''
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|'''3. Extract the package and upload its content into the main WHMCS directory.
+The content of the package to upload should look like this.
 |}
 {|
@@ Line 196: / Line 364: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|'''4. When you install Multibrand For WHMCS for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
+|style="padding: 0px 0px 15px 15px;"|'''4. When you install Multibrand For WHMCS for the first time, you have to rename the '' 'license_RENAME.php' '' file.'''<br />
-File is located in '' 'modules/addons/MultibrandFunctionality/license_RENAME.php'.''  Rename it from '' 'license_RENAME.php' '' to '' 'license.php'.''
+The file is located in '' 'modules/addons/Multibrand/license_RENAME.php'.''  Rename it from '' 'license_RENAME.php' '' to '' 'license.php'.''
 |}
 {|
@@ Line 204: / Line 372: @@
 {|
 |style="padding: 0px 0px 15px 15px;"|'''5. In order to configure your license key, you have to edit the previously renamed '' 'license.php' '' file.'''<br />
-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'.''
+Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area'' → 'My Products'.''
 |}
 {|
@@ Line 212: / Line 380: @@
 ==Activating Addon Module==
 {|
-|style="padding: 10px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br />
+|style="padding: 10px 0px 15px 15px;"|'''6. Now, you have to activate the module in your WHMCS system.'''<br />
-Log in to your WHMCS admin area. Go to '' 'Setup' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Multibrand' '' and press '' 'Activate' '' button.
+Log in to your WHMCS admin area. Go to '' 'Setup' '' → '' 'Addon Modules'. '' Afterward, find '' 'Multibrand' '' and press the '' 'Activate' '' button.<br />
 |}
 {|
@@ Line 219: / Line 388: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|'''7. In the next step you need to enable the hooks and grant access to this module.'''<br />
+|style="padding: 0px 0px 15px 15px;"|'''7. In the next step, you need to enable the hooks and grant access to this module.'''<br />
-To do so, click on '' 'Configure' '' button, go to '' 'Access Control' '' area and check the required group of administrators. Press '' 'Save Changes'.''
+To do so, click on the '' 'Configure' '' button, go to the '' 'Access Control' '' area and check the required group of administrators. Press '' 'Save Changes'.''<br />
+If you want users to keep their access to the addon's features throughout various WHMCS sections (e.g. support tickets), but limit access to the module addon <br />make sure to uncheck '' 'Admin Area Addon View' '' and check the '' 'Access Control' '' field at the same time.<br />
+'' 'Available Brand Login' '' - if selected, a client who uses the URL to a brand they do not belong to, they will be automatically logged into the first brand to which they are assigned
+<br /><br />
+'' '''Note:''' When it comes to the 'Admin Addon View', despite having this box unchecked for the administrator, all the hooks will still work as intended.<br />
+''Same scenario does not apply to the 'Access Control' field which is strictly related to the hooks functionality.''
 |}
 {|
@@ Line 229: / Line 403: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|'''8. Now, set up the  '' 'storage' '' folder with its subfolders as recursively writable.'''<br />
-This folder are located in '' 'your_whmcs/modules/addons/Multibrand/' '' location.
+This folder is available at '' 'your_whmcs/modules/addons/Multibrand/' ''.
 |}
 {|
@@ Line 236: / Line 410: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|'''9. You will also need to set up  '' 'gateways' '' and '' 'callback' '' folders as writable.'''<br />
-The '' 'gateways' '' folder is located in '' 'your_whmcs/modules/' '' and the '' 'callback' '' folder in '' 'your_whmcs/modules/gateways' '' (do '''NOT''' mistake the folders with those in the Multibrand addon location)''
+The '' 'gateways' '' folder is located in '' 'your_whmcs/modules/' '' and the '' 'callback' '' folder in '' 'your_whmcs/modules/gateways' '' (do '''NOT''' mistake the folders with those located in the Multibrand addon)''
 |}
 {|
@@ Line 242: / Line 416: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|'''10. The next step is replacing '' 'invoicepdf.tpl' '' file with '' 'invoicepdf_rename.tpl' '' for each of the templates used.'''<br />
+|style="padding: 0px 0px 15px 15px;"|'''10. The next step is replacing the '' 'invoicepdf.tpl' '' file with '' 'invoicepdf_rename.tpl' '' for each of the templates used.'''<br />
 The '' 'invoicepdf_rename.tpl' '' file is located in the '' 'your_whmcs/templates/six/' '' folder.<br />
-Just remove the default '' 'invoicepdf.tpl' '' file from the template folder and rename the'' 'invoicepdf_rename.tpl' '' file to '' 'invoicepdf.tpl' '' in the same folder.
+Just rename the default '' 'invoicepdf.tpl' '' file to '' 'invoicepdf.tpl_old' '' and rename the'' 'invoicepdf_rename.tpl' '' file to '' 'invoicepdf.tpl' '' in the same folder.<br/>
+Proceed with ''''' 'quotepdf.tpl' ''''' file in the very same way as with '' 'invoicepdf.tpl' ''files.
 |}
 {|
-|style="padding: 0px 0px 20px 25px;"|[[File:MB2_7_1.png]]
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_7_1.png]]
 |}
 ==Integration Code==
 {|
-|style="padding: 10px 0px 15px 15px;"|'''11. Now you can access your Multibrand For WHMCS module.'''<br />
+|style="padding: 10px 0px 15px 15px;"|'''11. You can now access your Multibrand For WHMCS module.'''<br />
 Simply go to '' 'Addons' '' → '' 'Multibrand'.'' But, before you can start using the module, you still need to set up the '' 'Integration Code'. '' It is required for the correct logo branding and it should be done for all brand templates that you want to use.<br/>
-It is very easy. Go to '' 'Utilities' '' → '' 'Integration Code' ''and follow the instructions given there, depending on the version of your WHMCS and the templates you are using.
+The integration mechanism is very easy. Go to '' 'Utilities' '' → '' 'Integration Code' '' section of the module and follow the instructions given there, depending on the version of your WHMCS and the templates you use.<BR/>
+'''''Note:''' Integration code may differ according to the module version you are using and be different for previous versions of WHMCS. Underneath, you can see the latest integration code.''
 |}
 {|
@@ Line 260: / Line 436: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|'''12. And that is all! You have now completed the installation of the module.'''<br />
+|style="padding: 0px 0px 30px 15px;"|'''12. And that is all, you have completed the installation of the module.'''<br />
-|}
-==Migration==
-{|
-|style="padding: 10px 0px 30px 15px;"|'''In the current beta 2.0.0 version it is not possible to easily migrate data from 1.8.X to the 2.X module version. <br/>
-Such a migration functionality will be added in the future stable version. We are sorry for the inconvenience.
 |}
@@ Line 275: / Line 445: @@
 ==Brands==
 {|
-|style="padding: 10px 0px 30px 15px;"|In the '' 'Brands' '' tab you can create and manage your brands using a single instance of WHMCS solution.<br/>
+|style="padding: 10px 0px 30px 15px;"|In the '' 'Brands' '' tab you can create and manage your brands using a single instance of the WHMCS platform.<br/>
-'' '''Important:''' Due to the module beta limitations, configuration of one of the brands must be manually set to your '''main WHMCS domain'''. Simplification of this process will be solved in the future editions.''
+'' '''Note:''' If you have not used any of previous Multibrand versions before, after the module's activation, the first brand will be created automatically by default based on the main settings of your WHMCS.
 |}
 ===New Brand===
 {|
-|style="padding: 10px 0px 20px 15px;"|Let us start by creating a new brand. For that purpose go to the '' 'Brands' '' tab and press '' 'Add a new brand' '' [[File:MB2_Plus.png|frameless]] button.
+|style="padding: 10px 0px 20px 15px;"|Let us start by creating a new brand. For that purpose, go to the '' 'Brands' '' tab and press '' 'Add a new brand' '' [[File:MB2_Plus.png|frameless]] button.
 |}
 {|
@@ Line 286: / Line 456: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|Fill in the brands's '' 'Name' ''  and '' 'Domain' '' with desired values and press '' 'Save' '' button.
+|style="padding: 0px 0px 20px 15px;"|Fill out the brands's '' 'Name' ''  and '' 'Domain' '' with desired values and press the '' 'Save' '' button.
 |}
 {|
@@ Line 292: / Line 462: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|Your first brand is created. Next, press '' 'Edit' ' '' [[File:MB2_Edit.png|frameless]] action button.
+|style="padding: 0px 0px 20px 15px;"|Your first brand is ready. Remember that you can duplicate your brands at any time. <br/>Next, click the '' 'Edit' ' '' [[File:MB2_Edit.png|frameless]] action button.
 |}
 {|
@@ Line 305: / Line 475: @@
 {|
 |style="padding: 0px 0px 30px 15px;"|
-'' '''Note:''' Once the configuration of your brand is complete, you will still need to set up a CNAME DNS record before the brand is published (status - enabled).''<br/>
+'' '''Note:''' Once the configuration of your brand is complete, you will need to set up a CNAME DNS record before the brand is published (status - enabled).''<br/>
-''This record will point from the branded domain towards your main domain used by WHMCS. To learn more about setting up the CNAME records, proceed to the [[Multibrand_For_WHMCS#Creating_CNAME_Records|Creating CNAME Records]] section.''<br />
