Difference between revisions of "Reseller License Manager"

From WHMCS Documentation

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''' - Addon Name:''' Reseller License Manager<br />
+
== About this Addon Module ==
''' - Latest Version:''' 4.0.0<br />
 
''' - Release Date:''' 30th June 2021<br />
 
''' - Compatible With:''' WHMCS 7.3 and later. Latest WHMCS 8.x is recommended.
 
  
The WHMCS Reseller License Manager is an add-on designed for members of the WHMCS Reseller Program.
+
<div class="docs-alert-success">
 +
We added this module in WHMCS 7.3. However, for the best experience, we '''strongly''' recommend using it with WHMCS 8.0 or later.
 +
</div>
 +
 +
The WHMCS Reseller License Manager is an addon for members of the WHMCS Reseller Program.
  
The add-on integrates with WHMCS to provide a drop-in solution for managing, issuing and assigning licenses to customers.
+
The addon integrates with WHMCS to provide the following features:
  
Functionality includes:
+
* View all license keys within your account.
 +
* Associate license keys with customers' products and services.
 +
* Automate issuance and assignment of license keys for new customer signups.
 +
* Manage license keys, including reissuance, upgrades, reservations, and cancellations.
 +
* Provision new licenses.
 +
* View client limit status and automated email notifications and upgrades.
 +
 +
<table class="table" style="text-align:center;margin:1em 1em 1em 0;background:#F9F9F9;border:1px #AAA solid;border-collapse:collapse;width:100%;">
 +
<tr>
 +
<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Addon Name</th>
 +
<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Latest Release</th>
 +
<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Current Version</th>
 +
<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Compatible With</th>
 +
<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Included in WHMCS</th>
 +
</tr>
 +
<tr>
 +
<td style="border:1px #AAA solid;padding:0.2em;">Reseller License Manager</td>
 +
<td style="border:1px #AAA solid;padding:0.2em;">19th July 2021</td>
 +
<td style="border:1px #AAA solid;padding:0.2em;">4.0.7</td>
 +
<td style="border:1px #AAA solid;padding:0.2em;">WHMCS 7.3 and later</td>
 +
<td style="border:1px #AAA solid;padding:0.2em;color:darkred;">No</td>
 +
</tr>
 +
</table>
  
* Ability to view all license keys within your account
+
== Activating Reseller License Manager ==
* Ability to associate license keys with customers products & services
 
* Automated license key issueing and assignment to new customer signups
 
* License key management including reissues, upgrades, reserving and cancellation
 
* Ability to provision new licenses
 
* Client limit status visibility and automated email notifications/upgrades
 
  
==Download==
+
Before you can activate this addon, you must download and install it.
  
To download the add-on, visit the Reseller Portal located within our Members Area at the url below.
+
To do this:
  
https://www.whmcs.com/members/resellerportal.php
+
# Download the addon [https://www.whmcs.com/members/reseller here].
 +
# Unzip the ZIP file to a directory on your computer.
 +
# Upload the files to the <tt>/modules/addons/whmcslicenses/</tt> directory in your WHMCS installation.
 +
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 +
# Click '''Activate''' for '''WHMCS License Manager'''.
 +
# Click '''Configure'''.
 +
# Select the admin role groups that will have access to this addon.
 +
# Click '''Save Changes'''. 
 +
# Go to '''Addons > WHMCS License Manager''' to verify that the installation succeeded.
 +
# Enter your registered email address and API key for the reseller API:[[Image:whmcslicenses_splash.png|900px|WHMCS Licenses Splash Screen]]<div class="docs-alert-info">If you do not have a reseller API key, [https://www.whmcs.com/members/reseller click here].</div>
  
==Installation==
+
== Using this Addon ==
  
To install the add-on, follow the steps below.
+
=== Bundled Offering ===
  
# Download the latest add-on files from https://www.whmcs.com/members/resellerportal.php
+
A bundled offering allows you to include a free WHMCS license with certain purchases (for example, with a reseller hosting package).
# Unzip the zip file download to a directory on your computer
 
# Upload the files to the ''~/modules/addons/whmcslicenses/'' directory within your WHMCS installation
 
# Login to the admin area and navigate to  '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Addon Modules''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 
# Locate '''WHMCS License Manager''' in the list of Addon Modules and hit the Activate button
 
# Ensure your administrator role group is granted permission to access the add-on and hit Save.
 
#:[[File:whmcslicenses_splash.png|thumb|WHMCS Licenses Splash Screen]]
 
  
Now visit '''Addons > WHMCS License Manager''' to verify the installation was successful.
+
To configure bundled offerings:
  
