Commissions Manager

Commissions Manager

Developed By Katamaze

Compatible with WHMCS v7.2

▌What is Commissions Manager?

Commissions Manager for WHMCS allows you to manage quickly and easily the payment of commissions to your salespeople or your network of resellers.

▌How does it work?

From a simple interface you can create one-time and recurring commissions, based on a fixed or variable amount or also on percentages for products/services, domains, invoices and even for entire accounts. Commissions can be created manually directly by you or by members of your staff and also automatically by the module itself.

▌What are recurring commissions?

On WHMCS your clients can have recurring products/services with you therefore in the same way you can have recurring commissions. Let's say that you have a client with a monthly hosting account. You can create a recurring commission on this service and pay one of your salespeople under certain conditions. For example, you can pay 10% of the monthly fee to your salesperson for 7 months as long as the client renews and keeps his service active with you. After 7 months the module automatically suspends the recurring commission because it is expired and consequently it stops paying your salesperson.

▌What are automatic commissions?

Automatic commissions allow you to define how much you want to pay to your salespeople for specific products/services or even groups of products/services. As soon as a client completes an order of one of the products in question, he will be asked to specify, if applicable, the name of his sales representative from a list or from a searchable input text. When he confirms, the selected sales representative automatically receive the commission.

▌What happens when the module pays a commission?

It's up to you. If you want full control over the payment of commissions, you can turn off Automatic Commissions and Automatic Checkout. In this way you can manually review every order, decide if you want to pay the commissions and when. On the other hand if you turn on these features the module can automatically handle both processes. If used along with Billing Extension, you have details about transactions that are also available to your salespeople directly in the client area.

▌Is it possible to review and manage existing commissions?

Of course, you can review all commissions and also suspend, terminate, unsuspend and extend recurring ones singularly and globally. The module also gives you many graphs from which you can see the return of investment, balance, income and commissions for every salesperson, ratios, income share and also all events over time.

▌Features list:

  • You can create 8 different types of commissions:
    • One time commission
    • Manual or automatic recurring commissions
    • Account commission for domains
    • Account commission for products/services
    • Account commission for all the rest
    • Dynamic commissions based on the available performance levels globally
    • Dynamic commissions based on the available performance levels per client
    • Clients commissions based on fixed levels
  • The terms of commissions can be defined in 4 different modalities:
    • Fixed amount
    • Percentage
    • Fixed amount + Percentage
    • Fixed amount + Percentage + Auto recalculate
  • For automatic commissions clients are asked to specify, if applicable, their sales representative from a list
  • You add WHMCS users to your group of salespeople
  • Recurring terms of commissions can be customized (forever, 1 month, 2 months, 13 months, 55 months...)
  • The module automatically handles currency rate conversion so don't worry about it
  • It pays commissions only when domains, products or invoices are actually paid by customer
  • The module doesn't pay a commission when the salesperson have already received it
  • The module doesn't allow salespeople to receive commissions for their own services
  • You can "checkout" commissions creating a credit note
  • You can also checkout commissions by adding funds to client balance
  • Recurring commissions can be suspended, unsuspended, terminated and extended (if expired)
  • Commissions can be cancelled, set as pending or in checkout
  • The module provides graphs and detailed stats: income, commissions, balance, return of investment and totals
  • Possibility to automatically checkout commissions when a determinate amount has been reached
  • Possibility to automatically drop commissions in checkout when not claimed within a specified number of days
  • Perfectly integrated with Billing Extension module
  • The module is fully compatible with WHMCS v7, v6 and v5
  • Supports multiple currencies and conversion rates
  • Advanced filters and functionalities
  • Simple and intuitive user interface
  • Uses Smarty templates
  • Multi-language with english and italian already present but you can easily add new languages
  • Entirely based on PDO API for MySQL connections safe from SQL injection

 

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Version Compatibility


Compatible with WHMCS v7.2

Full Version Compatibility


  • Selected versions of WHMCS v7.2
        7.2.0 - 7.2.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0
  • All versions of WHMCS v6.3
  • All versions of WHMCS v6.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0
  • All versions of WHMCS v5.3

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By Katamaze

Changelog

v1.3.6 Released August 8th, 2017

Latest Version


  • Fixed: Wrong function name was causing a Fatal Error for systems that were running CM without BX

 

Previous Versions


v1.3.4 Released June 28th, 2017

View/hide detailed changelog

  • New: Type to search is now available for modals
  • Fixed: A small issue with relative paths was causing a problem with jQuery not loading properly in the module
  • Fixed: Secondary Navbar of Add Commission was visible in other pages

 

v1.3.3 Released November 10th, 2016

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  • New: You can now apply taxes to Credit Notes
  • Improved: One-time commissions are now calculated based on the subtotal (tax-exclusive)
  • Improved: Many improvements to credit notes and add funds for the earnings of salespeople
  • Improved: The code of some functions has been improved a lot

