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Adding a New Reseller

Overview

Resellers are partners or organizations authorized to sell your services to their own customers. Adding resellers in iBill.io allows you to track their sales, commissions, payments, and manage their accounts efficiently. This section provides a professional, step-by-step guide to adding a new reseller, with best practices and context for each field.

Step-by-Step: Adding a New Reseller

  1. Navigate to the Resellers Section
  2. Go to the Resellers area in your admin dashboard.

  3. Click on Add New Reseller.

  4. Enter Basic Information

  5. Reseller Name: Enter the full name of the reseller or company.
  6. Email Address: Provide a valid contact email for the reseller.
  7. Commission Type: Select how the reseller will earn commission:
    • No commission: Reseller does not earn commission.
    • Percentage per invoice paid: Earns a percentage after customer payment.
    • Fixed amount per invoice paid: Earns a fixed amount after payment.
    • Percentage of sale: Earns a percentage at the time of sale.
    • Fixed amount per sale: Earns a fixed amount at the time of sale.
  8. Password: Set a secure password for the reseller’s portal access.

Best Practice: Use a strong, unique password and communicate it securely to the reseller.

  1. Add Company & Contact Details
  2. Contact Information: Enter phone, alternate email, or other contact details.
  3. Company Name: (Optional) The legal name of the reseller’s company.
  4. Tax Number: (Optional) For invoicing and compliance.

  5. Registration Number: (Optional) Company registration ID.

  6. Enter Address Details

  7. Use the address lookup or manually enter the reseller’s address.

  8. Ensure accuracy for billing and legal correspondence.

  9. Save the Reseller

  10. Review all details for accuracy.
  11. Click Create Reseller.

After Creation: Managing the New Reseller

  • You will be redirected to the reseller’s profile page, where you can:
  • View registration date and payment info.
  • Add notes for internal tracking (e.g., special agreements, contact history).
  • Edit or delete notes as needed.
  • Initiate payments to the reseller and view their invoice/payment history.

Tip: Use the notes feature to document important communications or agreements with each reseller for future reference.

Best Practices

  • Always verify the reseller’s business credentials before adding them.
  • Clearly communicate commission structures and payment schedules.
  • Keep reseller contact and address information up to date.
  • Use notes to track any special terms or support issues.

Troubleshooting

  • If you encounter issues adding a reseller, ensure all required fields are completed and the email address is unique.
  • For further assistance, use the support button at the top right of the page.

For more on managing resellers and handling payments, see the next sections.