+''This record will point the branded domain towards your main domain used by WHMCS. To learn more about setting up the CNAME records, proceed to this [[#Branded_Domains_.26_Aliases_Configuration|section]].''<br />
 ''Do not forget to publish the brand as soon as the CNAME record is spread worldwide.''
 |}
@@ Line 312: / Line 482: @@
 ===Brand Information===
 {|
-|style="padding: 10px 0px 15px 15px;"|In the Brand Information window you can edit the brand name, domain name and custom logo. <br/>
+|style="padding: 10px 0px 15px 15px;"|In the '' 'Brand Information' '' window, you can edit the brand name, domain name and custom logo. <br/>
-In addition, you can see the current month's revenue, total sales and the last brand update.
+In addition, you can see the current month's revenue, total sales and the last update.
 |}
 {|
@@ Line 321: / Line 491: @@
 ===Settings===
 {|
-|style="padding: 10px 0px 20px 15px;"|In this window you will be able to configure all the most important settings of your brand including billing, payment gateways, SMTP and email templates configuration.
+|style="padding: 10px 0px 20px 15px;"|In this window you will be able to configure the most important settings of your brand, including billing, payment gateways, SMTP and email templates configuration.
 |}
 ====General====
 {|
-|style="padding: 10px 0px 15px 15px;"|In the general settings you will configure the main brand options. <br/>
+|style="padding: 10px 0px 15px 15px;"|In the general settings, you will configure the main options of a brand. <br/>
 First, fill out the brand's '' 'Email Address', 'Company Name' '' and '' 'TOS URL' ''. Next, choose the brand's '' 'Color', 'Ticket Departments' , 'Default Language',  'Template' '' and '' 'Order Template' ''.<br />
-Make sure that the chosen template is integrated with Multibrand correctly (see the [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Integration_Code Integration Code] section). Finally, toggle '' 'Auto Client Assign' '' if you wish to. <br/>
+Optionally, you can provide a branded '' 'System URL' '' if your WHMCS installation shall be accessed based upon the location of the files on your webserver and not from your branded domain.<br/>Also, make sure that the chosen template is integrated with Multibrand correctly (see the [[#Integration Code|Integration Code]] section). <br/>Finally, you can toggle '' 'Products/Services Branding',  'Price Override' '' and '' 'Auto Client Assignment' '' if you wish to. <br/>
-Here you can also manage your current brand's status, but you should change it to '' 'Enabled' '' only after you have configured the rest of the settings. <br/>
+Allow clients to freely switch between brands they are assigned to, by enabling the '' 'Brand Switcher' '' - a new option i the navigation menu in the client area will appear.<br/>
-Do not forget to press '' 'Save Configuration' ''.
+You can also manage the current status of your brand here, but you should change it to '' 'Enabled' '' only after you have configured the rest of the settings. <br/>
+Do not forget to press '' 'Save Changes' ''.
 <br/><br/>
-'' '''Note:''' Currently all new users added by admin or through API will not be assigned to any brand by default. This feature will be included in the next releases.''
+'''''Important:''' Every brand must have its dedicated ticket department assigned. Please create in your WHMCS support ticket departments with branded email addresses, that is associated with the brand domain.''<br/>
+'' '''Note:''' If you want to add a new user through API you have to use the 'brands' parameter. This parameter must be an array, for example: 'brands' => array(5)
 <!--
-'' '''Note:''' Only published brands can be set as default. New users added by admin or through API will be assigned to the default brand.''
+'' '''Note:''' Only published brands can be set as default. New users added by the administrator or through API will be assigned to the default brand.''
 -->
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_11_3.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_11_3.png]]
 |}
-{|
 ====Billings====
 {|
-|style="padding: 10px 0px 15px 15px;"| In the '' 'Billing' '' settings you can configure the design of your invoices.
+|style="padding: 10px 0px 15px 15px;"| In the '' 'Billing' '' settings, you can configure the design of your invoices.
-*'''Invoice Branding''' - if enabled, the invoices will be branded with the number and basic information
+*'''Invoice Pay To Text''' - the address displayed on the invoice as the 'Pay To' details.
-*'''Invoice Pay To Text''' - address that is displayed on the invoice as the 'Pay To' details.
+*'''Proforma Invoice''' - in enabled, only paid invoices will be marked with a sequential number.
-*'''Sequential Invoice Number Format''' - if invoice branding is enabled, the provided sequential invoice number format will be used
+*'''Invoice Number Branding''' - if enabled, the invoices will be branded with the number and basic information.
-*'''Next Sequential Number''' - change this option only if you want to reset the automatic sequential numbering. Otherwise leave empty
+*'''Zero Invoices Number Branding''' - If enabled, invoices with total 0 will receive another brand number.
-'' '''Note:''' Remember to do the '[https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Additional_Settings Additional Settings]' step during module installation to make the PDF invoices also branded.''
+*'''Sequential Invoice Number Format''' - if invoice branding is enabled, the provided sequential invoice number format will be used.
+*'''Next Sequential Number''' - change this option only if you want to reset the automatic sequential numbering. Otherwise, leave empty.
+*'''Brand Currencies''' - you may choose the currencies that will be supported by the brand.
+*'''Default Currency''' - set the default currency that will be displayed for clients that are not logged in.
+'' '''Note:''' Remember to complete the '[[#Additional Settings|Additional Settings]]' step during the module's installation to render the PDF invoices branded as well.''
 |}
 {|
@@ Line 357: / Line 532: @@
 ====Payment Gateways====
 {|
-|style="padding: 10px 0px 15px 15px;"| This tab allows you to configure a payment gateway for the brand which will work independently from the one configured in WHMCS.<br />
+|style="padding: 10px 0px 15px 15px;"| This tab allows you to configure a payment gateway for the brand operating independently of the one configured in WHMCS.<br />
-You can check the list of the currently available gates in the [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#About_Multibrand_For_WHMCS Feature List].<br/>
+You can check the list of the currently available gateways in the [[#About Multibrand For WHMCS|Feature List]].<br/>
-If in the future releases you would like to see a payment gateway that is not yet available, please contact our [https://www.modulesgarden.com/support support].
+If you are interested in using a payment gateway that is not yet available, please contact our [https://www.modulesgarden.com/support Support Team] and we will try our best to implement it in the future releases.
 <br/><br/>
-To add a new payment gateway configuration, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button.
+To add a new payment gateway configuration, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button.
 |}
 {|
@@ Line 367: / Line 542: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|Next, choose the desired gate from the list and press '' 'Confirm' '' button.
+|style="padding: 0px 0px 20px 15px;"|Next, choose the desired gateway from the list and click on the '' 'Confirm' '' button.
 |}
 {|
@@ Line 373: / Line 548: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|Finally, fill in the payment gateway settings according to the details received from the provider. <br/>
+|style="padding: 0px 0px 15px 15px;"|Finally, fill out the payment gateway settings according to the details received from the provider. <br/>
 Save the configuration and activate the gateway.
 |}
@@ Line 380: / Line 555: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|'' '''Note:''' You may still use any other payment gateway which is active in your WHMCS system. These gates will have a ''' (WHMCS) ''' label.''<br/>
+|style="padding: 0px 0px 15px 15px;"|'' '''Note:''' Multibrand For WHMCS can work with any gateway available within your WHMCS system. These gates will have a ''' (WHMCS) ''' label.''<br/>
-''Multibrand For WHMCS can work with any gateway that works within your WHMCS. The only limitation is that these payment gateways use the same settings for all brands.''
+''The only limitation is that these payment gateways use the same settings for all brands.''
 |}
 {|
@@ Line 389: / Line 564: @@
 ====SMTP====
 {|
-|style="padding: 10px 0px 15px 15px;"| If you would like to use for your brand an outgoing mail configuration which is different from the one in the main WHMCS settings, you can do so in this tab.<br/>
+|style="padding: 10px 0px 15px 15px;"| If you would like your brand to use an outgoing email configuration which is different from the one in the main WHMCS settings, you can do it here.<br/>
-In addition, you can set your custom CSS email styling as well as the header and footer content.
+In addition, you can set your custom CSS email styling as well as the header and footer content.<br/>
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_16.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_16.png]]
+|}
+{|