 

v1.3.2 Released October 6th, 2016

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  • New: In this release we made countless changes and improvements so that the module can work with all versions of WHMCS 5, 6 and 7
  • New: The module is fully compatible with WHMCS v7, v6 and v5
  • New: WHMCS 5 has no native support for AjaxModals but we managed to add this feature
  • Improved: Many HTML/CSS/js improvements
  • Improved: The module has been retested to confirm that it works properly with WHMCS v7
  • Improved: Of course we have also verified that the same package still works with WHMCS v6 and v5
  • Improved: Even if WHMCS 5, 6 and 7 are very different from each other, the template files can automatically adapt to the version in use in your system
  • Improved: We've added and/or extended support for jQuery and Bootstrap on the old WHMCS 5
  • Improved: Same goes for Font Awesome Icons. Now they work correctly even on WHMCS 5
  • Improved: We have included the latest version of Font Awesome Icons for all versions of WHMCS
  • Improved: Small imperfections in the front-end page have been fixed
  • Changed: Normalized several Smarty plugins so modifiers can keep working also with older version of Smarty

 

v1.3.1 Released September 21st, 2016

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  • New: Next to every paid and invoiced commission administrators and salespeople can now find a link to open the invoice in question
  • Improved: Dedicated descriptions for the new volume-based commissions (Levels) on invoices

 

v1.3.0 Released September 20th, 2016

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  • New: Dynamic commissions based on the available performance levels per client
  • New: Dynamic commissions based on the available performance levels globally
  • New: Fixed commissions based on the available levels per client
  • New: New page that can be used to assign the new type of commissions
  • New: Reassign earnings and recurring subscriptions to different salespeople
  • New: You can now find all earnings related to any recurring commission and and vice versa
  • New: Lot of new features and informations in the clientarea page
  • Improved: Infoboxes in Statistics page are now displayed in a better way
  • Improved: The module now automatically removes, if present, the sidebar from the frontend page
  • Improved: Many new mouseover tooltips that show additional informations
  • Improved: Improvements to CSS/HTML/jQuery
  • Improved: Improvements to language files
  • Improved: Loading indicator below Subscriptions table doesn't stop spinning. Now it does.
  • Improved: Manage Commissions and Earnings pages have been redesigned. Now they're more compact
  • Improved: Consequently also the front-end page has been redesigned
  • Improved: The script that calculates recurring commissions for entire accounts has been improved
  • Improved: Font-awesome is now included in the module
  • Improved: We have re-tested all previously test components to ensure that they still operate with all the new features
  • Changed: Small imperfection in the tpl file of clientarea
  • Changed: After so many releases, we decided to change the look of mouseover tooltips
  • Changed: We replaced javascript-based expand/collapse boxes with bootstrap
  • Changed: We replaced many images/icons with Fontawesome icons
  • Changed: The structure of tables used by the module in the database has been changed in order to support new features
  • Fixed: A conflict between 2 jQuery scripts was preventing mouseover hints from appearing in the back-end

 

v1.2.1 Released September 5th, 2016

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  • New: The new clientarea page can be customized to show or hide sensitive data to your sales rep. (ROI, your balance, income etc.)
  • New: The style of the new clientarea page can be colorful or with shades of gray
  • New: In the new clientarea page there are now more informations available to your sales rep.
  • New: Still in this page your sales rep. can now find a new table that contains all details about their existing recurring commissions
  • New: The module now uses the same date format that you are using in your WHMCS
  • Improved: The jquery script that shows you a preview of the ROI now shows only 2 decimal places
  • Improved: The same jquery has been updated so that now it shows "zero" values instead of empty ones
  • Improved: The pagination of records has been improved
  • Changed: The entire clientarea page for Commissions has been redesigned (preview 1, preview 2)
  • Changed: The Summary page in the back-end now has a new tab from which you can customize various settings about your front-end (preview)

 

v1.2.0 Released August 30th, 2016

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  • New: The module now has a front-end page that can be used by salespeople to view, search and filter earnings and existing commissions
  • New: The access to the new front-end page can be turned on/off from the configuration of the module
  • New: When the access to the new front-end page is enabled, the module automatically adds a button in the navbar
  • New: Earnings page now shows Date Paid column for paid commissions
  • Improved: Earnings page has been updated so that it looks more compact
  • Improved: Small improvements to HTML/CSS
  • Improved: The info-box of Earning page has been updated to include more informations

 

v1.1.2 Released August 11th, 2016

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  • New: You can now choose between "Type to search" and "Dropdown list" to select salespersons and clients in the back-end interface
  • Improved: Due to recent changes to Highcarts, the JavaScript library that the module uses to generate graphs, we added a function that automatically detects the version installed in your WHMCS. Long story short graphs will always work
  • Improved: Small HTML/CSS improvements in 4 .tpl files

 

v1.1.1 Released June 8th, 2016

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  • Improved: Strongly improved logic in various areas of the code
  • Improved: In Earnings page currency exchange rates are shown only when system currency and invoice currency are different
  • Improved: You can now find "No data available" message in place of empty graphs
  • Fixed: We found and fixed a bug that was causing an issue with the module refusing to pay automatic commissions under certain conditions
  • Fixed: The "Not Applicable" button wasn't working as expected
  • Fixed: Automatic commissions were not performing currency rate conversion