Enter your registered Email Address and API Key for the Reseller API on the splash screen shown.
+
# Go to '''Addons > WHMCS License Manager'''.
<div class="docs-alert-info">If you do not have a Reseller API Key yet, visit https://www.whmcs.com/members/resellerportal.php to generate one</div>
+
# Click '''Automation Setup'''.[[File:whmcslicenses_bundled_offering.png|thumb|WHMCS Licenses Bundled Offering]]
 +
# Under '''Bundled Offering''', select the products that will include free licenses with their initial purchase.
 +
#* You can choose between issuing a ''Starter'' or ''Plus'' license as a bundled license.
 +
#* The system will not charge the customer for a bundled license.
 +
#* Each product can only have a single license type.[[Image:whmcslicenses_paid_addons.png|thumb|WHMCS Licenses Bundled Offering]]
  
==Upgrading==
+
=== Paid Addon Purchase ===
  
To upgrade the add-on to a new version, follow the steps below.
+
A paid addon offering allows you to offer a WHMCS license as an optional extra product addon during the initial order process.
  
# Download the latest add-on files from https://www.whmcs.com/members/resellerportal.php
+
To configure a paid addon offering:
# Unzip the zip file download to a directory on your computer
 
# Upload the files to the ''~/modules/addons/whmcslicenses/'' directory within your WHMCS installation, overwriting all existing files
 
  
Login to your WHMCS admin area and visit '''Addons > WHMCS License Manager''' to verify the update was successful.
+
# Go to '''Addons > WHMCS License Manager'''.
 +
# Click '''Automation Setup'''.
 +
# Under '''Paid Add-on Purchase''', locate a product addon for the license type you wish to offer:
 +
## If there is one, click on it and modify the '''Applicable Products''' list to include the products to offer it with.
 +
## If there is not one, create one in one of the following locations:
 +
##* Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Product Addons]]''', selecting '''WHMCS License Reselling''' as the module.
 +
##* Click '''Create Missing License Products''' in the '''Automation Setup''' tab.
 +
 
 +
===Settings===
 +
 
 +
[[Image:whmcslicenses_settings.png|900px|WHMCS Licenses Settings]]
 +
 
 +
====Client Upgrades====
 +
 
 +
Enable this option to send an email when your clients are approaching, or have exceeded, the client limit for their license product. The client will be able to place an order for an upgrade to the next available license tier.
 +
 
 +
The link will not display on the service details page.
 +
 
 +
====Notify Clients Approaching Limit====
 +
 
 +
<div class="docs-alert-info">This setting is only available if you have disabled client upgrades.</div>
 +
 
 +
Enable this option to send clients an automated email notification when they reach the approaching client limit warning level.
 +
 
 +
====Approaching Limit Email====
 +
 
 +
<div class="docs-alert-info">This setting is only available if you have disabled client upgrades.</div>
 +
 
 +
Select the email template to send when the '''Notify Clients Approaching Limit''' option (above) is enabled:
 +
 
 +
* This defaults to ''WHMCS License Client Limit Imminent''.
 +
* You can edit email templates at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
 +
 
 +
====Notify Clients At Limit====
 +
 
 +
<div class="docs-alert-info">This setting is only available if you have disabled client upgrades.</div>
 +
 
 +
Enable this option to send clients an automated email notification when they reach the client limit.
 +
 
 +
====At Limit Email====
 +
 
 +
<div class="docs-alert-info">This setting is only available if you have disabled client upgrades.</div>
 +
 
 +
Select the email template to send when the '''Notify Clients At Limit''' option (above) is enabled:
 +
 
 +
* This defaults to ''WHMCS License Client Limit Reached''.
 +
* You can edit email templates at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
 +
 
 +
====Check for Unassigned License Keys====
 +
 
 +
Enable this option to find the first unassigned license key that is already active in your reseller account. This option can slow down provisioning if a large number of licenses are active in your account.
 +
 
 +
== Upgrading ==
 +
 
 +
To upgrade the addon to a newer version:
 +
 
 +
# [https://www.whmcs.com/members/reseller Download the newest version of the addon.]
 +
# Unzip the ZIP file to a directory on your computer.
 +
# Upload the files to the <tt>/modules/addons/whmcslicenses/</tt> directory in your WHMCS installation, overwriting all existing files
 +
# Log in to the Admin Area.
 +
# Go to  '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 +
# Locate '''WHMCS License Manager''' in the list of addon modules.
 +
# Click '''Activate'''.
 +
 
 +
Versions 4.0 and later of this addon include a self-serve automated license upgrade process for end users.
 +
 
