Affiliate Tab - Revision history

SarahK: Redirected page to Affiliates Tab

2022-06-30T17:56:03Z

Redirected page to Affiliates Tab

SarahK at 18:17, 18 April 2022

2022-04-18T18:17:44Z

SarahK at 13:48, 15 April 2022

2022-04-15T13:48:08Z

SarahK at 13:10, 15 April 2022

2022-04-15T13:10:56Z

SarahK at 13:10, 15 April 2022

2022-04-15T13:10:42Z

SarahK at 13:10, 15 April 2022

2022-04-15T13:10:22Z

SarahK at 13:09, 15 April 2022

2022-04-15T13:09:59Z

SarahK at 13:06, 15 April 2022

2022-04-15T13:06:34Z

SarahK at 20:59, 24 January 2022

2022-01-24T20:59:19Z

SarahK at 18:17, 13 September 2021

2021-09-13T18:17:05Z

← Older revision		Revision as of 17:56, 30 June 2022
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−	~~{{General Settings}}<br/>~~	+	#REDIRECT [[Affiliates Tab]]
−
−	~~The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates\|affiliate system]].~~
−
−	~~You can access this tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.~~
−
−	~~<div class="docs-alert-info">~~
−	~~<span class="title">Override Settings</span><br />~~
−	~~You can override these settings on a per-affiliate basis at '''Clients > [[Manage Affiliates]]'''.~~
−	~~</div>~~
−
−	~~=== Enable/Disable ===~~
−
−	~~Check to enable the affiliate system. Activated affiliates will receive rewards when they refer new customers to you using their unique affiliate link.~~
−
−	~~For steps to activate affiliates, see [[Affiliates]].~~
−
−	~~=== Affiliate Earning Percentage ===~~
−
−	This is the default percentage to pay as commission on all products and services. For example, if you set this to <tt>5</tt>, the affiliate will earn five percent of each invoice their referred customer pays you.
−
−	~~You can override this commission at the product level and individual affiliate level so that different commissions are received for specific cases.~~
−
−	~~=== Affiliate Bonus Deposit ===~~
−
−	This is the default amount to set as a new affiliate's starting balance when they join your affiliate program. This allows you to offer an incentive to new affiliates and lets them reach their first withdrawal level more quickly.
−
−	~~=== Affiliate Payout Amount ===~~
−
−	~~This is the minimum amount required to allow affiliates to withdraw their commission balance (for example, requiring a balance of $50 or more in order to make a withdrawal).~~
−
−	~~When a customer’s commission balance is below this level, they cannot withdraw the money and will not see the '''Request Withdrawal''' button.~~
−
−	~~=== Affiliate Commission Delay ===~~
−
−	This is the number of days between the date of sale and the availability of the commission payment. The '''Affiliate Commission Delay''' setting helps you avoid paying commission on transactions that are later disputed, cancelled, or refunded within a few days of payment. This setting applies to commissions for both initial orders and renewals.
−
−	~~Set this value to a number of days after which you believe most fraudulent transactions would have been reported to you.~~
−
−	* We recommend a minimum '''Affiliate Commission Delay''' value of <tt>1</tt>.
−	* We recommend setting this to <tt>30</tt> or <tt>60</tt> days.
−	* Setting this value to <tt>0</tt> will cause commissions to clear immediately, skipping the '''Pending''' status.
−
−	At the time of payment, the affiliate's '''Pending Commissions Balance''' will increase by the amount of commission for the order but their '''Available to Withdraw Balance''' will not. WHMCS only awards commission if the product or service is in the '''Active''' status when payout would occur according to your settings.
−
−	* This is either at the end of the delay period or, if you did not set a delay period, immediately.
−	* If it is in another status, the commission will be removed and can only be awarded manually.
−
−	~~==== Affiliate Commission Reversals ====~~
−
−	~~In WHMCS 8.3 and later, in addition to the '''Affiliate Commission Delay''' setting above, you can perform reversals on commission.~~
−
−	When you refund a transaction at '''Billing > [[Invoicing\|Invoices]]''' that incurred an affiliate commission and uses a payment gateway that supports reversals, one of the following scenarios will occur:
−
−	* If you are giving a full refund, WHMCS will perform the reversal automatically.
−	* If you are giving a partial refund, you can choose whether to perform the reversal.
−
−	~~=== Payout Request Department ===~~
−
−	~~When a client requests a payout a support ticket will be created, use this option to select in which department these tickets are created.~~
−
−	~~=== Affiliate Links ===~~
−
−	~~The banner codes that your affiliates can use to refer customers to you. The syntax is explained beneath the text area.~~
−
−	~~For more information, see~~ [[Affiliates]].

