Affiliate Plugin for WooCommerce Documentation & Setup Guide

Overview

The plugin runs inside WordPress and WooCommerce. Confirm that your store and hosting meet the documented baseline before you upload the ZIP file.

Prerequisites

You need administrator access to WordPress and access to your hosting or a hosting provider who can confirm the server version.

Navigation Path

WordPress Admin → Tools → Site Health → Info

Step-by-step Configuration

1. Check WordPress and WooCommerce. Use the latest stable, compatible versions available for your store.
2. Check your PHP version. The existing documented baseline is PHP 7.4 or higher. Ask your host to update it if it is lower.
3. Check your database version. Use MySQL 5.7 or a compatible MariaDB version.
4. Back up your store. Take a database and file backup before installing or updating any plugin on a live store.

Expected Result

Your site is ready for plugin installation, and you have a recent backup in case you need to restore the store.

Notes

Server requirements can change with a future plugin release. Confirm the release notes supplied with your downloaded plugin before updating a production store.

Tips

Record your current WordPress, WooCommerce, PHP, and database versions before contacting support. This makes compatibility questions much faster to resolve.

Related Articles

Overview

Install the ZIP file through the standard WordPress Plugins screen. Do not unpack the plugin folder before uploading it unless your hosting workflow specifically requires it.

Prerequisites

• You have completed the requirements check.
• You have downloaded the plugin ZIP file from your purchase account.
• You have a current backup of your WordPress site.

Navigation Path

WordPress Admin → Plugins → Add New → Upload Plugin

Step-by-step Configuration

1. Open Add New Plugin. In the WordPress admin menu, select Plugins → Add New.
2. Select Upload Plugin. Choose the upload option at the top of the screen.
3. Choose the ZIP file. Select the Affiliate Plugin for WooCommerce ZIP file you downloaded.
4. Install the plugin. Select Install Now and wait until WordPress confirms that installation has completed.

Expected Result

WordPress displays a successful installation message and offers an Activate Plugin button.

Notes

Installation only copies the plugin files. The plugin is not available to configure until you complete the activation step.

Tips

If WordPress reports that the destination folder already exists, do not overwrite files blindly. Confirm whether an earlier version is already installed, then use your normal update process.

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Overview

Activate the plugin immediately after installation. You can activate it from the completion screen or from the Plugins list.

Prerequisites

The plugin installation must have completed successfully.

Navigation Path

WordPress Admin → Plugins → Installed Plugins

Step-by-step Configuration

1. Select Activate Plugin. If you are on the installation completion screen, select Activate Plugin.
2. Confirm the plugin is active. From Plugins → Installed Plugins, find Affiliate Plugin for WooCommerce and confirm that the action is now Deactivate.
3. Open the plugin settings. Go to WooCommerce → Affiliate and Referral to begin configuration.

After activation, the Affiliate and Referral settings are available from the WooCommerce administration area.

Expected Result

You can open WooCommerce → Affiliate and Referral and see the plugin’s administration screens.

Notes

If the settings menu is not available, return to Plugins → Installed Plugins and confirm that both WooCommerce and Affiliate Plugin for WooCommerce are active.

Tips

After activation, open the settings once before continuing. This confirms that your administrator account can access the plugin configuration screens.

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Overview

Instead of a wizard, use the Getting Started articles as a safe configuration sequence. They set up only the essentials required for your first referral test.

Prerequisites

• The plugin has been installed and activated.
• You are signed in as a WordPress administrator.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral

Step-by-step Configuration

1. Complete Plugin Requirements and Installation.
2. Complete Activation and confirm the Affiliate and Referral menu is available.
3. Complete First Configuration to select your pages and save a starting commission.
4. Complete Quick Start to test one referral from link generation through approval.

Expected Result

You have followed the same ordered setup outcome a wizard would provide, while keeping control over each setting.

The General screen is the first configuration location after activation.

Notes

This setup sequence replaces a wizard; the plugin does not show a separate guided onboarding screen.

Related Articles

Overview

Your first configuration has two goals: give affiliates a place to access their dashboard, and define a simple commission rule that can be tested safely.

Prerequisites

• The plugin is active.
• You have one published WordPress page available for the affiliate dashboard.
• You know the starting commission type and amount you want to test.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral → Advanced Features → General

Step-by-step Configuration

1. Select the affiliate page. In Advanced Features → General, choose the page that will display the affiliate dashboard. The screen shows the shortcode required for the selected page.
2. Select the affiliate signup page. Choose the page used for affiliate registration when you use a separate signup page.
3. Decide whether to show the dashboard in My Account. Enable Show Under My Account if affiliates should find their dashboard in their WooCommerce account.
4. Set a cookie duration. Set the number of days a referral cookie should remain active, then save your changes.
5. Set a starting commission. Open the Commission tab and set a simple percentage or fixed commission for all products. Save the change.

Select the affiliate and signup pages, then review the My Account and cookie settings before saving.

Set a simple starting commission for all products before testing your first referral.

Expected Result

An affiliate can access the selected dashboard page, and a qualifying test purchase can create a referral using your saved commission rule.

Notes

Affiliate verification, QR codes, coupon generation, payment methods, bonuses, and MLM are optional. Configure them after your first referral test is successful.

Tips

Use a modest commission value and a short test flow first. You can refine product, category, level, recurring, or lifetime commission rules later.

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Overview

Use a test account and a small test order to verify your initial configuration before you invite real affiliates.

Prerequisites

• The plugin is active and your first commission rule is saved.
• An affiliate dashboard page is selected in Advanced Features → General.
• You can place a WooCommerce test order.

Navigation Path

Affiliate Dashboard → Affiliate Tool → Generate Link

Step-by-step Configuration

1. Open the affiliate dashboard. Sign in as an affiliate or use a test affiliate account.
2. Generate a referral link. Enter a product URL in Affiliate Tool, then select Generate Link.
3. Open the generated link in a private browser window. Add the linked product to the cart and complete a test order.
4. Review the referral. Return to WordPress Admin → WooCommerce → Affiliate and Referral → Referral and review the new record.
5. Approve or reject the referral. Approve a valid test referral to confirm that the commission is recorded correctly.

Generate a referral link from the Affiliate Tool before testing a purchase.

Expected Result

A referral record appears for the test order. After approval, the affiliate can see the associated commission in their dashboard.

Notes

Do not use a real customer order for this first test. A low-value test product or a staging site makes it easier to review and reverse the result.

Related Articles

Overview

The affiliate program connects WooCommerce orders to the affiliate who referred the customer. A commission is created from your saved rules and is reviewed in the Referral area.

Purpose

Use this workflow to reward affiliates for valid referrals while retaining administrator control over approval.

Prerequisites

• The plugin is active.
• WooCommerce has at least one product available for a test purchase.
• You can access WooCommerce → Affiliate and Referral.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral

Step-by-step Configuration

1. Configure an affiliate dashboard and registration page.
2. Set a starting commission rule from the Commission tab.
3. Approve or manage affiliates from the Affiliates screen.
4. Ask an affiliate to generate a referral link and share it.
5. Review the recorded referral from Manage Referrals and approve or reject it.

Expected Result

You have an end-to-end affiliate workflow with a defined administrator review point before commission is finalised.

Notes

The administrator setup and affiliate dashboard are separate experiences. Affiliates do not need WordPress administrator access to generate their links or view their activity.

Tips

Complete one test referral before inviting affiliates so you can validate your selected pages, cookie duration, and commission rule.

Related Articles

Overview

Affiliate pages provide the front-end location where a user can become an affiliate and access the Affiliate Dashboard.

Purpose

Assigning the correct pages ensures that affiliates have a predictable place to register and manage their referral activity.

Prerequisites

• The plugin is active.
• You have created or selected published WordPress pages for the dashboard and, if required, registration.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral → Advanced Features → General

Step-by-step Configuration

1. Select the page in Select Affiliate Page. The screen displays the affiliate-page shortcode for that page.
2. Select the page in Affiliate Signup Page when you use registration separately.
3. Choose an Affiliate Page Template.
4. Optionally enable Show Under My Account to show the affiliate area in WooCommerce My Account.
5. Save the changes.

Choose and configure the registration template after assigning the relevant pages.

Expected Result

The selected pages are ready to show the affiliate registration and dashboard experience.

Notes

The supplied source confirms affiliate verification can be enabled or disabled. It does not establish that every customer automatically becomes an affiliate, so this guide does not make that claim.

Tips

Open the selected pages in a private browser window before sharing them with affiliates.

Related Articles

Overview

The Affiliates screen lists affiliate accounts and their referral-related information.

Purpose

Use this screen to review affiliates and keep your program membership accurate.

Prerequisites

At least one user has become or been added as an affiliate.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral → Affiliates

Step-by-step Configuration

1. Open the Affiliates screen.
2. Use the list and search field to locate an affiliate.
3. Select the eye icon to inspect an affiliate record, or expand the row where available.
4. To approve multiple selected affiliates, use Approve All Marked Affiliates.
5. Use the available record actions to update or remove an affiliate only after reviewing the effect on their program access.

Review affiliate records and use Approve All Marked Affiliates only for selected accounts.

Expected Result

You can find an affiliate record, inspect its displayed information, and approve marked affiliates from the administration interface.

Notes

The source documentation confirms view, edit/delete, add-new, and bulk approval capabilities. Activation/deactivation is documented for members in an affiliate chain from the user-edit context; it is not presented here as a universal list action.

Tips

Use the CSV generation option as an administrative record export when you need an offline review of the affiliate list.

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Overview

A referral is recorded when the affiliate referral flow leads to a purchase. The administrator reviews each referral from the Referral tab.

Purpose

Approval gives you a controlled step before a commission is accepted for a valid referral.

Prerequisites

• An affiliate has shared a generated referral link.
• A customer has placed an order using that link.
• A commission rule is configured.

Navigation Path

WordPress Admin → WooCommerce → Affiliate and Referral → Referral

Step-by-step Configuration

1. Ask the affiliate to generate and share a referral link.
2. Complete a test or customer purchase through that link.
3. Open the Referral tab and locate the new referral record.
4. Review the affiliate, order/reference ID, earned amount, and status.
5. Select Approve for a valid referral or Reject when it does not meet your criteria. Bulk approve/reject actions are available for marked referrals.

Review the referral record before selecting Approve or Reject.

Expected Result

The referral record reflects the administrator decision and the commission is updated according to that decision.

Notes

The source documentation confirms that an administrator can approve or decline referrals and enter a rejection reason when declining. Record a clear reason so the affiliate can understand the outcome.

Warnings

Related Articles

Overview

The Affiliate Dashboard is the affiliate-facing area for viewing activity and accessing tools. Administrators configure it; affiliates use it without WordPress administration access.

Purpose

Use the dashboard to review referral totals, commission totals, pending commission, wallet amount, and reports.

Prerequisites

You must be signed in to an affiliate account and the administrator must have assigned the affiliate page.

Navigation Path

Your site → Affiliate Dashboard page, or WooCommerce My Account → Affiliate when enabled

Step-by-step Configuration

1. Sign in to your affiliate account.
2. Open the Affiliate Dashboard page.
3. Review the Overview tab totals and sales report.
4. Use the Commission Table, Referral Table, Affiliate Tools, Payout, Profile, and Banner areas as enabled by the administrator.

The Overview tab presents referral totals, commission totals, wallet amount, and reports.

Expected Result

You can locate your program activity and open the available tools from the affiliate dashboard.

Notes

Dashboard labels can be customised by the administrator. The exact labels may therefore differ from the examples in this guide.

Tips

Start with Overview, then use Affiliate Tools to create a link for a specific product or page.

Related Articles

Overview

Affiliate Tools generates a tracking link from the URL you enter.

Purpose

Share a link that lets the store attribute a qualifying purchase to your affiliate account.