+|style="padding: 10px 0px 30px 15px;"| '''Note:''' Please remember that the following merge fields can be used for '' 'Email Header Content' '' as well as '' 'Email Footer Content' ''.
+{| class="wikitable"
+|-
+! Company Name
+! {$company_name}
+|-
+! Domain
+! {$company_domain}
+|-
+! Logo URL
+! {$company_logo_url}
+|-
+! WHMCS URL
+! {$whmcs_url}
+|-
+! WHMCS Link
+! {$whmcs_link}
+|-
+! Marketing Unsubscribe URL
+! {$unsubscribe_url}
+|-
+! Marketing Optout URL
+! {$email_marketing_optout_url}
+|-
+! Marketing Optin URL
+! {$email_marketing_optin_url}
+|-
+! Signature
+! {$signature}
+|-
+! Full Sending Date
+! {$date}
+|-
+! Full Sending Time
+! {$time}
+|}
 |}
@@ Line 402: / Line 615: @@
 *If '''enabled''', but not configured yet, the main WHMCS template will be sent with branding applied to it.
 *If '''disabled''', the main WHMCS template will be sent using the main WHMCS SMTP configuration without any branding applied.
-To start editing a branded template, simply press '' 'Edit' '' [[File:MB2_Edit.png|frameless]] button.
+To start editing a branded template, simply press the '' 'Edit' '' [[File:MB2_Edit.png|frameless]] button.
 |}
 {|
@@ Line 408: / Line 621: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"| Next, enter the desired subject and message content. You can also create more versions, in several languages. <br/>
+|style="padding: 0px 0px 15px 15px;"| Next, type in the email addresses to send the copy and, if needed, the blind copy to, enter the desired subject and message content. You can also create more versions, in different languages. <br/>
-Additionally, you can use the available merge fields tags just like in the standard email templates. Save the changes after finishing.
+Additionally, along with editing the source code of a template you can use the available merge fields tags just like in the standard email templates.<br/> Save the changes once you have finished.
 |}
 {|
@@ Line 415: / Line 628: @@
 |}
 {|
-|style="padding: 10px 0px 15px 15px;"| Finally, toggle the edited template to enabled and save the configuration. Next to the edited template you will see the '' 'Branded' '' label. <br/>
+|style="padding: 10px 0px 15px 15px;"| Finally, enable the edited template and save the configuration. You will see the '' 'Branded' '' label next to the edited template. <br/>
-If you would like to restore the default template, simply return to editing it and click the '' 'Delete Template' '' button.
+If you would like to restore the default template, simply return to its edition and click the '' 'Delete Template' '' button.
 |}
 {|
@@ Line 424: / Line 637: @@
 ===Services Pricing===
 {|
-|style="padding: 10px 0px 20px 15px;"|In this section you can configure separate prices for '' '''products''', '''addons''' '' and '' '''domains''' ''.
+|style="padding: 10px 0px 20px 15px;"|In this section you can configure separate prices for '' '''products''', '''addons''', '''domains''' '' and '' '''bundles''' ''.<br/>
-To start, select the product, addon or domain tab and click on the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. In the following example you will see how to add branding for product pricing.
+'' '''Note:''' Remember that the 'Price Override' option has to be enabled. Otherwise, the service prices will still be taken from the main WHMCS settings.''<br/>
+To start, select the product, addon or domain tab and click the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. In the following example you will see how to add branding for product pricing.
 |}
 {|
@@ Line 437: / Line 651: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|Next, open the pricing editor for the chosen product.
+|style="padding: 0px 0px 20px 15px;"|Or you can add all your products at once thanks to '' 'Bulk Action' '', just press the button marked with the red arrow.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_212.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|Next, open the pricing editor of the chosen product.
 |}
 {|
@@ Line 444: / Line 664: @@
 {|
 |style="padding: 0px 0px 20px 15px;"|Here you can configure the desired prices in selected billing cycles and currencies. <br/>
-You can also automatically fill in the amounts from the main product and update them, refreshing the currencies rate.<br/><br/>
+You can also automatically fill out the amounts from the main product and update them, refreshing the currencies rate.<br/><br/>
 '' '''Note:''' Availability of billing cycles, prices and currencies to be edited depends on their main configuration in WHMCS.''<br/>
@@ Line 453: / Line 673: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|From now on, the pricing for this product will be branded. In the same way, you can also configure pricing for addons and domains.
+|style="padding: 0px 0px 30px 15px;"|From now on, the pricing for this product will be branded. You can also configure pricing for addons and domains in the same way.
 |}
 ===Relations===
 {|
-|style="padding: 10px 0px 30px 15px;"|In this section you can see which '' '''Clients, Services, Invoices, Knowledgebase, Downloads''' '' and ''' ''Announcements'' ''' are assigned to this brand. <br/>
+|style="padding: 10px 0px 30px 15px;"|In this section you can see which '' '''Clients, Services, Invoices, Quotes, Tickets, Knowledgebase, Downloads, Announcements, Promotions, Billable Items''' '' and ''' ''Emails'' ''' are assigned to this brand. <br/>
 In addition, you can manually manage, assign and unassign selected items to the brand.<br/>
-Do not forget to check the '' '[https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Branded_Admin_Area_Functionalities Branded Admin Area Functionalities]' '' section, where you will find more brand relation management functionality outside the Multibrand addon.<br/><br/>
+Do not forget to check the '' '[[#Branded Admin Area Functionalities|Branded Admin Area Functionalities]]' '' section, where you will find more brand relation management functionality outside the Multibrand addon.<br/><br/>
-'' '''Note:''' Currently there is no possibility of mass management, assigning and unassigning selected items to the brand. This functionality will be implemented in future releases.
+'' '''Note:''' Currently there is no option of mass management, assigning and unassigning selected items to the brand. This functionality is planned to be implemented in future releases.<br/>
+'' Additionally, if you would like to change any relation between brands, remember that first you have to unassign (delete) that relation from the previous brand, and only then can you add that relation to the second brand. <br/>Otherwise, the changed item might not appear in the search box of the added relation.''
 |}
 ====Clients====
 {|
-|style="padding: 10px 0px 15px 15px;"|In the clients tab you can see customers who are assigned to the brand and the date on which they were assigned.<br/>
+|style="padding: 10px 0px 15px 15px;"|In the '' 'Clients' '' tab you can see customers who are assigned to the brand and the date on which they were assigned.<br/>
 Assignment takes place at the moment of client's registration for the branded domain. You can also manually assign the already existing customers to the brand or migrate them to another.
-'' '''Note:''' If 'Auto Client Assign' option is enabled, then the customers who are already registered in one of the brands and try to log in to another brand,will also be automatically assigned to it.''<br/>
+'' '''Note:''' If the 'Auto Client Assign' option is enabled, then the customers who are already registered in one of the brands and try to log in to another brand will also be automatically assigned to it.''<br/>
-Therefore, one customer can be assigned to several brands at the same time.
+''Therefore, one customer can be assigned to several brands at the same time. ''
 |}
 {|
@@ Line 477: / Line 699: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"| To assign an existing client to the brand, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. <br/>
+|style="padding: 0px 0px 15px 15px;"| To assign an existing client to the brand, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button. <br/>
-In the pop-up select the customer you want to add to the brand and press '' 'Save' ''.
+*'''Type''' - decide if you want to assign a single client, groups of clients or all of your clients. Choose the preferred option from the dropwdown menu.
+*'''Add All Items''' - enable if you want to assign services, invoices, quotes, tickets etc. along with your client or groups of clients.
+Do not forget to click '' 'Save' ''.
 |}
 {|
@@ Line 485: / Line 709: @@
 {|
 |style="padding: 0px 0px 15px 15px;"| You can also migrate the customers from this brand to another one. <br/>
-Click '' 'Migrate' '' [[File:MB2_Migrate.png|frameless]] button next to the client and then select the brand to which you want to assign the client.
+Click on the '' 'Migrate' '' [[File:MB2_Migrate.png|frameless]] button next to the client and then select the brand to which you want to assign this client.
 |}
 {|
@@ Line 491: / Line 715: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"| And finally, if you want to delete a customer's relationship with this brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]]  button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"| And finally, if you want to delete a customer's relationship with this brand, click the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
 ====Services====
 {|
-|style="padding: 10px 0px 15px 15px;"|In the Services tab you can see which '' '''Products, Addons''' '' and '' '''Domains''' '' have a relation with this brand.<br/>
