- 24-Apr-2022 | v6.5.0 | All new article
Direct Billing is installed as a site extension and can therefore be enabled from your reseller Portal, via the site instance settings, then under the ‘Extensions’ tab.
Clicking the “Install” button will move the extension to the ‘Installed Extensions’ section and activate it for that site.
Once installed, the extension will be available for use via the site admin as detailed below.
This extension is available for PARTNER and PARTNER AGENCY level resellers only.
From your reseller Portal, via the site instance settings, then under the ‘Extensions’ tab, clicking the trash can () icon next to the Direct Billing extension will uninstall the extension from the site and move it back to the ‘Available Extensions’ section.
Unistalling this extension does not affect any previously imported or exported modules.
This extension does not have any configuration options from the Portal. This extension functions via the site’s admin interface
If the site is in Trial Site mode, the “Billing” option will become available in the site’s admin area, under the gear () icon in the top right of the screen. Your client will be able to see this when logging in to the site admin and initiate their own billing directly to Treepl CMS as well as activating the site and assign a custom domain name.
The activation process, and adding of the domain name, will follow the same process as documented in the Trial Site Activation steps.
If the site is already activated at the time you enable Direct Billing, please contact Treepl CMS support in order to reset the current billing arrangement and enable a new billing subscription set up by the client via the Direct Billing process.
The billing page accessible to your client from the admin will look like the below, allowing them to select their desired billing period (annual or monthly) along with their billing details (for invoice generation purposes - which will be sent to the purchaser).
If your reseller level permits, you will also be able to set your commission amounts, whereby your direct billing client will see only your custom pricing and you’ll be paid your commission amount. See how to set your Commission amounts here.
When Direct Billing is enabled, site subscription renewal notifications will be emailed to the purchaser's contact details provided during the billing set up.
The renewal notification email will look like the below:
For monthly subscriptions, reminder notifications will be emailed 3 days prior to the subscription expiry date.
For annual subscriptions, reminder notifications will be emailed 30 days prior to the subscription expiry date and again 3 days prior.
- Trial Sites
Trial Sites are your Treepl CMS development environments for starting new site projects, before you publish to a custom domain name.
- Live Sites
Live sites are your published Treepl CMS instances that have been activated, have commenced a billing subscription and/or have a custom domain name assigned to them.
- My Settings
This section provides access to various Partner related settings and information for your account and site management, such as branding, commissions, portal users, and more.
- My Invoices
All Treepl CMS site plan invoices (including past and deleted sites) will be listed here for your reference with the ability to download a copy of the invoice or have one emailed to your reseller email address.
- Treepl Services
A dashboard for your Treepl Services projects directly in your reseller portal along with information on Treepl Service offerings and pricing.
- Leadership Team
Resellers on the PARTNER or AGENCY levels have access to the Leadership Team page, listing key team members and their contact information for direct messaging/questions.
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- Trial Site Activation (Going Live)
Site activation (aka going live) is done once your site is ready to go public or if you need to have a custom domain name to finish your testing.
- Two-Factor Authentication (2FA)
Treepl CMS provides the option of enabling Two-Factor Authentication for your Partner level access as well as for admin users on a per-site basis.
- Portal Login Issues
In some cases you may experience an infinite redirect loop after logging into your Treepl Portal or the Admin area for any Treepl site.
- *Clothing Store
- Digital Agency
- *Hair Salon
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