Resellers Center For WHMCS
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=About [https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]= | =About [https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]= | ||
{| | {| | ||
− | |style="padding: 10px 0px 10px 0px;"|'''Resellers Center For WHMCS''' | + | |style="padding: 10px 0px 10px 0px;"|'''Resellers Center For WHMCS''' empowers your resellers with tools to control end clients and their orders through WHMCS!<br /> |
− | + | Thanks to Resellers Center For WHMCS, your resellers will be allowed to collect dedicated customers and select for them specific products, services and domains. <br /> | |
− | + | Moreover, the module enables end clients to perform convenient orders of services straight from your WHMCS. <br /> | |
− | + | What is more, they will be able to log in to their own WHMCS account with regard to handle their services, formulate tickets and pay invoices. | |
|} | |} | ||
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− | |style="padding: 0px 0px 0px 30px;"|✔ Allow | + | |style="padding: 0px 0px 0px 30px;"|✔ Allow Reseller To Define Their Own Promotions |
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|style="padding: 0px 0px 0px 30px;"|✔ Set Up Independent Payment Gateways Available For End Clients: | |style="padding: 0px 0px 0px 30px;"|✔ Set Up Independent Payment Gateways Available For End Clients: | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ 2Checkout | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Authorize.Net AIM | ||
|} | |} | ||
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− | |style="padding: 0px 0px 0px 45px;"|✔ | + | |style="padding: 0px 0px 0px 45px;"|✔ Checkout.com |
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Paypal | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Payflow Pro | ||
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 0px 45px;"|✔ Stripe | |style="padding: 0px 0px 0px 45px;"|✔ Stripe | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ WePay | ||
|} | |} | ||
{| | {| | ||
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{| | {| | ||
|style="padding: 0px 0px 0px 30px;"|✔ Define Prices Of Products, Addons And Domains Within Defined Limits | |style="padding: 0px 0px 0px 30px;"|✔ Define Prices Of Products, Addons And Domains Within Defined Limits | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ Define Individual Promotions For End Clients | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ Define Individual Terms of Service URL For End Clients | ||
|} | |} | ||
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|style="padding: 0px 0px 0px 30px;"|✔ Pay Using Credit Card And Store Payment Data | |style="padding: 0px 0px 0px 30px;"|✔ Pay Using Credit Card And Store Payment Data | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ Apply Resellers Promo Codes To Orders | ||
|} | |} | ||
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{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|'''4. When you install Resellers Center For WHMCS for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br /> | + | |style="padding: 0px 0px 15px 15px;"|'''4. When you install Resellers Center For WHMCS for the first time you have to rename the '' 'license_RENAME.php' '' file.'''<br /> |
File is located in '' 'modules/addons/ResellersCenter/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. '' | File is located in '' 'modules/addons/ResellersCenter/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. '' | ||
|} | |} | ||
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*'''Allow Domains''' - Gives resellers possibility to sell domains in their own stores. | *'''Allow Domains''' - Gives resellers possibility to sell domains in their own stores. | ||
*'''Allow CNAME''' - It enables the support for CNAME record pointing from the customer's domain. A new field named '' '[https://www.docs.modulesgarden.com/images/4/42/RCnpng.png Domain]' '' should appear in the '' 'Configuration' '' section of the 'Reseller Area' | *'''Allow CNAME''' - It enables the support for CNAME record pointing from the customer's domain. A new field named '' '[https://www.docs.modulesgarden.com/images/4/42/RCnpng.png Domain]' '' should appear in the '' 'Configuration' '' section of the 'Reseller Area' | ||
− | *'''Allow Promotions''' - If enabled, the reseller's end-clients will be able to the use promo codes in the reseller's store configured | + | *'''Allow Promotions''' - If enabled, the reseller's end-clients will be able to the use promo codes in the reseller's store configured by the resellers in the [https://www.docs.modulesgarden.com/Resellers_Center_For_WHMCS#Promotions 'Promotions'] section. |