+|style="padding: 10px 0px 15px 15px;"|In the '' 'Services' '' tab you can see which '' '''Services & Products, Addons''' '' and '' '''Domains''' '' have a relation with this brand.<br/>
-These services are automatically added to the brand while ordering from the branded domain.
+These are automatically added to the brand while ordering from the branded domain.
 |}
 {|
@@ Line 503: / Line 727: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for a service that is not yet branded.<br/>
+|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for a service that is not branded yet.<br/>
-Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and then select the type and service you want to assign to the brand.
+Press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and then select a type and service you want to assign to the brand.
 |}
 {|
@@ Line 510: / Line 734: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|Again, if you want to delete a service relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|Again, if you want to delete a service relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
@@ Line 516: / Line 740: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|In this tab you can see which invoices have a relation with your brand.<br/>
-These invoices are automatically added to the brand after the order has been created from the branded domain.
+These invoices are automatically added to the brand after an order has been created from the branded domain.
 |}
 {|
@@ Line 522: / Line 746: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the invoice that is not yet branded.<br/>
+|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the invoice that is not branded yet.<br/>
-Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the invoice you want to assign to the brand.
+Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select an invoice you want to assign to the brand.
 |}
 {|
@@ Line 529: / Line 753: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|If you want to delete an invoice relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|If you want to delete an invoice relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
+|}
+====Quotes====
+{|
+|style="padding: 10px 0px 15px 15px;"|In this tab you can see which quotes have a relation with your brand.<br/>
+These are automatically added to the brand after an order has been created from the branded domain.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_q29.png]]
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the quote that is not branded yet.<br/>
+Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select a quote you want to assign to the brand.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_q30.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a quote relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
@@ Line 535: / Line 777: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|In this tab you can see which tickets have a relation with the brand.<br/>
-These tickets are automatically branded after a ticket has been opened in one of the [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#General earlier branded departments].
+These tickets are automatically branded after a ticket has been opened in one of the [[#General|earlier branded departments]].
 |}
 {|
@@ Line 541: / Line 783: @@
 |}
 {|
-|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the ticket that is not yet branded.<br/>
+|style="padding: 0px 0px 15px 15px;"|You can also manually add a relation for the ticket that is not branded yet.<br/>
-Press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the ticket you want to assign to the brand.
+Click on '' 'Add' '' [[File:MB2_Plus.png|frameless]] and select the ticket you want to assign to the brand.
 |}
 {|
@@ Line 548: / Line 790: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|If you want to delete a ticket relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a ticket relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
@@ Line 554: / Line 796: @@
 {|
 |style="padding: 10px 0px 15px 15px;"|In this tab you can see which of your knowledgebase articles have a relation with the brand.<br/>
-In addition, here you can find statistics of views, useful points, number of votes and the date of assignment to the brand.
+In addition, here you can find various statistics of views, useful points, number of votes and the date of assignment to the brand.
 |}
 {|
@@ Line 566: / Line 808: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|If you want to delete a knowledgebase article relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a knowledgebase article relation with the brand, press the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
@@ Line 578: / Line 820: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|To add a relation for the download, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the file you want to assign to the brand.
+|style="padding: 0px 0px 20px 15px;"|To add a relation for the download, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the file you want to assign to the brand.
 |}
 {|
@@ Line 584: / Line 826: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|If you want to delete a download relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a download relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
@@ Line 596: / Line 838: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|To add a relation for the announcement, press '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the article you want to assign to the brand.
+|style="padding: 0px 0px 20px 15px;"|To add a relation for the announcement, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the article you want to assign to the brand.
 |}
 {|
@@ Line 602: / Line 844: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|If you want to delete a announcement relation with the brand, press '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button and confirm the action.
+|style="padding: 0px 0px 30px 15px;"|If you want to delete an announcement relation with the brand, click on the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
+|}
+====Promotions====
+{|
+|style="padding: 10px 0px 20px 15px;"|In '' 'Promotions' '' you can assign promotions to specific brands.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_1.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|To add a promotion, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the one you wish to assign to the brand.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_38_1.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete a promotion relation with the brand, click on the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
+|}
+====Billable Items====
+{|
+|style="padding: 10px 0px 20px 15px;"|Under this tab you can see the list of created relations with billable items containing the client name, hours, and invoice details.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_3.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|To add a billable, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and select the one you wish to assign to the brand.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_4.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete the relation between the billable item and the brand, click on the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
+|}
+====Emails====
+{|
+|style="padding: 10px 0px 20px 15px;"|The last tab contains the list of all branded email messages that have been sent to your clients.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_5.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|To add an email message to a chosen brand manually, press the '' 'Add' '' [[File:MB2_Plus.png|frameless]] button and search the email you wish to assign.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_37_6.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|If you want to delete the relation between the email message and the brand, click on the '' 'Delete' '' [[File:MB2_Delete.png|frameless]] button or choose several items to be removed at once  [[File:MB2_Mass_Delete.png|frameless]] and confirm the action.
 |}
 ==Statistics==
 {|
-|style="padding: 10px 0px 15px 15px;"|In the statistics section you will find sales charts of selected brands.<br/>
+|style="padding: 10px 0px 15px 15px;"|In the '' 'Statistics' '' section you will find sales charts of selected brands.<br/>
-You can filter them by the date period and selected brands.
+You can filter them by the date period and selected brands as well as choose whether to display statistics based on the paid invoices only or all invoices altogether (the unpaid ones included).
 |}
 {|
@@ Line 616: / Line 906: @@
 ==Logs==
 {|
-|style="padding: 10px 0px 20px 15px;"|Logs section allows you to view warnings and errors related to your brands.
+|style="padding: 10px 0px 20px 15px;"|'' 'Logs' '' section allows you to view warnings and errors related to your brands.<br />
+Owing to the automation settings you can remove all logs or automatically delete them at a chosen time.
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_40.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_40.png]]
+|}
+{|
+|style="padding: 10px 0px 20px 15px;"| The '' 'Auto Clear' '' option enables you to clear logs on the daily cron run. <br />You can also enter a fixed number of days so when that time passes, the logs are automatically removed.
+|}
+{|
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_409.png]]
+|}