Prerequisites

You are signed in to the Affiliate Dashboard.

Navigation Path

Affiliate Dashboard → Affiliate Tools → Generate Link

Step-by-step Configuration

1. Open Affiliate Tools and select Generate Link.
2. Enter the product or page URL you want to promote.
3. Select Generate Link.
4. Copy the generated link using the copy control, or use the available social sharing controls.

Enter the URL to promote, then select Generate Link.

Expected Result

A unique referral link is displayed for you to copy and share.

Notes

The source documentation confirms product URLs can be entered to generate referral links. Use only links to pages you are authorised to promote.

Tips

Open the copied link in a private browser window before sharing it widely.

Related Articles

Overview

QR codes turn a generated referral link into a scannable code for offline or mobile sharing.

Purpose

Enable affiliates to share their referral link in printed materials or channels where a QR code is more convenient than a long URL.

Prerequisites

An administrator must enable QR codes before an affiliate can generate one.

Navigation Path

Admin: WooCommerce → Affiliate and Referral → Advanced Features → General  |  Affiliate: Affiliate Dashboard → Affiliate Tools

Step-by-step Configuration

1. Administrator: In Advanced Features → General, enable QR Code for Referral Links and save changes.
2. Affiliate: Open Affiliate Tools and generate a referral link.
3. Select Create QR Code next to the generated link.
4. Use Download QR to save the code, then share it with customers.

Generate a link first, then create and download the QR code from Affiliate Tools.

Expected Result

The affiliate can download a QR code that sends customers to the generated referral link.

Notes

The QR option is enabled from Advanced Features → General, not from the affiliate dashboard.

Tips

Scan the downloaded code with a phone before printing or sharing it, then confirm that it opens the intended product or page.

Related Articles

Overview

Affiliates can generate coupons from their earnings when the administrator enables coupon generation.

Purpose

Use a generated coupon for eligible WooCommerce purchases according to the store’s configuration.

Prerequisites

• The administrator has enabled Activate Generation of Coupons in Commission settings.
• Your available earnings meet the configured minimum amount for coupon generation.

Navigation Path

Affiliate Dashboard → Affiliate Tools → Coupon Generate

Step-by-step Configuration

1. Open Affiliate Tools.
2. Select Coupon Generate.
3. Follow the available coupon-generation controls and review the generated coupon before using it at checkout.

Coupon Generate is available from Affiliate Tools when enabled by the administrator.

Expected Result

A coupon is generated only when the administrator’s coupon rules and the affiliate’s available earnings allow it.

Notes

Coupon generation is an affiliate feature verified in the source documentation. Coupon configuration and administrator-side processing are documented later with Commission and Wallet settings.

Tips

If Coupon Generate is unavailable, ask the administrator to confirm the commission setting and minimum coupon amount.

Related Articles

Overview

Commission Table and Referral Table provide the affiliate’s view of commission information and referral activity.

Purpose

Use these records to understand which referrals were recorded and the commissions associated with the store’s configured rules.

Prerequisites

You are signed in as an affiliate and at least one referral or commission record exists.

Navigation Path

Affiliate Dashboard → Commission Table or Referral Table

Step-by-step Configuration

1. Open Commission Table to review product, category, dynamic/conditional, and commission-type information where configured.
2. Open Referral Table to review referrals recorded for your account.
3. Use the displayed status and any rejection information to understand whether a referral was approved.

Use the Commission Table to review the commission information made available to the affiliate.

Use the Referral Table to review your recorded referrals.

Settings Reference

Expected Result

You can distinguish your commission information from the referrals that generated it.

Notes

Administrators configure commission rules and make approval decisions. This article describes the affiliate-facing records only.

Tips

Ask the administrator about a rejected referral when a rejection reason is shown, rather than attempting to recreate the order.

Related Articles

Overview

The affiliate dashboard includes report information and a Download area for referral links and commission details by category.

Purpose

Use these areas to understand activity and prepare promotional information for a selected product category.

Prerequisites

You are signed in as an affiliate and the relevant dashboard tabs are enabled.

Navigation Path

Affiliate Dashboard → Report or Download

Step-by-step Configuration

1. Open the Report area to review the available affiliate activity information.
2. Open Download.
3. Select the relevant category and generate the available file containing referral links and commission details.

Use Download to create the available product-category referral-link and commission file.

Data Definitions

Expected Result

You can review available performance information and download the supported category file.

Notes

Export formats and available fields must match the installed plugin release; do not assume a CSV export unless the dashboard presents one.

Tips

Open the downloaded file before sharing links to confirm the category and products are correct.

Related Articles

Overview

The Profile area lets affiliates view and update personal details. The Payout area provides payout communication preferences and payment-method setup where enabled.

Purpose

Keep account and payment details current so the administrator can process approved earnings correctly.

Prerequisites

You are signed in to the Affiliate Dashboard.

Navigation Path

Affiliate Dashboard → Profile or Payout

Step-by-step Configuration

1. Open Profile and review the displayed account details.
2. Update the available personal details, then select Save.
3. Open Payout and select or update the available payout method and related preferences.
4. Save the changes.

Update the available profile fields, then select Save.

Expected Result

Your profile and available payout details are saved for the administrator’s payout process.

Notes

This article covers affiliate-side details only. Administrator payout approval and processing are documented later in Wallet and Payouts.

Tips

Update payout details before requesting or expecting a payout, and keep your contact details accurate.

Related Articles

Overview

Registration templates and promotional banners are different workflows. Templates control the registration presentation; banners provide product-focused promotional material.

Purpose

Provide affiliates with consistent assets that lead customers to the correct product or store page.

Prerequisites

Administrators need a prepared banner image and target URL. Affiliates need access to the Banner area.

Navigation Path

Admin: WooCommerce → Affiliate and Referral → Banner Setting  |  Affiliate: Affiliate Dashboard → Banner

Step-by-step Configuration

1. Administrator: Open Banner Setting and select Add New Banner.
2. Add the banner image and its target link, then save it.
3. Affiliate: Open the Banner area in the Affiliate Dashboard and use the available banner for promotion.
4. Configure registration templates separately from the Templates area when adjusting registration presentation.

Administrators manage promotional banner images and target links from Banner Setting.

Expected Result

Configured banners are available to the intended affiliates, while registration templates remain managed separately.

Notes

Do not use a registration template as a promotional banner. These features serve different parts of the affiliate journey.

Tips

Use a target link that matches the campaign or product shown in the banner, then test it before sharing the asset.

Related Articles

Overview

Customer Referral is separate from the Affiliate Program. It is for store customers who refer friends, rather than external affiliates who join an affiliate program.

Purpose

Use it when you want existing customers to share the store with friends and earn customer rewards or credits.

Prerequisites

• WooCommerce and the plugin are active.
• You can access WooCommerce → Affiliate & Referral → Customer Referral.
• You have decided on the customer reward and friend discount.

Referral Flow

Affiliate Program vs Customer Referral

Step-by-step Instructions

1. Choose Customer Referral when the people sharing the store are customers.
2. Use the Affiliate Program when you need affiliate-specific onboarding, commission records, and payouts.
3. Continue with Enable Customer Referral before sharing any referral link.

Expected Result

You can choose the correct program and understand the customer referral journey before configuring it.

Notes

A customer referral reward is not an affiliate commission. Configure and manage each feature in its own area.

Tips

Use a simple first offer, then test it with a customer account before announcing the program.

Related Articles

Overview

The Enable Customer Referral System switch turns on the customer-to-customer referral program.

Purpose

Allow customers to refer friends through referral links so friends can receive the configured discount and customers can receive credits for coupons.

Prerequisites

You are signed in as a WordPress administrator.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Settings

Step-by-step Instructions

1. Open Customer Referral from WooCommerce → Affiliate & Referral.
2. Open Settings.
3. Turn on Enable Customer Referral System.
4. Select Save Changes.

Enable the Customer Referral System, then save the settings before configuring the customer reward and friend discount.

Expected Result

Customer Referral remains enabled after the page is reloaded and its settings are available to configure.

Notes

Save before testing the customer-facing Refer & Earn experience.

Tips

Configure rewards and the referral slug immediately after enabling the program.

Related Articles

Overview

Customer Referral Settings contains the controls for the Customer Referral System and its customer-facing referral experience.

Purpose

Configure the complete customer referral offer before making it visible.

Prerequisites

Customer Referral System is enabled.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Settings

Settings Reference

Step-by-step Instructions

1. Set Customer Commission Type and Customer Commission Amount.
2. Set Friends Discount Type and Friends Discount Amount.
3. Set the Slug in Customer Referral Link.
4. Choose whether to enable Referral Button Shortcode.
5. Choose the approval status in Customer Referral Automation.
6. Set Refer Button Background Color and Refer Button Text Color, or enable Use Default Color.
7. Select Save Changes.

Configure the reward, friend discount, link slug, button option, automation status, and colours, then select Save Changes.

Expected Result

Your customer reward, friend discount, link slug, automation choice, and button appearance are saved together.

Notes

Turning on Enable Referral Button Shortcode deactivates the default Refer & Earn button. Use [rtwapwcm_cust_ref_button] where you want the button to appear.

Tips

Keep the referral slug short and readable, then test a newly generated link after saving.

Related Articles

Overview

Customer Commission Type and Amount define the reward. Friend Discount Type and Amount define the friend’s offer.

Purpose

Create an offer customers can understand and the store can sustain.

Prerequisites

Customer Referral is enabled.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Settings

Step-by-step Instructions

1. Choose a fixed reward when every qualifying referral should earn the same amount.
2. Choose a percentage reward when the reward should vary with the qualifying purchase amount.
3. Enter the matching Customer Commission Amount.
4. Choose the Friend Discount Type and enter the Friend Discount Amount.
5. Save, then place a controlled test referral order.

Examples

Expected Result

The customer and friend values match the reward rules you saved.

Notes

The table examples explain calculation styles only; choose values that match your store currency, margins, and policy.

Tips

Use a fixed value for a simple, easy-to-explain first program.

Related Articles

Overview

The referral slug identifies the Customer Referral link format. Each customer uses their own generated referral link.

Purpose

Give customers a clear, shareable link while keeping attribution recognisable.

Prerequisites

Customer Referral is enabled and the customer can open Refer & Earn.

Navigation Path

Admin: WooCommerce → Affiliate & Referral → Customer Referral → Settings  |  Customer: Customer Referral → Refer & Earn

Step-by-step Instructions

1. Administrator: Enter and save the Referral Slug in Settings.
2. Customer: Open Refer & Earn.
3. Copy the displayed personal Referral Link.
4. Share the copied link with a friend and test it in a private browser window.

Example URL

https://example.com/?your-referral-slug=customer-reference

Expected Result

The customer can copy a personal referral link that uses the saved slug.

Notes

The example URL shows the role of the slug, not an exact URL format for every plugin release.

Tips

Use a slug that is concise and unlikely to conflict with another plugin or campaign parameter.

Related Articles

Overview

The Refer button gives customers an entry point to Refer & Earn. Its shortcode option and colours are configured in Customer Referral Settings.

Purpose

Make the referral program easy for customers to find without creating a separate workflow.

Prerequisites

Customer Referral is enabled.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Settings

Step-by-step Instructions

1. Review the default floating Refer button in the customer-facing store.
2. Enable Enable Refer Button Shortcode when you need the shortcode option.
3. Set Button Background Colour and Button Text Colour.
4. Use Default Colours when you want to restore the available defaults.
5. Save, then open the chosen customer-facing placement and test the button.

Expected Result

The Refer entry point uses the saved colours and opens the Customer Referral experience in the intended placement.

Notes

Use the actual shortcode supplied by the installed Settings screen; this documentation does not assume a shortcode string.

Tips

Choose colours with enough contrast for readable button text.

Related Articles

Overview

Customer Referral Automation selects the status in which the customer referral will automatically approve. The supplied Settings screen shows Completed as a selectable example.