*'''Default Reseller Documentation''' - Select the default documentation to show for new resellers. | *'''Default Reseller Documentation''' - Select the default documentation to show for new resellers. | ||
*'''Ticket Departments''' - Allows you to choose ticket departments available for end clients as they will contact resellers. | *'''Ticket Departments''' - Allows you to choose ticket departments available for end clients as they will contact resellers. | ||
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*'''PayPal Auto Transfer''' - Enables automatic transfers to a reseller's account. | *'''PayPal Auto Transfer''' - Enables automatic transfers to a reseller's account. | ||
*'''Invoice Branding''' - If enabled, resellers can brand the number and basic information on the invoice. | *'''Invoice Branding''' - If enabled, resellers can brand the number and basic information on the invoice. | ||
− | *'''Reseller Invoice''' - If enabled, resellers can issue invoices for end clients directly (otherwise, invoices are generated by the administrator). <br/>This option also permits resellers to use their own configuration data in payment gateways settings | + | *'''Reseller Invoice''' - If enabled, resellers can issue invoices for end clients directly (otherwise, invoices are generated by the administrator). <br/>This option also permits resellers to use their own configuration data in payment gateways settings.<br/>Once they do it, end clients are able to make payments directly to the reseller's account and the reseller settles debts with the administrator using prepaid WHMCS credits.<br/>'' '''Important:''' When you enable this option and any invoice is created in the meantime, you will not be able to disable it anymore! |
*'''Sequential Invoice Number Format''' - Required if 'Reseller Invoice' is enabled. | *'''Sequential Invoice Number Format''' - Required if 'Reseller Invoice' is enabled. | ||
*'''Gateways''' - Allows you to select gateways that resellers can enable in their own stores. This option is only available if 'Reseller Invoice' is disabled. | *'''Gateways''' - Allows you to select gateways that resellers can enable in their own stores. This option is only available if 'Reseller Invoice' is disabled. | ||
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{| | {| | ||
− | |style="padding: 0px 0px 20px 15px;"|Each setting can be defined for particular resellers. Go to the '' 'Resellers' '' tab and press the button. | + | |style="padding: 0px 0px 20px 15px;"|Each setting can be defined for particular resellers. Go to the '' 'Resellers' '' tab and press the marked button. |
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{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|'' 'Email Templates' '' is | + | |style="padding: 0px 0px 15px 15px;"| |
+ | *Should you decide to enter the URL to your 'Terms of Service' page, an additional [https://www.docs.modulesgarden.com/images/8/89/RC_N1.png field] will appear during the ordering process. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:R3_30_10.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 15px 15px;"|'' 'Email Templates' '' is a place where you can view and edit email templates sent to your clients.<br /> | ||
To edit an email template, press the '' 'Edit' '' button next to the template you wish to alter. | To edit an email template, press the '' 'Edit' '' button next to the template you wish to alter. | ||
|} | |} | ||
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{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|'' 'Payment Gateways' '' - this tab is only available if the 'Reseller Invoice' option in the admin area is set to 'Enabled'.<br/> | |style="padding: 0px 0px 15px 15px;"|'' 'Payment Gateways' '' - this tab is only available if the 'Reseller Invoice' option in the admin area is set to 'Enabled'.<br/> | ||
− | In this section, the reseller can set up their own payment gateway ('PayPal', 'Stripe' | + | In this section, the reseller can set up their own payment gateway ('PayPal', 'Stripe', 'Bank Transfer', '2Checkout, Authorize.Net Aim', 'Checkout.com', 'Payflow Pro'<br/>and 'WePay' gateways are currently available).<br/> |
Thanks to this, all payments made by end clients are transferred directly to the reseller's PayPal account or bank institution.<br/> | Thanks to this, all payments made by end clients are transferred directly to the reseller's PayPal account or bank institution.<br/> | ||
The payments between the reseller and the administrator are settled through the reseller's previously supplied credit balance. | The payments between the reseller and the administrator are settled through the reseller's previously supplied credit balance. | ||
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{| | {| | ||