+==Tickets Mail Import==
+{|
+|style="padding: 10px 0px 20px 15px;"|The following section enables you to automatically define a brand email relation in order to automatically import messages sent to an email address into the support ticket system.<br /> Accordingly, clients will be able to open and reply to tickets outside the client area.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_TP40.png]]
 |}
 ==Branded Admin Area Functionalities==
 {|
-|style="padding: 10px 0px 30px 15px;"|Due to the beta version, not all sections available in the previous module versions provide the direct actions with the brand relations yet. <br/>
+|style="padding: 10px 0px 30px 15px;"|The module allows you to display information about the brand on the list of:
-See the [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Beta_Version_2.0.0 Branding Limitations] section for more information. More admin area integrations are coming coon.
+*clients
+*services
+*invoices
+*quotes
+*tickets
+*knowledgebase articles
+*downloads
+*announcements
+*promotions
+You can also directly select the brand when adding a new:
+*client
+*order
+*quote
+*ticket
+*knowledgebase article
+*announcement
+*download
+*sending a new message to a client
+In the following sections you can find examples of such integration.
 |}
 ===Membership===
 {|
-|style="padding: 10px 0px 15px 15px;"|Multibrand For WHMCS makes the management of WHMCS easier through the introduction of '' 'Brand Details' '' column.<br />
+|style="padding: 10px 0px 15px 15px;"|Multibrand For WHMCS makes the management of WHMCS easier through the introduction of the '' 'Brand Details' '' column.<br />
-'' 'Brand Details' '' column informs you about the membership of clients and invoices to a certain brand (more details will be added soon).<br />
+This column informs you about the membership of clients and invoices to a certain brand (more details will be added soon).<br />
-Let's see how it looks in the '' 'Client List'.''
+Let us see how it looks in the '' 'Client List'.''
 |}
 {|
@@ Line 641: / Line 964: @@
 {|
 |style="padding: 0px 0px 30px 25px;"|[[File:MB2_49.png]]
+|}
+===Client Profile===
+{|
+|style="padding: 10px 0px 20px 15px;"|In the client's '' 'Profile' '' tab you also have the possibility to choose customer brand assignment.
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_49_2.png]]
+|}
+{|
+|style="padding: 0px 0px 20px 15px;"|Select branding email messages when resetting their password. Find this option in '' 'Users' '' tab in the '' 'Manage User' '' dropdown menu:
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_49_3.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_49_4.png]]
 |}
@@ Line 659: / Line 999: @@
 |}
 {|
-|style="padding: 10px 0px 20px 15px;"|Additionally, there is also a possibility of changing the brand relation directly for the previously created invoices.
+|style="padding: 10px 0px 20px 15px;"|Additionally, there is also a possibility to change the brand relation directly for the previously created invoices.
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_44.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_44.png]]
+|}
+{|
+|style="padding: 10px 0px 30px 15px;"|In other categories, the integration with brands is applied similarly.
 |}
 <!--
@@ Line 674: / Line 1,017: @@
 |style="padding: 10px 0px 20px 15px;"|Multibrand For WHMCS offers multiple client areas in one solution and allows you to have your clients assigned to them.<br/>
 For example, each brand domain can have a separate template, logo, language, services and invoices. <br/>
-You can find more information about what other functionalities can be branded in the [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#About_Multibrand_For_WHMCS Features] list.
+You can find more information about what other functionalities can be branded in the [[#About Multibrand For WHMCS|Features]] list.
 |}
 {|
@@ Line 688: / Line 1,031: @@
 ==Branded Emails==
 {|
-|style="padding: 10px 0px 15px 15px;"|Brand configuration applys also to emails sent to clients.<br />
+|style="padding: 10px 0px 15px 15px;"|Brand configuration applies also to emails sent to clients.<br />
 If you have enabled branding of a given template, the email sent to the client will be sent using the mailbox specified in the SMTP settings of the given brand.<br />
-Additionally, the subject, logo, content and signature will branded accordingly too. Here you can see an example of an order email.
+Additionally, the subject, logo, content and signature will be branded accordingly too. Here you can see an example of an order email.
 |}
 {|
@@ Line 696: / Line 1,039: @@
 |}
 {|
-|style="padding: 0px 0px 20px 15px;"|You will find more information in the branded [https://www.docs.modulesgarden.com/Multibrand_For_WHMCS#Email_Templates Email Templates] configuration.
+|style="padding: 0px 0px 20px 15px;"|You will find more information in the branded [[#Email Templates|Email Templates]] configuration.
 |}
-==Domains & CNAME Records Configuration==
+==Branded Domains & Aliases 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 />
+|style="padding: 10px 0px 30px 0px;"|In this section you will find guides on how to create branded domains and aliases in popular control panels.<br /> Please keep in mind that there are multiple combinations, that may occur. Take a closer look to find a perfect solution for your case.
+|}
+===Apache2 / NGINX===
+{|
+|style="padding: 10px 0px 30px 0px;"|If there is no ''cPanel/DirectAdmin/Plesk'' panel on your server, then all you need to do is modify the current configuration:
+* for NGINX - add the additional domain name in the <code>server_name</code> line [http://nginx.org/en/docs/http/server_names.html (read more)]
+* for Apache - add the additional domain name into the <code>ServerAlias</code> line [https://httpd.apache.org/docs/2.4/mod/core.html#serveralias (read more)]
+|}
+===cPanel / DirectAdmin / Plesk Servers===
+====Same Server + One Account/Subscription====
+{|
+|style="padding: 10px 0px 30px 0px;"|This configuration of '''Same server + One Account/Subscription''' assumes that all domains are added within one account/subscription on a given server.<br/> In this case, simply add an additional domain so that it points to the same directory as the WHMCS main domain points to. If a given panel has '' 'Aliases' '' option in its offer, you can also use it.
+|}
+====Same Server + Multiple Accounts/Subscriptions====
+{|
+|style="padding: 10px 0px 30px 0px;"|Such scenario ''(Same Server + '''Multiple''' Accounts/Subscriptions)'' is not feasible. <br/>This is due to the way web panels work (separation of users), not the module limitations.
+|}
+====Separate Server====
+{|
+|style="padding: 10px 0px 30px 0px;"|A separate server - in this situation the branded domain is added to other DNS server. It might be added to, for example cloudflare, or it is added and used on another server, for example cPanel or DirectAdmin.<br/>
+Take a look at the exemplary situation. Let's say there are two domains:
+*domain ''whmcs.com'' on server 'X'
+*domain ''brand.com'' on server 'Z' ''('Z' can be a 'cPanel' server or a 'DNS' service)''<br/>
+In order to process it correctly, follow the below steps:
+*add an '''addon domain''' or an '''alias''' with the ''brand.com'' domain to server 'X', so that it points to the main domain, that is ''whmcs.com''  in our case
+*add a DNS record to the server 'Z' ''(note it can be e.g. cPanel or DNS service)''
+**add a record 'A' pointing to the server 'X' IP address
+**or add a CNAME record pointing to the main domain, that is ''whmcs.com'''  in our case
+|}
+<!--
+{|
+|style="padding: 10px 0px 15px 0px;"|In this section you will find guides on how to create branded domains and aliases in popular control panels.<br />
 For instance, if your branded domain is '' 'reseller.com' '' and the domain with your WHMCS is '' 'whmcs.domain.com' '', your ''CNAME'' will be '' 'www.reseller.com. CNAME whmcs.domain.com.'.''<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 [[Multibrand_For_WHMCS#Common_Problems|Common Problems]] section.''
+'' '''Note 2:''' To learn more about certificate requirements, visit the [[Multibrand_For_WHMCS#Common_Problems|Common Problems]] section.''<br />
+'' '''Note 3:''' Please note that all of the brands' domains should be located within the same DNS server.''
 |}
 {|
-|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/>
+|style="padding: 0px 0px 30px 0px;"|The domain used by each of the brands '''must be parked''' on the main domain.<br/>If a domain cannot be parked or it is a subdomain, you must create the ''CNAME'' records that will redirect from the brand domain to the main domain.<br/>
 Only when you have parked your domains can you move to setting the ''CNAME'' records on your panels. See the tips below.
 |}
@@ Line 715: / Line 1,095: @@
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Simple DNS Zone Editor' '' under the '' 'Domains' '' section.
+|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Simple DNS Zone Editor' '' in the '' 'Domains' '' section.
 |}
 {|
@@ Line 722: / Line 1,102: @@
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|4. Fill in the '' 'Name' '' field and the '' 'CNAME' '' record and press '' 'Add CNAME Record'. ''<br />
+|style="padding: 0px 0px 30px 15px;"|4. Fill out the '' 'Name' '' field and the '' 'CNAME' '' record and press '' 'Add CNAME Record'. ''<br />
 '' '''Note:''' To define the record's TTL, you have to use '' 'Advanced DNS Zone Editor'.
 |}
@@ Line 734: / Line 1,114: @@