 +
When a license key reaches or exceeds the client limit, customers will receive an email containing a link to upgrade their license. They will see a page listing their current license, the new license type (based on the active clients), and the cost difference for the upgrade.
 +
 
 +
[[File:whmcs-rlm-upgrade-preview.png|800px]]
 +
 
 +
The system calculates upgrade costs on a prorata basis by billing the new product price for the number of days between today and the next due date, applying a credit for the days remaining until the next due date at the current product price.
 +
 
 +
If the customer continues, the system generates an invoice that they can pay using any available payment gateway.  After payment succeeds and the system applies it to the invoice, the system will upgrade the license key instantly.
 +
 
 +
[[File:whmcs-rlm-upgrade-invoice.png|800px]]
 +
 
 +
Invoices will remain in an ''Unpaid'' status for up to 24 hours. If it remains unpaid after that time, the system will automatically cancel the invoice. After this, the customer must follow the link again to see the revised upgrade price calculation and generate another invoice.
 +
 
 +
The pricing configuration in your product addons for WHMCS license types determines prices for the upgrade. To ensure that the system can perform upgrades for all license tiers, make certain that you have a product addon for each available WHMCS license tier.
 +
 
 +
The '''Automation Setup''' page provides a list of product addons that exist for each WHMCS license tier. You can also auto-create product addons for any license tiers for which you do not currently have an addon product.
 +
 
 +
== Troubleshooting ==
 +
 
 +
''N/A''
  
 
== Changelog==
 
== Changelog==
 +
 
===v4.0.0===
 
===v4.0.0===
 +
 
* Performance improvements should make pages within the addon faster to load
 
* Performance improvements should make pages within the addon faster to load
 
* A new provisioning module is now included for the provisioning and management of WHMCS Licenses and should be assigned to all product addons used for WHMCS licenses.
 
* A new provisioning module is now included for the provisioning and management of WHMCS Licenses and should be assigned to all product addons used for WHMCS licenses.
Line 71: Line 180:
 
* A 'Migration License Product' Product Addon is created and assigned automatically for any WHMCS licenses that were previously assigned using the 'custom addon' functionality. If no custom addons existed, this migration product will not have been created.
 
* A 'Migration License Product' Product Addon is created and assigned automatically for any WHMCS licenses that were previously assigned using the 'custom addon' functionality. If no custom addons existed, this migration product will not have been created.
  
==Usage==
+
===v4.0.1===
===Configuration===
+
 
To complete the basic configuration and start reselling WHMCS licenses, follow these steps:
+
* RLM-62 - Add backwards compatibility for WHMCS v8.1 and earlier
 +
 
 +
===v4.0.2===
  
# Navigate to '''Addons > WHMCS License Manager'''
+
* RLM-63 - Correct Trait automatic loading
# Click ''Automation Setup''
 
[[File:whmcslicenses_bundled_offering.png|thumb|WHMCS Licenses Bundled Offering]]
 
# Under the Bundled Offering section, select the licence type you wish to offer free of charge with each product.
 
#* Only the Starter and Plus licenses are available.
 
#* Each product can only be assigned to a single license type.
 
# Under the Paid Add-on Purchase section, you can see the product addons that are currently configured to provide a WHMCS license on purchase and which license product will be provided.[[File:whmcslicenses_paid_addons.png|thumb|WHMCS Licenses Paid Add-on Purchase]] You can create the addons first via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons''' (or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons)''', or by using the "Create Missing License Products" button at the bottom of the table.
 
  
===Settings===
+
===v4.0.3===
[[File:whmcslicenses_settings.png|thumb|WHMCS Licenses Settings]]
+
 
====Client Upgrades====
+
* RLM-64 - Ensure correct addons are associated with the WHMCS License Reselling Module
Enable this option to allow your clients to receive an email when they are approaching, or exceeded, the client limit for their license product. The client will be able to place an order for an upgrade to the next available license tier.
+
 
 +
===v4.0.4===
  
====Notify Clients Approaching Limit====
+
* RLM-66 - Show license key custom field when viewing the addon details in the client area
<div class="docs-alert-info">Only available when Client Upgrades are disabled.</div>
 
  
Enable this option to send clients an automated email notification when they reach the approaching client limit warning level.
+
===v4.0.5===
  
====Approaching Limit Email====
+
* RLM-67 - Correct exception when manually assigning licenses
<div class="docs-alert-info">Only available when Client Upgrades are disabled.</div>
+
* RLM-68 - Resolve connection issue for  WHMCS v7.10
 +
* RLM-69 - Correct cancellation of addon service when cancelling license
  
Select the email template to be sent when the above option is enabled. Default: WHMCS License Client Limit Imminent. The email template can be edited via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
+
===v4.0.6===
  