|style="padding: 0px 0px 30px 25px;"|[[File:R3_31.png]] | |style="padding: 0px 0px 30px 25px;"|[[File:R3_31.png]] | ||
+ | |} | ||
+ | |||
+ | ====Promotions==== | ||
+ | {| | ||
+ | |style="padding: 10px 0px 15px 15px;"|In the '' 'Promotions' '' section resellers can generate a fully customizable promo code in order to apply a promotion for products, addons or domains of your choice.<br /> | ||
+ | '' '''Note''': You must first enable them in your 'Configuration' section of a specific reseller.''<br /> | ||
+ | ''Resellers can use the promo codes created only via the module itself, default WHMCS promotions cannot be applied at any time.''<br /> | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:R3_498.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 15px;"| Click on the symbol, marked on the screen below to create one. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:R3_461.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 15px 15px;"|Now you should see all fields required to properly configure a promotion.<br /> | ||
+ | *'''Promotion Code''' - You need to create a new code, your customers will need it to receive the discount | ||
+ | *'''Type''' - Choose one of the available promotion types. | ||
+ | *'''Recurring''' - Once set, the discount will apply to renewal invoices. If the field's value is set to 0, all future renewals will be discounted.<br />Enter a different number to specify the exact sum of cycles the discount will last for. | ||
+ | *'''Value''' - Provide the amount of the discount. | ||
+ | *'''Start Date''' - Optional. In case a date is selected, the promotion will start working after the set date. | ||
+ | *'''Expiry Date''' - Optional. The promotion will stop working at the end of the chosen day. | ||
+ | *'''Max Uses''' - Optional. By proving a number you can define the number of allowed uses. | ||
+ | *'''Uses''' - Current usage of the promo code. | ||
+ | *'''Applies To''' - Select what products/addons/domains are eligible for the promotion. | ||
+ | *'''Requires''' - Choose products/addons/domains that are required for the promotion to be applicable. | ||
+ | *'''Billing Cycles / Periods''' - Decide which billing cycles and periods are required for the promotion to apply. | ||
+ | *'''Lifetime''' - In that scenario, the discount will be preserved even if clients upgrades/downgrades their service in future. | ||
+ | *'''Apply Once''' - In case of ordering multiple qualifying products the discount will be applied once. | ||
+ | *'''New Sign Ups''' - The promotion can be used by new clients only. | ||
+ | *'''Once Per Client''' - When a client has already an existing active order a second use of the code will not be possible. | ||
+ | *'''Existing Client''' - The promotion can be used only by existing clients with 1 or more active orders. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:R3_462.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 15px 25px;"|By toggling the '' 'Upgrades / Downgrades' '' section, you will have a few extra fields to configure.<br /> | ||
+ | *'''Upgrade Type''' - Select a suitable type of the upgrade the promotion applies to. | ||
+ | *'''Discount Type''' - Choose a type of the upgrade promotion. | ||
+ | *'''Discount Value''' - Enter a rate of the discount. | ||
+ | *'''Upgrades Of Configurable Options''' - Provide an amount of the discount. | ||
+ | *'''Notes''' - Any notes will be visible for you and for administrators exclusively. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 30px 25px;"|[[File:R3_463.png]] | ||
|} | |} | ||
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|style="padding: 10px 0px 15px 15px;"|Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version.<br/> | |style="padding: 10px 0px 15px 15px;"|Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version.<br/> | ||
− | '' '''Note:''' Version 3.x currently supports migration from version 2.5.x module and it will only transfer data on resellers, resellers' clients and resellers' groups.<br/>Therefore, the other settings of the module need to be reconfigured manually.<br /> | + | '' '''Note:''' Version 3.x currently supports migration from the version 2.5.x of the module and it will only transfer data on resellers, resellers' clients and resellers' groups.<br/>Therefore, the other settings of the module need to be reconfigured manually.<br /> |
<br /> | <br /> | ||
To perform the migration simply overwrite old files to the latest version of the module and refresh the addon page in the admin area. | To perform the migration simply overwrite old files to the latest version of the module and refresh the addon page in the admin area. |
Revision as of 17:13, 10 January 2018
Contents
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About Resellers Center For WHMCS