← Older revision		Revision as of 18:17, 18 April 2022
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	=== Affiliate Links ===		=== Affiliate Links ===

−	The banner codes that your affiliates can use to refer customers to you. The syntax is explained beneath the text area. For more information, see [[Affiliates]].	+	The banner codes that your affiliates can use to refer customers to you. The syntax is explained beneath the text area.
		+
		+	For more information, see [[Affiliates]].

@@ Line 3: / Line 3: @@
 The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates|affiliate system]].
-You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+You can access this tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 <div class="docs-alert-info">

← Older revision		Revision as of 13:10, 15 April 2022
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−	{{General Settings}}~~<br/>~~<br/>	+	{{General Settings}}<br/>

	The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates\|affiliate system]].		The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates\|affiliate system]].

← Older revision		Revision as of 13:10, 15 April 2022
Line 1:		Line 1:
−	{{General Settings}}	+	{{General Settings}}<br/><br/>

	The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates\|affiliate system]].		The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates\|affiliate system]].

@@ Line 1: / Line 1: @@
 <br/><br/>{{General Settings}}
-The '''Affiliates''' tab allows you to configure the WHMCS affiliate system.
+The '''Affiliates''' tab allows you to configure the WHMCS [[Affiliates|affiliate system]].
 You can access this tab at at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
@@ Line 9: / Line 9: @@
 You can override these settings on a per-affiliate basis at '''Clients > [[Manage Affiliates]]'''.
 </div>
 === Enable/Disable ===

@@ Line 1: / Line 1: @@
 <br/><br/>{{General Settings}}
 The '''Affiliates''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings''', allows you to configure the WHMCS affiliate system. For more information about affiliates in WHMCS, see [[Affiliates]].
 In this tab, you can configure the following settings:
 === Enable/Disable ===
@@ Line 12: / Line 10: @@
 For steps to activate affiliates, see [[Affiliates]].
 === Affiliate Earning Percentage ===
@@ Line 19: / Line 16: @@
 You can override this commission at the product level and individual affiliate level so that different commissions are received for specific cases.
 === Affiliate Bonus Deposit ===
 This is the default amount to set as a new affiliate's starting balance when they join your affiliate program. This allows you to offer an incentive to new affiliates and lets them reach their first withdrawal level more quickly.
 === Affiliate Payout Amount ===
@@ Line 31: / Line 26: @@
 When a customer’s commission balance is below this level, they cannot withdraw the money and will not see the '''Request Withdrawal''' button.
 === Affiliate Commission Delay ===
@@ Line 47: / Line 41: @@
 * This is either at the end of the delay period or, if you did not set a delay period, immediately.
 * If it is in another status, the commission will be removed and can only be awarded manually.
 ==== Affiliate Commission Reversals ====
@@ Line 57: / Line 50: @@
 * If you are giving a full refund, WHMCS will perform the reversal automatically.
 * If you are giving a partial refund, you can choose whether to perform the reversal.
 === Payout Request Department ===
 When a client requests a payout a support ticket will be created, use this option to select in which department these tickets are created.
 === Affiliate Links ===
 The banner codes that your affiliates can use to refer customers to you. The syntax is explained beneath the text area. For more information, see [[Affiliates]].