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|3. Afterwards, select the desired domain.
+|style="padding: 0px 0px 10px 15px;"|3. Afterward, select the desired domain.
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|4. Fill in the full domain/subdomain into the CNAME record and press '' 'Add' '' next to it.<br />
+|style="padding: 0px 0px 30px 15px;"|4. Fill out the full domain/subdomain into the CNAME record and press '' 'Add' '' next to it.<br />
 '' '''Note:''' Do not forget to place a full stop at the end.''
 |}
@@ Line 746: / Line 1,126: @@
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Domains' '' under the '' 'Hosting Services' '' section.
+|style="padding: 0px 0px 10px 15px;"|2. Press '' 'Domains' '' in 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 />
+|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 '' 'Websites & Domains' '' tab and press '' 'DNS Settings'.''
+Afterward, proceed to the '' '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;"|4. 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 />
+|style="padding: 0px 0px 10px 15px;"|5. Now, change the record type to '' 'CNAME' '' and fill out both the '' 'Domain name' '' and the '' 'Canonical name'.''<br />
 Finish by pressing '' 'OK'.''<br />
 '' '''Note:''' The changes will take between 4 to 8 hours to update worldwide.''
@@ Line 767: / Line 1,143: @@
 |style="padding: 0px 0px 30px 15px;"|'''Remember to restart your server once it is configured.'''
 |}
+-->
 ==SSL Certificate==
 {|
-|style="padding: 10px 0px 30px 15px;"|In this section you will find all information about the SSL certificate in WHMCS required to properly use Multibrand For WHMCS.<br />
+|style="padding: 10px 0px 30px 15px;"|In this section you will find all information about the SSL certificate in WHMCS required to use Multibrand For WHMCS properly.<br />
 If either your branded domains or WHMCS domain use the SSL connection''', they should also support one of the below certificates.<br />
 The supported types of certificates:
@@ Line 801: / Line 1,178: @@
 ==Branding Limitations==
-===Beta Version 2.0.0===
+===Version 2.4.0===
 {|
 |style="padding: 10px 0px 20px 15px;"|With the aim of better stability and support for future improvements, Multibrand For WHMCS has been completely rewritten in the 2.0 version. <br>
-For this reason, some of the functionalities in the previous versions are not yet available, or are operating in a limited way. <br/>
+For this reason, some of the functionalities are not yet available or are operating in a limited way. <br/>
-These features will be successively restored in the future versions, including the coming 2.0 stable version. Below you can find the features that are not yet supported:
+These features will be successively restored in the future versions. Below you can find the features that are still not yet supported:
+<!--
 *'''Membership Details''' - a column with brands in the admin area displayed in the lists of tickets, orders or services. Currently, this feature is available only for the lists of clients and orders.
 *'''Log in as a Client to a Brand''' - the action directly accessible from the client profile in the admin area.
 *'''Create Invoice/Quote/Ticket in a Brand''' - the action directly accessible from the client profile in the admin area.
 *'''Choose Brand in particular WHMCS sections''' - the feature enabling direct brand selection in the ''ticket, quote, announcement, download'' and ''knowledgebase'' view (currently, only the ''order'' and ''invoice'' views are supported).
-*'''Product Bundle''' - not yet available for branding.
+-->
 *'''Brand Reports''' - the current statistics are limited.
 *'''Brand Previews''' - the preview of the brand in the client area is not yet implemented.
+<!--
 *'''Default Brand''' - replacement of this function will be introduced in the stable version.
+-->
 |}
 ===WHMCS===
 {|
-|style="padding: 10px 0px 20px 15px;"|In this section, we will list the parts of WHMCS that cannot be branded or may be working in an improper way.
+|style="padding: 10px 0px 20px 15px;"|In this section we will list those elements of WHMCS that cannot be branded or may be working in an improper way.
-*'''Bridges''' - Multibrand For WHMCS does not support any kind of bridges (WordPress, Joomla).
+*'''Bridges''' - Multibrand For WHMCS does not support any kind of bridges (WordPress, Joomla, WHMCS Bridge Pro, etc.).
 *'''Link replacement''' - currently, links are replaced with their branded counterparts with a visible delay.<br/>This is the only feasible way to proceed for the time being.<br />
-*'''Clients Profile → Send Email''' - if you try to send an email template, of which a branded counterpart already exists, you will receive an error.<br/>This occurs when the default email is blocked and its branded counterpart is sent in the meantime.
+<!-- już działa http://git.mglocal/whmcs-products/multibrand/-/issues/1148
+*'''Clients Profile → Send Email''' - if you try to send an email template of which a branded counterpart already exists, you will encounter an error.<br/>This occurs when the default email is blocked and its branded counterpart is sent in the meantime.
 *'''Branded Quote → Duplicate''' - duplicating a branded quote results in receiving an unbranded quote.
+-->
 *'''Configurable Options Pricing''' - currently, there is no possibility to set a different pricing per brand for configurable options.
 *'''Emails''' - not branded due to the lack of possibility to determine the brand that the email should be sent from:
@@ Line 832: / Line 1,214: @@
 ===WHMCS Modules and Others===
 {|
-|style="padding: 10px 0px 20px 15px;"|In this section, we will list the WHMCS modules and other services which do not support multibranding or do not cooperate with Multibrand For WHMCS at all.<br /><br />
+|style="padding: 10px 0px 20px 15px;"|In this section we will list the WHMCS modules and other services which do not support multibranding or do not cooperate with Multibrand For WHMCS at all.<br /><br />
 *'''WHMCS Modules'''
-**'''SMS Center For WHMCS''' - SMS messages sent to customers cannot be branded. A default set of SMS templates is sent to clients from all brands.<br />
+**'''[https://www.modulesgarden.com/products/whmcs/client-area-designer Client Area Designer For WHMCS]'''
-**'''Resellers Center For WHMCS''' - this module is not yet compatible with our Multibrand For WHMCS module.
+**'''[https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS]''' - this module will not operate properly when the price override is enabled in Multibrand For WHMCS
+**'''[https://www.modulesgarden.com/products/whmcs/hosting-renewals Hosting Renewals For WHMCS]'''
+**'''[https://www.modulesgarden.com/products/whmcs/payment-gateway-allocator Payment Gateway Allocator For WHMCS]'''
+**'''[https://www.modulesgarden.com/products/whmcs/payment-gateway-charges Payment Gateway Charges For WHMCS]'''
+**'''[https://www.modulesgarden.com/products/whmcs/recurring-contract-billing Recurring Contract Billing]''' - this module is not integrated with Multibrand For WHMCS.
+**'''[https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]''' - this module is not yet compatible with Multibrand For WHMCS
+**'''[https://www.modulesgarden.com/products/whmcs/sms-center SMS Center For WHMCS]''' - SMS messages sent to customers cannot be branded. A default set of SMS templates is sent to clients from all brands.<br />
 <br />
 *'''Others'''
 **'''Cloudflare''' - it is a service that will [http://support.cloudflare.com/hc/en-us/articles/203322654-Why-is-my-domain-resolving-to-the-wrong-IP-when-I-do-a-DNS-lookup-or-ping mask your server IP address]. <br /> This is because they use their own DNS to resolve to one of their many reverse proxy servers and will cause the incompatibility with Multibrand module. <br />You may disallow the CloudFlare network to assume NS authority and not become the intermediary between the user and your server, but then your Cloudflare service may become unproductive.
+|}
+==Integration with [https://www.metricscube.io MetricsCube]==
+{|
+|style="padding: 10px 0px 15px 15px;"|
+[https://www.metricscube.io '''MetricsCube'''] is a platform that will empower you to gain insight into your business almost effortlessly.<br/> All you need to do is sign up and integrate with your WHMCS application to get real-time access to over 70 detailed reports with powerful filtering and comparing tools.
+[https://www.modulesgarden.com/products/whmcs/multibrand Multibrand For WHMCS] module can be very easily integrated with this external platform.<br/> There are '''no''' additional steps you need to take to enjoy the integration. Simply synchronize MetricsCube platform with your WHMCS installation with Multibrand module active.<br/> It will be automatically detected by the platform and additional filtering tools will become available.<br/> From now on, whenever you access most of the MetricsCube reports, they will include the brand filter, showing the data per specific WHMCS company.
+|}
+{|
+|style="padding: 0px 0px 30px 25px;"|[[File:MB2_50.png]]
 |}
 =Tips=
 {|
-|style="padding: 10px 0px 5px 15px;"|'''1. The logo image is usually hard coded into the WHMCS template files.'''<br />
+|style="padding: 10px 0px 15px 15px;"|'''1. The logo image is usually hard coded into the WHMCS template files.'''<br />
-In order to use the logo file provided in the '' 'Multibrand For WHMCS' '' module, find the proper line at the template file and replace it with '' '{$logo}' '' variable.<br />