====Notify Clients At Limit====
+
* RLM-70 - Resolve uncaught exception on manual license assignment
<div class="docs-alert-info">Only available when Client Upgrades are disabled.</div>
 
  
Enable this option to send clients an automated email notification when they reach the client limit.
+
===v4.0.7===
  
====At Limit Email====
+
* RLM-72 - On license upgrade, ensure Client Limit and License Type display correctly
<div class="docs-alert-info">Only available when Client Upgrades are disabled.</div>
+
* RLM-73 - Allow provisioning of new Business license products
 +
* RLM-74 - Correct query for license assignment on existing Service Addon
  
Select the email template to be sent when the above option is enabled. Default: WHMCS License Client Limit Reached. The email template can be edited via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
+
===v4.0.8===
  
====Check for Unassigned License Keys====
+
* RLM-77 - Improve load performance of license list page
Enable this option to find the first unassigned license key already active within your reseller account on module provision. When enabled, this option can slow down provisioning if a large number of licenses are active in your account.
+
* RLM-79 - PHP 8.1 Support

Latest revision as of 00:05, 18 February 2023

About this Addon Module

We added this module in WHMCS 7.3. However, for the best experience, we strongly recommend using it with WHMCS 8.0 or later.

The WHMCS Reseller License Manager is an addon for members of the WHMCS Reseller Program.

The addon integrates with WHMCS to provide the following features:

  • View all license keys within your account.
  • Associate license keys with customers' products and services.
  • Automate issuance and assignment of license keys for new customer signups.
  • Manage license keys, including reissuance, upgrades, reservations, and cancellations.
  • Provision new licenses.
  • View client limit status and automated email notifications and upgrades.
Addon Name Latest Release Current Version Compatible With Included in WHMCS
Reseller License Manager 19th July 2021 4.0.7 WHMCS 7.3 and later No

Activating Reseller License Manager

Before you can activate this addon, you must download and install it.

To do this:

  1. Download the addon here.
  2. Unzip the ZIP file to a directory on your computer.
  3. Upload the files to the /modules/addons/whmcslicenses/ directory in your WHMCS installation.
  4. Go to Configuration () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules.
  5. Click Activate for WHMCS License Manager.
  6. Click Configure.
  7. Select the admin role groups that will have access to this addon.
  8. Click Save Changes.
  9. Go to Addons > WHMCS License Manager to verify that the installation succeeded.
  10. Enter your registered email address and API key for the reseller API:WHMCS Licenses Splash Screen
    If you do not have a reseller API key, click here.

Using this Addon

Bundled Offering

A bundled offering allows you to include a free WHMCS license with certain purchases (for example, with a reseller hosting package).

To configure bundled offerings:

  1. Go to Addons > WHMCS License Manager.
  2. Click Automation Setup.
    WHMCS Licenses Bundled Offering
  3. Under Bundled Offering, select the products that will include free licenses with their initial purchase.
    • You can choose between issuing a Starter or Plus license as a bundled license.
    • The system will not charge the customer for a bundled license.
    • Each product can only have a single license type.
      WHMCS Licenses Bundled Offering

A paid addon offering allows you to offer a WHMCS license as an optional extra product addon during the initial order process.

To configure a paid addon offering:

  1. Go to Addons > WHMCS License Manager.
  2. Click Automation Setup.
  3. Under Paid Add-on Purchase, locate a product addon for the license type you wish to offer:
    1. If there is one, click on it and modify the Applicable Products list to include the products to offer it with.
    2. If there is not one, create one in one of the following locations:
      • Go to Configuration () > System Settings > Product Addons, selecting WHMCS License Reselling as the module.
      • Click Create Missing License Products in the Automation Setup tab.

Settings

WHMCS Licenses Settings

Client Upgrades

Enable this option to send an email when your clients are approaching, or have exceeded, the client limit for their license product. The client will be able to place an order for an upgrade to the next available license tier.

The link will not display on the service details page.

Notify Clients Approaching Limit

This setting is only available if you have disabled client upgrades.

Enable this option to send clients an automated email notification when they reach the approaching client limit warning level.

Approaching Limit Email

This setting is only available if you have disabled client upgrades.

Select the email template to send when the Notify Clients Approaching Limit option (above) is enabled:

  • This defaults to WHMCS License Client Limit Imminent.
  • You can edit email templates at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

Notify Clients At Limit

This setting is only available if you have disabled client upgrades.

Enable this option to send clients an automated email notification when they reach the client limit.

At Limit Email

This setting is only available if you have disabled client upgrades.