Resellers Center For WHMCS empowers your resellers with tools to control end clients and their orders through WHMCS! Thanks to Resellers Center For WHMCS, your resellers will be allowed to collect dedicated customers and select for them specific products, services and domains. |
- Provider Features:
✔ Define Global Configuration And Reseller Permissions |
✔ Manage Assignment Of Clients To Resellers |
✔ Create And Manage Pricing Groups |
✔ Assign Clients to Pricing Groups To Set Them As Resellers |
✔ Assign Products, Addons And Domains To Pricing Groups |
✔ Define Pricing Range Per Products, Addons And Domains For Each Billing Cycle |
✔ Select Payouts Calculation Method Per Products, Addons And Domains: |
✔ Fixed Rate |
✔ Difference |
✔ Percent Rate |
✔ Percent From Difference Between Admin And Reseller Price |
✔ Admin Percent With Fixed Rate |
✔ Reseller Percent With Fixed Rate |
✔ Write Own Class To Calculate Reseller Profit |
✔ View Statistics On Resellers Sales, Income And End Clients |
✔ View Reseller Profits |
✔ Enable Reseller Own CNAME Domain Support |
✔ Select Available Store And Order Templates |
✔ Choose Email Templates Available For Branding |
✔ Choose Payment Gateways Available For End Clients |
✔ Choose Ticket Departments Available For End Clients |
✔ Determine Invoicing Method For Billing End Clients: |
✔ Provider As Issuer Of Invoices |
✔ Reseller As Issuer Of Invoices |
✔ Allow Invoice Branding |
✔ Allow Reseller To Define Their Own Promotions |
✔ Define Default Sequential Invoice Number Format |
✔ Make Payouts To PayPal Account Or Credit Balance |
✔ Enable Automatic PayPal Payout Transfers |
✔ Prepare Documentation For Each Reseller |
✔ Disable Access To Your Main Store For End Clients |
✔ Access To Module Logs |
- Resellers Features:
✔ Configure Reseller Brand: |
✔ Domain |
✔ Company Name |
✔ Store Logo |
✔ Invoice Pay To Text |
✔ Sequential Invoice Number Format |
✔ Tickets Email Signature |
✔ Store And Order Template |
✔ Available Ticket Departments |
✔ Set Up Independent Payment Gateways Available For End Clients: |
✔ 2Checkout |
✔ Authorize.Net AIM |
✔ Bank Transfer |
✔ Checkout.com |
✔ Paypal |
✔ Payflow Pro |
✔ Stripe |
✔ WePay |
✔ Define Order Of Payment Gateways |
✔ Define Prices Of Products, Addons And Domains Within Defined Limits |
✔ Define Individual Promotions For End Clients |
✔ Define Individual Terms of Service URL For End Clients |
✔ Add And Manage End Clients |
✔ View End Clients Orders, Invoices, Products, Addons And Domains |
✔ Place Orders For End Clients Manually |
✔ Manually Accept Order Of End Client Before Payment Receipt |
✔ Login As End Client |
✔ View Statistics On Sales, Income And End Clients |
✔ View Generated Profits |
✔ Access Documentation |
✔ Receive Payouts To PayPal Account Or Credit Balance |
✔ Receive Email Notifications On End Clients Orders |
✔ Reply To Tickets Submitted By End Clients |
✔ View Email Templates And Use Editor To Modify Their Content |
✔ Access Store By CNAME Domain Or Default Store URL |
- End Clients Features:
✔ Order Products, Addons And Domains |
✔ Use End Client Details For Registered Domains |
✔ View And Pay Invoices |
✔ Pay Using Credit Card And Store Payment Data |
✔ Apply Resellers Promo Codes To Orders |
✔ View And Manage Products |
✔ Receive Branded Email Notifications |
✔ Submit Tickets To Reseller |
- General Info:
✔ Migration Tool |
✔ Multi-Language Support |
✔ Supports PHP 5.6 Up To PHP 7 |
✔ Supports WHMCS Template Six |
✔ Supports WHMCS V7 |
Installation
Installation of Resellers Center For WHMCS requires a few simple modifications of the template files. No worries, we will guide you step by step through the entire installation process. |
Installation
1. Log in to your client area and download the module. |
2. In the downloaded file you will find two packages that support different PHP versions. As presented on the screen below, the first one is dedicated to PHP 5.6, while the second one is aimed at PHP 7. It does not apply to open source versions. Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'. |
3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory. The content of PHP version files should look like this. |
4. When you install Resellers Center For WHMCS for the first time you have to rename the 'license_RENAME.php' file. File is located in 'modules/addons/ResellersCenter/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. |
6. The next step is setting up the 'storage' folder as writable. It is located in 'your_whmcs/modules/addons/ResellersCenter/'. |
Activation of Addon
7. Now, you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Click 'Setup' then choose 'Addon Modules'. |
8. In the next step, you need to permit access to the module. To do so, select the admin roles which should have access to the module. |
