WHMCS---Managing Affiliates

To manage affiliates and view their referrals and earning balance, go to Clients > Manage Affiliates. This is the one central location that allows you to manage and view everything affiliate related.

Assigning an Affiliate to an Existing Order

To assign an affiliate to an order which has already been placed and shows no referral, go to Orders > List and locate the order you want to assign to the affiliate. Once located, click on the Order ID number to open the details for that order. Scroll down to the Affiliate Referral section at the bottom of the page and then choose the Affiliate you want to assign the order to and click Submit to apply it.

Paying Commission for an already paid order

There may be some instances where you apply an affiliate to an order after it has been paid for and that would mean the affiliate has then missed out on the initial commission for that order. To correct that, after assigning the affiliate with the steps above, open the affiliates page (see Managing Affiliates above) and then on the Referrals list for the affilate, click the Pay Now button next to the new account. That will perform the equivalent action of an invoice being paid by the end user for a referred order in terms of crediting the affiliate.

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