+In order to use the logo file provided in the '' 'Multibrand For WHMCS' '' module, find the proper line in the template file and replace it with '' '{$logo}' '' variable.<br />
-The line responsible for a displayed logo is placed at the '' 'header.tpl' '' file located in a currently used template.
+The line responsible for the displayed logo is placed in the '' 'header.tpl' '' file located in the currently used template.
 |}
 {|
-|style="padding: 0px 0px 10px 15px;"|2. If you want Captcha security option to be displayed in your client area for all branded domains, you need to configure each of those domains in your Google Account as well.
+|style="padding: 0px 0px 15px 15px;"|2. If you want Captcha security option to be displayed in your client area for all branded domains, you need to configure each of those domains in your Google Account as well.
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:MB2_41.png]]
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_41.png]]
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|3. Note that it is not possible to merge tickets from different brands.
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|4. Performing the 'Send Message' action on a clients list will result in sending branded emails only to the clients who are assigned to an individual brand.
+|}
+{|
+|style="padding: 0px 0px 15px 15px;"|5. If you would like to use Google reCAPTCHA for brand storefronts, you need to add domain addresses of those brands to the reCAPTCHA configuration. To do so, please proceed [https://www.google.com/recaptcha/admin here].
+|}
+{|
+|style="padding: 0px 0px 20px 25px;"|[[File:MB2_41_1.png]]
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|6. Please remember that if you upload a brand logo that is too big, too small, or has unusual proportions, it may result in its incorrect scaling in templates, emails, or on invoices. <br/> To avoid that, please make sure that you are familiar with WHMCS logo requirements that can be found [https://docs.whmcs.com/PDF_Invoice_Customisation#Modifying_the_Logo here].
+|}
+=Update Instructions=
+{|
+|style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/><br/>
+'''In order to migrate the data from the 1.8.X version, simply activate the new module addon.<br/>
+The data from the previous version will be automatically transferred to the new one. Make sure that all necessary data have been migrated correctly.<br/>
+Afterwards, you can deactivate the currently used Multibrand version and start using the new one.
+|}
+==Uninstallation Process==
+{|
+|style="padding: 10px 0px 30px 15px;"|If you no longer wish to use Multibrand For WHMCS, you may safely uninstall the module. Steps to follow to successfully and safely remove the module from your system: <br/>
+. Remove the [[#Integration_Code|integration code]].<br/>
+. Remove the following files:
+* /includes/hooks/multibrand/
+* /includes/api/mbaddbillableitem.php
+* /includes/api/mbsendemail.php
+* /templates/six/invoicepdf_rename.tpl
+* /templates/six/quotepdf_rename.tpl
+* /modules/addons/Multibrand/
+. Remove all tables that begin with ''Multibrand_'' from the database.
+That is all, the module is completely uninstalled now.
+|}
+=Upgrade Guide=
+{|
+|style="padding: 10px 0px 30px 15px;"|Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?<br/> There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.<br/>
+Opt for the [https://www.modulesgarden.com/products/whmcs/multibrand#open-source-version Open Source version] of your Multibrand For WHMCS module to unlock these benefits.<br/> Simply click on either the '''Get Source Code''' or '''Upgrade To Lifetime''' button found on the product's page in our client area to complete the one-step upgrade process, with a '''dedicated discount''' already applied.<br/>
+Follow a [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module comprehensive guide] covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.
 |}
 =Common Problems=
 {|
-|style="padding: 10px 0px 10px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
+|style="padding: 10px 0px 20px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''2. If your CNAME record is not working''', remember that the first domain name in the CNAME record should be a branded domain.<br />
+|style="padding: 0px 0px 15px 15px;"|'''2. If your CNAME record is not working''', remember that the first domain name in the CNAME record should be a branded domain.<br />
 The second one is the domain on which you have your WHMCS. The redirection goes from the first domain to the second. <br />
 Full stops after domains are also important.<br />
@@ Line 866: / Line 1,314: @@
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''3. If your branded domain or WHMCS domain are using the SSL connection''', both of them need to have the same certificate.<br />
+|style="padding: 0px 0px 15px 15px;"|'''3. Please remember that Multibrand For WHMCS is guaranteed to work smoothly with '' 'Six', 'Twenty-One' And 'Lagom' templates. ''<br/>
-If both of them are using the same domain, you will need a wildcard certificate.<br />
+If you are using some custom template, please be mindful that the module may not combine well with it out of the box, which may result in unexpected errors.<br/>
-If they are using different domains, secure them with the SAN certificate.<br />
+In this case, you can take advantage of our Template Integration service and have all interface elements carefully harmonized by our team.<br />
-This is just the way WHMCS works. It is not the limitation of our module.
+You can order Template Integration together with the module as well as, at any time later on, in the client area - in the "Services" section of your product's page.
 |}
 {|
-|style="padding: 0px 0px 5px 15px;"|'''4. Please remember that Multibrand For WHMCS works flawlessly with the ''WHMCS V7'' and officially supported template '' 'Six' ''.<br/>
+|style="padding: 0px 0px 10px 15px;"|'''4. Since Multibrand For WHMCS and [https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS] both come with separate pricing configuration, we do not recommend using them in one WHMCS installation.'''<br />
-In case you are using some custom template, you must be aware of the fact that unexpected errors might occur and we cannot take the responsibility for solving them.
+Due to possible malfunctions in branding, we also advise against using Multibrand For WHMCS with the following modules:<br />
+*'''[https://www.modulesgarden.com/products/whmcs/advanced-billing Advanced Billing For WHMCS]''' ''(e.g. not branded invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/crm CRM For WHMCS]''' ''(e.g. not branded emails)''
+*'''[https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS]''' ''(e.g. not branded invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/hosting-quota-notifications Hosting Quota Notifications For WHMCS]''' ''(e.g. not branded emails)''
+*'''[https://www.modulesgarden.com/products/whmcs/payment-gateway-charges Payment Gateway Charges For WHMCS]''' ''(e.g. not branded invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/quickbooks-desktop QuickBooks Desktop For WHMCS]''' ''(e.g. not branded invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/quickbooks-online QuickBooks Online For WHMCS]''' ''(e.g. not branded invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/quotes-automation Quotes Automation For WHMCS]''' ''(e.g. not branded emails or invoices)''
+*'''[https://www.modulesgarden.com/products/whmcs/zendesk Zendesk For WHMCS]''' and '''[https://www.modulesgarden.com/products/whmcs/freshdesk Freshdesk For WHMCS]''' ''(e.g. not branded ticket messages)''<br/>
+Integration between these modules is hampered because of the specific functions that each of them offers as well as their individual workflow.<br/> ''This includes but is not limited to separate email templates used or common hooks that override one another.''<br/>
+We are continually working on overcoming these limitations wherever possible.
 |}
 {|
-|style="padding: 0px 0px 30px 15px;"|
+|style="padding: 0px 0px 10px 15px;"|'''5. If you intend to use [https://www.modulesgarden.com/products/whmcs/hosting-renewals Hosting Renewals For WHMCS], please take note of the following issue concerning the module's [https://www.docs.modulesgarden.com/Hosting_Renewals_For_WHMCS#Discounts discounts] calculation.'''<br/>
-'''5. Multibrand For WHMCS module is not compatible with our Resellers Center For WHMCS.'''<br/>
+In order for the discounts to be based on the prices settled in Multibrand For WHMCS, you must set the Hosting Renewals '' 'Apply Recurring Amount From Service Settings' '' option to '' 'Enabled'. '' <br/> Otherwise, the price cuts will be estimated according to the main prices of the WHMCS products, not the branded ones.
-There is no integration between these modules and we '''do not''' recommend using them together.
+|}
+{|
+|style="padding: 0px 0px 10px 15px;"|'''6. Integration between [https://www.modulesgarden.com/products/whmcs/domain-orders-extended Domain Orders Extended For WHMCS] and Multibrand For WHMCS module is slightly limited.''' <br/>Please be aware that only the main brand works flawlessly with the mentioned module, branding is not supported for Domain Orders Extended yet.
+|}
+{|
+|style="padding: 0px 0px 30px 15px;"|'''7.  If you are using HTTPS, remember to implement a redirect from HTTP to HTTPS on the branded domain.'''<br/>
+Otherwise, WHMCS will route visitors to the main WHMCS and not the brand. Keep in mind that when WHMCS creates the redirection, the domain is changed as well.
 |}