Purpose

Choose the store event that approves a customer referral automatically, or leave decisions to Customer Referrals actions.

Prerequisites

Customer Referral rewards have been configured.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Settings

Step-by-step Instructions

1. Open Settings and locate Customer Referral Automation.
2. Select the status at which a customer referral should automatically approve.
3. Select Save Changes.
4. For manual review, use Customer Referrals and its Approve or Reject actions.
5. Run a test referral and confirm the resulting status.

Select the status that automatically approves a Customer Referral, then save the setting.

Workflow

Expected Result

New referral records follow the saved automation or manual-review approach.

Notes

Status labels describe the state shown in the referral workflow; verify the final reward result with a test order.

Tips

Start with manual approval if you need to validate the offer or fraud controls.

Related Articles

Overview

Customer Referrals is the administrator work area for referral records, statuses, individual actions, and bulk handling.

Purpose

Approve valid referrals, reject invalid ones, and keep the customer-referral workflow accurate.

Prerequisites

At least one customer referral has been recorded.

Navigation Path

WooCommerce → Affiliate & Referral → Customer Referral → Customer Referrals

Step-by-step Instructions

1. Open Customer Referrals and review the Customer ID, Customer Name, Reference, Order Status, Amount, Date, and Status for a record.
2. Select Approve for an individual valid referral, or Reject when it should not be rewarded.
3. To process multiple records, mark their checkboxes.
4. Select Confirm Marked Customer Referrals or Decline Marked Customer Referrals.
5. Confirm the displayed status has changed as intended.

Review each customer referral, use the individual Approve or Reject actions, or process marked records with the confirmation and decline controls.

Expected Result

The table shows the outcome of the action you selected for each referral.

Notes

Use the labels and actions available in your Customer Referrals screen; table columns can vary by plugin version.

Tips

Review a small number of individual referrals before using a bulk action for the first time.

Related Articles

Overview

Refer & Earn appears in the WooCommerce My Account menu. It shows the customer’s Credit Balance, Referral Link, Customer Referral Table, coupon generator, and coupons.

Purpose

Give customers one place to share their link and check the results of their referrals.

Prerequisites

Customer Referral is enabled and the customer is signed in to their WooCommerce account.

Navigation Path

My Account → Refer & Earn

Step-by-step Instructions

1. Open My Account and select Refer & Earn from the account menu.
2. Review Your Credit Balance and copy Your Referral Link.
3. Use Customer Referral Table to review From, Amount, Order Status, Date, and Status.
4. Enter an amount under Generate Your Coupon, then select Generate Coupon when eligible.
5. Review generated codes under Your Coupons.

Customers open Refer & Earn from My Account to view credits, copy their referral link, review referrals, and generate or view coupons.

Expected Result

The customer can locate the personal link, review referral activity, and use the coupon controls that the store has made available.

Notes

The provided interface labels the coupon areas Generate Your Coupon and Your Coupons.

Tips

Customers should copy the link directly from Refer & Earn rather than editing it manually.

Related Articles

Overview

Refer & Earn includes the Generate Your Coupon form and the Your Coupons area for generated customer coupons.

Purpose

Turn eligible customer referral credits into a coupon where the program provides that option.

Prerequisites

You are signed in and have access to My Account → Refer & Earn with an eligible credit balance.

Navigation Path

My Account → Refer & Earn → Generate Your Coupon

Step-by-step Instructions

1. Open My Account → Refer & Earn and review Your Credit Balance.
2. Enter the amount you want to use in Generate Your Coupon.
3. Select Generate Coupon.
4. Review the generated code under Your Coupons.
5. Use the code at checkout according to the store’s coupon rules.

Enter an amount in Generate Your Coupon, select Generate Coupon, then find the generated code in Your Coupons.

Expected Result

An eligible customer can find the generated coupon in Coupon List and use it according to the store’s configured conditions.

Notes

This guide does not assume a minimum balance, coupon value, expiry, or combinability rule because those details were not verified in the supplied source.

Tips

Copy the coupon code from Coupon List and check the cart before placing an order.

Related Articles

Overview

The Customer Referral Table provides the customer’s history of referral entries and their displayed status.

Purpose

Help customers confirm that a referral was recorded and see whether it is pending, processing, or completed.

Prerequisites

You have shared a referral link or have at least one referral entry.

Navigation Path

My Account → Refer & Earn → Customer Referral Table

Step-by-step Instructions

1. Open My Account → Refer & Earn.
2. Find the Customer Referral Table.
3. Review the visible From, Amount, Order Status, Date, and Status columns.
4. Contact the store administrator if a referral remains pending longer than expected.

Table and Status Guide

Expected Result

The customer can identify the relevant referral record and its displayed status.

Notes

Exact table columns can vary by release and by customer access; use the labels visible in the dashboard.

Tips

Keep the original shared link and the friend’s order reference available if you need support.

Related Articles

Overview

Use this page to resolve common setup and customer-use questions.

Purpose

Direct readers to the correct Customer Referral area without mixing it with affiliate workflows.

Prerequisites

Customer Referral is enabled, or you are reviewing the feature before setup.

Navigation Path

Documentation → Customer Referral Program → Customer Referral FAQ

Questions and Answers

What is the difference between Affiliate Program and Customer Referral?

Affiliates use the Affiliate Dashboard and affiliate commissions. Customers use Refer & Earn and the Customer Referral reward flow.

How are customer rewards calculated?

The administrator sets Customer Commission Type and Customer Commission Amount in Customer Referral → Settings.

Where can customers find their referral links?

Customers open Customer Referral → Refer & Earn and copy the displayed Referral Link.

Can administrators approve referrals manually?

Yes, use Customer Referral → Customer Referrals and the available individual or bulk actions when manual review is needed.

Can customers generate coupons?

Customers can use Generate Coupon and Coupon List when those controls and eligible credits are available in Refer & Earn.

What should I check if a reward is not visible?

Check the referral status, Automation Status, and the saved reward settings, then test the complete flow with a customer account.

Expected Result

You can identify the correct article or menu area for common Customer Referral questions.

Notes

For a setting-specific question, compare the current Settings screen with the labels in Configure Customer Referral Settings.

Tips

Include the referral status and a screenshot of the visible customer or administrator table when requesting support.

Related Articles

Overview

Direct affiliate commission is the commission associated with the referring affiliate. MLM level commission is a separate network-level feature and is documented later. Customer Referral rewards are also separate: they use Customer Referral settings and customer credits, not affiliate commission settings.

Purpose

Set a clear commission rule, test an attributed purchase, and review the referral before paying it.

Prerequisites

An active affiliate, a saved commission rule, and a test product are required.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step Instructions

1. Set a commission rule in Commission.
2. Have an affiliate share a referral link and place a test purchase through it.
3. Review the resulting record in Manage Referrals.
4. Use the available Approve or Reject action after review.

Manage Referrals shows the recorded commission amount, sale amount, order status, referral status, actions, and available date-filter exports.

Calculation Example

Assumption: a 10% global commission and a ₹1,000 qualifying sale. Commission = ₹1,000 × 10% = ₹100.

Expected Result

A referral record is created for the attributed order and can be reviewed by the administrator.

Notes

Percentage and fixed commission are both available in the Commission settings interface. The exact commission basis for every cart composition is not documented here unless a rule specifically states it.

Tips

Use a low-value test product before inviting affiliates.

Related Articles

Overview

Commission for All Products is the default rule shown in the Commission settings screen.

Purpose

Provide a starting commission when no more specific applicable rule has been configured.

Prerequisites

You are signed in as an administrator.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step Instructions

1. Open Commission.
2. Under Commission for All Products, choose Commission Type.
3. Enter the Commission Amount.
4. Review any enabled commission options that apply to your program.
5. Select Save Changes.

Set the global Commission Type and Commission Amount before adding category or affiliate-specific rules.

Settings Reference

Expected Result

A qualifying referral can use the saved global rule when no confirmed, more-specific rule applies.

Notes

Withdrawal limits and payout fees are visible on the same screen but are documented in Wallet & Payouts.

Tips

Record the test rule and expected amount before testing.

Related Articles

Overview

The primary guide confirms Percentage Commission, Fixed Commission, and Percentage and Fixed Commission columns in the WooCommerce Products list.

Purpose

Use a product rule when one product needs a different affiliate reward.

Prerequisites

Commission settings are configured and the product already exists.

Navigation Path

WooCommerce → Products

Step-by-step Instructions

1. Open WooCommerce → Products.
2. Locate the product and use the commission columns shown in the product list.
3. Enter a value in Percentage Commission, Fixed Commission, or both in Percentage and Fixed Commission.
4. Save or update the product.
5. Place a test referral order for that product.

Calculation Example

Assumption: a ₹1,000 product has a 15% product rule. The expected commission is ₹150.

Expected Result

The product-specific value is available for a referral to that product.

Notes

The primary documentation states that individual-product settings take precedence over universal and category-specific commissions.

Tips

Use only one intended commission column unless the combined percentage-and-fixed option is deliberate.

Related Articles

Overview

The Commission screen includes Commission Per Category with Categories, Percentage, Fixed Price, and Action fields.

Purpose

Apply a category-specific rule instead of the global rule where appropriate.

Prerequisites

The categories exist in WooCommerce.

Navigation Path

WooCommerce → Affiliate & Referral → Commission → Commission Per Category

Step-by-step Instructions

1. Open Commission and locate Commission Per Category.
2. Select one or more Categories.
3. Enter Percentage or Fixed Price.
4. Use the add action to add another rule when needed.
5. Select Save Changes.

Calculation Example

Assumption: a selected category has a 10% rule and a ₹1,000 eligible product. Expected commission: ₹100.

Expected Result

The saved category rule is available for qualifying category products.

Notes

The primary documentation confirms category rules override universal commission. It does not document a mixed-category cart calculation rule, so this guide does not assume one.

Tips

Test one category product before testing mixed carts.

Related Articles

Overview

The current screen provides Commission Per Affiliate fields for Affiliate Name, Product Tag, Percentage, and Fixed Price, and Commission Per Affiliate Per Category fields for Affiliate Name, Category, Percentage, and Fixed Price.

Purpose

Set a different rate for a named affiliate and optionally a selected category.

Prerequisites

The user is an affiliate and relevant categories or product tags exist.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step Instructions

1. Open Commission Per Affiliate or Commission Per Affiliate Per Category.
2. Select the Affiliate Name.
3. Optionally select the visible Product Tag or Category field.
4. Enter Percentage or Fixed Price.
5. Use the add action and select Save Changes.

Calculation Example

Assumption: a named affiliate has a 5% affiliate-specific rule on a ₹1,000 qualifying sale. Expected commission: ₹50.

Expected Result

The selected affiliate has the configured rate available for its intended conditions.

Notes

The supplied interface verifies these fields but does not establish a universal precedence over every other commission rule.

Tips

Document why a custom rate was added and test it using that affiliate’s link.

Related Articles

Overview

Confirmed precedence: a product-specific rule takes precedence over universal and category-specific commission; a category-specific rule overrides universal commission.

Purpose

Prevent incorrect assumptions when several commission rules can match an order.

Prerequisites

At least two overlapping rules are configured in a test environment.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Settings Reference

Verified Examples

1. With global 10%, category 12%, and product 15% for the same product, the confirmed product rule is the applicable rule.
2. With global 10% and category 12% for a category product, the confirmed category rule overrides global.

Expected Result

You can test only the combinations whose precedence is confirmed and avoid claiming a universal rule order where none is documented.

Notes

Special Offers Per Category, product tags, affiliate-specific fields, recurring, lifetime, and MLM may create additional conditions; their combined precedence is not verified.

Tips

Keep a written matrix of your live rules and test every intended overlap.