9. Afterward, go to 'Addons' → 'Resellers Center' → 'Integration Code' and follow the instructions. |
10. You have just successfully installed Resellers Center For WHMCS! |
Management and Configuration
Management of Resellers Center For WHMCS is very convenient. You can supervise everything from the addon. What is more, the module extends possibilities of both your resellers and their customers. |
Settings
In this section you can find more information about a global configuration. Additionally, here you can also read about the details of migration. |
Configuration
In the 'Configuration' tab you can set up global settings of the module. You can define 'General', 'Billing' and 'Email Templates' settings. Please note that these settings are default for all resellers. Read this section through to find the details of configuration per each reseller. |
General Settings
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Billing Settings
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Email Templates Settings
Here you can enable/disable numerous options that a reseller can customize later on. These templates are related to emails regarding issues like:
|
Each setting can be defined for particular resellers. Go to the 'Resellers' tab and press the marked button. |
Here you will find the details related to the chosen reseller. In the 'Configuration' section you can select preferred 'General', 'Billing' and 'Email Template' settings. |
Addon Management
In this section you can find more details about the management possibilities. We will show you how to set up key options to ease the module's handling processes. |
Pricing Groups
In order to grant any of your clients resellers' rights, you need to configure a group first. To do so, proceed to the 'Pricing Groups' tab and click the button as shown below. |
A popup window appears. Just fill in a group name and press 'Create'. |
As you can see, a new group is visible on the list. It does not have any product configured. To add a new product press the button as presented below. |
Choose a new product from the 'Add Product To Group' dropdown menu and press 'Save'. |
The product needs to be configured. Then, Resellers Center For WHMCS enables you to:
|
Product Pricing
It is possible to set pricing (1) for different billing cycles and currencies.
You can define pricing using the below options:
To confirm settings press 'Save' . |
Calculation Method
Several methods for the calculation (2) are available. Choose the one you want to use from the dropdown menu.
To confirm settings press 'Save' next to the product you have configured |
The procedure is quite similar when it comes to adding addons and domains. Click the right button to add a new addon. |
From the dropdown menu choose the one that will be added to the group. |
Now you can set 'Pricing' and 'Calculation Method' or delete this addon. |
In order to add a new domain click the right button, as shown below. |
From the dropdown menu choose the one that will be added to the group. |
Now you can set 'Pricing' and 'Calculation Method' or delete this domain. |
Resellers
'Resellers' tab displays all clients from your WHMCS system. You can use it to assign any client to a reseller's group, that will activate them as resellers. |
Assign the new reseller to the chosen group. |
Clients
To see resellers' clients go to the 'Resellers' tab and click the button next to a selected reseller. |
Here you can obtain more details about your customers and their clients. Apart from clients, you can manage here also invoices, transactions and services. |
You can also assign a new client to this reseller. |
Payouts
Statistics
'Statistics' tab allows you to see the amount of sales and income, and the number of clients assigned to resellers. |
Information about sale is also visible in the 'Reseller' tab. |
Logs
'Logs' tab allows you to see the details of the actions that have been already performed. |
Integration Code
In the 'Integration Code' tab you will find the instructions on how to allow your resellers to modify the client area and invoice logo. |
Reseller Documentation
The 'Reseller Documentation' tab enables you to create and modify the documentation visible to specified resellers. The documentation provides guidelines to help resellers handle their panels with ease. |
Choose the resellers to whom the documentation will be visible, enter the name of the documentation and its content. |
From now on, our resellers will be encouraged to read the documentation from the welcome page, when they enter the Reseller Area for the first time. |
Client Area - Reseller
In the client area your can add new subclients and access the Reseller Area. Access to the Reseller Area is granted only to those clients, to whom reseller's groups are assigned in the Resellers Center For WHMCS module. |