Select the email template to send when the Notify Clients At Limit option (above) is enabled:

  • This defaults to WHMCS License Client Limit Reached.
  • You can edit email templates at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

Check for Unassigned License Keys

Enable this option to find the first unassigned license key that is already active in your reseller account. This option can slow down provisioning if a large number of licenses are active in your account.

Upgrading

To upgrade the addon to a newer version:

  1. Download the newest version of the addon.
  2. Unzip the ZIP file to a directory on your computer.
  3. Upload the files to the /modules/addons/whmcslicenses/ directory in your WHMCS installation, overwriting all existing files
  4. Log in to the Admin Area.
  5. Go to Configuration () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules.
  6. Locate WHMCS License Manager in the list of addon modules.
  7. Click Activate.

Versions 4.0 and later of this addon include a self-serve automated license upgrade process for end users.

When a license key reaches or exceeds the client limit, customers will receive an email containing a link to upgrade their license. They will see a page listing their current license, the new license type (based on the active clients), and the cost difference for the upgrade.

Whmcs-rlm-upgrade-preview.png

The system calculates upgrade costs on a prorata basis by billing the new product price for the number of days between today and the next due date, applying a credit for the days remaining until the next due date at the current product price.

If the customer continues, the system generates an invoice that they can pay using any available payment gateway. After payment succeeds and the system applies it to the invoice, the system will upgrade the license key instantly.

Whmcs-rlm-upgrade-invoice.png

Invoices will remain in an Unpaid status for up to 24 hours. If it remains unpaid after that time, the system will automatically cancel the invoice. After this, the customer must follow the link again to see the revised upgrade price calculation and generate another invoice.

The pricing configuration in your product addons for WHMCS license types determines prices for the upgrade. To ensure that the system can perform upgrades for all license tiers, make certain that you have a product addon for each available WHMCS license tier.

The Automation Setup page provides a list of product addons that exist for each WHMCS license tier. You can also auto-create product addons for any license tiers for which you do not currently have an addon product.

Troubleshooting

N/A

Changelog

v4.0.0

  • Performance improvements should make pages within the addon faster to load
  • A new provisioning module is now included for the provisioning and management of WHMCS Licenses and should be assigned to all product addons used for WHMCS licenses.
  • All existing addons for WHMCS licenses have been automatically updated to use the new module.
  • The Automation Setup page has been updated to simplify the process of configuring products which should include a free WHMCS license.
  • For WHMCS licenses offered as a paid optional extra, these should now be configured via the native Product Addons UI, the same as with any other addon products.
  • This release includes a new self-serve automated license upgrade process for your customers. This functionality replaces the current Client Notification settings.
  • When a license key reaches or exceeds the client limit, customers will receive an email containing a link to upgrade their license.
  • Upgrade costs are calculated on a prorata basis, based on the prices defined in your Product Addons for WHMCS licenses.
  • To ensure upgrades can be performed for all license tiers, it is important to ensure you have a Product Addon for each tier of license available for WHMCS.
  • The Automation Setup page provides a list of Product Addons that exist for each tier of WHMCS license.
  • A button to auto-create Product Addons for any license tiers for which you do not currently have an addon product setup is also available here.
  • Existing WHMCS license addons without pricing configured have been automatically set to the Recommended Retail Price. This is to enable automated upgrades. You can modify prices via the Product Addons page.
  • The self-service upgrade functionality can be disabled within the Settings tab if desired.
  • A 'Migration License Product' Product Addon is created and assigned automatically for any WHMCS licenses that were previously assigned using the 'custom addon' functionality. If no custom addons existed, this migration product will not have been created.

v4.0.1

  • RLM-62 - Add backwards compatibility for WHMCS v8.1 and earlier

v4.0.2

  • RLM-63 - Correct Trait automatic loading

v4.0.3

  • RLM-64 - Ensure correct addons are associated with the WHMCS License Reselling Module

v4.0.4

  • RLM-66 - Show license key custom field when viewing the addon details in the client area

v4.0.5

  • RLM-67 - Correct exception when manually assigning licenses
  • RLM-68 - Resolve connection issue for WHMCS v7.10
  • RLM-69 - Correct cancellation of addon service when cancelling license

v4.0.6

  • RLM-70 - Resolve uncaught exception on manual license assignment

v4.0.7

  • RLM-72 - On license upgrade, ensure Client Limit and License Type display correctly
  • RLM-73 - Allow provisioning of new Business license products
  • RLM-74 - Correct query for license assignment on existing Service Addon

v4.0.8

  • RLM-77 - Improve load performance of license list page
  • RLM-79 - PHP 8.1 Support