Related Articles

Overview

Two-way commission is an Affiliate Program feature: the referred customer receives an administrator-configured discount and the affiliate receives commission.

Purpose

Offer an optional purchase incentive while keeping a commission for the referring affiliate.

Prerequisites

Affiliate commission is configured and a product is available to edit.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step Instructions

1. Open Commission.
2. Enable Enable Two Way Commission.
3. Set the visible Discount Type and Discount Amount under Set User Discount For 2Way Comm..
4. Select Save Changes.
5. Open WooCommerce → Products, edit the intended product, and use its Referee Commission Setting tab to enter the affiliate commission value.
6. Test the affiliate link in cart or checkout and confirm the buyer discount appears.

Calculation Example

Assumption: a ₹1,000 product, a ₹100 buyer discount, and 10% affiliate commission. The buyer discount and affiliate commission are configured separately; confirm the resulting amount with a test order.

Expected Result

The buyer receives the configured discount and the affiliate referral can receive its configured commission.

Notes

The buyer discount is optional; it applies only when Two Way Commission is enabled and configured.

Tips

Test the cart and checkout view after each change.

Related Articles

Overview

Recurring commission concerns subscription renewals and requires WooCommerce Subscriptions.

Purpose

Distinguish the initial attributed subscription order from a renewal commission workflow.

Prerequisites

WooCommerce Subscriptions is active, the product is a subscription, and an affiliate referral is tracked.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step Instructions

1. Confirm WooCommerce Subscriptions and a subscription product are active.
2. Review the available recurring or unlimited/lifetime commission option in Commission.
3. Save the setting only after confirming it applies to your intended subscription flow.
4. Place a test referred subscription order, then verify the renewal record after a test renewal.

Expected Result

You can verify whether the configured subscription flow creates a renewal referral record in your installed release.

Notes

The supplied Commission screen describes Unlimited / Lifetime Commission as generating commission every time a referee makes a purchase. It does not independently document every subscription-renewal condition.

Tips

Test a renewal in a staging environment before promising recurring earnings.

Related Articles

Overview

The current Commission screen labels the option Unlimited / Lifetime Commission and states that commission is generated every time a referee makes a purchase when enabled.

Purpose

Configure ongoing attribution for future referee purchases where the installed plugin behaviour supports it.

Prerequisites

An affiliate referral and a test customer account are available.

Navigation Path

WooCommerce → Affiliate & Referral → Commission → Enable / Disable Settings

Step-by-step Instructions

1. Open Commission.
2. Enable Unlimited / Lifetime Commission.
3. Select Save Changes.
4. Complete an attributed test purchase, then make a later qualifying test purchase with the same referee.
5. Review the referral records in Manage Referrals.

Expected Result

The test determines whether a later referee purchase produces the configured commission in your release.

Notes

Do not describe this association as permanent: the available source does not document how it can be changed or removed.

Tips

Record the affiliate, referee, and order IDs for both tests.

Related Articles

Overview

The referral cookie tracks the referral visit for the configured number of days. The primary documentation calls this setting Cookie Expiration.

Purpose

Set how long the referral cookie remains active for referral attribution.

Prerequisites

You can access the Advanced Features General tab.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → General → Cookie Expiration

Step-by-step Instructions

1. Open Advanced Features → General.
2. Set Cookie Expiration to the number of days required by your program.
3. Save the setting.
4. Test a referral link in a private browser session, then confirm the referral record after a qualifying test purchase.

Expected Result

The referral cookie remains active for the configured number of days; after expiry, it is no longer active.

Notes

First-click/last-click behaviour, coupon attribution, cross-device behaviour, and logged-in-customer attribution were not verified and are intentionally not documented.

Tips

Use a short duration while testing, then set the production duration deliberately.

Related Articles

Overview

Examples help verify a saved rule against a test referral record.

Purpose

Make percentage, fixed, and confirmed override behaviour easier to check.

Prerequisites

A test product, affiliate, and referral link are available.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Calculation Examples

Expected Result

A test referral amount can be compared with a documented assumption.

Notes

Use your store currency in production examples; ₹ is used here only as a neutral illustrative currency.

Tips

Include the order total, rule, and expected amount in every test note.

Related Articles

Overview

Check the referral record first, then the relevant commission setting and order status.

Purpose

Resolve common missing, incorrect, pending, and rejected commission reports without assuming a cause.

Prerequisites

Keep the affected order or referral reference available.

Navigation Path

Admin: WooCommerce → Affiliate & Referral → Manage Referrals  |  Affiliate: Affiliate Dashboard → Referral Table

Troubleshooting Checks

Affiliates can use the Referral Table’s date filters, search, Export CSV, and Export PDF controls to review displayed referral records.

Expected Result

You have a focused setting, order, or referral record to test or provide to support.

Notes

The administrator screen also provides date filters and CSV/PDF export in Filter & Export Referral Table.

Tips

Export the same date range from the relevant table before escalating an issue.

Related Articles

Overview

The affiliate wallet holds affiliate earnings. It is separate from Customer Referral credits.

Purpose

Follow approved commission from referral record to balance, withdrawal, or coupon use.

Navigation Path

Affiliate Dashboard → Overview or Payout

Requirements

An affiliate must have an approved or pending referral record.

Step-by-step Instructions

1. A referral is recorded after an attributed purchase.
2. Pending Commission waits for review.
3. Approved Commission is added to the affiliate account balance.
4. The affiliate requests a withdrawal or uses coupon generation when enabled.

Status Reference

Expected Result

The affiliate can distinguish pending commission, available wallet balance, and paid withdrawal.

Notes

Customer Referral rewards are not part of this wallet.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

The verified affiliate transaction view is Withdrawal Transaction Table.

Purpose

Locate a withdrawal and its displayed outcome.

Navigation Path

Affiliate Dashboard → Payout

Requirements

At least one withdrawal transaction is required.

Step-by-step Instructions

1. Open Payout.
2. Review Withdrawal Transaction Table.
3. Use search to locate a request.
4. Compare Amount, Date, and Status.

Withdrawal Transaction Table shows Amount, Date, Status, search, and the Request To Withdrawal control.

Expected Result

You can find the request and its current status.

Notes

A separate credit/debit wallet ledger and exports were not verified and are omitted.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Affiliates submit a request from Request To Withdrawal; the request appears in Withdrawal Transaction Table.

Purpose

Move available affiliate earnings into the administrator payment workflow.

Navigation Path

Affiliate Dashboard → Payout → Request To Withdrawal

Requirements

Available balance, saved payout details, and any configured withdrawal limits.

Step-by-step Instructions

1. Open Payout.
2. Confirm payout details are saved.
3. Select Request To Withdrawal.
4. Submit the available request details.
5. Review its pending status in Withdrawal Transaction Table.

Expected Result

A withdrawal transaction appears with the amount and displayed status.

Notes

The Commission screen contains minimum and maximum withdrawal amount settings; exact enforcement behaviour was not verified.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Verified methods are PayPal and Stripe in administrator Payments settings; the affiliate Payout view also shows Direct Bank.

Purpose

Enable methods and save the affiliate details required by the chosen method.

Navigation Path

Admin: WooCommerce → Affiliate & Referral → Advanced Features → Payments | Affiliate: Affiliate Dashboard → Payout

Requirements

Service credentials for administrators and payout details for affiliates.

Step-by-step Instructions

1. Administrator: enable Activate PayPal and/or Activate Stripe.
2. Choose Live or Sandbox, enter the shown credentials, and select Save Changes.
3. Affiliate: select Direct Bank, Paypal, or Stripe where available and save the required details.

Administrators enable PayPal or Stripe from Payments before affiliates select available payout methods.

Settings Reference

Expected Result

The affiliate can save details for an administrator-enabled method.

Notes

Paystack and manual payment are not verified and are omitted.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

The Payouts table shows Aff ID, Aff Name, Amount, Status, Request Date, and Actions.

Purpose

Review and process pending payout requests.

Navigation Path

WooCommerce → Affiliate & Referral → Payouts

Requirements

A pending request and enabled payment method.

Step-by-step Instructions

1. Open Payouts and review the request.
2. Use the visible per-row Paypal or Pay action when appropriate.
3. For selected rows, use Approve Selected PayPal Payout or Approve Selected Stripe Payout.
4. Reload and confirm the displayed status.

The Payouts table provides individual payment actions and selected PayPal or Stripe approval controls.

Expected Result

The table reflects the processed action.

Notes

A bulk rejection control is not visible in the supplied interface and is not documented.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Commission settings include Activate Generation of Coupons, allowing affiliates to generate store coupons from earnings.

Purpose

Use earnings as a coupon where the administrator has enabled the feature.

Navigation Path

Admin: WooCommerce → Affiliate & Referral → Commission | Affiliate: Affiliate Dashboard → Affiliate Tools → Coupon Generate

Requirements

Coupon generation must be enabled and the affiliate must have eligible earnings.

Step-by-step Instructions

1. Administrator: enable Activate Generation of Coupons and save changes.
2. Affiliate: open Affiliate Tools → Coupon Generate.
3. Follow the available controls and record the generated code.
4. Use it at checkout according to store coupon rules.

Expected Result

An eligible affiliate can generate a coupon when the configured controls allow it.

Notes

Coupon expiry, calculation, minimum amount, and combinability were not verified.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Withdrawal Transaction Table displays Amount, Date, and Status, plus search and pagination.

Purpose

Confirm a request’s current outcome.

Navigation Path

Affiliate Dashboard → Payout → Withdrawal Transaction Table

Requirements

At least one withdrawal request.

Step-by-step Instructions

1. Open Payout.
2. Find the request in Withdrawal Transaction Table.
3. Review Amount, Date, and Status.
4. Use search or pagination to find older entries.

Status Reference

Expected Result

You can identify the request amount and current status.

Notes

Payment-method, reference, and export columns are not visible in the verified affiliate history table.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Start with the referral, wallet, payout method, or transaction status shown in the relevant interface.

Purpose

Isolate common balance, withdrawal, coupon, and payment-method issues.

Navigation Path

Affiliate Dashboard → Payout | WooCommerce → Affiliate & Referral → Payouts

Requirements

Affiliate ID, amount, date, or referral reference.

Step-by-step Instructions

Troubleshooting Checks

Expected Result

You have a focused record or setting to test.

Notes

Do not change several payout settings while a request is pending.

Tips

Keep the displayed amount, date, and status when you need administrator support.

Overview

Commission rewards a qualifying sale. A bonus is an additional incentive configured in the Bonus tab. A wallet credit is the resulting affiliate account balance. Customer Referral credits remain separate.

Purpose

Reward signup, performance, and sharing activity with explicit rules.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → Bonus

Prerequisites

Administrator access and a test affiliate account.

Step-by-step Configuration

1. Open the Bonus tab.
2. Choose only the bonus types that match your program.
3. Save changes and run a controlled test before enabling the reward publicly.

The Bonus tab contains the verified signup, performance, sharing, and sharing-limit controls.

Settings Reference

Expected Result

Only the intended supplemental rewards are configured.

Notes

Do not mix Bonus-tab rewards with MLM commission or Customer Referral credits.

Tips

Use one test incentive at a time.

Related Articles

Overview

The verified Bonus screen provides Signup Bonus Type and Signup Bonus. The supplied screen shows Referral Link as the selected type.

Purpose

Reward the configured signup condition separately from sale commission.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → Bonus

Prerequisites

A chosen Signup Bonus Type and a test signup flow.

Step-by-step Configuration

1. Open Bonus.
2. Select Signup Bonus Type.
3. Enter the Signup Bonus amount.
4. Select Save Changes, then test a qualifying signup.

Example

Assumption: Signup Bonus is set to 4. A qualifying signup under the saved type should receive that configured additional amount.

Expected Result

The saved amount is available for the qualifying signup flow.