Reseller Area
In Reseller Area you can manage clients, define products prices, set up branding, customize email templates and open tickets. |
Clients
Under this tab, you can see a list of reseller's clients and perform various actions. It is possible to log in as a client (1), make an order for a client (2), view client's details (3) and delete a client (4). |
To add a new client, press the button as presented below. |
Fill in all the necessary details in both 'General' and 'Address' sections. Remember to save changes. |
When you enter client's details view (3), you will find here not only his personal details but also information about orders, invoices, services, addons and domains. |
Product Pricing
'Product Pricing' tab enables you to define prices for products, addons and domains you wish to offer to your clients. Remember, you can define prices only within limits shown as placeholders. |
Configuration
In the 'Configuration' tab you are allowed to define 'General Settings' such as your own company name, email signature and logo used across client's client area, emails and invoices. Please notice, that the available reseller configuration options may vary depending on the options you selected in the addon configuration and whether the 'Reseller Invoice' option was enabled for the reseller. Note: Once the configuration of your brand is complete, your reseller will still need to set up a CNAME DNS record if domain is used. |
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'Email Templates' is a place where you can view and edit email templates sent to your clients. To edit an email template, press the 'Edit' button next to the template you wish to alter. |
Finally, edit the email template to suit your needs and press the 'Save Changes' button. Note: During this step you can easily add merge fields using dropdown menus marked on the following screen. |
'Payment Gateways' - this tab is only available if the 'Reseller Invoice' option in the admin area is set to 'Enabled'. In this section, the reseller can set up their own payment gateway ('PayPal', 'Stripe', 'Bank Transfer', '2Checkout, Authorize.Net Aim', 'Checkout.com', 'Payflow Pro' |
Invoices
Here is the detailed list of end clients' all invoices together with their status.
|
Using the 'Action' button on invoices list reseller can also view and manage the invoice details, similarly to how it is done in the admin area. |
Orders
This section allows you to view all of the orders with their chosen payment method and status. |
Promotions
In the 'Promotions' section resellers can generate a fully customizable promo code in order to apply a promotion for products, addons or domains of your choice. Note: You must first enable them in your 'Configuration' section of a specific reseller. |
Click on the symbol, marked on the screen below to create one. |
Now you should see all fields required to properly configure a promotion.
|
By toggling the 'Upgrades / Downgrades' section, you will have a few extra fields to configure.
|
Ordering
There are two ways to add a product to an end client account, we will show you both of them below. |
Assign Product by Reseller
Your resellers can place orders for their own customers as if the orders were for themselves. |
Both your reseller and the end client will receive an order confirmation email. Afterward, when an end client logs in to the WHMCS client area, he/she will be able to view and manage previously ordered products. |
Access Order From The Client Area
Your reseller's clients can view order form with the list of products configured by their resellers. Therefore, your reseller's clients can make orders on their own, using order forms in the client area. |
Tickets Management
If you have not disabled tickets in your addon, your resellers will be able to reply and forward tickets created by their clients. It is only available for tickets department set in the Resellers Center For WHMCS configuration. |
On the screen below you can see a list of all the tickets created by a reseller's clients from the client area. |
You can easily reply to them. |
Client Area - End Client
An end client sees a branded client area. Since the version 3.x of the module end clients are treated as regular WHMCS clients. |
General Relations
Relations between Provider, Reseller and Client |
Payment system: In general Reseller receives a product from the Provider and then provides it further to the End Client. |
Invoicing system:
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Domains & CNAME Records Configuration
In this section you will find guides on how to create a CNAME record in popular control panels. For instance, if a reseller's branded domain is 'reseller.com' and the domain with your WHMCS is 'whmcs.domain.com' , the CNAME needs to be 'www.reseller.com. CNAME whmcs.domain.com.'. |