 

v1.1.0 Released May 30th, 2016

View/hide detailed changelog

  • New: Full support for automatic-commissions
  • New: Create and configure automatic-commissions for products or groups of products
  • New: Define your group of salespeople that are allowed to use automatic-commissions
  • New: The module doesn't allow salespeople to receive commissions for their own orders
  • New: You can let your clients choose their sales representative from a new dedicated page of the clientarea
  • New: When your clients choose their sales representative, you can list them in a dropdown or in a search box
  • New: Everytime there's a new order that has been successfully paid, the module automatically verifies if there's also a commission to pay
  • New: When there's a commission to pay, the client is automatically redirected to a page from which he must specify, if applicable, his sales representative
  • New: You can now suspend, unsuspend and terminate existing recurring automatic-commissions massivelly in one click
  • New: Filter commissions by insertion type (manual or automatic)
  • Improved: The code of the navbar (HTML/CSS/jQuery) has been improved
  • Improved: Improved navigation between pages of the module
  • Changed: The colors of buttons (suspend, terminate, unsuspend etc.) now better reflect their purpose
  • Changed: Dedicated success message displayed when checking out commissions without creating a credit note
  • Changed: Many changes have been made to several template files in order to fully support new features
  • Changed: All the existing action hooks have been updated to work with all the new features of the module properly
  • Changed: The Activation and Deactivation functions have been updated in line with the new structure of the module in the database
  • Fixed: Removed big blocks of HTML in Manage Commissions, Earnings and Checkout template files. They were completely useless
  • Fixed: Small issues with jQuery scripts

 

v1.0.4 Released May 24th, 2016

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  • New: You can now permanently delete cancelled commissions from your system
  • New: Hints added in all pages of the module. You can disable hints from the configuration
  • New: All pages used to add commissions are now responsive
  • Improved: Small improvements to jQuery code
  • Improved: Reduced the size of some template files
  • Improved: Improved the quality of English and Italian translation of the module
  • Improved: The code of some functions has been improved
  • Changed: The entire navbar has been redesigned
  • Changed: All pages used to add commissions have been redisgned
  • Fixed: Some small HTML/CSS inaccuracies has been fixed
  • Fixed: Misleading error appearing when trying to checkout a commissions without creating a credit note
  • Fixed: All language files have been updated since we noticed that it was not possible to translate all variables

 

v1.0.3 Released January 13th, 2016

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  • Improved: Added support for localkey. Long story short the module now loads faster
  • Improved: On some servers base64 function is disabled and this causes the pages of the module to load slower. We then developed a replacement for base64 when the module detects that this function is disabled on your server
  • Improved: To ease the translation of the module, we've already included all language files in the module
  • Improved: Improved translations and instructions for Highcharts
  • Fixed: Very complex bug when accessing WHMCS from multiple hostnames

 

v1.0.2 Released September 29th, 2015

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  • New: The module is now fully compatible with WHMCS V6
  • Improved: CSS, template files and jQuery have been updated to automatically recognize if you are running WHMCS 6 or greater versions and consequently adapt to its style and libraries
  • Improved: In order to fully support version 6 of WHMCS, every single feature has been re-tested

 

v1.0.1 Released August 9th, 2015

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  • New: You can now download the module for PHP 5.4 or newer and 5.3 or older directly from client area
  • Fixed: Bug with the integration with Billing Extension

 

v1.0.0 Released May 30th, 2015

View/hide detailed changelog

  • New: You can create 5 different type of commissions: One time commission, Recurring commission, Account commission for domains, Account commission for products/services, Account commission for all the rest
  • New: The terms of commissions can be defined in 4 different modalities: Fixed amount, Percentage, Fixed amount + Percentage, Fixed amount + Percentage + Auto recalculate
  • New: Recurring terms of commissions can be customized (forever, 1 month, 2 months, 13 months, 55 months...)
  • New: The module automatically handles currency rate conversion so don't worry about it
  • New: It pays commissions only when domains, products or invoices are actually paid by customer
  • New: The module doesn't pay a commission when the salesperson have already received it
  • New: You can Checkout commissions creating a credit note
  • New: You can also checkout commissions by adding funds to client balance
  • New: Recurring commissions can be suspended, activated or cancelled
  • New: Commissions can be cancelled, set as pending or in checkout
  • New: The module provides graphs and detailed stats: income, commissions, balance, return of investment and totals
  • New: Perfectly integrated with Billing Extension module
  • New: Supports multiple currencies and conversion rates
  • New: Advanced filters and functionalities
  • New: Simple and intuitive user interface
  • New: Uses Smarty templates
  • New: The module supports multi-language
  • New: New language: English
  • New: New language: Italian
  • New: Entirely based on PDO API for MySQL connections safe from SQL injection

 

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