Notes

Switching Signup Bonus Type to Referral Code changes how referrals are recognised across the program: referral links then stop being used for commissions, signup bonuses and network placement, and codes take over completely. Test this setting with a test affiliate before relying on it.

Tips

Record the affiliate and signup reference during testing.

Related Articles

Overview

The Bonus screen labels this reward Sharing Bonus: an amount for sharing a product on social media. It is not the normal referral-sale commission.

Purpose

Reward configured product-sharing activity with a capped additional amount.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → Bonus

Prerequisites

Social Media Share Buttons and a Sharing Bonus value are configured.

Step-by-step Configuration

1. Open Bonus.
2. Enable Social Media Share Buttons if required.
3. Enter Sharing Bonus.
4. Set Sharing Bonus Limit using the visible Time Limit and Amount Limit fields.
5. Save changes and test one eligible share.

Example

Assumption: Sharing Bonus is 5 and the weekly amount limit is 8. Verify the live rule with a controlled share rather than assuming a calculation outside the configured limit.

Expected Result

The configured sharing reward is available within its saved limit.

Notes

A separate generic “Referral Bonus” label was not verified; this article documents the visible Sharing Bonus feature.

Tips

Test the limit before notifying affiliates.

Related Articles

Overview

The verified Performance Bonus controls are Total Sale Amount To Unlock Achievement and Incentive.

Purpose

Reward affiliates after the configured sales target is achieved.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → Bonus

Prerequisites

A performance target, incentive value, and test affiliate.

Step-by-step Configuration

1. Open Performance Bonus.
2. Enter Total Sale Amount To Unlock Achievement.
3. Enter the Incentive.
4. Use the visible add action for another target if needed.
5. Select Save Changes and verify with a controlled target test.

Settings Reference

Example

Assumption: target 2,000 and incentive 5. An affiliate reaching the qualifying target should receive the saved incentive when the plugin conditions are met.

Expected Result

The saved target and incentive are available for qualifying performance.

Notes

A referral-count target was not visible in the supplied Bonus screen and is not documented.

Tips

Test one target before adding multiple tiers.

Related Articles

Overview

Rank Setting lists Rank Name, Rank Priority, Rank Commission, and Date. The screen provides Add New Rank.

Purpose

Create rank-based commission or reward rules and verify the intended rank order.

Navigation Path

WooCommerce → Affiliate & Referral → Rank Setting

Prerequisites

Administrator access and defined rank requirements.

Step-by-step Configuration

1. Open Rank Setting.
2. Select Add New Rank.
3. Enter the available rank details and save them.
4. Review Rank Priority and Rank Commission in the list.
5. Test a qualifying affiliate against the saved rank conditions.

Rank Setting lists each configured rank’s name, priority, commission, and date.

Settings Reference

Example

Assumption: a rank has commission 10. Verify the actual qualification trigger and final commission through a test affiliate before publishing it.

Expected Result

The rank appears in the Rank list with its configured priority and commission.

Notes

The available screenshot does not verify an additional one-time Rank Reward amount, so that behaviour is not claimed.

Tips

Use descriptive rank names and test rank order before adding multiple ranks.

Related Articles

Overview

User Levels lists Level, Name, Commission, and To Reach. The supplied interface includes Add New Level.

Purpose

Define commission levels based on the available qualification condition.

Navigation Path

WooCommerce → Affiliate & Referral → User Levels

Prerequisites

Defined level conditions and an affiliate test account.

Step-by-step Configuration

1. Open User Levels.
2. Select Add New Level.
3. Enter the available Name, Commission, and To Reach details.
4. Save the level.
5. Review the level in the list and test the configured qualifying condition.

User Levels displays the configured level, commission, and To Reach condition.

Settings Reference

Example

Assumption: a level requires five referrals. Test the exact qualifying count and resulting commission in the installed release.

Expected Result

The level appears with its saved commission and To Reach condition.

Notes

Level Rewards differ from Rank Rewards because their visible configuration area and qualification condition are separate.

Tips

Test one level before layering additional conditions.

Related Articles

Overview

A dedicated Bonus History table with status, reward amount, award date, and reference was not verified in the available interface.

Purpose

Provide a repeatable verification process without inventing a history screen.

Navigation Path

Affiliate Dashboard → Overview or Referral Table

Prerequisites

A completed test bonus and its affiliate or referral reference.

Step-by-step Configuration

1. Record the affiliate and action that should qualify for the bonus.
2. Review the affiliate’s displayed wallet amount and available referral records.
3. Compare the expected incentive with the observed balance after the qualifying workflow completes.
4. Keep the date and reference for administrator review.

Expected Result

The administrator has a traceable test result for the configured bonus.

Notes

Dedicated bonus status labels, filtering, and exports are not documented because they were not verified.

Tips

Test each bonus type with only one changed setting.

Related Articles

Overview

Start with the specific Bonus, Rank Setting, or User Levels rule that should have created the result.

Purpose

Isolate missing or unexpected bonus outcomes without assuming a cause.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → Bonus

Prerequisites

Affiliate ID, qualifying action, target, and expected reward amount.

Troubleshooting Checks

Expected Result

You can identify the exact configuration and event that need review.

Notes

A duplicate-prevention workflow was not verified, so this guide does not claim one.

Tips

Change one setting at a time and retain a test record.

Related Articles

Overview

In this plugin, MLM adds level commissions to the normal affiliate referral workflow. An affiliate who referred the customer can receive the direct referral commission. Eligible affiliates above that affiliate can receive separately configured MLM level commissions.

Purpose

Use MLM when your programme needs a referral network and level-based commission, rather than a single affiliate earning from a sale.

Prerequisites

Configure the standard affiliate commission first, then enable MLM and define the applicable level commissions.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

How the workflow works

1. An affiliate refers a customer or recruits another affiliate through the configured programme workflow.
2. A customer places an order through the child affiliate’s referral link.
3. The direct affiliate commission is calculated from the Commission configuration.
4. When the MLM conditions and level settings apply, eligible upline affiliates receive MLM level commission.

The affiliate Multi-tier (MLM) tab shows the configured plan details and controls for viewing the MLM chain.

Standard Affiliate Program vs MLM

Important terms

A sponsor/referrer is the affiliate associated with recruiting or referring another affiliate. A placement parent is the parent position in an MLM structure. Do not assume they are always the same person unless the installed plan and placement workflow confirm it.

Expected Result

You can distinguish a direct sale commission from any level commission generated for the MLM network.

Related Articles

Overview

The Multi-tier (MLM) settings screen provides the ACTIVATE MLM control.

Purpose

Make the MLM settings available for an affiliate network that uses level commission.

Prerequisites

Administrator access and an active Affiliate & Referral installation. Define the standard direct commission separately if your programme will pay it.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Open Multi-tier (MLM) from the Affiliate & Referral menu.
2. Enable ACTIVATE MLM.

Use ACTIVATE MLM, then configure the plan and level settings shown on the same screen.

3. Choose the required MLM TYPE, set the available values, and select SAVE CHANGES.
4. Confirm that the Multi-tier (MLM) tab is available in an affiliate’s dashboard after the affiliate is active in the programme.

Settings Reference

Expected Result

The saved Multi-tier (MLM) configuration is active and eligible MLM commissions can be evaluated for future qualifying referrals.

Related Articles

Overview

The MLM guide documents Binary, Forced Matrix, and Unilevel structures. The Multi-tier (MLM) screen provides the plan selection together with DEPTH, CHILD, and level-commission controls.

Purpose

Match the network shape to the programme rules before affiliates build their downline.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Open Multi-tier (MLM) and enable ACTIVATE MLM.
2. Select the required option in MLM TYPE.
3. Set DEPTH, and set CHILD where the selected structure requires a child limit.
4. Set the default and individual MLM LEVELS commission values, then select SAVE CHANGES.

Structure Comparison

Notes

Do not change a plan casually after affiliates have formed a network. The interface specifically notes that a plan change may require reactivating or deactivating members to build chains according to the selected plan.

Expected Result

The MLM type and supporting level settings are saved before affiliate network growth begins.

Related Articles

Overview

The documented Binary structure has two child positions: a left branch and a right branch. It is used with the same DEPTH and MLM LEVELS settings available on the Multi-tier (MLM) screen.

Purpose

Set up a two-branch structure without adding unverified volume, pairing, or carry-forward rules.

Prerequisites

MLM is active and the direct affiliate commission is configured separately when required.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Select Binary in MLM TYPE.
2. Set the required DEPTH for the levels that can receive MLM commission.
3. Confirm the two-child Binary structure, then define the default commission and each entry under MLM LEVELS.
4. Select SAVE CHANGES and test the resulting chain with test affiliates.

Settings Reference

Example Network

Affiliate A has one left child and one right child. If a qualifying sale is attributed to a child, the child’s direct commission remains a Commission configuration rule; an eligible parent level can receive the separately configured MLM level commission.

Expected Result

The Binary plan is saved with two branches and configured level commissions.

Related Articles

Overview

Forced Matrix uses the CHILD value for the number of children and DEPTH for the number of configured levels.

Purpose

Create a bounded matrix and define the commission available at each configured level.

Prerequisites

MLM is active and the matrix width and depth have been approved for the programme.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Select Forced Matrix in MLM TYPE.
2. Enter the required number of direct positions in CHILD.
3. Enter the number of commission levels in DEPTH.
4. Set the default commission and each relevant MLM LEVELS entry, then select SAVE CHANGES.

Settings Reference

Example

Example assumption: 5 × 4. Set CHILD to 5 and DEPTH to 4. This represents five direct positions on Level 1 and commission settings for up to four configured levels. Test the placement result before using the plan with live affiliates.

Expected Result

The matrix width, depth, and level commission settings are saved.

Related Articles

Overview

Unilevel is a supported MLM type. The available interface confirms that MLM commission can be configured by DEPTH and MLM LEVELS, but it does not verify a universal direct-child limit for this plan.

Purpose

Set the level depth and commission values for a Unilevel programme while keeping unsupported placement claims out of the configuration.

Prerequisites

MLM is active, the programme’s intended affiliate relationship is defined, and the direct commission has been configured separately if needed.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Select Unilevel in MLM TYPE.
2. Set DEPTH to the number of MLM levels your programme will configure.
3. Set the default commission and the commission type and amount for each applicable entry in MLM LEVELS.
4. Select SAVE CHANGES, then validate the chain and referral result with test affiliates.

Example Structure

Affiliate A sponsors affiliates on its first level. A qualifying customer order through a child affiliate can create the child’s direct commission and, when the saved MLM conditions apply, configured level commission for eligible upline levels. Test the exact sponsor and placement relationship in the installed plan.

Difference from Binary and Forced Matrix

Expected Result

The Unilevel plan and its configured MLM level commissions are saved and ready for controlled testing.

Related Articles

Overview

MLM commission is configured independently of the direct affiliate commission. The Multi-tier (MLM) screen provides MLM COMMISSION BASED ON, DEPTH, DEFAULT COMMISSION FOR A LEVEL, and MLM LEVELS.

Purpose

Define what each eligible upline level earns when a qualifying child referral produces a commission.

Prerequisites

MLM is active, an MLM type is selected, and the direct commission is configured separately in Commission Configuration.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Step-by-step Configuration

1. Under MLM COMMISSION BASED ON, select the applicable basis: Based On Product Price or Based On The Amount Earned By The Affiliate As Commission.
2. Enter the number of commission levels in DEPTH.
3. Set the Type and Amount in DEFAULT COMMISSION FOR A LEVEL.
4. For every displayed entry in MLM LEVELS, choose Commission Type and enter Commission Amount.

The MLM screen shows both supported commission bases and a commission type and amount for each configured level.

5. Select SAVE CHANGES.
6. Place a controlled test order through a child affiliate link and compare the direct referral row with the MLM commission row in the administrator referral records.

