Quick start

Reseller Manager turns your WHMCS admin users into a two-tier reseller network. This guide walks from install to first commission payout in under 15 minutes.

1. Install and activate

1. Download reseller_manager_v1.0.0.zip and extract into your WHMCS root directory.
2. WHMCS admin → Configuration → Addon Modules → Reseller Manager → Activate.
3. Tick the admin roles allowed to access the module, paste your license key, click Save Changes.

Top menu Addons → Reseller Manager now opens the module. On activation it creates 6 tables: mod_reseller_admins, mod_reseller_customers, mod_reseller_commissions, mod_reseller_audit_log, mod_reseller_notifications, mod_reseller_config.

2. Mark your first reseller

In Resellers (the leftmost tab) you see every WHMCS admin. To mark one as a reseller:

1. Click Configure on the row.
2. Fill New Order Commission Rate (%) and Renewal Commission Rate (%) — e.g. 5 / 3 means 5% of new-order amount and 3% of renewal amount go to the reseller.
3. Leave Parent Reseller as — (Top Level) for now (we add the second tier in step 4).
4. Click Save. The admin now has a green RESELLER badge.

3. Assign customers

Two ways for a reseller to gain customers:

A. Admin assignment — go to Customer Pool (Resellers tab, you must be super-admin to see this view) and click Release to Pool on an existing assigned customer to make it claimable; or directly Claim the customer for a specific reseller.

B. Reseller self-claim — the reseller logs into WHMCS and visits Addons → Reseller Manager → Customer Pool. Unassigned customers are visible there with a Claim button. After claiming, the reseller has 30 days to land that customer's first order or it returns to the pool.

4. Add a second tier (two-tier hierarchy)

This is the headline feature. Mark a second admin as reseller, but this time:

1. Click Configure on the row.
2. Set New Order Rate / Renewal Rate as usual (the direct commission for that admin).
3. Parent Reseller — pick the upper-tier reseller from the dropdown. Cycles are auto-detected.
4. Indirect New Order Rate (%) / Indirect Renewal Rate (%) — what the parent earns on this reseller's orders. e.g. parent gets 2% / 1% on each downline transaction.
5. Save.

Now every paid invoice from the downline reseller's customer triggers two commission records: level=1 to the downline (direct) and level=2 to the parent (indirect). Both are visible in the Commissions tab with status pending.

5. Track and approve commissions

The Commissions tab lists every recorded commission with filters by reseller, status, and date range.

• Default new entry has status pending → you can confirm (status confirmed) and later mark paid.
• Use CSV Export to send to your accountant — exported file contains a level column (1 = direct, 2 = indirect).

6. Settings to know

In Settings the common knobs:

• Pool deadline (days) — how long a reseller has to land first order before losing a claimed customer (default 30).
• Reminder days — when to email the reseller about an upcoming invoice due date (default 7,3,1).
• Reseller can edit rates — allow downline resellers to self-edit their own rates (default off).
• Per page — rows per page in tables (default 20).

7. What downline resellers see

Critical: downline resellers (any admin marked as reseller) only see their own customers and their own commissions. The downline view never exposes individual customer-level data of their downline — only aggregated totals (downline count, total transactions, total commission earned).

This is intentional: the upper-tier reseller can audit downline activity in aggregate but cannot see the underlying customer list, protecting the downline's book of business.