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Multibrand For WHMCS

Latest revision as of 13:56, 26 April 2024

Contents

[edit] About Multibrand For WHMCS

[edit] Installation

[edit] Installation

[edit] Activating Addon Module

[edit] Additional Settings

[edit] Integration Code

[edit] Configuration and Management

[edit] Brands

[edit] New Brand

[edit] Brand Information

[edit] Settings

[edit] General

[edit] Billings

[edit] Payment Gateways

[edit] SMTP

[edit] Email Templates

[edit] Services Pricing

[edit] Relations

[edit] Clients

[edit] Services

[edit] Invoices

[edit] Quotes

[edit] Tickets

[edit] Knowledgebase

[edit] Downloads

[edit] Announcements

[edit] Promotions

[edit] Billable Items

[edit] Emails

[edit] Statistics

[edit] Logs

[edit] Tickets Mail Import

[edit] Branded Admin Area Functionalities

[edit] Membership

[edit] Client Profile

[edit] Order Creation

[edit] Invoices

[edit] Branded Client Area

[edit] Branded Emails

[edit] Branded Domains & Aliases Configuration

[edit] Apache2 / NGINX

[edit] cPanel / DirectAdmin / Plesk Servers

[edit] Same Server + One Account/Subscription

[edit] Same Server + Multiple Accounts/Subscriptions

[edit] Separate Server

[edit] SSL Certificate

[edit] cPanel

[edit] Branding Limitations

[edit] Version 2.4.0

[edit] WHMCS

[edit] WHMCS Modules and Others

[edit] Integration with MetricsCube

[edit] Tips

[edit] Update Instructions

[edit] Uninstallation Process

[edit] Upgrade Guide

[edit] Common Problems

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Multibrand For WHMCS