Settings Reference

How the commission types differ

The direct affiliate receives the standard referral commission configured in Commission. The parent or eligible upline receives MLM Level 1 commission. Higher eligible upline positions can receive Level 2 and later commission only when those levels and conditions are configured.

Verified Example

Assumption: product price is 1,000 and Level 1 is configured as 5% using Based On Product Price. The Level 1 MLM commission is 50. Any direct affiliate commission is a separate rule and is not replaced.

Expected Result

Each configured MLM level has a saved commission type and amount, evaluated against the selected basis.

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Overview

MLM relationships identify an affiliate’s connection to the people above and below them in the chain. A sponsor/referrer and a placement parent can describe different relationships; do not treat them as interchangeable without testing the selected MLM plan.

Purpose

Use clear relationship terms when checking why a level commission or tree position appears.

Prerequisites

MLM is active and the affiliate registration flow is available.

Relationship Reference

Step-by-step Registration Check

1. Use the plugin’s affiliate registration form when registering a new affiliate through an existing affiliate’s referral flow.
2. Activate the new affiliate if the programme requires approval.
3. Open Multi-tier (MLM) and confirm the selected plan, depth, and child settings.
4. Check the affiliate’s Multi-tier (MLM) dashboard view to confirm the resulting chain position.

Relationship Example

Affiliate A refers Affiliate B. B is a child in A’s network and A is B’s upline at Level 1. If the selected plan places B beneath a different parent, the placement parent and sponsor may differ; verify this with a test registration before describing the live relationship.

Expected Result

A test affiliate registered through the plugin form appears in the expected MLM chain position.

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Overview

The verified affiliate Multi-tier (MLM) screen displays the MLM plan, a level commission table, and Show MLM Chain. It also includes a Show In Active Member Also option and a tree-style hierarchy.

Purpose

Help affiliates review the MLM chain visible to their account without confusing it with administrator configuration.

Navigation Path

Affiliate Dashboard → Multi-tier (MLM)

Step-by-step Instructions

1. Sign in as an affiliate and open Multi-tier (MLM).
2. Review the displayed MLM plan, number of children needed to start earning commission, and level commission table.
3. Select Show MLM Chain to display the available hierarchy.

The affiliate view provides the MLM plan and level commission details alongside the available tree display.

What each audience can do

Expected Result

The affiliate can view the chain data that the installed dashboard makes available.

Notes

Expanding nodes, editing parent relationships, and all tree controls beyond those visibly shown are not documented because they were not verified.

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Overview

The affiliate Multi-tier (MLM) screen confirms plan and level-commission information, but a dedicated affiliate downline performance report with export controls was not verified. Administrators can review referral rows that distinguish Referral Commission from MLM Commission.

Purpose

Use verified MLM information to review activity without duplicating the general Reports documentation.

Navigation Paths

Affiliate: Affiliate Dashboard → Multi-tier (MLM)  |  Admin: WooCommerce → Affiliate & Referral → Manage Referrals

Step-by-step Review

1. Affiliate: Open Multi-tier (MLM) and review the visible plan, required children value, level commission entries, and chain.
2. Administrator: Open Manage Referrals and find the relevant referral record.
3. Use the referral record to distinguish the direct Referral Commission from the parent MLM Commission, then review or approve it according to the referral workflow.

Verified Data

Expected Result

Affiliates can inspect available chain data, while administrators can verify the direct and MLM commission records attached to qualifying referrals.

Related Articles

Overview

The actual result depends on the saved direct commission, MLM level settings, selected commission basis, and qualifying referral. These examples use only the shown inputs and exclude tax, shipping, discounts, refunds, and mixed-cart behaviour.

Purpose

Validate configuration with predictable test orders before using it for live affiliates.

Navigation Path

WooCommerce → Affiliate & Referral → Multi-tier (MLM)

Calculation Examples

How to verify

1. Configure the direct affiliate commission in Commission System Overview.
2. Set the MLM basis, depth, and level values in Multi-tier (MLM).
3. Create one controlled order through a child affiliate referral link.
4. Review the administrator referral records for the separate Referral Commission and MLM Commission rows.

Expected Result

Example B can produce the same numerical amount for the direct affiliate and parent because they are separate commission types using equal percentage values on the same order basis.

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Overview

Several settings can affect the MLM result. Start with one test affiliate and one test order, then compare direct and MLM referral records.

Purpose

Identify the next verified check without assuming the cause.

Troubleshooting Checks

Expected Result

You have an isolated configuration or workflow check to resolve before changing further MLM settings.

Related Articles

Overview

Reports answer different questions for each audience. Administrators use the Dashboard and referral records to review programme-wide activity. Affiliates use Overview, Report, Commission Table, Referral Table, and available Download areas to review their own activity.

Purpose

Choose the correct view before interpreting a total or investigating a record.

Report Categories

Later Reports Articles

Wallet and Payout Reports, Customer Referral Reports, MLM and Downline Reports, Date Filters and Search, CSV and PDF Exports, and Reports Troubleshooting will be completed in Part 2.

Expected Result

You can select the administrator-wide or affiliate-specific report that matches the question being investigated.

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Overview

The verified Dashboard displays a Sale Overview chart, summary cards, an Earnings distribution, Last 5 Referrals, and Top 5 Affiliates.

Purpose

Review summary values and identify the detailed referral, affiliate, or payout record that needs follow-up.

Navigation Path

WooCommerce → Affiliate & Referral → Dashboard

Step-by-step Instructions

1. Open Dashboard from the Affiliate & Referral menu.
2. Review Sale Overview, which visibly compares Earnings, Orders, and Sales.
3. Review the summary cards and use Last 5 Referrals or Top 5 Affiliates to identify a record for further review.

The administrator Dashboard combines programme summary cards with the most recent referrals and highest-performing affiliates.

Metric Reference

Verify an Unusual Total

1. Identify the affected card or chart period.
2. Open the relevant detailed table, such as Referral Reports or Commission Reports.
3. Compare the displayed records and their statuses before changing configuration.

Expected Result

You can connect an unusual Dashboard total to the available detailed records.

Notes

A Dashboard date filter was not visible in the verified screenshot, so no period-selection workflow is documented here.

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Overview

The verified affiliate Dashboard includes Overview, Commission Table, Referral Table, and the Extra menu with Report and Download. The Report screen contains a Report Table, Report Chart, Commission Distribution, and Day Wise Report Table.

Purpose

Interpret personal performance without confusing overview totals with individual referral records.

Navigation Path

Affiliate Dashboard → Extra → Report

Step-by-step Instructions

1. Open Extra and select Report.
2. Read the Report Table to compare each displayed Link with its No. of Hits and Purchase Done values.
3. Use Day Wise Report Table to compare Total Order, Total Commission Earned, Date, and Total Sales Amount.

The affiliate Report view separates link activity, chart summaries, commission distribution, and day-wise order, commission, and sales values.

Overview Cards vs Detailed Records

Expected Result

You can trace a personal total from Overview or Report to the available detailed tables.

Notes

The visible Report Table has search and entry-count controls. Date filters and export controls are not shown in this verified Report screenshot and are not assumed here.

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Overview

Manage Referrals displays recorded referral rows. The verified screen includes an affiliate ID and name, Reference, Order Status, Comm. Amount, Sale Amount, Customer Name, Date, Status, and Actions.

Purpose

Find the specific attributed referral behind a summary total or commission question.

Navigation Path

WooCommerce → Affiliate & Referral → Manage Referrals

Step-by-step Instructions

1. Open Manage Referrals.
2. Use the visible search field or the From and To controls in Filter & Export Referral Table to locate the record.
3. Read its Reference, Order Status, Comm. Amount, Sale Amount, Customer Name, Date, and Status before taking any action.

Manage Referrals provides the detailed record fields used to reconcile a referral with its sale and commission.

Field Reference

Expected Result

You can identify the referral record, its linked sale details, and its current status.

Notes

For approval and rejection steps, use Manage Referrals and Approve or Reject Commissions. This article focuses on reading report data.

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Overview

Administrators use Manage Referrals to see the displayed commission amount with affiliate, reference, order status, sale amount, customer, date, and status. Affiliates can use their Commission Table and Referral Table for their own records.

Purpose

Reconcile a displayed commission total with an individual order or referral record without reopening commission settings.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Manage Referrals  |  Affiliate: Affiliate Dashboard → Commission Table or Referral Table

Step-by-step Review

1. Find the relevant referral in Manage Referrals or the affiliate’s Referral Table.
2. Compare the displayed Comm. Amount with the Reference, Sale Amount, Order Status, and referral Status.
3. For MLM activity, distinguish the direct Referral Commission from the parent MLM Commission in the administrator referral records.

The affiliate Referral Table displays the referral type, commission amount, sale amount, order status, affiliate, customer, date, and status for available records.

Interpretation Example

If a row displays a sale amount of 1,000 and a commission amount of 100, the 100 is the commission recorded for that row. Review the referral type and associated record before assuming it is the direct commission rather than an MLM commission.

Expected Result

You can match a commission amount to its displayed referral, sale, order status, and current referral status.

Notes

The affiliate Report chart labels commission distribution as Pending, Approved, and Paid. Do not infer a complete lifecycle beyond the states visible in the record or chart.

Related Articles

Overview

The administrator Dashboard Sale Overview visibly compares Earnings, Orders, and Sales. The affiliate Overview provides a Sales Report and Orders chart, while the affiliate Report’s Day Wise Report Table provides Total Order, Total Commission Earned, Date, and Total Sales Amount.

Purpose

Compare sales and order activity with the referral and commission records generated by affiliate links.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Dashboard  |  Affiliate: Affiliate Dashboard → Overview or Extra → Report

Step-by-step Review

1. Administrator: Open Dashboard and review the Sale Overview chart, Last 5 Referrals, and Top 5 Affiliates.
2. Affiliate: Open Overview to review Sales Report and Orders, or open Extra → Report for the Day Wise Report Table.
3. Use the Date, Total Order, Total Commission Earned, and Total Sales Amount displayed in the report with the associated referral reference when reconciling a result.

Verified Data Reference

Expected Result

You can use the plugin’s displayed sales and order data to find the corresponding referral record, then consult WooCommerce orders for full order administration.

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Overview

Administrators review payout requests in Payouts. Affiliates review their Withdrawal Transaction Table in the Affiliate Dashboard Payout tab.

Purpose

Distinguish a displayed wallet balance from a withdrawal request and a completed payout.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Payouts  |  Affiliate: Affiliate Dashboard → Payout

Step-by-step Review

1. Administrator: Open Payouts and locate the affiliate request.
2. Review the visible Aff ID, Aff Name, Amount, Status, and Request Date.
3. Affiliate: Open Payout and review the Withdrawal Transaction Table for Amount, Date, and Status.

The affiliate Payout tab shows the withdrawal history available to that affiliate.

Record Reference

Expected Result

You can match a payout-related total to the available administrator request or affiliate withdrawal record.

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Overview

Administrators use Customer Referrals to review customer referral rows. Customers use Refer & Earn in My Account to see their credit balance and customer referral table.

Purpose

Check the customer reward records without confusing them with affiliate commission records.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Customer Referral → Customer Referrals  |  Customer: My Account → Refer & Earn

Step-by-step Review

1. Administrator: Open Customer Referrals and identify the required row.
2. Review the visible Customer ID, Customer Name, Reference, Order Status, Amount, Date, Status, and Actions.
3. Customer: Open Refer & Earn to view Your Credit Balance and the Customer Referral Table.

Customer Referrals contains the administrator-side rows used to review a customer referral.

Record Reference

Expected Result

Administrators can see the current referral state; customers can see the related credit and customer-facing history available to their account.

Notes

Approve or Reject changes the record’s reporting state; use the dedicated management article for the approval workflow.

Related Articles

Overview

Affiliates use Multi-tier (MLM) to view the available plan, level commission table, and MLM chain. Administrators use Manage Referrals to review the direct referral commission and MLM commission records associated with a qualifying sale.