The domain used by each of the brands must be parked on the main domain. In case a domain cannot be parked or it is a subdomain, you must create the CNAME records that will redirect from the brand domain to the main domain. Only when you have parked your domains can you move to setting the CNAME records on your panels. See the tips below. |
cPanel
1. Log in to your cPanel. |
2. Press 'Simple DNS Zone Editor' under the 'Domains' section. |
3. Select the domain you wish to manage from the menu. Note: This step is required only if you own more than one domain. |
4. Fill in the 'Name' field and the 'CNAME' record and press 'Add CNAME Record'. Note: To define the record's TTL, you have to use 'Advanced DNS Zone Editor'. |
DirectAdmin
1. Log in to your DirectAdmin. |
2. Click 'DNS Administration' . |
3. Afterward, select the desired domain. |
4. Fill in the full domain/subdomain into the CNAME record and press 'Add' next to it. Note: Do not forget to place a full stop at the end. |
Plesk
1. Log in to your Plesk panel. |
2. Press 'Domains' under the 'Hosting Services' section. |
3. Find the domain to be edited, and click on the corresponding Control Panel link. Afterward, proceed to the 'Websites & Domains' tab and press 'DNS Settings' . |
4. Find the domain to be edited and click on the corresponding Control Panel link. Afterward, proceed to 'Websites & Domains' tab and press 'DNS Settings'. |
5. Add a new record or edit the existing one. |
6. Now, change the record type to 'CNAME' and fill in both the 'Domain name' and the 'Canonical name'. Finish by pressing 'OK'. |
Remember to restart your server once it is configured. |
SSL Certificate
If resellers branded domain or your WHMCS main domain are using the SSL connection, they should also support selected certificates. The supported types of certificates:
This is the way WHMCS works. It is not the limitation of our module which is using 'WHMCS System URL' scheme. |
cPanel
Installing the SSL certificate for domains managed from cPanel consists of the following steps: |
1. Log in to your cPanel and press 'SSL/TSLS Manager' under the 'Security' section. |
2. Click on 'Manage SSL sites' under 'Install and Manage SSL for your site (HTTPS)'. |
3. (installing the certificate) Select the domain, paste certificate and the private key, and save the settings. |
4. (using the already installed certificate) Select it from 'Browse Certificates' , and save the settings. |
You can also consider enabling the AutoSSL solution, which should automatically installs domain-validated SSL certificates. Go here for more information. Note: AutoSSL function will rather not work for CNAME entries so you should use virtual hosts (vhosts) instead. |
Tips
1. Currently, there is no possibility for reseller to sell products that are not visible in the main WHMCS system. Hiding a product or a group of products in the main WHMCS will also keep them hidden for reseller's end clients. |
2. If your WHMCS is installed in a subdirectory, your resellers using CNAME record must provide their links with it. For example, reseller.com/main-whmcs-directory instead of reseller.com.. RewriteEngine on RewriteCond %{HTTP_HOST} !^main-whmcs-domain.com$ [NC] RewriteCond %{REQUEST_URI} !^/whmcs-directory/ RewriteRule ^(.*)$ /whmcs-directory/$1 [R=301,L] Result: If hostname is not main-whmcs-domain.com and path is not whmcs-directory', then redirect to resellers domain with /whmcs-directory. |
3. When it comes to our Resellers Center For WHMCS and Social Media Login For WHMCS modules, they are compatible and work faultlessly unless your reseller uses a branded domain. |
4. If you enable the 'Reseller Invoice' option and any invoice is created in the meantime, you will no longer be able to disable this option. |
Update Instructions
Essential guidance through the process of updating the module is offered here. Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price! |
Migration
Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version. Note: Version 3.x currently supports migration from the version 2.5.x of the module and it will only transfer data on resellers, resellers' clients and resellers' groups. |
Common Problems
1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |
2. When you use https on main WHMCS and your reseller passes non-https domain, the end client will see a warning message from browser that the certificates do not match. |
3. Resellers Center For WHMCS is not compatible with our Multibrand For WHMCS module. |
4. Please remember that Resellers Center For WHMCS works flawlessly with WHMCS V6 and V7 along with the officially supported Template 'Six' |