Add manual Affiliates

[Tom Wilson]

Hello

A client is activated as an Affiliate, they referred someone who we signed up manually so it did not register that the Affiliate  has had a sign up.

Any way of adding this manually?

[WHMCS ChrisD]

Hey @Tom Wilson

Thanks for your post! You can indeed assign 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. Now click the Manual Assign link in the Affiliate section, and you will then get a popup with a dropdown where you can choose the affiliate you want to assign it to, and then click Save to apply it.

[Vl45]

Hello

We use whmcs for one of our projects. And we have difficulty adding referrals manually.
Adding a partner to orders separately is good, but not enough. We want to be able to make the client an entire referral, and not to appoint partners for each individual client’s order. Tell me, please, is there such a functionality? Unfortunately, I did not find this in the instructions and on the forums

[Vl45]

@WHMCS ChrisD

Hello,
Please tell me the answer to the question on referrals

Edited November 20, 2019 by Vl45

[CraigFletcher]

On 13/08/2019 at 11:46 PM, WHMCS ChrisD said:

Hey @Tom Wilson

Thanks for your post! You can indeed assign 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. Now click the Manual Assign link in the Affiliate section, and you will then get a popup with a dropdown where you can choose the affiliate you want to assign it to, and then click Save to apply it.

This doesnt work it doesnt save them.