Purpose

Separate chain visibility from the commission records that support a particular MLM result.

Navigation Paths

Affiliate: Affiliate Dashboard → Multi-tier (MLM)  |  Admin: WooCommerce → Affiliate & Referral → Manage Referrals

Step-by-step Review

1. Affiliate: Open Multi-tier (MLM) and select Show MLM Chain to view the available hierarchy.
2. Review the displayed plan, number of children needed to start earning commission, and level commission table.
3. Administrator: Open Manage Referrals and compare the direct Referral Commission with the MLM Commission record for the relevant referral.

The affiliate Multi-tier (MLM) screen provides the verified chain and level information available to the affiliate.

Verified Reporting Boundary

Expected Result

You can use the relevant chain and referral record views without treating them as an unverified dedicated MLM analytics report.

Related Articles

Overview

The verified administrator Manage Referrals screen has From and To date inputs in Filter & Export Referral Table, plus a Search field. The affiliate Referral Table has From and To date inputs, Search, and filter/export controls. The affiliate Report view visibly provides Search and an entry-count control, but not date inputs.

Purpose

Narrow a record table to a known date range or value before interpreting or exporting it.

Step-by-step Instructions

1. Open the relevant referral table.
2. Enter a start date in From and an end date in To where those controls are available.
3. Use Search to locate displayed text or a known record value.
4. Confirm the table’s returned rows and date values before relying on the result or exporting it.

Control Reference

Expected Result

The displayed rows correspond to the entered date range or search value.

Related Articles

Overview

The administrator Filter & Export Referral Table provides CSV and PDF buttons. The affiliate Referral Table provides Export CSV and Export PDF. The affiliate Download tab is a separate feature that generates a category file containing referral links and commission details.

Purpose

Save the currently reviewed referral data or generate the available category referral-link file.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Manage Referrals  |  Affiliate: Affiliate Dashboard → Referral Table or Extra → Download

Step-by-step Instructions

1. On a referral table, apply From, To, or Search where available and verify the displayed rows.
2. Administrator: Select CSV or PDF in Filter & Export Referral Table.
3. Affiliate: Select Export CSV or Export PDF on Referral Table.
4. For category referral links and commission details, open Extra → Download, select the category, and generate the available file.

Download is separate from Referral Table export: it generates the available category referral-link and commission-details file.

Export Reference

Expected Result

Your browser starts the requested download for the control you selected.

Notes

File names, CSV delimiters, encoding, automatic delivery, scheduling, and whether an export includes rows beyond the displayed filter were not verified and are not documented.

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Overview

Report differences can result from the selected date range, record status, missing attribution, or viewing the wrong audience-specific screen.

Purpose

Identify the next reliable check without treating one possible cause as certain.

Troubleshooting Checks

Expected Result

You have a specific record, status, date range, or workflow step to verify next.

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Overview

Advanced Features contains optional configuration that changes how affiliates share links, access marketing assets, or use enabled coupon workflows. These settings are normally configured by a store administrator with access to WooCommerce and the Affiliate & Referral menus.

Purpose

Enable a feature only when it supports a planned affiliate or customer workflow and has been tested with a non-production account.

Prerequisites

An administrator account, an active affiliate programme, and a working referral-link test.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → General

When to enable these features

Expected Result

Only the optional features that match the store’s documented programme are enabled.

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Overview

A QR code provides a scannable form of an affiliate’s generated referral link. It is useful for printed material or mobile sharing where entering a long URL is inconvenient.

Purpose

Give affiliates a shareable QR code that directs a customer to the referral URL they generated.

Prerequisites

An administrator must enable QR CODE FOR REFERRAL LINKS. The affiliate needs access to Affiliate Tools and a generated referral link.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Advanced Features → General  |  Affiliate: Affiliate Dashboard → Affiliate Tools → Generate Link

Step-by-step Configuration

1. Administrator: Open General in Advanced Features.
2. Enable QR CODE FOR REFERRAL LINKS, then select SAVE CHANGES.

QR Code for Referral Links is enabled from Advanced Features → General.

3. Affiliate: Open Affiliate Tools → Generate Link, enter a permitted page or product URL, and select Generate Link.
4. Select Create QR Code, then select Download QR to save the generated code.

After generating the referral link, the affiliate can create and download its QR code.

Settings Reference

Expected Result

The affiliate can download a QR code that opens the generated referral link when scanned.

Tips

Scan the downloaded code on a phone before printing it or adding it to a campaign.

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Overview

Banner management is an administrator workflow; affiliates access the available assets from Banner in their dashboard. Registration templates are configured separately and are not promotional banners.

Purpose

Provide affiliates with approved images and the available embed code for a consistent promotion workflow.

Prerequisites

Administrator access, a prepared banner image, and a valid target link.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Banner Setting  |  Affiliate: Affiliate Dashboard → Banner → Custom Banner or Create Banner

Step-by-step Configuration

1. Administrator: Open Banner Setting and select Add New Banner.
2. Add the available banner details and target link, then save the banner.
3. Affiliate: Open Banner and choose Custom Banner to view the available banners.

Administrators create and manage the banners made available to affiliates.

4. Use the available Copy HTML control when the banner view presents it, then place the code only where the store has authorised it.

The affiliate Banner area shows Custom Banner and Create Banner options and the available Copy HTML control.

Settings Reference

Expected Result

Affiliates can use the banner assets that the administrator has configured for the programme.

Notes

Banner assets and affiliate registration templates are separate workflows. Do not use a registration template as a promotional banner.

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Overview

Affiliate coupon generation is different from a Customer Referral coupon and from wallet documentation. The verified Commission screen includes Activate Generation of Coupons; the affiliate interface exposes Coupon Generate under Affiliate Tools.

Purpose

Allow an eligible affiliate to generate a store coupon from the enabled affiliate workflow.

Prerequisites

Activate Generation of Coupons is enabled in Commission settings. The affiliate must meet any configured coupon-generation conditions, including the visible minimum coupon amount where applicable.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Commission  |  Affiliate: Affiliate Dashboard → Affiliate Tools → Coupon Generate

Step-by-step Configuration

1. Administrator: Open Commission and enable Activate Generation of Coupons.
2. Review the visible Minimum Amount For Coupon Generation, then select Save Changes.
3. Affiliate: Open Affiliate Tools and select Coupon Generate.
4. Use the available generation controls and review the resulting coupon before attempting to use it at checkout.

Coupon Generate is available from Affiliate Tools after the administrator enables the coupon-generation setting.

Coupon Comparison

Expected Result

An eligible affiliate can access Coupon Generate and produce a coupon when the store’s configured rules allow it.

Notes

Coupon expiry, value calculation, combinability, and additional eligibility rules were not verified and are not documented here.

Related Articles

Overview

The verified controls related to invalid commission handling are Restrict Commission on Own Referral, Reject Commission on Refund, administrator approval or rejection in Manage Referrals, and the configured Affiliate Referral Automation order status.

Purpose

Reduce self-referral and refunded-order commission risk, then review records before approving an uncertain referral.

Prerequisites

Administrator access, a defined referral-review process, and a test affiliate/customer scenario.

Navigation Paths

WooCommerce → Affiliate & Referral → Commission  |  WooCommerce → Affiliate & Referral → Manage Referrals

Step-by-step Configuration

1. Open Commission.
2. Enable Restrict Commission on Own Referral when affiliates should not earn commission on purchases made through their own referral.
3. Enable Reject Commission on Refund when refunded orders should reject a commission that has not already been approved.
4. Set the intended Affiliate Referral Automation status and select Save Changes.

The verified Commission settings include own-referral restriction and refund-rejection controls.

5. Open Manage Referrals to review a pending record and use the available Approve or Reject action when manual review is required.
6. Run one controlled self-referral and one refunded-order test before relying on the configuration.

Settings Reference

Expected Result

The selected restrictions and review process are applied to new qualifying referral records.

Notes

IP validation, device validation, duplicate-referral prevention, bot detection, VPN detection, blacklists, and automatic fraud scoring were not verified and are intentionally not documented.

Related Articles

Overview

COOKIE EXPIRATION sets how many days the referral cookie remains active. The verified screen notes that 0 means the cookie expires when the browser is closed.

Purpose

Define the period in which a referral-link visit can remain available for referral attribution.

Prerequisites

A referral link and a private-browser test session.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → General → COOKIE EXPIRATION

Step-by-step Configuration

1. Open Advanced Features → General.
2. Enter the required number in COOKIE EXPIRATION.
3. Select SAVE CHANGES.

Cookie Expiration is entered in days from the Advanced Features General screen.

4. In a private browser session, open a generated affiliate referral URL, complete a qualifying test purchase within the configured period, and review the referral record.
5. For browser troubleshooting, clear site data or use a fresh private session before repeating the test.

Settings Reference

Expected Result

A referral link can create the configured referral cookie duration; after that duration, the cookie is no longer active.

Notes

First-click/last-click attribution, cross-device tracking, logged-in-user behaviour, Customer Referral interaction, affiliate coupon attribution, consent handling, and third-party-cookie behaviour were not verified.

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Overview

Affiliate Tools generates a referral URL from the page or product URL entered by an affiliate. A Customer Referral link is a separate customer-facing link that uses the administrator’s saved Referral Slug.

Purpose

Ensure users share the correct tracking method and administrators can verify the resulting referral record.

Navigation Paths

Affiliate: Affiliate Dashboard → Affiliate Tools → Generate Link  |  Customer: My Account → Refer & Earn  |  Admin: Customer Referral → Settings

Step-by-step Instructions

1. Affiliate: Open Affiliate Tools → Generate Link.
2. Enter an approved product or page URL, then select Generate Link.
3. Copy the generated referral URL, or select Create QR Code after QR sharing has been enabled.
4. Administrator: Verify a qualifying tracked referral in Manage Referrals. The affiliate can review available link activity in Extra → Report.

Affiliate Tools generates a tracking link from the URL entered by the affiliate.

Tracking Method Comparison

Safe Examples

Use a full store URL that you are authorised to promote, such as https://store.example/product-name/, then generate the affiliate tracking URL from Affiliate Tools. Do not manually alter the generated referral parameter. Customer Referral URLs should be copied from Refer & Earn rather than constructed manually.

Expected Result

A qualifying purchase through the generated affiliate URL can produce a referral record that the administrator can review.

Notes

URL shortening, cross-domain/subdomain tracking, UTM tracking, JavaScript tracking, fallback attribution, and referral-coupon attribution were not verified.

Related Articles

Overview

Most advanced-feature issues can be isolated by checking the applicable setting and repeating one controlled referral test.

Purpose

Provide a practical next check without assuming a single cause.

Troubleshooting Checks

Expected Result

You have a specific setting or controlled test to review before changing further configuration.

Related Articles

Overview

Core compatibility is required for the affiliate program to work with store orders. Optional integrations add recurring-order or payout workflows. Configure and test each optional connection before using it for live payments.

What integrations enable

Prerequisites

Use an administrator account, a staging store where possible, and a test affiliate. Obtain external-service credentials before enabling a payout option.

Step-by-step setup

1. Confirm WooCommerce is active and complete a test order through an affiliate referral link.
2. Enable only the optional services your store will use, then save their displayed settings.
3. Test the full workflow: order or renewal, referral record, commission record, and—when relevant—a payout request.

Verification

Confirm the expected referral appears in Manage Referrals, and verify payout requests in Payouts. A public, endpoint-level REST interface is not verified in the supplied documentation or interface; see Developer Documentation before planning custom API work.

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Overview

High-Performance Order Storage (HPOS) is a WooCommerce order-storage option. The available documentation and interface evidence do not provide a plugin-specific HPOS compatibility declaration, so this article documents a safe verification process rather than a compatibility claim.

