Applying a commission plan

Commission reporting can only be applied to customers whose type is Reseller. This This can either be done during customer creation or by heading to Customers in the left-hand main navigation and then: Customers > Select customer > Configuration > Edit Details.

With that accomplished, select your reseller customer from the Customer listings screen and you'll see there's now a Commission menu item in the top navigation.

Configuring reseller settings

The Reseller settings are where you can adjust a few commission report settings for this reseller as well as assign referral customers to them.

Report Mode can be either set to Manual or Automatic.

If it's set to Manual, you'll genereate commission reports manually via Commission > Report.

If it's set to Automatic, a commission report will be sent to the reseller on the 1st of each month.

If you wish to only pay out commission to this reseller for settled charges, check the Settled Only checkbox.

The Report Offset field allows you to specify how many months back the report should be for, with the default being 1 month.

Assigning referral customers to a reseller

The last part of the Configuration screen is where you can assign referral customers to this reseller. A referral customer is a customer whose invoiced charges contribute towards the commission paid out to the reseller.

To do so, click the Add Customer button in the Referral Customers block of the screen.

A modal window will appear, where you can use the Customer field to search for the customer you want to add, along with the Commission Plan the customer is on.

Once you're done, click the Add Customer button to assign the selected customer as a referral customer for the current reseller.

Generating a commission report for a reseller

To generate a report for your reseller, select your customer from the Customer listings screen and then click Commission > Report.

From here you can select a Billing Period that you wish to generate a report for.

Once generated, you're able to then click the Download button at the top-right of the screen to download a PDF of the report.

Alternatively, you can click the Email button in the top-right and designate an Email address to send the report to.

Report items are listed by Plan and then by Product/Destination/Destination Group.