Requirements

WooCommerce must be active. Back up the site and test on staging before changing the store’s order-data storage.

Navigation Path

WooCommerce → Settings → Advanced → Features

Step-by-step verification

1. Open the WooCommerce Features screen and check the current order-data storage setting.
2. On staging, enable the chosen HPOS setting only after WooCommerce reports that order data is ready for the change; save the WooCommerce setting.
3. Open an affiliate referral URL, place a test order, then check WooCommerce → Affiliate & Referral → Manage Referrals for the related record.
4. Check the commission result and test any refund handling that is enabled for your store before applying the change to production.

What to verify

Expected Result

Your test confirms whether referral and commission records remain usable with the selected WooCommerce order-storage setting.

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Overview

WooCommerce Subscriptions creates the initial subscription order and subsequent renewal orders. The affiliate program’s recurring-commission behavior must be configured and verified separately.

Requirements

WooCommerce Subscriptions must be active, and the store needs a subscription product and a test affiliate referral.

Navigation Path

WooCommerce → Affiliate & Referral → Commission

Step-by-step verification

1. Create or identify a subscription product in WooCommerce.
2. Open Commission and configure the verified recurring or lifetime behavior required by your program, then save the settings.
3. Place an initial subscription order through a test affiliate referral link.
4. After a test renewal is created, review the referral and commission records to determine whether your configured rule generated a result.

Reference

Expected Result

You have a tested result for both the initial order and a renewal in your own configuration.

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What this integration enables

The verified interface provides Activate PayPal in Payments settings and a PayPal option in the affiliate Payout view. The administrator Payouts table also displays PayPal payment actions.

Requirements

An external PayPal account and the credentials shown by the selected Payments mode are required. Affiliates need to select PayPal in their Payout area where the method is available.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Advanced Features → Payments  |  Affiliate: Affiliate Dashboard → Payout

Step-by-step setup

1. Administrator: Open Advanced Features, select Payments, and enable Activate PayPal.
2. Select the displayed Paypal Live or Paypal Sandbox mode, enter the displayed Client ID and Client Secret, then select Save Changes.

Enable PayPal and save the credentials for the selected mode.

3. Affiliate: Open Payout, select Paypal under Select Payment Methods, and save the available payout details.
4. Administrator: Review the payout request in Payouts and use the visible PayPal action only after verifying the request.

Settings Reference

Verification

Confirm that PayPal is visible to the affiliate after saving the administrator setting, then use a test payout request to verify the administrator workflow and displayed status.

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What this integration enables

The Payments screen provides Activate Stripe, and the affiliate Payout screen includes a Stripe method tab. The administrator Payouts screen includes Approve Selected Stripe Payout.

Requirements

An external Stripe account and the keys required by the displayed Payments mode are needed. Affiliates must save the details requested in their available Stripe method tab.

Navigation Paths

Admin: WooCommerce → Affiliate & Referral → Advanced Features → Payments  |  Affiliate: Affiliate Dashboard → Payout

Step-by-step setup

1. Administrator: Open Advanced Features → Payments and enable Activate Stripe.
2. Select Stripe Live or Stripe Sandbox, complete the visible Publishable Key and Secret Key fields, then select Save Changes.
3. Affiliate: Open Payout, select Stripe under Select Payment Methods, and save the available details.
4. Administrator: Open Payouts, select the appropriate request, and use Approve Selected Stripe Payout only after review.

Settings Reference

Verification

Confirm that the Stripe tab is available in the affiliate Payout view after saving the administrator setting, then test a payout request and confirm its displayed status.

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Overview

The verified affiliate Payout screen shows Direct Bank under Select Payment Methods and fields for account-holder name, bank, branch, IFSC, account number, and phone. The interface does not show an automatic bank transfer.

Requirements

The affiliate must have the requested bank information and an approved balance or payout request, as applicable to the store’s workflow.

Navigation Path

Affiliate Dashboard → Payout

Step-by-step setup

1. Open Payout in the Affiliate Dashboard.
2. Under Select Payment Methods, select Direct Bank.
3. Complete the displayed bank-detail fields and select Save Details.

The Direct Bank tab contains the fields an affiliate can save for manual payout handling.

4. Request withdrawal when the control is available, then keep the saved details accurate while the administrator reviews the request.
5. Administrator: review the request in WooCommerce → Affiliate & Referral → Payouts and update the displayed payout workflow after completing the bank transfer outside the plugin.

Details Reference

Expected Result

The affiliate’s Direct Bank details are saved and can be used during the administrator’s manual payout process.

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Overview

The verified General settings provide configured page locations for login, registration, and the affiliate dashboard. The supplied sources do not verify named theme or page-builder integrations, so test styling and navigation with your active setup.

Requirements

You need the active theme, the page used for affiliate registration or dashboard access, and a test account.

Navigation Path

WooCommerce → Affiliate & Referral → Advanced Features → General

Step-by-step verification

1. Review the configured login, registration, and affiliate dashboard pages in General.
2. Open each page while logged out and while signed in as a test affiliate.
3. Check that the registration form, dashboard navigation, and required shortcodes or content render inside the active theme layout.
4. If styling is unexpected, temporarily test with cache/minification disabled and compare the result after clearing the site cache.

What to check

Expected Result

Configured affiliate pages are accessible and usable within the active WordPress theme.

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Before you begin

Record the order or payout reference, displayed status, date, and affected affiliate. Test configuration changes on staging where possible.

Notes

No endpoint-level REST API documentation is verified in the supplied sources. Do not rely on unverified custom requests to diagnose referral or payout records.

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Overview

The verified extension surface consists of page shortcodes and filters for the admin dashboard callback, early commission processing, referral-table CSS classes, and the Affiliate Name column label. Use these extension points instead of editing the main plugin.

Safe setup

1. Create a small site-specific plugin, or use the active child theme’s functions.php file.
2. Put the code under version control and test it on staging with a test affiliate and test order.
3. Deploy only after you confirm the visible output and related records.

<?php
/**
 * Keep Affiliate & Referral customizations in a small custom plugin
 * or the active child theme's functions.php file.
 */

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Shortcode reference

Affiliate dashboard page

Purpose: render the affiliate dashboard. Navigation Path: WordPress Pages → dashboard page, then WooCommerce → Affiliate & Referral → Advanced Settings.

1. Create or edit the dashboard page.
2. Add the shortcode.
3. Select this same page in Advanced Settings and save.

[rtwapwcm_affiliate_page]

Expected result: an eligible affiliate sees the Affiliate Dashboard on the configured page.

Affiliate registration page

Purpose: render the affiliate registration form. Navigation Path: WordPress Pages → registration page, then WooCommerce → Affiliate & Referral → Advanced Settings.

1. Create or edit the registration page.
2. Add the shortcode.
3. Select this same page in Advanced Settings and save.

[rtwapwcm_aff_reg_page]

Customer Referral button

Navigation Path: WooCommerce → Affiliate & Referral → Customer Referral → Settings.

1. Enable Enable Refer Button Shortcode.
2. Save settings; the default floating Refer & Earn button is disabled.
3. Add the shortcode to the page where the button should appear.

[rtwapwcm_cust_ref_button]

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Filter reference

Admin submenu callback

Parameter: current callback. Return: a valid callable. Effect: the callable is used for the Affiliate & Referral admin submenu page.

<?php
function my_site_affiliate_admin_page() {
    // Render the custom admin content required by this site.
}

add_filter(
    'rtwapwcm_dashboard_callback',
    function( $callback ) {
        return 'my_site_affiliate_admin_page';
    }
);

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Parameters and return values

rtwapwcm_early_mra_override_process runs before normal commission calculation. It receives $override (initially false), $order_id, $user_id, $order, $commission_settings, $currency, and $currency_symbol.

Complete control-flow example

This example validates the supplied inputs and preserves default behavior until custom code reports success. It intentionally does not assume unverified commission fields or record formats.

<?php
add_filter(
    'rtwapwcm_early_mra_override_process',
    function( $override, $order_id, $user_id, $order, $commission_settings, $currency, $currency_symbol ) {
        // Preserve normal processing if supplied order data is not usable.
        if ( ! $order_id || ! $user_id || ! is_object( $order ) ) {
            return false;
        }

        // Add site-specific calculation and recording logic here.
        // Do not return true until it has completed successfully.
        $custom_processing_completed = false;

        if ( ! $custom_processing_completed ) {
            return false;
        }

        // Custom processing succeeded: stop the default calculation.
        return true;
    },
    10,
    7
);

1. Add the snippet to a small custom plugin or child theme on staging.
2. Test with a known order and keep the callback returning false until custom processing is complete.
3. When returning true, verify the expected commission outcome is recorded exactly once.

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Add a referral-table CSS class

Filter: rtwapwcm_referral_table_extra_class. Parameter: existing class string. Return: the existing value plus a class. Effect: site CSS can target the referral table without removing existing classes.

<?php
add_filter(
    'rtwapwcm_referral_table_extra_class',
    function( $classes ) {
        $classes = is_string( $classes ) ? trim( $classes ) : '';

        return trim( $classes . ' my-site-referral-table' );
    }
);

Change the Affiliate Name column label

Filter: rtwapwcm_affiliate_column_name. Parameter: current label, default Affiliate Name. Return: replacement label. Replace the text domain with the one loaded by your child theme or custom plugin.

<?php
add_filter(
    'rtwapwcm_affiliate_column_name',
    function( $label ) {
        return __( 'Partner Name', 'my-site-textdomain' );
    }
);

Expected result: the table retains existing classes and gains my-site-referral-table; the Affiliate Name heading uses the translation-safe replacement label.

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Getting started

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Registration and sharing

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Customer referral workflow

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Commission configuration

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Withdrawals and payment details

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Structure and commission

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Reviewing records

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Compatibility and payments

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Start with documentation

Use the sidebar search, the relevant feature article, and the FAQ to check setup labels and expected results. For a failed configuration or incorrect record, start with the feature-specific troubleshooting article before changing multiple settings.

Useful links

Quick checks

1. Open the relevant written guide and confirm the saved setting, menu path, and expected result.
2. Record the affected order, referral, payout, or affiliate reference and its displayed status.
3. Repeat the issue once with a controlled test where it is safe to do so.
4. Check the matching FAQ or troubleshooting article for the next verified action.

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Include this information

• Plugin version
• WooCommerce version
• WordPress version
• PHP version
• Active theme
• Screenshots that show the relevant screen and issue
• Exact error messages, if any
• Numbered steps to reproduce the issue

Write a clear report

State what you expected to happen, what happened instead, and the exact page, menu path, or record involved. Include one test example where possible, such as an order or referral reference, while removing private payment and customer data.

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Create a ticket

Use the support form to send the issue details, screenshots, and steps to reproduce. Include the environment information listed in the previous article so the request can be reviewed efficiently.

Create Support Ticket

Response time: Within 24 hours (typically 4–6 business hours).

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6 August 2026 — version 2.5.0

• New: optional setting to include MLM commissions in the monthly commission limit.
• Improved: affiliate dashboard charts follow the store currency format; all scripts and styles are served from the plugin; the text domain now matches the plugin folder.
• Fixed: a security issue where a non-administrator affiliate could approve their own commission; server-side validation of withdrawal and coupon amounts; fixed-rate commission per unit; renewal commissions on HPOS stores; refer-a-friend referrer recording; customer referral auto-approval and store credit; IPv6 visitor tracking; and other fixes.

7 July 2026 — version 2.4.0

• New: cart total discount for two-way commission; compatibility with WooCommerce 10.9.3.
• Improved: referral tracking on cached and CDN-hosted stores.
• Fixed: registration page bug and other minor fixes.

26 May 2026 — version 2.3.0

• New: date filters, PDF/CSV export and extra columns (sales amount, customer, child affiliate) in the affiliate and admin referral tables.

The complete release history ships with the plugin as changelog.txt.